NASDAQ · Finance

INTERACTIVE BROKERS GROUP IN IBKR

Interactive Brokers Group, Inc. operates as an automated electronic broker in the United States and internationally. The company engages in the execution, clearance, and settlement of trades in stocks, options, futures, foreign exchange instruments, bonds, precious metals, and cryptocurrencies; and the company provides custody, prime brokerage, securities, and margin lending services.

Investment Bankers/Brokers/Service

Company profile

Business mix

  • The company engages in the execution, clearance, and settlement of trades in stocks, options, futures, foreign exchange instruments, bonds, precious metals, and cryptocurrencies.
  • It also offers custody and service accounts for hedge and mutual funds, ETFs, registered investment advisors, proprietary trading groups, introducing brokers, and individual investors.
  • In addition, the company provides trading platforms, including IBKR Trader Workstation, IBKR Desktop, IBKR Mobile, and IBKR Client Portal platform, as well as IBKR GlobalTrader mobile application, and IBKR APIs.
  • Further, it offers IBKR Pro, IBKR Lite, IBKR Universal Account, insured bank deposit sweep program, investors’ marketplace, mutual fund marketplace, bond marketplace, forecast and event contracts, fractional trading.

Current key questions

  • Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in capital markets?
  • How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
  • Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 36.24 FCF 44.58% Buyback -1.91%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.8% $271.5M 2026-03-31
Viking Global Investors Andreas Halvorsen 0.3% $93.5M 2026-03-31
Soros Fund Management George Soros 0.5% $43.3M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 1 Last 1 13F filing periods
Net reducers 3 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $93.5M Estimated from net added shares
Reduction amount $76.4M Estimated from net reduced shares
Net share change / base shares +4.3% +255,590 / 5,903,796
Viking Global Investors Andreas Halvorsen 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$93.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +1,394,329 (New) Total shares 1,394,329 Value $93.5M
Bridgewater Associates Ray Dalio 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -85.2% 13F value change -$26.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 488,940 Last 1 periods -416,603 (-85.2%) Total shares 72,337 Value $4.9M
Soros Fund Management George Soros 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -16.3% 13F value change -$6.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 771,480 Last 1 periods -126,136 (-16.3%) Total shares 645,344 Value $43.3M
Baron Capital Ron Baron 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -12.8% 13F value change -$27.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 4,643,376 Last 1 periods -596,000 (-12.8%) Total shares 4,047,376 Value $271.5M

Recent mentions

No public mentions.