IBKR Interactive Brokers
Financials, filed as INTERACTIVE BROKERS GROUP IN (COM CL A), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab
Bought by 3 managers in 2026 Q2, sold by 4
In 2026 Q3 John Armitage trimmed Interactive Brokers.
Who owns this now
Largest portfolio weights among holders, up to 2.8% (John Armitage, Egerton Capital (UK)). Not free-float ownership.
Who owns IBKR
Sorted by value, long equity only, as of 2026 Q3.
| History | |||||
|---|---|---|---|---|---|
| John Armitage, Egerton Capital (UK) | Reduce −23.5% | 3,160,704 | $270M | History |
Insider trades
Open-market buys and sales by IBKR's executives, directors and 10% owners in the last 12 months, from their Form 4s
- $20K bought by 1 insider
- $34.8M sold by 2 insiders outside a trading plan
- None no planned (10b5-1) sales
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Lawrence E Harris DirectorSale$2.1M 25,000 shares at $82.61 14% of stakeTraded Oct 28 Filed Oct 29
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Lori A Conkling DirectorBuy$2,136 25 shares at $85.42 +1% to stakeTraded Oct 1 Filed Oct 5
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Lori A Conkling DirectorBuy$2,363 25 shares at $94.53 +1% to stakeTraded Sep 1 Filed Sep 2
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Lori A Conkling DirectorBuy$2,176 25 shares at $87.03 +1% to stakeTraded Aug 3 Filed Aug 4
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Lori A Conkling DirectorBuy$2,201 25 shares at $88.03 +1% to stakeTraded Jul 1 Filed Jul 1
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Lori A Conkling DirectorBuy$2,153 25 shares at $86.10 +1% to stakeTraded Jun 1 Filed Jun 2
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Lori A Conkling DirectorBuy$1,991 25 shares at $79.64 +1% to stakeTraded May 1 Filed May 4
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Lawrence E Harris DirectorSale$2M 26,000 shares at $76.93 13% of stakeTraded Apr 28 Filed Apr 29
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Lori A Conkling DirectorBuy$1,710 25 shares at $68.38 +1% to stakeTraded Apr 1 Filed Apr 2
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Lori A Conkling DirectorBuy$5,391 75 shares at $71.88 +3.2% to stakeTraded Feb 25–Mar 2 Filed Mar 26
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Earl H Nemser Vice ChairmanSale$11.8M 155,000 shares at $75.84 100% of stakeTraded Jan 26–27 Filed Jan 28
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Earl H Nemser Vice ChairmanSale$19M 245,000 shares at $77.43 61% of stakeTraded Jan 22–23 Filed Jan 26
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Lawrence E Harris DirectorSale$735K 10,645 shares at $69.00 5.1% of stakeTraded Oct 29, 2025 Filed Oct 31, 2025
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Lawrence E Harris DirectorSale$997K 14,355 shares at $69.45 6.4% of stakeTraded Oct 27–28 Filed Oct 29, 2025
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Jill Bright DirectorBuy$26K 400 shares at $65.95 +4% to stakeTraded Oct 23, 2025 Filed Oct 27, 2025
Also filed in the last 12 months, not counted as buying or selling: 26 stock grants, 5 share withholdings for taxes, and 1 other transaction.
Congress
2 members of Congress traded IBKR in the last three years: 3 buys and 3 sales. 2 members listed it in 2025 annual reports.
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Lisa C. McClain
Sell
$1K–$15K
Oct 14, 2025
filed Nov 21, 2025
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Lisa C. McClain
Buy
$1K–$15K
Aug 13, 2025
filed Sep 12, 2025
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Lisa C. McClain
Sell
$1K–$15K
Jun 24, 2025
filed Aug 13, 2025
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Lisa C. McClain
Buy
$1K–$15K
Jun 17, 2025
filed Aug 13, 2025
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Morgan McGarvey
Sell
$1K–$15K
Nov 13, 2024
filed Dec 10, 2024
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Morgan McGarvey
Buy
$1K–$15K
Jun 6, 2024
filed Jul 3, 2024
SEC filings
Recent issuer filings from EDGAR, 16 shown.
| Filed | Form | Detail | Links |
|---|---|---|---|
| 8-K | 2.02,9.01 | Filing Doc | |
| 10-Q | Filing Doc | ||
| 8-K | 8.01,9.01 | Filing Doc | |
| 424B5 | Filing Doc | ||
| 8-K | 8.01,9.01 | Filing Doc | |
| 424B5 | Filing Doc | ||
| 8-K | 2.02,9.01 | Filing Doc | |
| 10-Q | Filing Doc | ||
| SCHEDULE 13G | — | Filing Doc | |
| 8-K | 5.07,9.01 | Filing Doc | |
| 8-K | 2.02,9.01 | Filing Doc | |
| 10-K/A | Filing Doc | ||
| SCHEDULE 13G/A | — | Filing Doc | |
| DEF 14A | Filing Doc | ||
| DEFA14A | Filing Doc | ||
| 10-K | Filing Doc |
No filings match this filter.
Financials
US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.
Balance sheet
Ownership over time
13Fs that reported it each quarter. Click a bar for that quarter’s holders.