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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

  • 1 Owner
  • #156
  • Max 2.8%
  • Master 0.08%
  • $270M
  • 1 reduce

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.

  1. John Armitage Reduce 2.8%

Who owns IBKR

Sorted by value, long equity only, as of 2026 Q3.

History
John Armitage, Egerton Capital (UK) 2.8%, was 3.5% Reduce −23.5% 3,160,704 $270M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by IBKR's executives, directors and 10% owners in the last 12 months, from their Form 4s

All IBKR insider trades
  • $20K bought by 1 insider
  • $34.8M sold by 2 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Lawrence E Harris Director
    Sale
    $2.1M 25,000 shares at $82.61 14% of stake
    Traded Oct 28 Filed Oct 29
  2. Lori A Conkling Director
    Buy
    $2,136 25 shares at $85.42 +1% to stake
    Traded Oct 1 Filed Oct 5
  3. Lori A Conkling Director
    Buy
    $2,363 25 shares at $94.53 +1% to stake
    Traded Sep 1 Filed Sep 2
  4. Lori A Conkling Director
    Buy
    $2,176 25 shares at $87.03 +1% to stake
    Traded Aug 3 Filed Aug 4
  5. Lori A Conkling Director
    Buy
    $2,201 25 shares at $88.03 +1% to stake
    Traded Jul 1 Filed Jul 1
  6. Lori A Conkling Director
    Buy
    $2,153 25 shares at $86.10 +1% to stake
    Traded Jun 1 Filed Jun 2
  7. Lori A Conkling Director
    Buy
    $1,991 25 shares at $79.64 +1% to stake
    Traded May 1 Filed May 4
  8. Lawrence E Harris Director
    Sale
    $2M 26,000 shares at $76.93 13% of stake
    Traded Apr 28 Filed Apr 29
  9. Lori A Conkling Director
    Buy
    $1,710 25 shares at $68.38 +1% to stake
    Traded Apr 1 Filed Apr 2
  10. Lori A Conkling Director
    Buy
    $5,391 75 shares at $71.88 +3.2% to stake
    Traded Feb 25–Mar 2 Filed Mar 26
  11. Earl H Nemser Vice Chairman
    Sale
    $11.8M 155,000 shares at $75.84 100% of stake
    Traded Jan 26–27 Filed Jan 28
  12. Earl H Nemser Vice Chairman
    Sale
    $19M 245,000 shares at $77.43 61% of stake
    Traded Jan 22–23 Filed Jan 26
  13. Lawrence E Harris Director
    Sale
    $735K 10,645 shares at $69.00 5.1% of stake
    Traded Oct 29, 2025 Filed Oct 31, 2025
  14. Lawrence E Harris Director
    Sale
    $997K 14,355 shares at $69.45 6.4% of stake
    Traded Oct 27–28 Filed Oct 29, 2025
  15. Jill Bright Director
    Buy
    $26K 400 shares at $65.95 +4% to stake
    Traded 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.

All Congress trades
  1. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 14, 2025 filed Nov 21, 2025
  2. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Aug 13, 2025 filed Sep 12, 2025
  3. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Jun 24, 2025 filed Aug 13, 2025
  4. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Jun 17, 2025 filed Aug 13, 2025
  5. Morgan McGarvey D-KY-3Spouse Sell $1K–$15K Nov 13, 2024 filed Dec 10, 2024
  6. Morgan McGarvey D-KY-3Spouse 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
10-Q
8-K 8.01,9.01
424B5
8-K 8.01,9.01
424B5
8-K 2.02,9.01
10-Q
SCHEDULE 13G —
8-K 5.07,9.01
8-K 2.02,9.01
10-K/A
SCHEDULE 13G/A —
DEF 14A
DEFA14A
10-K

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.56B $1.98B $2.44B

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $128.42B $150.14B $203.24B
Total equity $3.58B $4.28B $5.36B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $4.54B $8.72B $15.81B
Cash from investing -$52M -$44M -$171M
Cash from financing -$624M -$833M -$969M
Net change in cash $3.99B $7.64B $15.06B

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.