Interactive Brokers Group, Inc.· IBKR

🇺🇸 US · LargeSP500NASDAQ

Financial Services Investment - Banking & Investment Services Website

Price: $90.69
Day: +2.61%
Mkt Cap: $156.72B
52W Range: $58.95 – $98.75
Volume: 6.07M
Beta: 1.35

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.7 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 1,164 institutions hold; 586 added, 396 reduced
Insiders Q3 2026: 3 purchases ($6.7K), no sales

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Interactive Brokers Group, Inc.

IBKR|Financial Services|Investment - Banking & Investment Services

Current price: $91

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.0x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

0 sellers

vs 1.0 avg per quarter

Institutional net breadth · Q2 2026

+302

782 adding vs 480 reducing

Institutional ownership · Q2 2026

87.4%

1,164 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

33.1M

+5.0%

VANGUARD CAPITAL MANAGEMENT LLC

28.3M

+0.1%

STATE STREET CORP

19.4M

+1.3%

FMR LLC

11.8M

-5.9%

GEODE CAPITAL MANAGEMENT, LLC

10.6M

+1.3%

GREENWICH WEALTH MANAGEMENT LLC

9.9M

-0.6%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

123

133

99 buying123 unchanged133 selling

355 funds held IBKR in Q2 2026, holding 122.9M shares between them, down 5.2% on the quarter.

Largest fund holders

SPDR SERIES TRUST1.9M sh

NATIONWIDE MUTUAL FUNDS112.0K sh

Absolute Shares Trust18.1K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Aug 12

Nemser Earl H

$10.3M

Sale · Jan 22

Nemser Earl H

$7.7M

Sale · Jan 23

Nemser Earl H

$6.6M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

IBKR Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.7/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+66

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 3.7/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for IBKR

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Light insider buying in Q3 2026

Minor: 3 purchases totaling $6.7K (75 shares)

Share volume is near the historical average

Insider buying in 3 of the last 4 quarters

0.0x

Selling pace

quarter in progress, filings still arriving

0.00%

Stake sold

of active insiders' holdings

0 sellers

Seller breadth

vs 0.8 avg per quarter

$6.7K

Insider buying

1 buyer in Q3 2026

Notable Recent Transactions, IBKR

Top 8 highest-value insider trades from the last 8 quarters

Nemser Earl H

Vice Chairman

Sell

153,000 shares at $67.39

≈23.3% of their stake at the time

Aug 12, 2025$10.31M

Nemser Earl H

Vice Chairman

Sell

100,000 shares at $76.81

≈25.0% of their stake at the time

Jan 22, 2026$7.68M

Nemser Earl H

Vice Chairman

Sell

84,935 shares at $77.65

≈28.3% of their stake at the time

Jan 23, 2026$6.60M

Brody Paul Jonathan

CFO

Sell

104,906 shares at $62.51

≈11.8% of their stake at the time

Sep 10, 2025$6.56M

Brody Paul Jonathan

CFO

Sell

98,601 shares at $62.24

≈20.5% of their stake at the time

Sep 16, 2025$6.14M

Brody Paul Jonathan

CFO

Sell

84,956 shares at $62.02

≈8.7% of their stake at the time

Sep 9, 2025$5.27M

Nemser Earl H

Vice Chairman

Sell

60,065 shares at $78.14

≈27.9% of their stake at the time

Jan 23, 2026$4.69M

Brody Paul Jonathan

CFO

Sell

71,019 shares at $65.05

≈30.9% of their stake at the time

Sep 18, 2025$4.62M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for IBKR

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

87.4% institutional ownership

Moderate accumulation: 782 adding vs 480 reducing

13F shares increased by 3.1%, a notable change

+302

Net breadth

782 adding vs 480 reducing

Accumulating

1.63

Add / reduce ratio

in Q2 2026

+112

New − closed

196 initiated, 84 exited

5 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+782 growing-480 shrinkingNet: +302

196

586

396

New (196)

Increased (586)

Reduced (396)

Closed (84)

Top Institutional Holders, IBKR

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

33.1M

$2.9B

Ownership

7.40%

+5.0%

VANGUARD CAPITAL MANAGEMENT LLC

28.3M

$2.5B

Ownership

6.33%

+0.1%

STATE STREET CORP

19.4M

$1.7B

Ownership

4.34%

+1.3%

FMR LLC

11.8M

$1.0B

Ownership

2.64%

-5.9%

GEODE CAPITAL MANAGEMENT, LLC

10.6M

$925.5M

Ownership

2.38%

+1.3%

GREENWICH WEALTH MANAGEMENT LLC

9.9M

$863.6M

Ownership

2.22%

-0.6%

INVESCO LTD.

9.7M

$845.1M

Ownership

2.17%

+0.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

8.7M

$759.4M

Ownership

1.95%

-42.1%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 355 ETFs and mutual funds reporting

99 buying133 sellingNet: -34

123

133

Buying (99)

Unchanged (123)

Selling (133)

In total, funds bought 6.0M shares and sold 12.4M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

355 ETFs and mutual funds reporting

133 funds selling vs 99 buying

Top Fund Holders, IBKR

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

1.9M

Weight

9.59%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

112.0K

Weight

0.02%

Jul 31, 2026Increased

Absolute Shares Trust

18.1K

Weight

4.90%

Jun 30, 2026Increased

DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO

14.0K

Weight

4.84%

Jun 30, 2026Decreased

MFS VARIABLE INSURANCE TRUST II

13.9K

Weight

0.01%

Jun 30, 2026No change

BRIDGEWAY FUNDS INC

13.0K

Weight

0.75%

Jun 30, 2026Decreased

BNY MELLON INVESTMENT PORTFOLIOS

9.1K

Weight

3.29%

Jun 30, 2026No change

Chesapeake Investment Trust

7.7K

Weight

11.45%

Jul 31, 2026Increased

Interactive Brokers Group, Inc.· IBKR

Holdings Analysis

Insider Trading Activity

1.3Transaction History500Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings170Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History500Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings170Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights