Interactive Brokers Group, Inc.

NasdaqGS:IBKR Stock Report

Market Cap: US$94.7b

Interactive Brokers Group Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NasdaqGS:IBKR Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
31 Jan 25BuyUS$29,634Jill BrightIndividual135US$219.51

Insider Trading Volume

Insider Buying: IBKR insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of IBKR?
Owner TypeNumber of SharesOwnership Percentage
State or Government91,8120.0843%
Private Companies3,272,8723.01%
Individual Insiders3,276,1943.01%
General Public6,578,2866.04%
Institutions95,659,91587.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 60.2% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.49%
BlackRock, Inc.
10,333,810US$9.0b7.95%0.04%
9.25%
The Vanguard Group, Inc.
10,071,517US$8.8b-1.25%0.03%
4.85%
Orbis Investment Management Limited
5,285,505US$4.6b-18.3%3.93%
3.57%
Kayne Anderson Rudnick Investment Management, LLC
3,887,814US$3.4b0.12%1.96%
3.12%
Cantillon Capital Management LLC
3,395,690US$3.0b0.53%4.31%
3.08%
State Street Global Advisors, Inc.
3,354,590US$2.9b4.11%0.03%
3.06%
JP Morgan Asset Management
3,328,975US$2.9b-2.37%0.08%
3%
Ibg Holdings, L.L.C.
3,271,490US$2.8b0%no data
2.55%
Greenwich Wealth Management, LLC
2,774,582US$2.4b-6.87%40.08%
2.07%
Geode Capital Management, LLC
2,259,032US$2.0b9.37%0.03%
1.7%
Egerton Capital (UK) LLP
1,848,173US$1.6b-45.4%4.53%
1.48%
Thomas Peterffy
1,612,926US$1.4b-4.72%no data
1.37%
Wellington Management Group LLP
1,494,029US$1.3b8,250%0.05%
1.19%
Norges Bank Investment Management
1,297,989US$1.1b-21.3%0.02%
1.17%
FMR LLC
1,273,562US$1.1b17%0.02%
1.16%
Managed Account Advisors LLC
1,260,848US$1.1b348%0.05%
1.14%
Jarislowsky, Fraser Limited
1,239,524US$1.1b-14.8%1.4%
1.05%
Neuberger Berman Investment Advisers LLC
1,143,729US$994.8m-1.64%0.2%
1%
Jacobs Levy Equity Management Inc
1,084,337US$943.1m53.1%0.85%
0.87%
Bares Capital Management, Inc.
951,647US$827.7m-14.8%19.02%
0.87%
Wells Fargo & Company, Securities and Brokerage Investments
943,685US$820.8m-5.66%0.06%
0.84%
Baron Capital Group, Inc.
913,967US$794.9m0.15%0.5%
0.81%
Northern Trust Global Investments
876,489US$762.3m14.7%0.03%
0.76%
Merrill Lynch & Co. Inc., Banking Investments
824,006US$716.7m19.9%0.07%
0.75%
Charles Schwab Investment Management, Inc.
818,198US$711.6m2.35%0.03%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/22 04:42
End of Day Share Price 2025/02/21 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Interactive Brokers Group, Inc. is covered by 24 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Benjamin BudishBarclays
Craig SiegenthalerBofA Global Research
Christopher AllenBuckingham Research Group Inc.