IBKR Insider Trading

Interactive Brokers Group, Inc. (IBKR) operates in the Financial Services sector, specifically the Investment - Banking & Investment Services industry, with a market capitalization near $147.88B, listed on NASDAQ, employing roughly 3,265 people, carrying a beta of 1.37 to the broader market. Interactive Brokers Group, Inc. Led by Milan Galik, public since 2007-05-04.

In the last 12 months, Interactive Brokers Group, Inc. insiders made 10 buy transactions and 14 sale transactions.

DateNameTypeSharesPriceValue
Oct 5, 2026Conkling Lori AP-Purchase25$85.42$2.1K
Sep 2, 2026Conkling Lori AP-Purchase25$94.53$2.4K
Aug 4, 2026Nemser Earl HA-Award803,568$87.99$70.7M
Aug 4, 2026Conkling Lori AP-Purchase25$87.03$2.2K
Jul 1, 2026Conkling Lori AP-Purchase25$88.03$2.2K
Jun 2, 2026Conkling Lori AP-Purchase25$86.10$2.2K
May 28, 2026Brody Paul JonathanF-InKind82,920$84.42$7.0M
May 28, 2026Mendonca DenisF-InKind11,157$84.42$941.9K
May 28, 2026Galik MilanF-InKind255,039$84.42$21.5M
May 28, 2026Frank Thomas AJF-InKind31,730$84.42$2.7M

IBKR Insider Activity by Quarter

Reported Form 4 and Form 5 lines under IBKR's own SEC company ID, by transaction date, back to Q4 2024. Purchases and sales are code P / S (open market or private) in the company's shares; other lines are purchases and sales of other securities (options, warrants, preferred), awards, exercises, tax withholding, gifts and other acquisitions and dispositions. Later filings and amendments can change the current quarter. Earlier quarters are not shown: the filings read reach back to Nov 18, 2022, and a quarter counts only when every filing for it was read.

QuarterPurchasesBoughtSalesSoldOther Lines
Q4 2026 (so far)1$2.1K0N/A0
Q3 20263$6.7K0N/A1
Q2 20263$5.9K1$2.0M5
Q1 20262$5.4K8$30.7M9
Q4 20251$26.4K5$3.8M17
Q3 20250N/A64$89.8M2
Q2 20250N/A0N/A6
Q1 20251$29.6K0N/A3
Q4 20240N/A0N/A18

IBKR Institutional Ownership (13F)

As of Jun 30, 2026 (Q2 2026), 1,112 institutions reported holding 388,501,997 IBKR shares, valued at $33.84B as reported, 21.8% of its market cap (market cap of Jun 26, 2026). That is +112 institutions from the quarter before. Among managers whose reports for both quarters are comparable, 171 opened a position, 59 closed one, 400 added and 379 trimmed.

Top Holders, Q2 2026

ManagerSharesValueChange
BlackRock, Inc.33,129,663$2.88B+1,754,626
VANGUARD CAPITAL MANAGEMENT LLC28,349,920$2.47B+169,559
STATE STREET CORP19,437,767$1.69B+345,662
FMR LLC11,828,151$1.03B-673,133
GEODE CAPITAL MANAGEMENT, LLC10,641,906$925.5M+198,299
Greenwich Wealth Management LLC9,921,755$863.6M-2,288
Invesco Ltd.9,708,980$845.1M+61,812
VANGUARD PORTFOLIO MANAGEMENT LLC8,724,292$759.4M-6,260,253
TWO SIGMA INVESTMENTS, LP8,340,400$725.9M+27,429
WELLINGTON MANAGEMENT GROUP LLP7,382,141$642.5M-2,392,651

By Quarter

QuarterInstitutionsSharesValue
Q2 20261,112388,501,997$33.84B
Q1 20261,000379,610,005$25.45B
Q4 2025979386,280,735$24.86B
Q3 2025909389,303,393$26.81B
Q2 2025798381,590,757$21.16B
Q1 202573793,797,684$15.54B
Q4 202470193,539,012$16.55B
Q3 202458195,586,231$13.30B
Q2 202454598,738,958$12.11B

From the SEC's Form 13F data sets: investment managers with $100 million or more in Section 13(f) securities report their holdings each quarter, up to 45 days after it ends; a restated filing replaces the original, and values are as the managers reported them (a position whose price runs about 1,000 times below other managers', from a manager whose positions mostly do, is read as reported in thousands of dollars). The same shares can be reported by more than one manager, so totals can count some twice.

ETFs Holding IBKR

FundWeight of IBKRShares (as reported)Value (as reported)Source updated
VTI Vanguard Morningstar Total Stock Market ETF0.06%13,444,843$1.31BOct 7, 2026
VOO Vanguard S&P 500 ETF0.07%11,836,342$1.15BOct 7, 2026
IVV iShares Core S&P 500 ETF0.06%6,028,531$528.9MOct 8, 2026
SPY State Street SPDR S&P 500 ETF0.06%5,530,900$484.1MOct 8, 2026
VUG Vanguard Morningstar Growth ETF0.07%2,876,774$279.9MOct 7, 2026
XLF State Street Financial Select Sector SPDR ETF0.53%2,988,706$267.4MOct 8, 2026
VTV Vanguard Morningstar Value ETF0.08%2,020,539$196.6MOct 7, 2026
RSP Invesco S&P 500 Equal Weight ETF0.20%2,165,278$190.0MOct 8, 2026
SDVY First Trust SMID Cap Rising Dividend Achievers ETF0.99%1,218,085$106.9MOct 8, 2026
SPYM State Street SPDR Portfolio S&P 500 ETF0.06%1,206,599$105.8MOct 8, 2026
MGK Vanguard Morningstar Mega Cap Growth ETF0.31%1,085,434$105.6MOct 7, 2026
IVW iShares S&P 500 Growth ETF0.11%964,625$84.6MOct 8, 2026
SCHG Schwab U.S. Large-Cap Growth ETF0.11%764,870$69.2MOct 8, 2026
VFH Vanguard Financials ETF0.45%689,170$67.0MOct 7, 2026
SPYG State Street SPDR Portfolio S&P 500 Growth ETF0.11%699,397$61.2MOct 8, 2026

From each fund's latest holdings file on record that shows IBKR's listed security itself. A file counts when its line count is consistent with the fund's reported holdings count (at most twice it plus 10, or at most 1,000 lines for a reported count of exactly 10, which the data source gives many funds as a cap), read with that file or inherited from the fund's last classified file (within 20% of its line count, read within 60 days). Funds whose line for the company could not be confirmed as IBKR's listed security, or that hold it through underlying funds (look-through), are not listed. Only long positions count: a fund is left out when any of its lines for IBKR reports a negative weight, share count or value, or none of them above zero (a short position, or figures that disagree). Shares, value and weight are as reported in each fund's file, dated by the data source's last update of that file (not the date of the positions); the weight is IBKR's share of that fund.

IBKR Congress Trades

Members of Congress and their households disclosed 8 transactions in IBKR on file (4 purchases, 4 sales) by 3 members, the latest trade on Apr 13, 2026.

MemberChamberTypeAmountTradedDisclosed
Ro Khanna (D-CA-17)HousePurchase$1,001 - $15,000Apr 13, 2026May 13, 2026
Lisa C. McClain (R-MI-9)HouseSale (Full)$1,001 - $15,000Oct 14, 2025Nov 24, 2025
Lisa C. McClain (R-MI-9)HousePurchase$1,001 - $15,000Aug 13, 2025Sep 15, 2025
Lisa C. McClain (R-MI-9)HouseSale (Full)$1,001 - $15,000Jun 24, 2025Aug 13, 2025
Lisa C. McClain (R-MI-9)HousePurchase$1,001 - $15,000Jun 17, 2025Aug 13, 2025
Morgan McGarvey (D-KY-3)HouseSale$1,001 - $15,000Nov 13, 2024Dec 11, 2024
Morgan McGarvey (D-KY-3)HousePurchase$1,001 - $15,000Jun 6, 2024Jul 3, 2024
Ro Khanna (D-CA-17)HouseSale$1,001 - $15,000May 23, 2023Jun 12, 2023

From the periodic transaction reports members of the Senate and the House file under the STOCK Act, within 45 days of a trade (some file later); amounts are the ranges the reports give (a few give an exact amount), and a transaction a later report lists again is counted once. On file: House reports disclosed from Apr 10, 2023 through Oct 14, 2026; Senate reports disclosed from Jan 30, 2014 through Oct 7, 2026. The party is the member's on the trade date. A trade is listed under the company that traded under its ticker on the trade date (dated from Feb 1, 2021, unless the filing describes another company of ours; before that, only when the filing's description of the security is the company's name).

How to Read IBKR Insider Activity

Net insider sentiment skews to the sell side over the trailing twelve months: 14 sales versus 10 buys. Insider sales carry less informational weight than buys because they are often driven by liquidity, tax planning, or pre-scheduled Rule 10b5-1 trading plans rather than negative information. The transaction type alone does not say whether a sale was made on the open market or privately, or under a 10b5-1 plan; the filing's plan checkbox and footnotes do. The transaction table above includes the filer's reporting name, transaction type, share count, per-share price, and total dollar value where computable. For options traders, insider activity is one input to event-driven sizing alongside earnings calendar, analyst-rating cluster moves, and the implied-vol surface. Form 4 filings (the dominant Section 16 reporting form) must be submitted within two business days of the transaction; clusters of buys across multiple insiders within a short window are the strongest informational pattern. SEC EDGAR carries the underlying source filings for verification and additional historical depth.

Learn how insider trading is reported and how to read the data →

Frequently asked IBKR insider trading questions

How active are IBKR insiders right now?
Over the trailing twelve months, Interactive Brokers Group, Inc. (IBKR) insiders made 10 buy transactions and 14 sale transactions. Net insider sentiment over the trailing twelve months tilts to the sell side (14 sales vs 10 buys). The transaction list above shows the most recent filings; each entry includes the insider's name, transaction type, share count, and per-share price.
What counts as an insider transaction?
Section 16 of the Securities Exchange Act requires officers, directors, and 10% beneficial-owner shareholders to disclose changes in their holdings via Form 3 (initial statement), Form 4 (subsequent transactions, filed within two business days), and Form 5 (annual catch-up). Insider transactions cover open-market purchases and sales, exercise of stock options, gifts, and grants. The "transaction type" field on each row distinguishes these subcategories.
Are IBKR insider buys a bullish signal?
Insider purchases (Type P, made on the open market or privately; the code covers both) carry more informational weight than insider sales: an insider must commit personal capital, and the SEC scrutinizes purchases under Rule 10b5-1 for material non-public information. Sales, by contrast, are often driven by liquidity, tax planning, or pre-scheduled 10b5-1 trading plans rather than negative information. Cluster buying (multiple insiders buying within a short window) is a stronger signal than isolated buys.
How do IBKR insider transactions affect options pricing?
Insider transaction data does not directly drive implied volatility, but Form 4 disclosures can move single-name IV if the size or timing is unusual (e.g. a large CEO buy ahead of an earnings window). Options markets price the marginal informational content; routine transactions under pre-scheduled plans are typically ignored. For event-driven options sizing, pair the insider transaction history with the upcoming earnings calendar.