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The company

Interactive Brokers Group, Inc.

IBKR · Nasdaq

FinancialsCapital Markets & Asset ManagementJust dropped out

IBKR stood above a rising 150-day average in 46 of the last 52 weekly readings, and has been out of that trend for the last 1 week. It is 3.6% below that average now. Capital Markets & Asset Management: 27% of its 97 stocks in an uptrend (−9 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
Just dropped out
Weeks in an uptrend
out for 1
Industry in uptrend
27% -9 in 4 wk
Insider buys, 12 months
$64K
Insider sales, 12 months
$69.2M
Officials’ trades on record
13
Institutions holding
1,052 (+111)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 46 of 52 weeks.

17 Apr – 16 Oct
27%44%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$61.1M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

13 disclosed lines: House 12, Senate 0, executive 1; 5 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$50k–$100k20 Jul 2026filed 22 Sep 2026
Lisa C. McClain House: U.S. House ClerkMI09soldspouse$1k–$15k14 Oct 2025filed 21 Nov 2025
Lisa C. McClain House: U.S. House ClerkMI09boughtspouse$1k–$15k13 Aug 2025filed 12 Sep 2025
Lisa C. McClain House: U.S. House ClerkMI09soldspouse$1k–$15k24 Jun 2025filed 13 Aug 2025
Lisa C. McClain House: U.S. House ClerkMI09boughtspouse$1k–$15k17 Jun 2025filed 13 Aug 2025
Morgan McGarvey House: U.S. House ClerkKY03soldspouse$1k–$15k13 Nov 2024filed 10 Dec 2024
Morgan McGarvey House: U.S. House ClerkKY03boughtspouse$1k–$15k6 Jun 2024filed 3 Jul 2024
Nancy Pelosi House: U.S. House ClerkCA12sold$100k–$250k8 May 2020filed 9 Jun 2020
Thomas MacArthur House: U.S. House ClerkNJ03bought$1k–$15k21 Dec 2019filed 11 Jan 2019
Thomas MacArthur House: U.S. House ClerkNJ03bought$1k–$15k20 Dec 2018filed 11 Jan 2019
Thomas MacArthur House: U.S. House ClerkNJ03bought$1k–$15k19 Dec 2018filed 11 Jan 2019
Thomas MacArthur House: U.S. House ClerkNJ03bought$1k–$15k18 Dec 2018filed 11 Jan 2019

Insiders

Buy orders, 12 months10
Sale orders, 12 months10
Buyers · sellers2 · 2
WhoDidSharesTraded
Lori A. ConklingDirectorbought25at $85.421 Oct 2026filed 5 Oct 2026
Lori A. ConklingDirectorbought25at $94.531 Sep 2026filed 2 Sep 2026
Lori A. ConklingDirectorbought25at $87.033 Aug 2026filed 4 Aug 2026
Lori A. ConklingDirectorbought25at $88.031 Jul 2026filed 1 Jul 2026
Lori A. ConklingDirectorbought25at $86.101 Jun 2026filed 2 Jun 2026
Lori A. ConklingDirectorbought25at $79.641 May 2026filed 4 May 2026
Lawrence E. HarrisDirectorsold26,000at $76.9328 Apr 2026filed 29 Apr 2026
Lori A. ConklingDirectorbought25at $68.381 Apr 2026filed 2 Apr 2026
Lori A. ConklingDirectorbought25at $69.212 Mar 2026filed 26 Mar 2026
Lori A. ConklingDirectorbought50at $73.2125 Feb 2026filed 26 Mar 2026
Earl H. NemserVice Chairmansold39,731at $75.0727 Jan 2026filed 28 Jan 2026
Earl H. NemserVice Chairmansold20,469at $75.7527 Jan 2026filed 28 Jan 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders1,052+111 on the quarter
New · exited193 · 81
Reported value$31.9B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 202633,129,663$2.9B+1,754,626+5.6%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 202628,349,920$2.5B+169,559+0.6%
STATE STREET CORPadded · filed 7 Aug 202619,437,767$1.7B+345,662+1.8%
FMR LLCreduced · filed 13 Aug 202611,828,151$1.0B-673,133−5.4%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 202610,641,906$925.5M+198,299+1.9%
Invesco Ltd.added · filed 14 Aug 20269,708,980$845.1M+61,812+0.6%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 20268,724,292$759.4M-6,260,253−41.8%
TWO SIGMA INVESTMENTS, LPadded · filed 14 Aug 20268,340,400$725.9M+27,429+0.3%
WELLINGTON MANAGEMENT GROUP LLPreduced · filed 14 Aug 20267,382,141$642.5M-2,392,651−24.5%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCreduced · filed 13 Aug 20266,365,531$554.1M-3,650,684−36.4%
31 Mar 2023 – 30 Jun 2026
3737001027Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Lori A. Conkling Company insiderDirector · last 1 Oct 20269 · 0
Earl H. Nemser Company insiderVice Chairman · last 31 Jul 20260 · 306
Donald J. Trump Executive branchWhite House Office · last 20 Jul 20261 · 0
Denis Mendonca Company insiderChief Accounting Officer · last 8 May 20260 · 2
Milan Galik Company insiderChief Executive Officer · last 8 May 20265 · 684
Paul Jonathan Brody Company insiderChief Financial Officer · last 8 May 20260 · 404
Thomas Aj Frank Company insiderExecutive Vice President · last 8 May 20260 · 427
Lawrence E. Harris Company insiderDirector · last 28 Apr 20269 · 6
Jill Bright Company insiderDirector · last 1 Jan 20262 · 0
Nicole Yuen Company insiderDirector · last 1 Jan 20260 · 0
Richard H. Repetto Company insiderDirector · last 1 Jan 20260 · 0
William Peterffy Company insiderDirector · last 1 Jan 20260 · 0

Same industry

MRX Marex GroupLeading+16%
WT WisdomTreeLeading+9%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Dividend growthFY 2025 · to 31 Mar 2025-75.0%
Cash and equivalentsFY 2025 · to 31 Dec 2025$5.0B

Analyst forecasts

No analyst forecasts yet.