What smart money is saying about Interactive Brokers Group, Inc.
3 funds in our archive have pitched Interactive Brokers Group, Inc. — most recently Baron Financials ETF in June 2026.
Interactive Brokers Group, Inc. operates as a sophisticated electronic brokerage, serving clients across the United States and globally. This firm manages the trading, clearing, and settlement for a broad spectrum of financial instruments, including equities, options, futures, foreign exchange, bonds, mutual funds, exchange-traded funds (ETFs), precious metals, and digital currencies. Beyond its core brokerage activities, the company provides custodial and administrative account services tailored for various entities such as hedge funds, mutual funds, ETFs, registered investment advisors, proprietary trading desks, introducing brokers, and individual investors. Its suite of services also includes custody solutions, prime brokerage, and financing options like securities lending and margin lending. Interactive Brokers caters to both institutional and individual clientele, utilizing advanced electronic exchanges and market platforms. The company was established in 1977 and maintains its headquarters in Greenwich, Connecticut.
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Position history
Between Q1 2025 and Q2 2026, 8 fund letters reported a position in Interactive Brokers Group, Inc. — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 6 | 1 | 0 | 1 |
| Q1 2026 | 2 | 0 | 1 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 8 positions · 2 moves
- June 2026
Listed in Baron First Principles ETF’s reported holdings.
Interactive Brokers Group, Inc. - June 2026
“Our positions in Interactive Brokers Group, Inc. class A common stock (NASDAQ: IBKR), Northeast Bank voting common stock (NASDAQ: NBN), Amazon.com, Inc. common stock (NASDAQ: AMZN) and Alphabet Inc. class C capital stock (NASDAQ: GOOG) drove the portfolio’s gain during the quarter.”
Interactive Brokers Group, Inc. - June 2026
“Global electronic brokerage firm Interactive Brokers Group, Inc. contributed to performance as the company continued to compound growth at a rare pace for its scale. Client accounts increased 34% year over year to 5.2 million, customer equity grew 40%, and margin loan balances rose 67%. Trading activity remained robust, with June daily average revenue trades increasing 53% year over year. Operating on a highly automated, low-cost platform, Interactive Brokers benefits from substantial operating leverage as volume grows, supporting industry-leading pretax margins. New opportunities, including an expanded prediction markets offering and the favorable modernization of day-trading margin rules, further extend the company's growth runway. We retain conviction in the stock, viewing Interactive Brokers as a structural share gainer with a large global addressable market that few competitors can serve at similarly low cost.”
Interactive Brokers Group, Inc. - HoldsBaron Financials ETFJune 2026
“Global electronic brokerage firm Interactive Brokers Group, Inc. contributed to performance due to continued strong growth and profitability.”
Interactive Brokers Group, Inc. - June 2026
“Interactive Brokers (IBKR): Added during the market volatility of last year, IBKR has quickly become a top performer.”
Interactive Brokers Group, Inc. - HoldsGFI Investment Counsel Good Opportunities FundJune 2026
“Our first quarter purchases of Canadian Utilities Limited and Interactive Brokers Group, Inc. are paying dividends, both figuratively and practically.”
Interactive Brokers Group, Inc. - Trimmed1578 Partners, LPMarch 2026
“Our portfolio outperformed the S&P 500 during the first quarter. Our positions in Interactive Brokers Group, Inc. class A common stock (NASDAQ: IBKR), Northeast Bank voting common stock (NASDAQ: NBN), and Becton, Dickinson and Company common stock (NYSE: BDX) made notable positive contributions. While IBKR gained only 4.3% for the quarter as a whole, we trimmed some of our position early in the quarter at prices notably higher than where IBKR ended the quarter. NBN gained 8.1% for the quarter. The return from our position in BDX benefited from the completion of Becton Dickinson’s Reverse Morris Trust transaction with Waters Corporation. Our position in Uber Technologies, Inc. common stock (NYSE: UBER) was the only notable detractor. UBER fell 12.0% during the first quarter. 2 Performance Attribution Portfolio Composition Select Portfolio Updates Becton, Dickinson and Company (NYSE: BDX) Positions that had a material impact on the portfolio’s mark-to-market performance for the quarter are outlined below. Performance Attribution 1Q 2026 Interactive Brokers Group 3.90% Northeast Bank 1.03% Becton Dickinson 0.84% Uber -2.53% Other 0.55% Gross Performance 3.80% The composition of the portfolio at the end of the quarter is depicted below. Portfolio Composition Equities – Long 90.2% Cash 9.8% There were several changes to the portfolio during the quarter. Early in the quarter, we trimmed our position in Interactive Brokers Group, Inc. class A common stock (NASDAQ: IBKR).”
Interactive Brokers Group, Inc. - March 2026
“In the Financials sector, we tend to avoid banks experiencing credit deterioration or rising deposit costs, preferring asset managers, specialized insurance companies, or financial technology providers. Electronic broker Interactive Brokers Group Inc. edged forward by 7% over the quarter. Account growth and trading volume were contributing factors in their latest results.”
Interactive Brokers Group, Inc.
Also mentioned · 3
These funds discuss Interactive Brokers Group, Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedTimesSquare U.S. Mid Cap GrowthJune 2026
“Electronic broker Interactive Brokers Group Inc. rallied 30% over the quarter.”
Interactive Brokers Group, Inc. - March 2026
“In the Financials sector, we tend to avoid banks experiencing credit deterioration or rising deposit costs, preferring asset managers, specialized insurance companies, or financial technology providers. Electronic broker Interactive Brokers Group Inc. edged forward by 4% over the quarter. Account growth and trading volume were contributing factors in their latest results.”
Interactive Brokers Group, Inc. - MentionedManole CapitalDecember 2025
“Trading: The trading environment has undergone a significant transformation over the past several years. Free equity trading, fractional shares, and seamless mobile access have broadened investor participation and accelerated activity across major brokerage platforms. Trading volumes continue to rise at firms such as Schwab, Interactive Brokers, and Robinhood, and extended-hours access is becoming increasingly common.”
Interactive Brokers Group, Inc.
Fund coverage · 3 theses
- Baron Financials ETFJune 2026
Interactive Brokers is a structurally growing, low-cost, highly automated brokerage platform with operating leverage and sustainable competitive advantages.
Read the full thesis - Hinde GroupDecember 2025
Interactive Brokers Group, Inc. is a highly automated global brokerage platform with strong growth, resilient earnings, and attractive long-term return potential supported by mid-teens earnings growth and dividends.
Read the full thesis - Hinde GroupMarch 2025
Interactive Brokers is a highly automated global securities firm with a diverse customer base and revenue streams, demonstrating resilience against economic fluctuations and trade tariffs.
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