Interactive Brokers Group, Inc. $IBKR is Greenwich Wealth Management LLC’s Largest Position

Posted by Brian Himes on Jun 3rd, 2026

Greenwich Wealth Management LLC lowered its position in shares of Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) by 11.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,185,108 shares of the financial services provider’s stock after selling 1,182,168 shares during the period. Interactive Brokers Group accounts for about 26.3% of Greenwich Wealth Management LLC’s holdings, making the stock its biggest position. Greenwich Wealth Management LLC’s holdings in Interactive Brokers Group were worth $590,694,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of the company. Jones Financial Companies Lllp grew its stake in Interactive Brokers Group by 36.8% in the 3rd quarter. Jones Financial Companies Lllp now owns 26,875 shares of the financial services provider’s stock worth $1,777,000 after buying an additional 7,234 shares in the last quarter. State of Michigan Retirement System grew its stake in Interactive Brokers Group by 15.0% in the 3rd quarter. State of Michigan Retirement System now owns 120,400 shares of the financial services provider’s stock worth $8,285,000 after buying an additional 15,684 shares in the last quarter. Hartford Investment Management Co. purchased a new position in Interactive Brokers Group in the 3rd quarter worth approximately $1,798,000. Citigroup Inc. grew its stake in Interactive Brokers Group by 61.8% in the 3rd quarter. Citigroup Inc. now owns 2,432,598 shares of the financial services provider’s stock worth $167,387,000 after buying an additional 928,978 shares in the last quarter. Finally, Crocodile Capital Partners GmbH purchased a new position in Interactive Brokers Group in the 4th quarter worth approximately $12,041,000. Hedge funds and other institutional investors own 23.80% of the company’s stock.

Insider Buying and Selling at Interactive Brokers Group

In other news, Director Lawrence E. Harris sold 26,000 shares of the business’s stock in a transaction that occurred on Tuesday, April 28th. The shares were sold at an average price of $76.93, for a total value of $2,000,180.00. Following the completion of the sale, the director directly owned 173,482 shares in the company, valued at approximately $13,345,970.26. The trade was a 13.03% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Insiders own 2.80% of the company’s stock.

Interactive Brokers Group Stock Performance

Shares of IBKR opened at $88.72 on Wednesday. The firm has a market cap of $150.50 billion, a price-to-earnings ratio of 38.24, a PEG ratio of 2.45 and a beta of 1.32. Interactive Brokers Group, Inc. has a fifty-two week low of $49.15 and a fifty-two week high of $91.02. The firm has a 50 day moving average price of $77.44 and a 200-day moving average price of $72.10.

Interactive Brokers Group (NASDAQ:IBKR – Get Free Report) last announced its quarterly earnings data on Tuesday, April 21st. The financial services provider reported $0.60 earnings per share for the quarter, topping analysts’ consensus estimates of $0.57 by $0.03. The firm had revenue of $1.68 billion during the quarter, compared to analyst estimates of $1.69 billion. Interactive Brokers Group had a net margin of 9.65% and a return on equity of 5.19%. The business’s quarterly revenue was up 17.0% on a year-over-year basis. During the same period in the previous year, the business posted $1.94 EPS. As a group, equities research analysts predict that Interactive Brokers Group, Inc. will post 2.46 earnings per share for the current year.

Interactive Brokers Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, June 12th. Stockholders of record on Monday, June 1st will be issued a $0.0875 dividend. This represents a $0.35 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date is Monday, June 1st. This is a positive change from Interactive Brokers Group’s previous quarterly dividend of $0.08. Interactive Brokers Group’s dividend payout ratio (DPR) is presently 15.09%.

Wall Street Analyst Weigh In

A number of research firms have commented on IBKR. Keefe, Bruyette & Woods began coverage on shares of Interactive Brokers Group in a research note on Wednesday, April 8th. They issued a “market perform” rating and a $75.00 price target for the company. BMO Capital Markets boosted their price target on shares of Interactive Brokers Group from $80.00 to $93.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. Barclays boosted their price target on shares of Interactive Brokers Group from $85.00 to $93.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Zacks Research cut shares of Interactive Brokers Group from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, February 24th. Finally, The Goldman Sachs Group set a $98.00 price target on shares of Interactive Brokers Group in a research note on Friday, May 1st. Seven analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $83.25.

View Our Latest Stock Analysis on IBKR

Interactive Brokers Group Company Profile

(Free Report)

Interactive Brokers Group, Inc (NASDAQ: IBKR) is a global electronic brokerage holding company that provides trading, clearing and custody services to retail traders, institutional investors, proprietary trading groups and financial advisors. The firm offers direct access to a wide range of asset classes, including equities, options, futures, foreign exchange, bonds and exchange-traded funds across many international markets. Interactive Brokers emphasizes electronic order execution, automated trading and low transaction costs as core differentiators for its clients.

Its product suite centers on advanced trading platforms and infrastructure.