Joel Greenblatt's IBKR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 114.0K shares of Interactive Brokers Group, Inc. (IBKR) worth $7.85 M, representing 0.03% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 38 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in IBKR, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 44.0K shares. Largest reduction occurred in Q1 2018, reducing 20.0K shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Interactive Brokers Group (IBKR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Interactive Brokers Group (IBKR) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2016 | +29,848 | New Buy | 29,848 | $8.84 |
| Q3 2016 | +7,708 | Add 25.82% | 37,556 | $8.81 |
| Q4 2016 | +2,892 | Add 7.70% | 40,448 | $9.12 |
| Q1 2017 | +1,916 | Add 4.74% | 42,364 | $8.69 |
| Q2 2017 | -10,156 | Reduce 23.97% | 32,208 | $9.35 |
| Q3 2017 | -32,208 | Sold Out | 32,208 | $0.00 |
| Q1 2018 | +12,228 | New Buy | 12,228 | $16.85 |
| Q2 2018 | -12,228 | Sold Out | 12,228 | $0.00 |
| Q3 2021 | +15,388 | New Buy | 15,388 | $15.60 |
| Q4 2021 | +8,740 | Add 56.80% | 24,128 | $19.85 |
| Q1 2022 | +20,364 | Add 84.40% | 44,492 | $16.47 |
| Q2 2022 | +44,012 | Add 98.92% | 88,504 | $13.75 |
| Q3 2022 | +39,912 | Add 45.10% | 128,416 | $15.98 |
| Q4 2022 | +18,024 | Add 14.04% | 146,440 | $18.09 |
| Q1 2023 | +16,276 | Add 11.11% | 162,716 | $20.64 |
| Q2 2023 | -17,644 | Reduce 10.84% | 145,072 | $20.77 |
| Q3 2023 | -420 | Reduce 0.29% | 144,652 | $21.64 |
| Q4 2023 | -14,368 | Reduce 9.93% | 130,284 | $20.73 |
| Q1 2024 | -220 | Reduce 0.17% | 130,064 | $27.93 |
| Q2 2024 | -4,068 | Reduce 3.13% | 125,996 | $30.65 |
| Q3 2024 | -3,916 | Reduce 3.11% | 122,080 | $34.84 |
| Q4 2024 | -8,664 | Reduce 7.10% | 113,416 | $44.17 |
| Q1 2025 | -3,700 | Reduce 3.26% | 109,716 | $41.40 |
| Q3 2025 | +4,311 | Add 3.93% | 114,027 | $68.81 |
Joel Greenblatt's Interactive Brokers Group Investment FAQs
Joel Greenblatt first purchased Interactive Brokers Group, Inc. (IBKR) in Q2 2016, acquiring 29,848 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Interactive Brokers Group, Inc. (IBKR) for 38 quarters since Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Interactive Brokers Group, Inc. (IBKR) was in Q2 2022, adding 88,504 shares worth $1.22 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 114,027 shares of Interactive Brokers Group, Inc. (IBKR), valued at approximately $7.85 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Interactive Brokers Group, Inc. (IBKR) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Interactive Brokers Group, Inc. (IBKR) was 162,716 shares, as reported at the end of Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.