Interactive Brokers Group, Inc.
IBKR- 交易所
- Nasdaq
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0001381197
近 90 天，Interactive Brokers Group, Inc. 內部人申報 2 筆公開市場買進、0 筆賣出；2026 年第 2 季末有 1,119 家機構在 13F 申報持有，市值合計 $337.4 億；維京全球投資、孤松資本等 3 位大師持有。
2022 年第 1 季 13F 持有人
Interactive Brokers Group, Inc. 在 2022/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 347
- 較 2021 年第 4 季 +11 家
- 持有股數
- 8,690 萬
- 較 2021 年第 4 季 +130.4 萬 (+1.5%)
- 總市值
- $57.3 億
- 較 2021 年第 4 季 −$10.7 億 (−15.8%)
- 新進機構
- 54
- 另有 144 家加碼
- 清倉機構
- 43
- 另有 101 家減碼
另有 3 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 IBKR 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,119 | $337.4 億 |
| 2026 年第 1 季 | 1,001 | $254.2 億 |
| 2025 年第 4 季 | 980 | $247.2 億 |
| 2025 年第 3 季 | 913 | $261.4 億 |
| 2025 年第 2 季 | 802 | $209.5 億 |
| 2025 年第 1 季 | 746 | $157.5 億 |
| 2024 年第 4 季 | 710 | $165.6 億 |
| 2024 年第 3 季 | 587 | $129.2 億 |
| 2024 年第 2 季 | 548 | $114.5 億 |
| 2024 年第 1 季 | 494 | $105.7 億 |
| 2023 年第 4 季 | 456 | $77.2 億 |
| 2023 年第 3 季 | 436 | $80.8 億 |
| 2023 年第 2 季 | 424 | $76.1 億 |
| 2023 年第 1 季 | 433 | $75.8 億 |
| 2022 年第 4 季 | 402 | $66.7 億 |
| 2022 年第 3 季 | 339 | $59.0 億 |
| 2022 年第 2 季 | 345 | $47.8 億 |
| 2022 年第 1 季 | 347 | $57.3 億 |
| 2021 年第 4 季 | 339 | $68.0 億 |
| 2021 年第 3 季 | 309 | $51.2 億 |
| 2021 年第 2 季 | 319 | $52.8 億 |
| 2021 年第 1 季 | 320 | $57.9 億 |
2022 年第 1 季持有機構
每家機構持有 Interactive Brokers Group, Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| ETF Managers Group, LLC | 9,544 | $64.3 萬 | 0.01% | +172+1.8% | 加碼 |
| Mystic Asset Management, Inc. | 9,650 | $63.6 萬 | 0.34% | 00.0% | 不變 |
| Advisor OS, LLC | 9,639 | $63.6 萬 | 0.18% | +1,070+12.5% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 9,480 | $62.5 萬 | 0.14% | +9,480 | 新進 |
| SG Americas Securities, LLC | 9,471 | $62.4 萬 | 0.01% | −267−2.7% | 減碼 |
| Xponance, Inc. | 9,475 | $62.4 萬 | 0.01% | −162−1.7% | 減碼 |
| Gyon Technologies Capital Management, LP | 9,355 | $61.7 萬 | 0.43% | +5,912+171.7% | 加碼 |
| Dana Investment Advisors, Inc. | 9,341 | $61.6 萬 | 0.03% | −3,837−29.1% | 減碼 |
| LVW Advisors, LLC | 9,300 | $61.3 萬 | 0.11% | −809−8.0% | 減碼 |
| EverSource Wealth Advisors, LLC | 8,650 | $57.0 萬 | 0.14% | +4,670+117.3% | 加碼 |
| Gamco Investors, Inc. Et Al | 8,300 | $54.7 萬 | 0.00% | +2,200+36.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 8,181 | $53.9 萬 | 0.01% | +421+5.4% | 加碼 |
| Precision Wealth Strategies, LLC | 8,139 | $53.6 萬 | 0.32% | −810−9.1% | 減碼 |
| Prudential Financial Inc | 7,897 | $52.0 萬 | 0.00% | −766−8.8% | 減碼 |
| Securian Asset Management, Inc | 7,833 | $51.6 萬 | 0.01% | 00.0% | 不變 |
| Central Trust Co | 7,784 | $51.3 萬 | 0.01% | −2,540−24.6% | 減碼 |
| Advisory Services Network, LLC | 7,765 | $51.1 萬 | 0.02% | +7,765 | 新進 |
| Yorktown Management & Research Co Inc | 7,250 | $47.8 萬 | 0.41% | 00.0% | 不變 |
| Hyman Charles D | 7,158 | $47.2 萬 | 0.03% | 00.0% | 不變 |
| DRW Securities, LLC | 7,000 | $46.1 萬 | 0.12% | +7,000 | 新進 |
| Intercontinental Wealth Advisors, LLC | 6,672 | $44.0 萬 | 0.10% | +66+1.0% | 加碼 |
| Maven Securities LTD | 6,661 | $43.9 萬 | 0.09% | −8,500−56.1% | 減碼 |
| Amundi | 6,840 | $43.7 萬 | 0.00% | −1,077−13.6% | 減碼 |
| CWM Advisors, LLC | 6,595 | $43.5 萬 | 0.05% | −177−2.6% | 減碼 |
| Boothbay Fund Management, LLC | 6,595 | $43.5 萬 | 0.01% | +6,595 | 新進 |
| Prelude Capital Management, LLC | 6,389 | $42.1 萬 | 0.02% | +93+1.5% | 加碼 |
| Engineers Gate Manager LP | 6,293 | $41.5 萬 | 0.02% | +6,293 | 新進 |
| Ibex Investors LLC | 6,000 | $39.5 萬 | 0.29% | +6,000 | 新進 |
| Pictet Asset Management SA | 5,866 | $38.7 萬 | 0.00% | +440+8.1% | 加碼 |
| Maryland State Retirement & Pension System | 5,840 | $38.5 萬 | 0.01% | 00.0% | 不變 |
| CenterBook Partners LP | 5,702 | $37.6 萬 | 0.13% | −134−2.3% | 減碼 |
| FourThought Financial, LLC | 5,527 | $36.4 萬 | 0.05% | +175+3.3% | 加碼 |
| MML Investors Services, LLC | 5,260 | $34.7 萬 | 0.00% | +716+15.8% | 加碼 |
| Campbell & CO Investment Adviser LLC | 5,159 | $34.0 萬 | 0.09% | +5,159 | 新進 |
| DCM Advisors, LLC | 5,067 | $33.4 萬 | 0.12% | +1,732+51.9% | 加碼 |
| Heritage Wealth Management, LLC | 5,041 | $33.2 萬 | 0.09% | +5,041 | 新進 |
| Doliver Advisors, LP | 4,935 | $32.5 萬 | 0.10% | +4,935 | 新進 |
| Shelton Capital Management | 4,672 | $30.8 萬 | 0.01% | 00.0% | 不變 |
| Profund Advisors LLC | 4,628 | $30.5 萬 | 0.01% | +150+3.3% | 加碼 |
| First Citizens Bank & Trust Co | 4,603 | $30.3 萬 | 0.01% | −805−14.9% | 減碼 |
| swisspartners Ltd. | 4,600 | $30.3 萬 | 0.24% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 4,407 | $29.0 萬 | 0.02% | −2,967−40.2% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 4,275 | $28.2 萬 | 0.18% | +828+24.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 4,199 | $27.8 萬 | 0.00% | +532+14.5% | 加碼 |
| Simplex Trading, LLC | 4,224 | $27.8 萬 | 0.01% | +924+28.0% | 加碼 |
| CIBC Asset Management Inc | 4,200 | $27.7 萬 | 0.00% | 00.0% | 不變 |
| Utah Retirement Systems | 4,200 | $27.7 萬 | 0.00% | 00.0% | 不變 |
| AlphaCrest Capital Management LLC | 4,078 | $26.9 萬 | 0.02% | −544−11.8% | 減碼 |
| JustInvest LLC | 4,056 | $26.7 萬 | 0.01% | +4,056 | 新進 |
| HighTower Advisors, LLC | 3,966 | $26.1 萬 | 0.00% | +383+10.7% | 加碼 |
| Gladstone Institutional Advisory LLC | 3,837 | $25.3 萬 | 0.02% | +3,837 | 新進 |
| MQS Management LLC | 3,810 | $25.1 萬 | 0.20% | +386+11.3% | 加碼 |
| HBK Sorce Advisory LLC | 3,713 | $24.5 萬 | 0.01% | −629−14.5% | 減碼 |
| MAI Capital Management | 3,701 | $24.4 萬 | 0.00% | +2+0.1% | 加碼 |
| Synergy Financial Group, LTD | 3,593 | $23.7 萬 | 0.25% | −143−3.8% | 減碼 |
| Brown Advisory Inc | 3,505 | $23.1 萬 | 0.00% | −2,540−42.0% | 減碼 |
| Gsa Capital Partners LLP | 3,496 | $23.0 萬 | 0.03% | −4,144−54.2% | 減碼 |
| Captrust Financial Advisors | 3,436 | $22.6 萬 | 0.00% | +1,120+48.4% | 加碼 |
| Kestra Advisory Services, LLC | 3,414 | $22.5 萬 | 0.00% | +268+8.5% | 加碼 |
| Commonwealth Equity Services, LLC | 3,291 | $21.6 萬 | 0.00% | +500+17.9% | 加碼 |
| Mercer Global Advisors Inc | 3,064 | $20.2 萬 | 0.00% | +3,064 | 新進 |
| Tower Research Capital LLC (TRC) | 2,885 | $19.0 萬 | 0.00% | −1,189−29.2% | 減碼 |
| Crewe Advisors LLC | 2,548 | $16.8 萬 | 0.03% | 00.0% | 不變 |
| Acadian Asset Management LLC | 2,569 | $16.8 萬 | 0.00% | +2,569 | 新進 |
| Prospera Financial Services Inc | 2,380 | $15.7 萬 | 0.01% | +2,380 | 新進 |
| Bartlett & Co. LLC | 2,360 | $15.6 萬 | 0.00% | +2,360 | 新進 |
| Bartlett & Co. Wealth Management LLC | 2,360 | $15.6 萬 | 0.00% | +2,360 | 新進 |
| Covestor Ltd | 2,270 | $15.0 萬 | 0.10% | +2+0.1% | 加碼 |
| Macquarie Group Ltd | 2,028 | $13.4 萬 | 0.00% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 1,650 | $10.9 萬 | 0.06% | 00.0% | 不變 |
| State of Wyoming | 1,588 | $10.5 萬 | 0.05% | −676−29.9% | 減碼 |
| DekaBank Deutsche Girozentrale | 1,553 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| IndexIQ Advisors LLC | 1,529 | $10.1 萬 | 0.00% | −5,731−78.9% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 1,309 | $8.60 萬 | 0.01% | 00.0% | 不變 |
| Neo Ivy Capital Management | 1,138 | $7.60 萬 | 0.07% | +653+134.6% | 加碼 |
| CVA Family Office, LLC | 1,137 | $7.50 萬 | 0.02% | 00.0% | 不變 |
| Spire Wealth Management | 1,063 | $7.00 萬 | 0.00% | −432−28.9% | 減碼 |
| Wolff Wiese Magana LLC | 1,020 | $6.70 萬 | 0.04% | +8+0.8% | 加碼 |
| Kistler-Tiffany Companies, LLC | 1,000 | $6.60 萬 | 0.01% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $6.59 萬 | 0.00% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 988 | $6.51 萬 | 0.01% | +162+19.6% | 加碼 |
| KBC Group NV | 914 | $6.00 萬 | 0.00% | +914 | 新進 |
| Cutler Group LP | 922 | $6.00 萬 | 0.01% | +922 | 新進 |
| Migdal Insurance & Financial Holdings Ltd. | 880 | $5.90 萬 | 0.00% | −130−12.9% | 減碼 |
| Toronto Dominion Bank | 755 | $5.00 萬 | 0.00% | −24,151−97.0% | 減碼 |
| Quent Capital, LLC | 718 | $4.70 萬 | 0.01% | +366+104.0% | 加碼 |
| Penserra Capital Management LLC | 769 | $4.50 萬 | 0.00% | +5+0.7% | 加碼 |
| FinTrust Capital Advisors, LLC | 600 | $4.00 萬 | 0.01% | 00.0% | 不變 |
| First Quadrant L P | 611 | $4.00 萬 | 0.22% | +611 | 新進 |
| Rockefeller Capital Management L.P. | 567 | $3.60 萬 | 0.00% | −80−12.4% | 減碼 |
| JFS Wealth Advisors, LLC | 515 | $3.40 萬 | 0.00% | +4+0.8% | 加碼 |
| Lindbrook Capital, LLC | 500 | $3.30 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 420 | $2.80 萬 | 0.00% | +367+692.5% | 加碼 |
| Nisa Investment Advisors, LLC | 400 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Westpac Banking Corp | 380 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 367 | $2.40 萬 | 0.00% | −14−3.7% | 減碼 |
| Benjamin Edwards Inc | 348 | $2.30 萬 | 0.01% | +18+5.5% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 352 | $2.30 萬 | 0.00% | +352 | 新進 |
| Counterpoint Mutual Funds LLC | 344 | $2.30 萬 | 0.02% | +344 | 新進 |
| Gemmer Asset Management LLC | 310 | $2.00 萬 | 0.00% | 00.0% | 不變 |