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 4 季 13F 持有人
Interactive Brokers Group, Inc. 在 2022/12/31 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
- 402
- 較 2022 年第 3 季 +67 家
- 持有股數
- 9,222 萬
- 較 2022 年第 3 季 +2.58 萬 (0.0%)
- 總市值
- $66.7 億
- 較 2022 年第 3 季 +$7.78 億 (+13.2%)
- 新進機構
- 99
- 另有 147 家加碼
- 清倉機構
- 32
- 另有 113 家減碼
另有 4 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Synergy Financial Group, LTD | 3,301 | $23.9 萬 | 0.47% | −124−3.6% | 減碼 |
| AQR Capital Management LLC | 3,312 | $24.0 萬 | 0.00% | +3,312 | 新進 |
| JustInvest LLC | 3,331 | $24.1 萬 | 0.01% | +3,331 | 新進 |
| Inspire Advisors, LLC | 3,415 | $24.7 萬 | 0.06% | −41−1.2% | 減碼 |
| Capital Asset Advisory Services LLC | 3,185 | $25.6 萬 | 0.02% | −4,440−58.2% | 減碼 |
| Blueshift Asset Management, LLC | 3,552 | $25.7 萬 | 0.12% | +3,552 | 新進 |
| Gyroscope Capital Management Group, LLC | 3,600 | $26.0 萬 | 0.08% | +3,600 | 新進 |
| CWA Asset Management Group, LLC | 3,600 | $26.0 萬 | 0.02% | +3,600 | 新進 |
| Captrust Financial Advisors | 3,745 | $27.1 萬 | 0.00% | +296+8.6% | 加碼 |
| TriaGen Wealth Management LLC | 3,750 | $27.1 萬 | 0.15% | +3,750 | 新進 |
| Wealthfront Advisers LLC | 3,803 | $27.5 萬 | 0.00% | +320+9.2% | 加碼 |
| MBM Wealth Consultants, LLC | 3,905 | $27.9 萬 | 0.13% | +3,905 | 新進 |
| Axxcess Wealth Management, LLC | 3,955 | $28.6 萬 | 0.02% | +423+12.0% | 加碼 |
| Profund Advisors LLC | 4,120 | $29.8 萬 | 0.02% | +57+1.4% | 加碼 |
| Vestcor Inc | 4,163 | $30.1 萬 | 0.01% | +4,163 | 新進 |
| Oppenheimer & Co Inc | 4,178 | $30.2 萬 | 0.01% | +4,178 | 新進 |
| Inceptionr LLC | 4,276 | $30.9 萬 | 0.16% | +4,276 | 新進 |
| HBK Sorce Advisory LLC | 4,288 | $31.0 萬 | 0.01% | −506−10.6% | 減碼 |
| Brown Advisory Inc | 4,305 | $31.1 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 4,361 | $31.6 萬 | 0.05% | −3,416−43.9% | 減碼 |
| Cetera Advisor Networks LLC | 4,414 | $31.9 萬 | 0.00% | +4,414 | 新進 |
| Shelton Capital Management | 4,471 | $32.3 萬 | 0.03% | −201−4.3% | 減碼 |
| Mariner, LLC | 4,496 | $32.5 萬 | 0.00% | +812+22.0% | 加碼 |
| National Asset Management, Inc. | 4,503 | $32.6 萬 | 0.01% | +4,503 | 新進 |
| First Hawaiian Bank | 4,531 | $32.8 萬 | 0.01% | +248+5.8% | 加碼 |
| AE Wealth Management LLC | 4,555 | $33.0 萬 | 0.00% | +4,555 | 新進 |
| swisspartners Ltd. | 4,816 | $34.8 萬 | 0.44% | +216+4.7% | 加碼 |
| Utah Retirement Systems | 4,900 | $35.5 萬 | 0.01% | 00.0% | 不變 |
| Guggenheim Capital LLC | 4,956 | $35.9 萬 | 0.00% | +452+10.0% | 加碼 |
| Cetera Investment Advisers | 5,007 | $36.2 萬 | 0.00% | +5,007 | 新進 |
| Verition Fund Management LLC | 5,053 | $36.6 萬 | 0.01% | −31,319−86.1% | 減碼 |
| SYSTM Wealth Solutions LLC | 5,123 | $37.1 萬 | 0.05% | +5,123 | 新進 |
| HighTower Advisors, LLC | 5,139 | $37.3 萬 | 0.00% | −636−11.0% | 減碼 |
| Two Sigma Securities, LLC | 5,200 | $37.6 萬 | 0.05% | +5,200 | 新進 |
| MML Investors Services, LLC | 5,366 | $38.8 萬 | 0.00% | +218+4.2% | 加碼 |
| DekaBank Deutsche Girozentrale | 5,450 | $39.2 萬 | 0.00% | +1,488+37.6% | 加碼 |
| Commonwealth Equity Services, LLC | 5,425 | $39.2 萬 | 0.00% | +2,140+65.1% | 加碼 |
| Qube Research & Technologies Ltd | 5,478 | $39.6 萬 | 0.00% | +5,478 | 新進 |
| Alliance Wealth Advisors, LLC | 5,518 | $39.9 萬 | 0.18% | +5,518 | 新進 |
| Creative Planning | 5,601 | $40.5 萬 | 0.00% | +7+0.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 5,817 | $42.1 萬 | 0.00% | +2,242+62.7% | 加碼 |
| Simplex Trading, LLC | 6,059 | $43.8 萬 | 0.02% | +2,569+73.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 6,128 | $44.3 萬 | 0.03% | +1,409+29.9% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 6,164 | $44.6 萬 | 0.29% | +289+4.9% | 加碼 |
| Neo Ivy Capital Management | 6,666 | $48.2 萬 | 0.33% | +6,666 | 新進 |
| Intercontinental Wealth Advisors, LLC | 6,702 | $48.5 萬 | 0.14% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 6,970 | $50.4 萬 | 0.00% | +3,306+90.2% | 加碼 |
| Maryland State Retirement & Pension System | 7,146 | $51.7 萬 | 0.02% | +7,146 | 新進 |
| Mystic Asset Management, Inc. | 7,150 | $51.7 萬 | 0.29% | 00.0% | 不變 |
| Hyman Charles D | 7,158 | $51.8 萬 | 0.04% | 00.0% | 不變 |
| Symphony Financial, Ltd. Co. | 7,382 | $53.2 萬 | 0.14% | +7,382 | 新進 |
| KBC Group NV | 7,389 | $53.5 萬 | 0.00% | +7,389 | 新進 |
| Precision Wealth Strategies, LLC | 7,402 | $53.6 萬 | 0.56% | −82−1.1% | 減碼 |
| SG Americas Securities, LLC | 7,493 | $54.2 萬 | 0.01% | +5,817+347.1% | 加碼 |
| Cipher Capital LP | 7,721 | $55.9 萬 | 0.11% | +7,721 | 新進 |
| Amundi | 7,766 | $57.9 萬 | 0.00% | +5,763+287.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 8,147 | $58.9 萬 | 0.01% | +344+4.4% | 加碼 |
| Exchange Traded Concepts, LLC | 8,351 | $60.4 萬 | 0.02% | −8,774−51.2% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 8,422 | $60.9 萬 | 0.09% | +8,422 | 新進 |
| Ibex Investors LLC | 8,500 | $61.5 萬 | 0.93% | 00.0% | 不變 |
| Lazard Asset Management LLC | 8,518 | $61.6 萬 | 0.00% | +8,514+212,850.0% | 加碼 |
| FourThought Financial Partners, LLC | 8,615 | $62.3 萬 | 0.09% | +8,615 | 新進 |
| LVW Advisors, LLC | 9,269 | $67.1 萬 | 0.14% | −609−6.2% | 減碼 |
| First Capital Advisors Group, LLC. | 9,299 | $67.3 萬 | 0.46% | −763−7.6% | 減碼 |
| Securian Asset Management, Inc | 9,391 | $67.9 萬 | 0.02% | 00.0% | 不變 |
| Cutler Group LP | 9,497 | $68.7 萬 | 0.08% | +9,497 | 新進 |
| Engineers Gate Manager LP | 9,500 | $68.7 萬 | 0.04% | +9,500 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 9,520 | $68.9 萬 | 0.02% | −5,333−35.9% | 減碼 |
| Versor Investments LP | 9,715 | $70.3 萬 | 0.06% | +9,715 | 新進 |
| Virtus ETF Advisers LLC | 10,074 | $72.9 萬 | 0.38% | +10,074 | 新進 |
| United Services Automobile Association | 10,093 | $73.0 萬 | 0.02% | −296−2.8% | 減碼 |
| Friedenthal Financial | 10,512 | $76.1 萬 | 0.53% | +10,512 | 新進 |
| Independent Solutions Wealth Management, LLC | 10,646 | $77.0 萬 | 0.23% | +10,646 | 新進 |
| Public Employees Retirement Association of Colorado | 10,765 | $77.9 萬 | 0.00% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 10,808 | $78.2 萬 | 0.10% | −726−6.3% | 減碼 |
| ETF Managers Group, LLC | 10,822 | $78.3 萬 | 0.04% | +415+4.0% | 加碼 |
| Banco Santander, S.A. | 11,108 | $80.4 萬 | 0.01% | +11,108 | 新進 |
| Pictet Asset Management SA | 11,193 | $81.0 萬 | 0.00% | +4,630+70.5% | 加碼 |
| Aquatic Capital Management LLC | 11,300 | $81.7 萬 | 0.06% | +11,300 | 新進 |
| FORA Capital, LLC | 11,416 | $82.6 萬 | 0.13% | +11,416 | 新進 |
| Advisor OS, LLC | 11,426 | $82.7 萬 | 0.22% | +305+2.7% | 加碼 |
| American Century Companies Inc | 11,483 | $83.1 萬 | 0.00% | +3,947+52.4% | 加碼 |
| Brown Brothers Harriman & Co | 11,497 | $83.2 萬 | 0.01% | −8,380−42.2% | 減碼 |
| Wealthsource Partners, LLC | 11,533 | $83.4 萬 | 0.06% | +714+6.6% | 加碼 |
| Walleye Capital LLC | 12,063 | $87.3 萬 | 0.02% | +12,063 | 新進 |
| Wright Investors Service Inc | 12,077 | $87.4 萬 | 0.25% | +12,077 | 新進 |
| Graham Capital Management, L.P. | 12,178 | $88.1 萬 | 0.03% | +12,178 | 新進 |
| Voya Investment Management LLC | 12,288 | $88.9 萬 | 0.00% | +333+2.8% | 加碼 |
| Interval Partners, LP | 12,494 | $90.4 萬 | 0.07% | −15,814−55.9% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,759 | $92.3 萬 | 0.00% | −932−6.8% | 減碼 |
| Capula Management Ltd | 12,940 | $93.6 萬 | 0.10% | +5,240+68.1% | 加碼 |
| Natixis Advisors, L.P. | 13,237 | $95.8 萬 | 0.00% | +1,859+16.3% | 加碼 |
| Xponance, Inc. | 13,242 | $95.8 萬 | 0.02% | +1,304+10.9% | 加碼 |
| Heritage Wealth Management, LLC | 13,809 | $99.9 萬 | 0.14% | +7,727+127.0% | 加碼 |
| Wolverine Trading, LLC | 14,198 | $102.7 萬 | 0.02% | +4,605+48.0% | 加碼 |
| ProShare Advisors LLC | 14,198 | $102.7 萬 | 0.00% | +1,668+13.3% | 加碼 |
| Integrated Advisors Network LLC | 14,239 | $103.0 萬 | 0.07% | −522−3.5% | 減碼 |
| State of Alaska, Department of Revenue | 14,398 | $104.1 萬 | 0.01% | +115+0.8% | 加碼 |
| Citigroup Inc | 14,597 | $105.6 萬 | 0.00% | −10,041−40.8% | 減碼 |
| Wellington Management Group LLP | 15,154 | $109.6 萬 | 0.00% | +5,450+56.2% | 加碼 |