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。
2023 年第 1 季 13F 持有人
Interactive Brokers Group, Inc. 在 2023/3/31 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
- 433
- 較 2022 年第 4 季 +37 家
- 持有股數
- 9,174 萬
- 較 2022 年第 4 季 +21.6 萬 (+0.2%)
- 總市值
- $75.8 億
- 較 2022 年第 4 季 +$9.62 億 (+14.5%)
- 新進機構
- 79
- 另有 163 家加碼
- 清倉機構
- 42
- 另有 135 家減碼
另有 6 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 2,550 | $21.1 萬 | 0.00% | +2,550 | 新進 |
| Jefferies Financial Group Inc. | 2,579 | $21.3 萬 | 0.00% | +2,579 | 新進 |
| Aureus Asset Management, LLC | 2,600 | $21.5 萬 | 0.02% | +2,600 | 新進 |
| Wallace Advisory Group, LLC | 2,716 | $22.4 萬 | 0.17% | +2,716 | 新進 |
| Kapitalo Investimentos Ltda | 2,720 | $22.5 萬 | 0.07% | +2,720 | 新進 |
| Thrive Wealth Management, LLC | 2,752 | $22.7 萬 | 0.06% | +2,752 | 新進 |
| USA Financial Portformulas Corp | 2,770 | $22.9 萬 | 0.37% | +2,770 | 新進 |
| Centiva Capital, LP | 2,786 | $23.0 萬 | 0.01% | +2,786 | 新進 |
| Mercer Global Advisors Inc | 2,837 | $23.4 萬 | 0.00% | +2,837 | 新進 |
| Two Sigma Securities, LLC | 2,900 | $23.9 萬 | 0.02% | −2,300−44.2% | 減碼 |
| CIBC Asset Management Inc | 2,905 | $24.0 萬 | 0.00% | +88+3.1% | 加碼 |
| Point72 Middle East FZE | 2,919 | $24.1 萬 | 0.01% | +2,919 | 新進 |
| Capital Asset Advisory Services LLC | 2,955 | $24.4 萬 | 0.02% | −230−7.2% | 減碼 |
| Wealth Alliance | 3,003 | $24.8 萬 | 0.04% | −22−0.7% | 減碼 |
| Revisor Wealth Management LLC | 3,054 | $25.2 萬 | 0.23% | +3,054 | 新進 |
| Convergence Investment Partners, LLC | 3,061 | $25.3 萬 | 0.15% | +1,130+58.5% | 加碼 |
| Toroso Investments, LLC | 3,086 | $25.5 萬 | 0.01% | +3,086 | 新進 |
| Synergy Financial Group, LTD | 3,168 | $26.2 萬 | 0.43% | −133−4.0% | 減碼 |
| First Republic Investment Management, Inc. | 3,251 | $26.8 萬 | 0.00% | +3,251 | 新進 |
| Inspire Advisors, LLC | 3,324 | $27.4 萬 | 0.06% | −91−2.7% | 減碼 |
| Oxbow Advisors, LLC | 3,472 | $28.7 萬 | 0.05% | +3,472 | 新進 |
| Studio Investment Management LLC | 3,490 | $28.8 萬 | 0.09% | +3,490 | 新進 |
| Kestra Advisory Services, LLC | 3,491 | $28.8 萬 | 0.00% | −3,479−49.9% | 減碼 |
| AQR Capital Management LLC | 3,492 | $28.8 萬 | 0.00% | +180+5.4% | 加碼 |
| TriaGen Wealth Management LLC | 3,542 | $29.2 萬 | 0.15% | −208−5.5% | 減碼 |
| Advisor Partners II, LLC | 3,542 | $29.2 萬 | 0.02% | +246+7.5% | 加碼 |
| Simplex Trading, LLC | 3,600 | $29.7 萬 | 0.01% | −2,459−40.6% | 減碼 |
| Profund Advisors LLC | 3,603 | $29.7 萬 | 0.02% | −517−12.5% | 減碼 |
| Veritable, L.P. | 3,642 | $30.1 萬 | 0.01% | +3,642 | 新進 |
| Quantamental Technologies LLC | 3,668 | $30.3 萬 | 0.16% | +3,668 | 新進 |
| Alps Advisors Inc | 3,930 | $32.4 萬 | 0.00% | +3,930 | 新進 |
| Axxcess Wealth Management, LLC | 3,955 | $32.6 萬 | 0.03% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 4,093 | $33.8 萬 | 0.01% | +4,093 | 新進 |
| Quinn Opportunity Partners LLC | 4,128 | $34.1 萬 | 0.04% | −207,300−98.0% | 減碼 |
| Jackson Creek Investment Advisors LLC | 4,145 | $34.2 萬 | 0.14% | +4,145 | 新進 |
| Wealthfront Advisers LLC | 4,259 | $35.2 萬 | 0.00% | +456+12.0% | 加碼 |
| HighTower Advisors, LLC | 4,285 | $35.2 萬 | 0.00% | −854−16.6% | 減碼 |
| Commonwealth Equity Services, LLC | 4,315 | $35.6 萬 | 0.00% | −1,110−20.5% | 減碼 |
| Advisory Services Network, LLC | 4,335 | $35.8 萬 | 0.01% | +1,603+58.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 4,356 | $36.0 萬 | 0.04% | −5−0.1% | 減碼 |
| Richard W. Paul & Associates, LLC | 4,365 | $36.0 萬 | 0.17% | +3,105+246.4% | 加碼 |
| Oppenheimer & Co Inc | 4,493 | $37.1 萬 | 0.01% | +315+7.5% | 加碼 |
| Captrust Financial Advisors | 4,533 | $37.4 萬 | 0.00% | +788+21.0% | 加碼 |
| MBM Wealth Consultants, LLC | 3,905 | $37.8 萬 | 0.16% | 00.0% | 不變 |
| National Asset Management, Inc. | 4,583 | $37.8 萬 | 0.01% | +80+1.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 4,998 | $41.2 萬 | 0.01% | +3,043+155.7% | 加碼 |
| Utah Retirement Systems | 5,000 | $41.3 萬 | 0.01% | +100+2.0% | 加碼 |
| Cetera Advisor Networks LLC | 5,075 | $41.9 萬 | 0.00% | +661+15.0% | 加碼 |
| Hillsdale Investment Management Inc. | 5,130 | $42.4 萬 | 0.04% | +5,130 | 新進 |
| Acadian Asset Management LLC | 5,206 | $42.9 萬 | 0.00% | −43,801−89.4% | 減碼 |
| Mariner, LLC | 5,224 | $43.1 萬 | 0.00% | +728+16.2% | 加碼 |
| DekaBank Deutsche Girozentrale | 5,450 | $43.3 萬 | 0.00% | 00.0% | 不變 |
| SYSTM Wealth Solutions LLC | 5,297 | $43.7 萬 | 0.07% | +174+3.4% | 加碼 |
| Shelton Capital Management | 5,439 | $44.9 萬 | 0.02% | +968+21.7% | 加碼 |
| Brown Advisory Inc | 5,520 | $45.6 萬 | 0.00% | +1,215+28.2% | 加碼 |
| Alliance Wealth Advisors, LLC | 5,657 | $46.7 萬 | 0.19% | +139+2.5% | 加碼 |
| Edgestream Partners, L.P. | 5,879 | $48.5 萬 | 0.05% | +5,879 | 新進 |
| PMC FIG Opportunities LLC | 6,000 | $49.5 萬 | 3.16% | +6,000 | 新進 |
| Quadrature Capital Ltd | 6,054 | $50.0 萬 | 0.01% | −9,825−61.9% | 減碼 |
| Pacer Advisors, Inc. | 6,120 | $50.5 萬 | 0.00% | −13,598−69.0% | 減碼 |
| ProShare Advisors LLC | 6,120 | $50.5 萬 | 0.00% | −8,078−56.9% | 減碼 |
| Arkadios Wealth Advisors | 6,199 | $51.2 萬 | 0.06% | +6,199 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 6,215 | $51.3 萬 | 0.03% | +87+1.4% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 6,256 | $51.6 萬 | 0.32% | +92+1.5% | 加碼 |
| Two Sigma Advisers, LP | 6,300 | $52.0 萬 | 0.00% | −65,200−91.2% | 減碼 |
| Creative Planning | 6,482 | $53.5 萬 | 0.00% | +881+15.7% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 6,551 | $54.1 萬 | 0.14% | −151−2.3% | 減碼 |
| Sigma Planning Corp | 6,581 | $54.3 萬 | 0.02% | +6,581 | 新進 |
| Symphony Financial, Ltd. Co. | 7,212 | $58.5 萬 | 0.15% | −170−2.3% | 減碼 |
| Guggenheim Capital LLC | 7,121 | $58.8 萬 | 0.00% | +2,165+43.7% | 加碼 |
| Precision Wealth Strategies, LLC | 7,135 | $58.9 萬 | 0.92% | −267−3.6% | 減碼 |
| Maryland State Retirement & Pension System | 7,146 | $59.0 萬 | 0.01% | 00.0% | 不變 |
| Mystic Asset Management, Inc. | 7,150 | $59.0 萬 | 0.33% | 00.0% | 不變 |
| Hyman Charles D | 7,158 | $59.1 萬 | 0.04% | 00.0% | 不變 |
| DFPG Investments, LLC | 7,350 | $60.7 萬 | 0.07% | +7,350 | 新進 |
| Verition Fund Management LLC | 7,845 | $64.8 萬 | 0.01% | +2,792+55.3% | 加碼 |
| FourThought Financial Partners, LLC | 8,184 | $67.6 萬 | 0.09% | −431−5.0% | 減碼 |
| Natixis | 8,348 | $68.9 萬 | 0.01% | −15,303−64.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 8,422 | $69.6 萬 | 0.02% | +275+3.4% | 加碼 |
| XTX Topco Ltd | 8,480 | $70.0 萬 | 0.15% | +8,480 | 新進 |
| Ibex Investors LLC | 8,500 | $70.2 萬 | 1.15% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 8,854 | $73.1 萬 | 0.02% | +503+6.0% | 加碼 |
| Aspire Private Capital, LLC | 8,889 | $73.4 萬 | 0.24% | +6,230+234.3% | 加碼 |
| Wellington Management Group LLP | 8,941 | $73.8 萬 | 0.00% | −6,213−41.0% | 減碼 |
| LVW Advisors, LLC | 8,949 | $73.9 萬 | 0.15% | −320−3.5% | 減碼 |
| Brown Brothers Harriman & Co | 9,089 | $75.0 萬 | 0.01% | −2,408−20.9% | 減碼 |
| First Capital Advisors Group, LLC. | 9,115 | $75.3 萬 | 0.48% | −184−2.0% | 減碼 |
| Fox Run Management, L.L.C. | 9,227 | $76.2 萬 | 0.25% | +9,227 | 新進 |
| Banco Santander, S.A. | 9,308 | $76.8 萬 | 0.01% | −1,800−16.2% | 減碼 |
| Securian Asset Management, Inc | 9,391 | $77.5 萬 | 0.02% | 00.0% | 不變 |
| Strategic Investment Advisors | 9,463 | $78.1 萬 | 0.14% | +6,628+233.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 9,957 | $82.2 萬 | 0.00% | +4,140+71.2% | 加碼 |
| Baker Tilly Wealth Management, LLC | 10,080 | $83.2 萬 | 0.09% | −728−6.7% | 減碼 |
| World Equity Group, Inc. | 36,030 | $85.9 萬 | 0.15% | +36,030 | 新進 |
| Franklin Resources Inc | 10,581 | $87.4 萬 | 0.00% | +10,581 | 新進 |
| Public Employees Retirement Association of Colorado | 10,765 | $88.9 萬 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 10,879 | $89.8 萬 | 0.04% | +10,879 | 新進 |
| Independent Solutions Wealth Management, LLC | 10,911 | $90.1 萬 | 0.27% | +265+2.5% | 加碼 |
| Citigroup Inc | 10,971 | $90.6 萬 | 0.00% | −3,626−24.8% | 減碼 |
| ETF Managers Group, LLC | 10,985 | $90.7 萬 | 0.03% | +163+1.5% | 加碼 |