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 2 季 13F 持有人
Interactive Brokers Group, Inc. 在 2023/6/30 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
- 424
- 較 2023 年第 1 季 −7 家
- 持有股數
- 9,169 萬
- 較 2023 年第 1 季 +50.0 萬 (+0.5%)
- 總市值
- $76.1 億
- 較 2023 年第 1 季 +$7,507 萬 (+1.0%)
- 新進機構
- 54
- 另有 148 家加碼
- 清倉機構
- 61
- 另有 154 家減碼
另有 2 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Raleigh Capital Management Inc. | 1,350 | $11.2 萬 | 0.06% | +441+48.5% | 加碼 |
| Macquarie Group Ltd | 1,350 | $11.2 萬 | 0.00% | 00.0% | 不變 |
| Ossiam | 1,661 | $13.8 萬 | 0.00% | +664+66.6% | 加碼 |
| Quadrant Capital Group LLC | 1,725 | $14.3 萬 | 0.01% | +109+6.7% | 加碼 |
| USA Financial Portformulas Corp | 2,184 | $18.1 萬 | 0.28% | −586−21.2% | 減碼 |
| Bartlett & Co. LLC | 2,360 | $19.6 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 2,360 | $19.6 萬 | 0.00% | 00.0% | 不變 |
| Sherbrooke Park Advisers LLC | 2,500 | $20.8 萬 | 0.11% | +2,500 | 新進 |
| Crewe Advisors LLC | 2,548 | $21.2 萬 | 0.03% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 2,579 | $21.4 萬 | 0.00% | 00.0% | 不變 |
| MJP Associates Inc | 2,586 | $21.5 萬 | 0.07% | +2,586 | 新進 |
| Aureus Asset Management, LLC | 2,600 | $21.6 萬 | 0.02% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 2,646 | $22.0 萬 | 0.00% | −191−6.7% | 減碼 |
| Capital Asset Advisory Services LLC | 2,611 | $22.1 萬 | 0.02% | −344−11.6% | 減碼 |
| Wallace Advisory Group, LLC | 2,716 | $22.4 萬 | 0.17% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 2,750 | $22.8 萬 | 0.00% | +200+7.8% | 加碼 |
| Thrive Wealth Management, LLC | 2,791 | $23.2 萬 | 0.06% | +39+1.4% | 加碼 |
| Leeward Financial Partners, LLC | 2,834 | $23.5 萬 | 0.14% | +2,834 | 新進 |
| Central Trust Co | 2,880 | $23.9 萬 | 0.01% | +860+42.6% | 加碼 |
| CIBC Asset Management Inc | 2,905 | $24.1 萬 | 0.00% | 00.0% | 不變 |
| Navellier & Associates Inc | 2,917 | $24.2 萬 | 0.05% | +2,917 | 新進 |
| Verition Fund Management LLC | 2,989 | $24.8 萬 | 0.00% | −4,856−61.9% | 減碼 |
| Davenport & Co LLC | 2,995 | $24.9 萬 | 0.00% | +571+23.6% | 加碼 |
| Revisor Wealth Management LLC | 3,019 | $25.1 萬 | 0.23% | −35−1.1% | 減碼 |
| Synergy Financial Group, LTD | 3,126 | $26.0 萬 | 0.35% | −42−1.3% | 減碼 |
| Profund Advisors LLC | 3,174 | $26.4 萬 | 0.01% | −429−11.9% | 減碼 |
| Kestra Advisory Services, LLC | 3,247 | $27.0 萬 | 0.00% | −244−7.0% | 減碼 |
| Veritable, L.P. | 3,294 | $27.4 萬 | 0.00% | −348−9.6% | 減碼 |
| Pathstone Family Office, LLC | 3,296 | $27.4 萬 | 0.00% | +3,296 | 新進 |
| GWM Advisors LLC | 3,297 | $27.4 萬 | 0.00% | +3,297 | 新進 |
| Winton Group Ltd | 3,304 | $27.4 萬 | 0.02% | −40,303−92.4% | 減碼 |
| Caxton Associates LP | 3,325 | $27.6 萬 | 0.04% | +3,325 | 新進 |
| Edgestream Partners, L.P. | 3,353 | $27.9 萬 | 0.03% | −2,526−43.0% | 減碼 |
| AQR Capital Management LLC | 3,366 | $28.0 萬 | 0.00% | −126−3.6% | 減碼 |
| Hyperion Capital Advisors LP | 3,413 | $28.4 萬 | 0.15% | +3,413 | 新進 |
| Loomis Sayles & Co L P | 3,465 | $28.8 萬 | 0.00% | +3,336+2,586.0% | 加碼 |
| Oppenheimer & Co Inc | 3,467 | $28.8 萬 | 0.01% | −1,026−22.8% | 減碼 |
| Wealth Alliance | 3,546 | $29.5 萬 | 0.04% | +543+18.1% | 加碼 |
| GTS Securities LLC | 3,661 | $30.4 萬 | 0.01% | +3,661 | 新進 |
| Advisory Services Network, LLC | 3,678 | $30.6 萬 | 0.01% | −657−15.2% | 減碼 |
| Inspire Advisors, LLC | 3,732 | $31.0 萬 | 0.06% | +408+12.3% | 加碼 |
| Studio Investment Management LLC | 3,761 | $31.2 萬 | 0.09% | +271+7.8% | 加碼 |
| Advisor Partners II, LLC | 3,769 | $31.3 萬 | 0.01% | +227+6.4% | 加碼 |
| Axxcess Wealth Management, LLC | 3,779 | $31.4 萬 | 0.02% | −176−4.5% | 減碼 |
| Alps Advisors Inc | 3,955 | $32.9 萬 | 0.00% | +25+0.6% | 加碼 |
| Scotia Capital Inc. | 4,035 | $33.5 萬 | 0.00% | +4,035 | 新進 |
| Jackson Creek Investment Advisors LLC | 4,044 | $33.6 萬 | 0.13% | −101−2.4% | 減碼 |
| Landscape Capital Management, L.L.C. | 4,067 | $33.8 萬 | 0.04% | +4,067 | 新進 |
| Campbell & CO Investment Adviser LLC | 4,169 | $34.6 萬 | 0.06% | +4,169 | 新進 |
| EverSource Wealth Advisors, LLC | 4,301 | $35.7 萬 | 0.04% | −55−1.3% | 減碼 |
| Richard W. Paul & Associates, LLC | 4,324 | $35.9 萬 | 0.16% | −41−0.9% | 減碼 |
| Dynamic Technology Lab Private Ltd | 4,337 | $36.0 萬 | 0.05% | +4,337 | 新進 |
| Captrust Financial Advisors | 4,462 | $37.1 萬 | 0.00% | −71−1.6% | 減碼 |
| Hillsdale Investment Management Inc. | 4,530 | $37.6 萬 | 0.03% | −600−11.7% | 減碼 |
| Brown Advisory Inc | 4,766 | $39.6 萬 | 0.00% | −754−13.7% | 減碼 |
| Mariner, LLC | 4,990 | $41.5 萬 | 0.00% | −234−4.5% | 減碼 |
| National Asset Management, Inc. | 5,081 | $42.2 萬 | 0.01% | +498+10.9% | 加碼 |
| MBM Wealth Consultants, LLC | 4,991 | $42.5 萬 | 0.18% | +1,086+27.8% | 加碼 |
| Acadian Asset Management LLC | 5,206 | $43.2 萬 | 0.00% | 00.0% | 不變 |
| SYSTM Wealth Solutions LLC | 5,264 | $43.7 萬 | 0.06% | −33−0.6% | 減碼 |
| Shelton Capital Management | 5,272 | $43.8 萬 | 0.02% | −167−3.1% | 減碼 |
| Utah Retirement Systems | 5,400 | $44.9 萬 | 0.01% | +400+8.0% | 加碼 |
| Eqis Capital Management, Inc. | 5,495 | $45.6 萬 | 0.05% | +5,495 | 新進 |
| Integrated Advisors Network LLC | 5,536 | $46.0 萬 | 0.03% | −8,774−61.3% | 減碼 |
| Alliance Wealth Advisors, LLC | 5,635 | $46.8 萬 | 0.17% | −22−0.4% | 減碼 |
| Gsa Capital Partners LLP | 5,649 | $46.9 萬 | 0.05% | +5,649 | 新進 |
| SG Americas Securities, LLC | 5,799 | $48.2 萬 | 0.00% | −7,145−55.2% | 減碼 |
| Cetera Advisor Networks LLC | 5,836 | $48.5 萬 | 0.00% | +761+15.0% | 加碼 |
| DekaBank Deutsche Girozentrale | 6,043 | $49.3 萬 | 0.00% | +593+10.9% | 加碼 |
| ProShare Advisors LLC | 6,017 | $50.0 萬 | 0.00% | −103−1.7% | 減碼 |
| Arkadios Wealth Advisors | 6,025 | $50.0 萬 | 0.06% | −174−2.8% | 減碼 |
| Hyman Charles D | 6,100 | $50.7 萬 | 0.03% | −1,058−14.8% | 減碼 |
| Commonwealth Equity Services, LLC | 6,248 | $51.9 萬 | 0.00% | +1,933+44.8% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 6,461 | $53.7 萬 | 0.32% | +205+3.3% | 加碼 |
| MML Investors Services, LLC | 6,543 | $54.4 萬 | 0.00% | −6,196−48.6% | 減碼 |
| Mystic Asset Management, Inc. | 6,750 | $56.1 萬 | 0.30% | −400−5.6% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 6,785 | $56.4 萬 | 0.13% | +234+3.6% | 加碼 |
| DFPG Investments, LLC | 7,016 | $57.5 萬 | 0.05% | −334−4.5% | 減碼 |
| Precision Wealth Strategies, LLC | 6,943 | $57.7 萬 | 0.94% | −192−2.7% | 減碼 |
| Illinois Municipal Retirement Fund | 7,278 | $60.5 萬 | 0.01% | +7,278 | 新進 |
| HighTower Advisors, LLC | 7,705 | $63.8 萬 | 0.00% | +3,420+79.8% | 加碼 |
| Maryland State Retirement & Pension System | 7,886 | $65.5 萬 | 0.01% | +740+10.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 8,078 | $70.3 萬 | 0.02% | −344−4.1% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 8,497 | $70.6 萬 | 0.04% | +2,282+36.7% | 加碼 |
| Ibex Investors LLC | 8,500 | $70.6 萬 | 0.91% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 8,734 | $72.6 萬 | 0.10% | +550+6.7% | 加碼 |
| LVW Advisors, LLC | 8,842 | $73.5 萬 | 0.15% | −107−1.2% | 減碼 |
| First Capital Advisors Group, LLC. | 9,014 | $74.9 萬 | 0.39% | −101−1.1% | 減碼 |
| Strategic Investment Advisors | 9,158 | $76.1 萬 | 0.11% | −305−3.2% | 減碼 |
| Securian Asset Management, Inc | 9,175 | $76.2 萬 | 0.02% | −216−2.3% | 減碼 |
| Aspire Private Capital, LLC | 9,226 | $76.6 萬 | 0.24% | +337+3.8% | 加碼 |
| Creative Planning | 9,279 | $77.1 萬 | 0.00% | +2,797+43.2% | 加碼 |
| Virtus ETF Advisers LLC | 9,448 | $78.5 萬 | 0.47% | −1,647−14.8% | 減碼 |
| Baker Tilly Wealth Management, LLC | 9,453 | $78.5 萬 | 0.08% | −627−6.2% | 減碼 |
| TriaGen Wealth Management LLC | 9,467 | $78.6 萬 | 0.36% | +5,925+167.3% | 加碼 |
| Formidable Asset Management, LLC | 9,483 | $78.8 萬 | 0.17% | +9,483 | 新進 |
| Engineers Gate Manager LP | 9,558 | $79.4 萬 | 0.03% | −11,103−53.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 9,679 | $80.4 萬 | 0.00% | −278−2.8% | 減碼 |
| Wealthfront Advisers LLC | 9,738 | $80.9 萬 | 0.00% | +5,479+128.6% | 加碼 |
| Lynwood Capital Management Inc. | 10,000 | $83.1 萬 | 1.05% | +10,000 | 新進 |