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 3 季 13F 持有人
Interactive Brokers Group, Inc. 在 2023/9/30 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
- 436
- 較 2023 年第 2 季 +16 家
- 持有股數
- 9,318 萬
- 較 2023 年第 2 季 +186.0 萬 (+2.0%)
- 總市值
- $80.8 億
- 較 2023 年第 2 季 +$5.00 億 (+6.6%)
- 新進機構
- 67
- 另有 151 家加碼
- 清倉機構
- 51
- 另有 149 家減碼
另有 4 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 2,279 | $19.7 萬 | 0.02% | +554+32.1% | 加碼 |
| Bartlett & Co. LLC | 2,360 | $20.4 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 2,360 | $20.4 萬 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 2,426 | $21.0 萬 | 0.00% | −821−25.3% | 減碼 |
| ISAM Funds (UK) Ltd | 2,459 | $21.3 萬 | 0.13% | +2,459 | 新進 |
| Crewe Advisors LLC | 2,548 | $22.1 萬 | 0.04% | 00.0% | 不變 |
| DFPG Investments, LLC | 2,702 | $22.2 萬 | 0.02% | −4,314−61.5% | 減碼 |
| Wallace Advisory Group, LLC | 2,679 | $22.3 萬 | 0.16% | −37−1.4% | 減碼 |
| Jefferies Financial Group Inc. | 2,579 | $22.3 萬 | 0.01% | 00.0% | 不變 |
| Cottonwood Capital Advisors, LLC | 2,622 | $22.7 萬 | 0.21% | +2,622 | 新進 |
| Wealth Alliance | 2,699 | $23.4 萬 | 0.04% | −847−23.9% | 減碼 |
| Gamco Investors, Inc. Et Al | 2,750 | $23.8 萬 | 0.00% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 2,825 | $24.5 萬 | 0.00% | +2,825 | 新進 |
| Leeward Financial Partners, LLC | 2,834 | $24.5 萬 | 0.14% | 00.0% | 不變 |
| Davenport & Co LLC | 2,837 | $24.6 萬 | 0.00% | −158−5.3% | 減碼 |
| Profund Advisors LLC | 2,889 | $25.0 萬 | 0.01% | −285−9.0% | 減碼 |
| CIBC Asset Management Inc | 2,905 | $25.1 萬 | 0.00% | 00.0% | 不變 |
| GTS Securities LLC | 2,960 | $25.6 萬 | 0.01% | −701−19.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 2,967 | $25.7 萬 | 0.00% | +2,967 | 新進 |
| Synergy Financial Group, LTD | 3,126 | $27.1 萬 | 0.38% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 3,149 | $27.3 萬 | 0.01% | −630−16.7% | 減碼 |
| Fox Run Management, L.L.C. | 3,237 | $28.0 萬 | 0.08% | +3,237 | 新進 |
| EverSource Wealth Advisors, LLC | 3,326 | $28.8 萬 | 0.03% | −975−22.7% | 減碼 |
| Platte River Wealth Advisors, LLC | 3,380 | $29.3 萬 | 0.11% | +3,380 | 新進 |
| Hyperion Capital Advisors LP | 3,413 | $29.5 萬 | 0.16% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 3,479 | $30.1 萬 | 0.01% | +12+0.3% | 加碼 |
| AQR Capital Management LLC | 3,495 | $30.3 萬 | 0.00% | +129+3.8% | 加碼 |
| First Hawaiian Bank | 3,524 | $30.5 萬 | 0.01% | +3,524 | 新進 |
| Alps Advisors Inc | 3,573 | $30.9 萬 | 0.00% | −382−9.7% | 減碼 |
| Advisory Services Network, LLC | 3,659 | $31.7 萬 | 0.01% | −19−0.5% | 減碼 |
| Studio Investment Management LLC | 3,703 | $32.1 萬 | 0.09% | −58−1.5% | 減碼 |
| Inspire Advisors, LLC | 3,741 | $32.4 萬 | 0.06% | +9+0.2% | 加碼 |
| Advisor Partners II, LLC | 3,875 | $33.5 萬 | 0.01% | +106+2.8% | 加碼 |
| QRG Capital Management, Inc. | 3,934 | $34.1 萬 | 0.01% | +3,934 | 新進 |
| GWM Advisors LLC | 3,961 | $34.3 萬 | 0.00% | +664+20.1% | 加碼 |
| Edgestream Partners, L.P. | 4,001 | $34.6 萬 | 0.03% | +648+19.3% | 加碼 |
| Scotia Capital Inc. | 4,035 | $34.9 萬 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 4,049 | $35.0 萬 | 0.04% | +4,049 | 新進 |
| Navellier & Associates Inc | 4,091 | $35.4 萬 | 0.06% | +1,174+40.2% | 加碼 |
| Central Trust Co | 4,095 | $35.4 萬 | 0.01% | +1,215+42.2% | 加碼 |
| Winton Group Ltd | 4,109 | $35.6 萬 | 0.03% | +805+24.4% | 加碼 |
| Richard W. Paul & Associates, LLC | 4,159 | $36.0 萬 | 0.16% | −165−3.8% | 減碼 |
| Centiva Capital, LP | 4,402 | $38.1 萬 | 0.02% | +4,402 | 新進 |
| Mercer Global Advisors Inc | 4,410 | $38.2 萬 | 0.00% | +1,764+66.7% | 加碼 |
| Mariner, LLC | 4,745 | $41.1 萬 | 0.00% | −245−4.9% | 減碼 |
| Brown Advisory Inc | 4,767 | $41.3 萬 | 0.00% | +10.0% | 加碼 |
| Yorktown Management & Research Co Inc | 4,800 | $41.5 萬 | 0.47% | +4,800 | 新進 |
| Tower Research Capital LLC (TRC) | 4,833 | $41.8 萬 | 0.01% | −9,774−66.9% | 減碼 |
| Shelton Capital Management | 4,970 | $43.0 萬 | 0.02% | −302−5.7% | 減碼 |
| Harvest Investment Services, LLC | 4,979 | $43.1 萬 | 0.28% | +4,979 | 新進 |
| Revisor Wealth Management LLC | 4,981 | $43.1 萬 | 0.37% | +1,962+65.0% | 加碼 |
| Ibex Investors LLC | 5,000 | $43.3 萬 | 0.49% | −3,500−41.2% | 減碼 |
| SYSTM Wealth Solutions LLC | 5,106 | $44.2 萬 | 0.07% | −158−3.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,288 | $46.0 萬 | 0.00% | +5,288 | 新進 |
| Guggenheim Capital LLC | 5,342 | $46.2 萬 | 0.00% | +5,342 | 新進 |
| CI Private Wealth, LLC | 5,371 | $46.5 萬 | 0.00% | +5,371 | 新進 |
| Utah Retirement Systems | 5,400 | $46.7 萬 | 0.01% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 5,400 | $46.7 萬 | 0.06% | +1,333+32.8% | 加碼 |
| Citigroup Inc | 5,418 | $46.9 萬 | 0.00% | −10,624−66.2% | 減碼 |
| Integrated Advisors Network LLC | 5,448 | $47.2 萬 | 0.03% | −88−1.6% | 減碼 |
| MBM Wealth Consultants, LLC | 5,557 | $47.3 萬 | 0.21% | +566+11.3% | 加碼 |
| Alliance Wealth Advisors, LLC | 5,610 | $48.6 萬 | 0.18% | −25−0.4% | 減碼 |
| National Asset Management, Inc. | 5,612 | $48.6 萬 | 0.01% | +531+10.5% | 加碼 |
| ProShare Advisors LLC | 5,777 | $50.0 萬 | 0.00% | −240−4.0% | 減碼 |
| Inceptionr LLC | 5,809 | $50.3 萬 | 0.29% | +5,809 | 新進 |
| Wolverine Trading, LLC | 5,987 | $51.8 萬 | 0.01% | −11,242−65.3% | 減碼 |
| DekaBank Deutsche Girozentrale | 6,043 | $52.1 萬 | 0.00% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 6,025 | $52.2 萬 | 0.05% | 00.0% | 不變 |
| Hyman Charles D | 6,100 | $52.8 萬 | 0.03% | 00.0% | 不變 |
| Virtu Financial LLC | 6,140 | $53.1 萬 | 0.05% | +6,140 | 新進 |
| Pathstone Family Office, LLC | 6,181 | $53.5 萬 | 0.00% | +2,885+87.5% | 加碼 |
| LVW Advisors, LLC | 6,270 | $54.3 萬 | 0.12% | −2,572−29.1% | 減碼 |
| Oliver Luxxe Assets LLC | 6,299 | $54.5 萬 | 0.14% | +6,299 | 新進 |
| Commonwealth Equity Services, LLC | 6,381 | $55.2 萬 | 0.00% | +133+2.1% | 加碼 |
| Eqis Capital Management, Inc. | 6,777 | $58.7 萬 | 0.07% | +1,282+23.3% | 加碼 |
| Retirement Planning Co of New England, Inc. | 6,940 | $60.1 萬 | 0.33% | +6,940 | 新進 |
| Mystic Asset Management, Inc. | 7,050 | $61.0 萬 | 0.34% | +300+4.4% | 加碼 |
| Precision Wealth Strategies, LLC | 7,204 | $62.4 萬 | 0.68% | +261+3.8% | 加碼 |
| Illinois Municipal Retirement Fund | 7,278 | $63.0 萬 | 0.01% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 7,346 | $63.6 萬 | 0.00% | +1,510+25.9% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 7,363 | $63.7 萬 | 0.38% | +902+14.0% | 加碼 |
| Brown Brothers Harriman & Co | 7,421 | $64.2 萬 | 0.01% | +7,421 | 新進 |
| Magnetar Financial LLC | 7,535 | $65.2 萬 | 0.02% | +7,535 | 新進 |
| Baker Tilly Wealth Management, LLC | 7,677 | $66.5 萬 | 0.11% | −1,776−18.8% | 減碼 |
| Empowered Funds, LLC | 7,790 | $67.4 萬 | 0.02% | +7,790 | 新進 |
| Friedenthal Financial | 7,827 | $67.8 萬 | 0.46% | +7,827 | 新進 |
| Sciencast Management LP | 7,870 | $68.1 萬 | 0.31% | +7,870 | 新進 |
| Maryland State Retirement & Pension System | 7,886 | $68.3 萬 | 0.02% | 00.0% | 不變 |
| MML Investors Services, LLC | 7,889 | $68.3 萬 | 0.00% | +1,346+20.6% | 加碼 |
| PEAK6 Investments LLC | 7,994 | $69.2 萬 | 0.03% | +7,994 | 新進 |
| Crossmark Global Holdings, Inc. | 7,952 | $70.3 萬 | 0.02% | −126−1.6% | 減碼 |
| FourThought Financial Partners, LLC | 8,476 | $73.4 萬 | 0.10% | −258−3.0% | 減碼 |
| Captrust Financial Advisors | 8,528 | $73.8 萬 | 0.00% | +4,066+91.1% | 加碼 |
| Lloyd Advisory Services, LLC. | 8,635 | $74.7 萬 | 0.25% | +8,635 | 新進 |
| Norden Group LLC | 8,635 | $74.7 萬 | 0.25% | +8,635 | 新進 |
| Banco Santander, S.A. | 8,697 | $75.3 萬 | 0.01% | +8,697 | 新進 |
| Walleye Trading LLC | 8,948 | $77.5 萬 | 0.02% | +8,948 | 新進 |
| Virtus ETF Advisers LLC | 8,952 | $77.5 萬 | 0.47% | −496−5.2% | 減碼 |
| Strategic Investment Advisors | 8,998 | $77.9 萬 | 0.13% | −160−1.7% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 9,000 | $77.9 萬 | 0.00% | +9,000 | 新進 |