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 |
|---|---|---|---|---|---|
| Uncommon Cents Investing LLC | 16,860 | $145.9 萬 | 0.54% | −465−2.7% | 減碼 |
| Credential Qtrade Securities Inc. | 16,330 | $141.4 萬 | 0.09% | −4,934−23.2% | 減碼 |
| National Bank of Canada | 16,373 | $140.9 萬 | 0.00% | +254+1.6% | 加碼 |
| Twin Tree Management, LP | 15,748 | $136.3 萬 | 0.05% | +15,748 | 新進 |
| Pin Oak Investment Advisors Inc | 14,665 | $126.9 萬 | 1.43% | −125−0.8% | 減碼 |
| Citadel Advisors LLC | 14,105 | $122.1 萬 | 0.00% | +2,775+24.5% | 加碼 |
| Voya Investment Management LLC | 14,080 | $121.9 萬 | 0.00% | −116−0.8% | 減碼 |
| Van Eck Associates Corp | 13,910 | $120.4 萬 | 0.00% | +13,910 | 新進 |
| State of Tennessee, Treasury Department | 13,508 | $116.9 萬 | 0.00% | −48,800−78.3% | 減碼 |
| Engineers Gate Manager LP | 13,324 | $115.3 萬 | 0.04% | +3,766+39.4% | 加碼 |
| CenterBook Partners LP | 13,206 | $114.3 萬 | 0.14% | −3,316−20.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 12,922 | $111.9 萬 | 0.11% | +12,922 | 新進 |
| Independent Solutions Wealth Management, LLC | 12,824 | $111.0 萬 | 0.31% | +643+5.3% | 加碼 |
| Xponance, Inc. | 12,778 | $110.6 萬 | 0.02% | +349+2.8% | 加碼 |
| State of Alaska, Department of Revenue | 12,711 | $110.0 萬 | 0.01% | −55−0.4% | 減碼 |
| Pacer Advisors, Inc. | 12,340 | $106.8 萬 | 0.00% | −10,561−46.1% | 減碼 |
| JustInvest LLC | 12,249 | $106.0 萬 | 0.03% | −30−0.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 12,066 | $104.4 萬 | 0.00% | +12,066 | 新進 |
| Jump Financial, LLC | 12,004 | $103.9 萬 | 0.04% | −25,852−68.3% | 減碼 |
| Toroso Investments, LLC | 11,702 | $101.3 萬 | 0.03% | +133+1.1% | 加碼 |
| Wealthsource Partners, LLC | 11,346 | $98.2 萬 | 0.07% | −79−0.7% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 10,919 | $94.5 萬 | 0.21% | +10,919 | 新進 |
| Public Employees Retirement Association of Colorado | 10,765 | $93.2 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 10,024 | $86.8 萬 | 0.00% | +745+8.0% | 加碼 |
| Portside Wealth Group, LLC | 10,022 | $86.7 萬 | 0.16% | −326−3.2% | 減碼 |
| Aspire Private Capital, LLC | 9,975 | $86.3 萬 | 0.28% | +749+8.1% | 加碼 |
| Glenmede Trust Co NA | 9,962 | $86.2 萬 | 0.00% | +9,962 | 新進 |
| Advisor OS, LLC | 9,956 | $86.2 萬 | 0.13% | −2,794−21.9% | 減碼 |
| HighTower Advisors, LLC | 9,797 | $85.2 萬 | 0.00% | +2,092+27.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 9,799 | $84.8 萬 | 0.00% | +120+1.2% | 加碼 |
| Credit Agricole S A | 9,725 | $84.2 萬 | 0.03% | −4,791−33.0% | 減碼 |
| Formidable Asset Management, LLC | 9,483 | $82.1 萬 | 0.18% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 9,400 | $81.4 萬 | 0.15% | +9,400 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 9,197 | $79.6 萬 | 0.05% | +700+8.2% | 加碼 |
| Global Endowment Management, LP | 9,182 | $79.5 萬 | 0.09% | +9,182 | 新進 |
| Securian Asset Management, Inc | 9,060 | $78.4 萬 | 0.02% | −115−1.3% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 9,000 | $77.9 萬 | 0.00% | +9,000 | 新進 |
| Strategic Investment Advisors | 8,998 | $77.9 萬 | 0.13% | −160−1.7% | 減碼 |
| Virtus ETF Advisers LLC | 8,952 | $77.5 萬 | 0.47% | −496−5.2% | 減碼 |
| Walleye Trading LLC | 8,948 | $77.5 萬 | 0.02% | +8,948 | 新進 |
| Banco Santander, S.A. | 8,697 | $75.3 萬 | 0.01% | +8,697 | 新進 |
| 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 |
| Captrust Financial Advisors | 8,528 | $73.8 萬 | 0.00% | +4,066+91.1% | 加碼 |
| FourThought Financial Partners, LLC | 8,476 | $73.4 萬 | 0.10% | −258−3.0% | 減碼 |
| Crossmark Global Holdings, Inc. | 7,952 | $70.3 萬 | 0.02% | −126−1.6% | 減碼 |
| PEAK6 Investments LLC | 7,994 | $69.2 萬 | 0.03% | +7,994 | 新進 |
| MML Investors Services, LLC | 7,889 | $68.3 萬 | 0.00% | +1,346+20.6% | 加碼 |
| Maryland State Retirement & Pension System | 7,886 | $68.3 萬 | 0.02% | 00.0% | 不變 |
| Sciencast Management LP | 7,870 | $68.1 萬 | 0.31% | +7,870 | 新進 |
| Friedenthal Financial | 7,827 | $67.8 萬 | 0.46% | +7,827 | 新進 |
| Empowered Funds, LLC | 7,790 | $67.4 萬 | 0.02% | +7,790 | 新進 |
| Baker Tilly Wealth Management, LLC | 7,677 | $66.5 萬 | 0.11% | −1,776−18.8% | 減碼 |
| Magnetar Financial LLC | 7,535 | $65.2 萬 | 0.02% | +7,535 | 新進 |
| Brown Brothers Harriman & Co | 7,421 | $64.2 萬 | 0.01% | +7,421 | 新進 |
| Mitchell & Pahl Private Wealth, LLC | 7,363 | $63.7 萬 | 0.38% | +902+14.0% | 加碼 |
| Cetera Advisor Networks LLC | 7,346 | $63.6 萬 | 0.00% | +1,510+25.9% | 加碼 |
| Illinois Municipal Retirement Fund | 7,278 | $63.0 萬 | 0.01% | 00.0% | 不變 |
| Precision Wealth Strategies, LLC | 7,204 | $62.4 萬 | 0.68% | +261+3.8% | 加碼 |
| Mystic Asset Management, Inc. | 7,050 | $61.0 萬 | 0.34% | +300+4.4% | 加碼 |
| Retirement Planning Co of New England, Inc. | 6,940 | $60.1 萬 | 0.33% | +6,940 | 新進 |
| Eqis Capital Management, Inc. | 6,777 | $58.7 萬 | 0.07% | +1,282+23.3% | 加碼 |
| Commonwealth Equity Services, LLC | 6,381 | $55.2 萬 | 0.00% | +133+2.1% | 加碼 |
| Oliver Luxxe Assets LLC | 6,299 | $54.5 萬 | 0.14% | +6,299 | 新進 |
| LVW Advisors, LLC | 6,270 | $54.3 萬 | 0.12% | −2,572−29.1% | 減碼 |
| Pathstone Family Office, LLC | 6,181 | $53.5 萬 | 0.00% | +2,885+87.5% | 加碼 |
| Virtu Financial LLC | 6,140 | $53.1 萬 | 0.05% | +6,140 | 新進 |
| Hyman Charles D | 6,100 | $52.8 萬 | 0.03% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 6,025 | $52.2 萬 | 0.05% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 6,043 | $52.1 萬 | 0.00% | 00.0% | 不變 |
| Wolverine Trading, LLC | 5,987 | $51.8 萬 | 0.01% | −11,242−65.3% | 減碼 |
| Inceptionr LLC | 5,809 | $50.3 萬 | 0.29% | +5,809 | 新進 |
| ProShare Advisors LLC | 5,777 | $50.0 萬 | 0.00% | −240−4.0% | 減碼 |
| National Asset Management, Inc. | 5,612 | $48.6 萬 | 0.01% | +531+10.5% | 加碼 |
| Alliance Wealth Advisors, LLC | 5,610 | $48.6 萬 | 0.18% | −25−0.4% | 減碼 |
| MBM Wealth Consultants, LLC | 5,557 | $47.3 萬 | 0.21% | +566+11.3% | 加碼 |
| Integrated Advisors Network LLC | 5,448 | $47.2 萬 | 0.03% | −88−1.6% | 減碼 |
| Citigroup Inc | 5,418 | $46.9 萬 | 0.00% | −10,624−66.2% | 減碼 |
| 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 |
| CI Private Wealth, LLC | 5,371 | $46.5 萬 | 0.00% | +5,371 | 新進 |
| Guggenheim Capital LLC | 5,342 | $46.2 萬 | 0.00% | +5,342 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,288 | $46.0 萬 | 0.00% | +5,288 | 新進 |
| SYSTM Wealth Solutions LLC | 5,106 | $44.2 萬 | 0.07% | −158−3.0% | 減碼 |
| Ibex Investors LLC | 5,000 | $43.3 萬 | 0.49% | −3,500−41.2% | 減碼 |
| Revisor Wealth Management LLC | 4,981 | $43.1 萬 | 0.37% | +1,962+65.0% | 加碼 |
| Harvest Investment Services, LLC | 4,979 | $43.1 萬 | 0.28% | +4,979 | 新進 |
| Shelton Capital Management | 4,970 | $43.0 萬 | 0.02% | −302−5.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 4,833 | $41.8 萬 | 0.01% | −9,774−66.9% | 減碼 |
| Yorktown Management & Research Co Inc | 4,800 | $41.5 萬 | 0.47% | +4,800 | 新進 |
| Brown Advisory Inc | 4,767 | $41.3 萬 | 0.00% | +10.0% | 加碼 |
| Mariner, LLC | 4,745 | $41.1 萬 | 0.00% | −245−4.9% | 減碼 |
| Mercer Global Advisors Inc | 4,410 | $38.2 萬 | 0.00% | +1,764+66.7% | 加碼 |
| Centiva Capital, LP | 4,402 | $38.1 萬 | 0.02% | +4,402 | 新進 |
| Richard W. Paul & Associates, LLC | 4,159 | $36.0 萬 | 0.16% | −165−3.8% | 減碼 |
| Winton Group Ltd | 4,109 | $35.6 萬 | 0.03% | +805+24.4% | 加碼 |
| Central Trust Co | 4,095 | $35.4 萬 | 0.01% | +1,215+42.2% | 加碼 |
| Navellier & Associates Inc | 4,091 | $35.4 萬 | 0.06% | +1,174+40.2% | 加碼 |
| NBC Securities, Inc. | 4,049 | $35.0 萬 | 0.04% | +4,049 | 新進 |
| Scotia Capital Inc. | 4,035 | $34.9 萬 | 0.00% | 00.0% | 不變 |