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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 4,001 | $34.6 萬 | 0.03% | +648+19.3% | 加碼 |
| GWM Advisors LLC | 3,961 | $34.3 萬 | 0.00% | +664+20.1% | 加碼 |
| QRG Capital Management, Inc. | 3,934 | $34.1 萬 | 0.01% | +3,934 | 新進 |
| Advisor Partners II, LLC | 3,875 | $33.5 萬 | 0.01% | +106+2.8% | 加碼 |
| Inspire Advisors, LLC | 3,741 | $32.4 萬 | 0.06% | +9+0.2% | 加碼 |
| Studio Investment Management LLC | 3,703 | $32.1 萬 | 0.09% | −58−1.5% | 減碼 |
| Advisory Services Network, LLC | 3,659 | $31.7 萬 | 0.01% | −19−0.5% | 減碼 |
| Alps Advisors Inc | 3,573 | $30.9 萬 | 0.00% | −382−9.7% | 減碼 |
| First Hawaiian Bank | 3,524 | $30.5 萬 | 0.01% | +3,524 | 新進 |
| AQR Capital Management LLC | 3,495 | $30.3 萬 | 0.00% | +129+3.8% | 加碼 |
| Oppenheimer & Co Inc | 3,479 | $30.1 萬 | 0.01% | +12+0.3% | 加碼 |
| Hyperion Capital Advisors LP | 3,413 | $29.5 萬 | 0.16% | 00.0% | 不變 |
| Platte River Wealth Advisors, LLC | 3,380 | $29.3 萬 | 0.11% | +3,380 | 新進 |
| EverSource Wealth Advisors, LLC | 3,326 | $28.8 萬 | 0.03% | −975−22.7% | 減碼 |
| Fox Run Management, L.L.C. | 3,237 | $28.0 萬 | 0.08% | +3,237 | 新進 |
| Axxcess Wealth Management, LLC | 3,149 | $27.3 萬 | 0.01% | −630−16.7% | 減碼 |
| Synergy Financial Group, LTD | 3,126 | $27.1 萬 | 0.38% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 2,967 | $25.7 萬 | 0.00% | +2,967 | 新進 |
| GTS Securities LLC | 2,960 | $25.6 萬 | 0.01% | −701−19.1% | 減碼 |
| CIBC Asset Management Inc | 2,905 | $25.1 萬 | 0.00% | 00.0% | 不變 |
| Profund Advisors LLC | 2,889 | $25.0 萬 | 0.01% | −285−9.0% | 減碼 |
| Davenport & Co LLC | 2,837 | $24.6 萬 | 0.00% | −158−5.3% | 減碼 |
| Leeward Financial Partners, LLC | 2,834 | $24.5 萬 | 0.14% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 2,825 | $24.5 萬 | 0.00% | +2,825 | 新進 |
| Gamco Investors, Inc. Et Al | 2,750 | $23.8 萬 | 0.00% | 00.0% | 不變 |
| Wealth Alliance | 2,699 | $23.4 萬 | 0.04% | −847−23.9% | 減碼 |
| Cottonwood Capital Advisors, LLC | 2,622 | $22.7 萬 | 0.21% | +2,622 | 新進 |
| Jefferies Financial Group Inc. | 2,579 | $22.3 萬 | 0.01% | 00.0% | 不變 |
| Wallace Advisory Group, LLC | 2,679 | $22.3 萬 | 0.16% | −37−1.4% | 減碼 |
| DFPG Investments, LLC | 2,702 | $22.2 萬 | 0.02% | −4,314−61.5% | 減碼 |
| Crewe Advisors LLC | 2,548 | $22.1 萬 | 0.04% | 00.0% | 不變 |
| ISAM Funds (UK) Ltd | 2,459 | $21.3 萬 | 0.13% | +2,459 | 新進 |
| Kestra Advisory Services, LLC | 2,426 | $21.0 萬 | 0.00% | −821−25.3% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 2,360 | $20.4 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 2,360 | $20.4 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 2,279 | $19.7 萬 | 0.02% | +554+32.1% | 加碼 |
| USA Financial Portformulas Corp | 2,184 | $18.9 萬 | 0.28% | 00.0% | 不變 |
| SG Americas Securities, LLC | 1,735 | $15.0 萬 | 0.00% | −4,064−70.1% | 減碼 |
| Ossiam | 1,648 | $14.3 萬 | 0.00% | −13−0.8% | 減碼 |
| Raleigh Capital Management Inc. | 1,568 | $13.6 萬 | 0.07% | +218+16.1% | 加碼 |
| Macquarie Group Ltd | 1,350 | $11.7 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 1,247 | $10.8 萬 | 0.00% | −9,410−88.3% | 減碼 |
| Signaturefd, LLC | 1,237 | $10.7 萬 | 0.00% | +722+140.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,166 | $10.1 萬 | 0.00% | +740+173.7% | 加碼 |
| CWM, LLC | 1,151 | $10.0 萬 | 0.00% | +263+29.6% | 加碼 |
| Assetmark, Inc | 1,120 | $9.69 萬 | 0.00% | −162−12.6% | 減碼 |
| Western Pacific Wealth Management, LP | 1,100 | $9.52 萬 | 0.08% | +1,100 | 新進 |
| Ci Investments Inc. | 965 | $8.40 萬 | 0.00% | +18+1.9% | 加碼 |
| Allworth Financial LP | 910 | $7.87 萬 | 0.00% | +638+234.6% | 加碼 |
| Bay Harbor Wealth Management, LLC | 899 | $7.78 萬 | 0.03% | +12+1.4% | 加碼 |
| GHP Investment Advisors, Inc. | 887 | $7.55 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 851 | $7.37 萬 | 0.00% | +803+1,672.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 752 | $6.51 萬 | 0.00% | +150+24.9% | 加碼 |
| GeoWealth Management, LLC | 720 | $6.30 萬 | 0.01% | +523+265.5% | 加碼 |
| Quent Capital, LLC | 720 | $6.23 萬 | 0.01% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 715 | $6.19 萬 | 0.03% | −123−14.7% | 減碼 |
| Asset Management One Co.,Ltd. | 609 | $5.27 萬 | 0.00% | −111−15.4% | 減碼 |
| Lindbrook Capital, LLC | 538 | $4.66 萬 | 0.01% | +10+1.9% | 加碼 |
| Headlands Technologies LLC | 459 | $3.97 萬 | 0.02% | +459 | 新進 |
| Whittier Trust Co of Nevada Inc | 451 | $3.90 萬 | 0.00% | −122−21.3% | 減碼 |
| Natixis | 447 | $3.87 萬 | 0.00% | −142−24.1% | 減碼 |
| Benjamin Edwards Inc | 414 | $3.60 萬 | 0.01% | −132−24.2% | 減碼 |
| Westpac Banking Corp | 380 | $3.29 萬 | 0.00% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 379 | $3.28 萬 | 0.01% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 377 | $3.27 萬 | 0.00% | +14+3.9% | 加碼 |
| Pinnacle Financial Partners Inc | 370 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 309 | $2.70 萬 | 0.00% | −43−12.2% | 減碼 |
| SRS Capital Advisors, Inc. | 302 | $2.61 萬 | 0.00% | −70−18.8% | 減碼 |
| Venturi Wealth Management, LLC | 280 | $2.42 萬 | 0.00% | −87−23.7% | 減碼 |
| DT Investment Partners, LLC | 280 | $2.42 萬 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 280 | $2.42 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 278 | $2.41 萬 | 0.00% | −740−72.7% | 減碼 |
| Parkside Financial Bank & Trust | 273 | $2.36 萬 | 0.01% | +8+3.0% | 加碼 |
| Massmutual Trust Co FSB | 270 | $2.34 萬 | 0.00% | +61+29.2% | 加碼 |
| Private Trust Co NA | 250 | $2.16 萬 | 0.00% | −33−11.7% | 減碼 |
| Adirondack Trust Co | 250 | $2.16 萬 | 0.01% | 00.0% | 不變 |
| GoalVest Advisory LLC | 211 | $1.83 萬 | 0.01% | +67+46.5% | 加碼 |
| Covestor Ltd | 209 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Solstein Capital, LLC | 200 | $1.73 萬 | 0.01% | 00.0% | 不變 |
| Sittner & Nelson, LLC | 197 | $1.71 萬 | 0.01% | 00.0% | 不變 |
| Smithfield Trust Co | 191 | $1.60 萬 | 0.00% | +191 | 新進 |
| Stonebridge Capital Advisors LLC | 173 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 162 | $1.40 萬 | 0.00% | +13+8.7% | 加碼 |
| Leonteq Securities AG | 161 | $1.39 萬 | 0.00% | +22+15.8% | 加碼 |
| Blume Capital Management, Inc. | 159 | $1.38 萬 | 0.00% | 00.0% | 不變 |
| South State Corp. | 144 | $1.25 萬 | 0.00% | +144 | 新進 |
| Bessemer Group Inc | 130 | $1.10 萬 | 0.00% | +47+56.6% | 加碼 |
| Kapitalo Investimentos Ltda | 127 | $1.10 萬 | 0.00% | −174−57.8% | 減碼 |
| Carmel Capital Partners, LLC | 114 | $9,868 | 0.00% | +89+356.0% | 加碼 |
| Parallel Advisors, LLC | 113 | $9,781 | 0.00% | +5+4.6% | 加碼 |
| Perkins Coie Trust Co | 109 | $9,434 | 0.00% | +109 | 新進 |
| Larson Financial Group LLC | 106 | $9,181 | 0.00% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 104 | $9,002 | 0.00% | +104 | 新進 |
| Harbor Investment Advisory, LLC | 100 | $8,656 | 0.00% | −100−50.0% | 減碼 |
| 7G Capital Management, LLC | 100 | $8,656 | 0.00% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 94 | $8,000 | 0.00% | −3,371−97.3% | 減碼 |
| ORG Partners LLC | 87 | $7,529 | 0.00% | −13−13.0% | 減碼 |
| Wolff Wiese Magana LLC | 85 | $7,358 | 0.01% | 00.0% | 不變 |
| Park Place Capital Corp | 81 | $7,011 | 0.00% | −48−37.2% | 減碼 |
| Whittier Trust Co | 75 | $6,492 | 0.00% | +75 | 新進 |