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 4 季 13F 持有人
Interactive Brokers Group, Inc. 在 2023/12/31 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
- 456
- 較 2023 年第 3 季 +24 家
- 持有股數
- 9,319 萬
- 較 2023 年第 3 季 +3.62 萬 (0.0%)
- 總市值
- $77.2 億
- 較 2023 年第 3 季 −$3.56 億 (−4.4%)
- 新進機構
- 79
- 另有 154 家加碼
- 清倉機構
- 55
- 另有 159 家減碼
另有 4 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 8,100 | $67.1 萬 | 0.02% | −18,900−70.0% | 減碼 |
| FourThought Financial Partners, LLC | 8,376 | $69.4 萬 | 0.09% | −100−1.2% | 減碼 |
| Baker Tilly Wealth Management, LLC | 8,754 | $72.6 萬 | 0.12% | +1,077+14.0% | 加碼 |
| Jump Financial, LLC | 8,824 | $73.2 萬 | 0.02% | −3,180−26.5% | 減碼 |
| Securian Asset Management, Inc | 8,960 | $74.3 萬 | 0.02% | −100−1.1% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 9,047 | $75.0 萬 | 0.04% | −150−1.6% | 減碼 |
| Graham Capital Management, L.P. | 9,095 | $75.4 萬 | 0.02% | −35,667−79.7% | 減碼 |
| Axq Capital, LP | 9,200 | $76.3 萬 | 0.20% | +9,200 | 新進 |
| Formidable Asset Management, LLC | 9,258 | $76.7 萬 | 0.17% | −225−2.4% | 減碼 |
| Captrust Financial Advisors | 9,358 | $77.6 萬 | 0.00% | +830+9.7% | 加碼 |
| Advisor OS, LLC | 9,411 | $78.0 萬 | 0.10% | −545−5.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 9,465 | $78.5 萬 | 0.00% | −334−3.4% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 9,473 | $78.5 萬 | 0.00% | +473+5.3% | 加碼 |
| Wintrust Investments LLC | 9,535 | $79.0 萬 | 0.08% | +9,535 | 新進 |
| Wealthfront Advisers LLC | 9,800 | $81.2 萬 | 0.00% | −12,790−56.6% | 減碼 |
| Pathstone Holdings, LLC | 9,981 | $82.7 萬 | 0.00% | +9,981 | 新進 |
| Group One Trading, L.P. | 9,994 | $82.9 萬 | 0.03% | +9,994 | 新進 |
| Gator Capital Management, LLC | 10,200 | $84.6 萬 | 0.47% | +10,200 | 新進 |
| VCI Wealth Management LLC | 10,229 | $84.8 萬 | 0.52% | +10,229 | 新進 |
| Walleye Trading LLC | 10,243 | $84.9 萬 | 0.01% | +1,295+14.5% | 加碼 |
| Inspire Advisors, LLC | 10,512 | $87.1 萬 | 0.13% | +6,771+181.0% | 加碼 |
| Aspire Private Capital, LLC | 10,584 | $87.7 萬 | 0.26% | +609+6.1% | 加碼 |
| HighTower Advisors, LLC | 10,679 | $88.2 萬 | 0.00% | +882+9.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 10,765 | $89.2 萬 | 0.00% | 00.0% | 不變 |
| Chase Investment Counsel Corp | 11,000 | $91.1 萬 | 0.40% | −43,514−79.8% | 減碼 |
| Portside Wealth Group, LLC | 11,134 | $92.3 萬 | 0.17% | +1,112+11.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 11,179 | $92.7 萬 | 0.01% | +6,346+131.3% | 加碼 |
| Two Sigma Securities, LLC | 11,355 | $94.1 萬 | 0.04% | +11,355 | 新進 |
| Quantbot Technologies LP | 11,387 | $94.4 萬 | 0.05% | −7,444−39.5% | 減碼 |
| JustInvest LLC | 11,431 | $94.8 萬 | 0.02% | −818−6.7% | 減碼 |
| State of Alaska, Department of Revenue | 11,556 | $95.7 萬 | 0.01% | −1,155−9.1% | 減碼 |
| Toroso Investments, LLC | 11,616 | $96.3 萬 | 0.02% | −86−0.7% | 減碼 |
| Wealthsource Partners, LLC | 11,689 | $96.9 萬 | 0.06% | +343+3.0% | 加碼 |
| Amundi | 11,595 | $101.7 萬 | 0.00% | −115,868−90.9% | 減碼 |
| Credit Agricole S A | 12,409 | $102.9 萬 | 0.02% | +2,684+27.6% | 加碼 |
| Xponance, Inc. | 13,125 | $108.8 萬 | 0.01% | +347+2.7% | 加碼 |
| D.A. Davidson & Co. | 13,155 | $109.1 萬 | 0.01% | +13,155 | 新進 |
| SG Americas Securities, LLC | 13,858 | $114.9 萬 | 0.01% | +12,123+698.7% | 加碼 |
| Prudential Financial Inc | 13,969 | $115.8 萬 | 0.00% | −12,682−47.6% | 減碼 |
| Pin Oak Investment Advisors Inc | 14,090 | $116.8 萬 | 1.18% | −575−3.9% | 減碼 |
| Voya Investment Management LLC | 14,522 | $120.4 萬 | 0.00% | +442+3.1% | 加碼 |
| Independent Solutions Wealth Management, LLC | 14,672 | $121.6 萬 | 0.31% | +1,848+14.4% | 加碼 |
| Natixis Advisors, L.P. | 14,982 | $124.2 萬 | 0.00% | −2,180−12.7% | 減碼 |
| Credential Qtrade Securities Inc. | 15,230 | $126.3 萬 | 0.08% | −1,100−6.7% | 減碼 |
| Versor Investments LP | 15,300 | $126.8 萬 | 0.26% | +15,300 | 新進 |
| Sciencast Management LP | 16,518 | $136.9 萬 | 0.75% | +8,648+109.9% | 加碼 |
| Uncommon Cents Investing LLC | 16,860 | $139.8 萬 | 0.46% | 00.0% | 不變 |
| Wolverine Trading, LLC | 17,238 | $142.9 萬 | 0.01% | +11,251+187.9% | 加碼 |
| Cetera Investment Advisers | 17,400 | $144.2 萬 | 0.01% | +47+0.3% | 加碼 |
| Deutsche Bank AG | 18,276 | $151.5 萬 | 0.00% | +991+5.7% | 加碼 |
| Darwin Advisors, LLC | 19,246 | $159.5 萬 | 0.43% | −1,258−6.1% | 減碼 |
| STRS Ohio | 19,420 | $160.9 萬 | 0.01% | −264,395−93.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,554 | $162.1 萬 | 0.01% | +1,530+8.5% | 加碼 |
| Resources Investment Advisors, LLC. | 19,835 | $164.4 萬 | 0.03% | −621−3.0% | 減碼 |
| Pacer Advisors, Inc. | 20,075 | $166.4 萬 | 0.00% | +7,735+62.7% | 加碼 |
| TD Private Client Wealth LLC | 20,617 | $170.9 萬 | 0.06% | −535−2.5% | 減碼 |
| Insight Wealth Strategies, LLC | 20,839 | $172.8 萬 | 0.28% | +1,171+6.0% | 加碼 |
| New Mexico Educational Retirement Board | 21,060 | $174.6 萬 | 0.07% | 00.0% | 不變 |
| HRT Financial LP | 21,148 | $175.3 萬 | 0.01% | +21,148 | 新進 |
| Commonwealth Equity Services, LLC | 21,345 | $177.0 萬 | 0.00% | +14,964+234.5% | 加碼 |
| Vestcor Inc | 21,366 | $177.1 萬 | 0.06% | +395+1.9% | 加碼 |
| Lansing Management LP | 21,812 | $180.8 萬 | 1.93% | +21,812 | 新進 |
| AIA Group Ltd | 22,200 | $184.0 萬 | 0.08% | +22,200 | 新進 |
| Guggenheim Capital LLC | 22,223 | $184.2 萬 | 0.01% | +16,881+316.0% | 加碼 |
| Vontobel Holding Ltd. | 22,314 | $185.0 萬 | 0.02% | +3,510+18.7% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 22,919 | $190.0 萬 | 0.33% | +12,000+109.9% | 加碼 |
| Lecap Asset Management Ltd | 23,042 | $191.0 萬 | 0.70% | +23,042 | 新進 |
| CenterBook Partners LP | 23,147 | $191.9 萬 | 0.23% | +9,941+75.3% | 加碼 |
| USS Investment Management Ltd | 23,247 | $192.8 萬 | 0.02% | 00.0% | 不變 |
| Stony Point Capital LLC | 23,297 | $193.1 萬 | 0.64% | −149,160−86.5% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,614 | $195.8 萬 | 0.01% | +1,952+9.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 23,629 | $195.9 萬 | 0.07% | −362−1.5% | 減碼 |
| Quinn Opportunity Partners LLC | 23,754 | $196.9 萬 | 0.23% | +23,754 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 23,808 | $197.4 萬 | 0.05% | +83+0.3% | 加碼 |
| State of Tennessee, Treasury Department | 24,608 | $204.0 萬 | 0.01% | +11,100+82.2% | 加碼 |
| Teacher Retirement System of Texas | 24,984 | $207.1 萬 | 0.01% | −15,640−38.5% | 減碼 |
| Cozad Asset Management Inc | 25,201 | $208.9 萬 | 0.24% | +1,666+7.1% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 25,275 | $209.5 萬 | 2.12% | −39,629−61.1% | 減碼 |
| Nordea Investment Management AB | 25,598 | $212.1 萬 | 0.00% | −2,465−8.8% | 減碼 |
| State of Michigan Retirement System | 25,679 | $212.9 萬 | 0.01% | +100+0.4% | 加碼 |
| SkyView Investment Advisors, LLC | 25,692 | $213.0 萬 | 0.53% | −5,653−18.0% | 減碼 |
| M&T Bank Corp | 25,731 | $213.3 萬 | 0.01% | −967−3.6% | 減碼 |
| Epacria Capital Partners, LLC | 26,019 | $215.7 萬 | 1.73% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 26,734 | $221.6 萬 | 0.00% | −51−0.2% | 減碼 |
| Arizona State Retirement System | 28,409 | $235.5 萬 | 0.02% | −916−3.1% | 減碼 |
| US Bancorp | 28,760 | $238.4 萬 | 0.00% | −519−1.8% | 減碼 |
| Warther Private Wealth, LLC | 29,330 | $243.1 萬 | 1.36% | +29,330 | 新進 |
| Engineers Gate Manager LP | 29,654 | $245.8 萬 | 0.07% | +16,330+122.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 29,706 | $246.3 萬 | 0.02% | −4,050−12.0% | 減碼 |
| EULAV Asset Management | 30,000 | $248.7 萬 | 0.08% | −21−0.1% | 減碼 |
| Louisiana State Employees Retirement System | 30,100 | $249.5 萬 | 0.05% | −200−0.7% | 減碼 |
| Oregon Public Employees Retirement Fund | 30,192 | $250.3 萬 | 0.04% | +200+0.7% | 加碼 |
| AE Wealth Management LLC | 27,522 | $252.5 萬 | 0.01% | +2,430+9.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 31,625 | $262.2 萬 | 0.01% | +19,559+162.1% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 31,672 | $262.6 萬 | 0.13% | +992+3.2% | 加碼 |
| NewEdge Wealth, LLC | 31,808 | $263.7 萬 | 0.07% | +1,128+3.7% | 加碼 |
| Cumberland Partners Ltd | 32,500 | $269.4 萬 | 0.25% | +12,500+62.5% | 加碼 |
| Gotham Asset Management, LLC | 32,571 | $270.0 萬 | 0.05% | −3,592−9.9% | 減碼 |
| IMC-Chicago, LLC | 33,174 | $275.0 萬 | 0.09% | +33,174 | 新進 |
| Teachers Retirement System of the State of Kentucky | 33,470 | $277.5 萬 | 0.03% | −1,700−4.8% | 減碼 |