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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 20,617 | $170.9 萬 | 0.06% | −535−2.5% | 減碼 |
| Pacer Advisors, Inc. | 20,075 | $166.4 萬 | 0.00% | +7,735+62.7% | 加碼 |
| Resources Investment Advisors, LLC. | 19,835 | $164.4 萬 | 0.03% | −621−3.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,554 | $162.1 萬 | 0.01% | +1,530+8.5% | 加碼 |
| STRS Ohio | 19,420 | $160.9 萬 | 0.01% | −264,395−93.2% | 減碼 |
| Darwin Advisors, LLC | 19,246 | $159.5 萬 | 0.43% | −1,258−6.1% | 減碼 |
| Deutsche Bank AG | 18,276 | $151.5 萬 | 0.00% | +991+5.7% | 加碼 |
| Cetera Investment Advisers | 17,400 | $144.2 萬 | 0.01% | +47+0.3% | 加碼 |
| Wolverine Trading, LLC | 17,238 | $142.9 萬 | 0.01% | +11,251+187.9% | 加碼 |
| Uncommon Cents Investing LLC | 16,860 | $139.8 萬 | 0.46% | 00.0% | 不變 |
| Sciencast Management LP | 16,518 | $136.9 萬 | 0.75% | +8,648+109.9% | 加碼 |
| Versor Investments LP | 15,300 | $126.8 萬 | 0.26% | +15,300 | 新進 |
| Credential Qtrade Securities Inc. | 15,230 | $126.3 萬 | 0.08% | −1,100−6.7% | 減碼 |
| Natixis Advisors, L.P. | 14,982 | $124.2 萬 | 0.00% | −2,180−12.7% | 減碼 |
| Independent Solutions Wealth Management, LLC | 14,672 | $121.6 萬 | 0.31% | +1,848+14.4% | 加碼 |
| Voya Investment Management LLC | 14,522 | $120.4 萬 | 0.00% | +442+3.1% | 加碼 |
| Pin Oak Investment Advisors Inc | 14,090 | $116.8 萬 | 1.18% | −575−3.9% | 減碼 |
| Prudential Financial Inc | 13,969 | $115.8 萬 | 0.00% | −12,682−47.6% | 減碼 |
| SG Americas Securities, LLC | 13,858 | $114.9 萬 | 0.01% | +12,123+698.7% | 加碼 |
| D.A. Davidson & Co. | 13,155 | $109.1 萬 | 0.01% | +13,155 | 新進 |
| Xponance, Inc. | 13,125 | $108.8 萬 | 0.01% | +347+2.7% | 加碼 |
| Credit Agricole S A | 12,409 | $102.9 萬 | 0.02% | +2,684+27.6% | 加碼 |
| Amundi | 11,595 | $101.7 萬 | 0.00% | −115,868−90.9% | 減碼 |
| Wealthsource Partners, LLC | 11,689 | $96.9 萬 | 0.06% | +343+3.0% | 加碼 |
| Toroso Investments, LLC | 11,616 | $96.3 萬 | 0.02% | −86−0.7% | 減碼 |
| State of Alaska, Department of Revenue | 11,556 | $95.7 萬 | 0.01% | −1,155−9.1% | 減碼 |
| JustInvest LLC | 11,431 | $94.8 萬 | 0.02% | −818−6.7% | 減碼 |
| Quantbot Technologies LP | 11,387 | $94.4 萬 | 0.05% | −7,444−39.5% | 減碼 |
| Two Sigma Securities, LLC | 11,355 | $94.1 萬 | 0.04% | +11,355 | 新進 |
| Tower Research Capital LLC (TRC) | 11,179 | $92.7 萬 | 0.01% | +6,346+131.3% | 加碼 |
| Portside Wealth Group, LLC | 11,134 | $92.3 萬 | 0.17% | +1,112+11.1% | 加碼 |
| Chase Investment Counsel Corp | 11,000 | $91.1 萬 | 0.40% | −43,514−79.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 10,765 | $89.2 萬 | 0.00% | 00.0% | 不變 |
| HighTower Advisors, LLC | 10,679 | $88.2 萬 | 0.00% | +882+9.0% | 加碼 |
| Aspire Private Capital, LLC | 10,584 | $87.7 萬 | 0.26% | +609+6.1% | 加碼 |
| Inspire Advisors, LLC | 10,512 | $87.1 萬 | 0.13% | +6,771+181.0% | 加碼 |
| Walleye Trading LLC | 10,243 | $84.9 萬 | 0.01% | +1,295+14.5% | 加碼 |
| VCI Wealth Management LLC | 10,229 | $84.8 萬 | 0.52% | +10,229 | 新進 |
| Gator Capital Management, LLC | 10,200 | $84.6 萬 | 0.47% | +10,200 | 新進 |
| Group One Trading, L.P. | 9,994 | $82.9 萬 | 0.03% | +9,994 | 新進 |
| Pathstone Holdings, LLC | 9,981 | $82.7 萬 | 0.00% | +9,981 | 新進 |
| Wealthfront Advisers LLC | 9,800 | $81.2 萬 | 0.00% | −12,790−56.6% | 減碼 |
| Wintrust Investments LLC | 9,535 | $79.0 萬 | 0.08% | +9,535 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 9,473 | $78.5 萬 | 0.00% | +473+5.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 9,465 | $78.5 萬 | 0.00% | −334−3.4% | 減碼 |
| Advisor OS, LLC | 9,411 | $78.0 萬 | 0.10% | −545−5.5% | 減碼 |
| Captrust Financial Advisors | 9,358 | $77.6 萬 | 0.00% | +830+9.7% | 加碼 |
| Formidable Asset Management, LLC | 9,258 | $76.7 萬 | 0.17% | −225−2.4% | 減碼 |
| Axq Capital, LP | 9,200 | $76.3 萬 | 0.20% | +9,200 | 新進 |
| Graham Capital Management, L.P. | 9,095 | $75.4 萬 | 0.02% | −35,667−79.7% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 9,047 | $75.0 萬 | 0.04% | −150−1.6% | 減碼 |
| Securian Asset Management, Inc | 8,960 | $74.3 萬 | 0.02% | −100−1.1% | 減碼 |
| Jump Financial, LLC | 8,824 | $73.2 萬 | 0.02% | −3,180−26.5% | 減碼 |
| Baker Tilly Wealth Management, LLC | 8,754 | $72.6 萬 | 0.12% | +1,077+14.0% | 加碼 |
| FourThought Financial Partners, LLC | 8,376 | $69.4 萬 | 0.09% | −100−1.2% | 減碼 |
| Aquatic Capital Management LLC | 8,100 | $67.1 萬 | 0.02% | −18,900−70.0% | 減碼 |
| Cetera Advisor Networks LLC | 7,952 | $65.9 萬 | 0.00% | +606+8.2% | 加碼 |
| Maryland State Retirement & Pension System | 7,886 | $65.4 萬 | 0.01% | 00.0% | 不變 |
| Global Endowment Management, LP | 7,748 | $64.2 萬 | 0.07% | −1,434−15.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 7,752 | $64.2 萬 | 0.01% | −200−2.5% | 減碼 |
| Norden Group LLC | 7,609 | $63.1 萬 | 0.11% | −1,026−11.9% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 7,475 | $62.0 萬 | 0.35% | +112+1.5% | 加碼 |
| Brown Brothers Harriman & Co | 7,421 | $61.5 萬 | 0.01% | 00.0% | 不變 |
| Strategic Investment Advisors | 7,417 | $61.5 萬 | 0.09% | −1,581−17.6% | 減碼 |
| Lebenthal Global Advisors, LLC | 7,377 | $61.2 萬 | 0.14% | +7,377 | 新進 |
| Banco Santander, S.A. | 7,331 | $60.8 萬 | 0.01% | −1,366−15.7% | 減碼 |
| Virtus ETF Advisers LLC | 7,291 | $60.4 萬 | 0.38% | −1,661−18.6% | 減碼 |
| Illinois Municipal Retirement Fund | 7,278 | $60.3 萬 | 0.01% | 00.0% | 不變 |
| Precision Wealth Strategies, LLC | 7,169 | $59.4 萬 | 0.58% | −35−0.5% | 減碼 |
| Concurrent Investment Advisors, LLC | 7,151 | $59.3 萬 | 0.03% | +7,151 | 新進 |
| Mystic Asset Management, Inc. | 7,050 | $58.4 萬 | 0.28% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 7,046 | $58.4 萬 | 0.15% | +3,809+117.7% | 加碼 |
| Retirement Planning Co of New England, Inc. | 6,940 | $57.5 萬 | 0.26% | 00.0% | 不變 |
| Oliver Luxxe Assets LLC | 6,921 | $57.4 萬 | 0.13% | +622+9.9% | 加碼 |
| GTS Securities LLC | 6,777 | $56.2 萬 | 0.01% | +3,817+129.0% | 加碼 |
| Centiva Capital, LP | 6,735 | $55.8 萬 | 0.03% | +2,333+53.0% | 加碼 |
| Exchange Traded Concepts, LLC | 6,709 | $55.6 萬 | 0.01% | −15,663−70.0% | 減碼 |
| MML Investors Services, LLC | 6,695 | $55.5 萬 | 0.00% | −1,194−15.1% | 減碼 |
| Everpar Advisors LLC | 6,610 | $54.8 萬 | 0.26% | +6,610 | 新進 |
| MBM Wealth Consultants, LLC | 5,896 | $53.3 萬 | 0.20% | +339+6.1% | 加碼 |
| Eschler Asset Management LLP | 6,111 | $50.7 萬 | 0.40% | +6,111 | 新進 |
| Hyman Charles D | 6,100 | $50.6 萬 | 0.03% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 6,025 | $49.9 萬 | 0.04% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 5,957 | $49.4 萬 | 0.04% | +5,957 | 新進 |
| Glenmede Trust Co NA | 5,942 | $49.3 萬 | 0.00% | −4,020−40.4% | 減碼 |
| Creative Planning | 5,940 | $49.2 萬 | 0.00% | −4,084−40.7% | 減碼 |
| DekaBank Deutsche Girozentrale | 6,043 | $49.2 萬 | 0.00% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 5,905 | $48.9 萬 | 0.00% | +1,495+33.9% | 加碼 |
| Fiduciary Family Office, LLC | 5,887 | $48.8 萬 | 0.21% | +5,887 | 新進 |
| Alliance Wealth Advisors, LLC | 5,763 | $47.8 萬 | 0.16% | +153+2.7% | 加碼 |
| LVW Advisors, LLC | 5,713 | $47.4 萬 | 0.09% | −557−8.9% | 減碼 |
| Utah Retirement Systems | 5,700 | $47.3 萬 | 0.01% | +300+5.6% | 加碼 |
| ProShare Advisors LLC | 5,630 | $46.7 萬 | 0.00% | −147−2.5% | 減碼 |
| Edgestream Partners, L.P. | 5,591 | $46.3 萬 | 0.03% | +1,590+39.7% | 加碼 |
| Stephens Inc | 5,502 | $45.6 萬 | 0.01% | +5,502 | 新進 |
| HighPoint Advisor Group LLC | 4,157 | $45.4 萬 | 0.03% | +4,157 | 新進 |
| Landscape Capital Management, L.L.C. | 5,400 | $44.8 萬 | 0.04% | 00.0% | 不變 |
| CI Private Wealth, LLC | 5,355 | $44.4 萬 | 0.00% | −16−0.3% | 減碼 |
| Walleye Capital LLC | 5,208 | $43.2 萬 | 0.01% | −38,556−88.1% | 減碼 |
| Eqis Capital Management, Inc. | 5,191 | $43.0 萬 | 0.04% | −1,586−23.4% | 減碼 |