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 Waterhouse Canada Inc. | 3,684 | $42.9 萬 | 0.00% | +3,678+61,300.0% | 加碼 |
| Blueshift Asset Management, LLC | 5,164 | $42.8 萬 | 0.23% | +5,164 | 新進 |
| Intech Investment Management LLC | 5,155 | $42.7 萬 | 0.01% | +5,155 | 新進 |
| Ibex Investors LLC | 4,961 | $41.1 萬 | 0.50% | −39−0.8% | 減碼 |
| Davenport & Co LLC | 4,960 | $41.1 萬 | 0.00% | +2,123+74.8% | 加碼 |
| Mariner, LLC | 4,831 | $40.0 萬 | 0.00% | +86+1.8% | 加碼 |
| Shelton Capital Management | 4,816 | $39.9 萬 | 0.01% | −154−3.1% | 減碼 |
| Brown Advisory Inc | 4,768 | $39.5 萬 | 0.00% | +10.0% | 加碼 |
| Avestar Capital, LLC | 4,720 | $39.1 萬 | 0.05% | +4,720 | 新進 |
| Hyperion Capital Advisors LP | 4,713 | $39.1 萬 | 0.21% | +1,300+38.1% | 加碼 |
| National Asset Management, Inc. | 4,461 | $37.0 萬 | 0.01% | −1,151−20.5% | 減碼 |
| Quadrature Capital Ltd | 4,432 | $36.7 萬 | 0.01% | +4,432 | 新進 |
| Central Trust Co | 4,344 | $36.0 萬 | 0.01% | +249+6.1% | 加碼 |
| QRG Capital Management, Inc. | 4,203 | $34.8 萬 | 0.01% | +269+6.8% | 加碼 |
| Navellier & Associates Inc | 4,185 | $34.7 萬 | 0.05% | +94+2.3% | 加碼 |
| Scotia Capital Inc. | 4,101 | $34.0 萬 | 0.00% | +66+1.6% | 加碼 |
| Richard W. Paul & Associates, LLC | 4,033 | $33.4 萬 | 0.14% | −126−3.0% | 減碼 |
| NBC Securities, Inc. | 3,984 | $33.0 萬 | 0.03% | −65−1.6% | 減碼 |
| Heritage Wealth Management, LLC | 3,873 | $32.1 萬 | 0.17% | +3,873 | 新進 |
| Cottonwood Capital Advisors, LLC | 3,575 | $29.6 萬 | 0.24% | +953+36.3% | 加碼 |
| Advisory Services Network, LLC | 3,421 | $28.4 萬 | 0.01% | −238−6.5% | 減碼 |
| First Hawaiian Bank | 3,414 | $28.3 萬 | 0.01% | −110−3.1% | 減碼 |
| Alps Advisors Inc | 3,382 | $28.0 萬 | 0.00% | −191−5.3% | 減碼 |
| Profund Advisors LLC | 3,264 | $27.1 萬 | 0.01% | +375+13.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 3,208 | $26.6 萬 | 0.02% | −118−3.5% | 減碼 |
| Scientech Research LLC | 3,204 | $26.6 萬 | 0.26% | +3,204 | 新進 |
| Studio Investment Management LLC | 3,094 | $25.6 萬 | 0.07% | −609−16.4% | 減碼 |
| Axxcess Wealth Management, LLC | 3,079 | $25.5 萬 | 0.01% | −70−2.2% | 減碼 |
| Synergy Financial Group, LTD | 3,001 | $24.9 萬 | 0.30% | −125−4.0% | 減碼 |
| Gamco Investors, Inc. Et Al | 3,000 | $24.9 萬 | 0.00% | +250+9.1% | 加碼 |
| CIBC Asset Management Inc | 2,905 | $24.1 萬 | 0.00% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,881 | $24.0 萬 | 0.00% | −2,407−45.5% | 減碼 |
| Fifth Third Bancorp | 2,847 | $23.6 萬 | 0.00% | −17,600−86.1% | 減碼 |
| Ethic Inc. | 2,836 | $23.5 萬 | 0.01% | +2,836 | 新進 |
| L2 Asset Management, LLC | 2,742 | $22.7 萬 | 0.09% | +2,742 | 新進 |
| Wealth Alliance | 2,722 | $22.6 萬 | 0.03% | +23+0.9% | 加碼 |
| Systematic Portfolios LLC | 2,701 | $22.4 萬 | 0.68% | +2,701 | 新進 |
| Private Advisor Group, LLC | 2,688 | $22.3 萬 | 0.00% | +2,688 | 新進 |
| Cresset Asset Management, LLC | 2,682 | $22.2 萬 | 0.00% | +2,682 | 新進 |
| Crewe Advisors LLC | 2,636 | $21.9 萬 | 0.03% | +88+3.5% | 加碼 |
| Revisor Wealth Management LLC | 2,613 | $21.7 萬 | 0.25% | −2,368−47.5% | 減碼 |
| Kestra Advisory Services, LLC | 2,609 | $21.6 萬 | 0.00% | +183+7.5% | 加碼 |
| Wallace Advisory Group, LLC | 2,476 | $21.4 萬 | 0.17% | −203−7.6% | 減碼 |
| Meeder Asset Management Inc | 2,535 | $21.0 萬 | 0.02% | +2,535 | 新進 |
| Bartlett & Co. Wealth Management LLC | 2,360 | $19.6 萬 | 0.00% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 2,366 | $19.6 萬 | 0.00% | +2,366 | 新進 |
| Bartlett & Co. LLC | 2,360 | $19.6 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 2,221 | $18.4 萬 | 0.02% | −58−2.5% | 減碼 |
| Cutler Group LP | 1,670 | $13.8 萬 | 0.02% | +1,670 | 新進 |
| Raleigh Capital Management Inc. | 1,658 | $13.8 萬 | 0.06% | +90+5.7% | 加碼 |
| Ossiam | 1,648 | $13.7 萬 | 0.00% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 1,443 | $12.0 萬 | 0.08% | +728+101.8% | 加碼 |
| Allworth Financial LP | 1,410 | $11.7 萬 | 0.00% | +500+54.9% | 加碼 |
| Macquarie Group Ltd | 1,350 | $11.2 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 1,295 | $10.7 萬 | 0.00% | −2,666−67.3% | 減碼 |
| Assetmark, Inc | 1,199 | $9.94 萬 | 0.00% | +79+7.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,110 | $9.20 萬 | 0.00% | −56−4.8% | 減碼 |
| EntryPoint Capital, LLC | 1,108 | $9.19 萬 | 0.09% | +1,108 | 新進 |
| Western Pacific Wealth Management, LP | 1,100 | $9.12 萬 | 0.07% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 952 | $7.89 萬 | 0.00% | −295−23.7% | 減碼 |
| Signaturefd, LLC | 933 | $7.73 萬 | 0.00% | −304−24.6% | 減碼 |
| Bay Harbor Wealth Management, LLC | 920 | $7.63 萬 | 0.03% | +21+2.3% | 加碼 |
| CVA Family Office, LLC | 905 | $7.50 萬 | 0.01% | +905 | 新進 |
| GHP Investment Advisors, Inc. | 887 | $7.35 萬 | 0.00% | 00.0% | 不變 |
| GeoWealth Management, LLC | 866 | $7.10 萬 | 0.01% | +146+20.3% | 加碼 |
| CWM, LLC | 808 | $6.70 萬 | 0.00% | −343−29.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 784 | $6.50 萬 | 0.00% | +32+4.3% | 加碼 |
| Toronto Dominion Bank | 765 | $6.34 萬 | 0.00% | −20,030−96.3% | 減碼 |
| Asset Management One Co.,Ltd. | 744 | $6.19 萬 | 0.00% | +135+22.2% | 加碼 |
| Quent Capital, LLC | 720 | $5.97 萬 | 0.01% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 585 | $4.85 萬 | 0.00% | +47+8.7% | 加碼 |
| Ci Investments Inc. | 564 | $4.70 萬 | 0.00% | −401−41.6% | 減碼 |
| Kapitalo Investimentos Ltda | 480 | $3.98 萬 | 0.01% | +353+278.0% | 加碼 |
| Principal Securities, Inc. | 478 | $3.96 萬 | 0.00% | +478 | 新進 |
| Benjamin Edwards Inc | 442 | $3.70 萬 | 0.01% | +28+6.8% | 加碼 |
| Chiron Investment Management, LLC | 442 | $3.66 萬 | 0.01% | +442 | 新進 |
| SYSTM Wealth Solutions LLC | 411 | $3.41 萬 | 0.00% | −4,695−92.0% | 減碼 |
| Rakuten Securities, Inc. | 407 | $3.37 萬 | 0.03% | +407 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 403 | $3.30 萬 | 0.00% | +94+30.4% | 加碼 |
| Headlands Technologies LLC | 386 | $3.20 萬 | 0.01% | −73−15.9% | 減碼 |
| Global X Japan Co., Ltd. | 383 | $3.18 萬 | 0.02% | +383 | 新進 |
| Westpac Banking Corp | 380 | $3.15 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 377 | $3.13 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 370 | $3.07 萬 | 0.00% | 00.0% | 不變 |
| Adirondack Trust Co | 250 | $2.72 萬 | 0.01% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 326 | $2.70 萬 | 0.00% | −125−27.7% | 減碼 |
| Spire Wealth Management | 297 | $2.67 萬 | 0.00% | +19+6.8% | 加碼 |
| DT Investment Partners, LLC | 280 | $2.51 萬 | 0.00% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 299 | $2.48 萬 | 0.01% | +299 | 新進 |
| Rosenberg Matthew Hamilton | 280 | $2.32 萬 | 0.01% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 276 | $2.29 萬 | 0.00% | −4−1.4% | 減碼 |
| Vima LLC | 270 | $2.24 萬 | 0.05% | +270 | 新進 |
| SRS Capital Advisors, Inc. | 254 | $2.11 萬 | 0.00% | −48−15.9% | 減碼 |
| Private Trust Co NA | 250 | $2.07 萬 | 0.00% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 243 | $2.01 萬 | 0.00% | +243 | 新進 |
| Smartleaf Asset Management LLC | 215 | $1.79 萬 | 0.00% | +215 | 新進 |
| Covestor Ltd | 209 | $1.70 萬 | 0.01% | 00.0% | 不變 |
| Solstein Capital, LLC | 200 | $1.66 萬 | 0.01% | 00.0% | 不變 |
| Sittner & Nelson, LLC | 197 | $1.63 萬 | 0.01% | 00.0% | 不變 |
| Smithfield Trust Co | 191 | $1.60 萬 | 0.00% | 00.0% | 不變 |