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。
2024 年第 1 季 13F 持有人
Interactive Brokers Group, Inc. 在 2024/3/31 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
- 494
- 較 2023 年第 4 季 +41 家
- 持有股數
- 9,465 萬
- 較 2023 年第 4 季 +164.9 萬 (+1.8%)
- 總市值
- $105.7 億
- 較 2023 年第 4 季 +$28.6 億 (+37.1%)
- 新進機構
- 90
- 另有 162 家加碼
- 清倉機構
- 49
- 另有 172 家減碼
另有 3 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Assetmark, Inc | 1,055 | $11.8 萬 | 0.00% | −144−12.0% | 減碼 |
| CWM, LLC | 1,060 | $11.8 萬 | 0.00% | +252+31.2% | 加碼 |
| Western Pacific Wealth Management, LP | 1,100 | $12.3 萬 | 0.09% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 1,112 | $12.4 萬 | 0.00% | +2+0.2% | 加碼 |
| Eagle Bay Advisors LLC | 1,173 | $13.1 萬 | 0.08% | −270−18.7% | 減碼 |
| GWM Advisors LLC | 1,182 | $13.2 萬 | 0.00% | −113−8.7% | 減碼 |
| Macquarie Group Ltd | 1,350 | $15.1 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 1,401 | $15.7 萬 | 0.00% | −9−0.6% | 減碼 |
| Advisors Asset Management, Inc. | 1,720 | $19.2 萬 | 0.00% | +1,477+607.8% | 加碼 |
| Vident Advisory, LLC | 1,801 | $20.1 萬 | 0.00% | +1,801 | 新進 |
| Avantax Planning Partners, Inc. | 1,806 | $20.2 萬 | 0.01% | +1,806 | 新進 |
| JT Stratford LLC | 1,808 | $20.2 萬 | 0.04% | +1,808 | 新進 |
| Boston Financial Mangement LLC | 1,855 | $20.7 萬 | 0.01% | +1,855 | 新進 |
| Aureus Asset Management, LLC | 1,907 | $21.3 萬 | 0.01% | +1,907 | 新進 |
| IHT Wealth Management, LLC | 1,919 | $21.4 萬 | 0.01% | +1,919 | 新進 |
| Wallace Advisory Group, LLC | 2,693 | $22.3 萬 | 0.17% | +217+8.8% | 加碼 |
| Cross Staff Investments Inc | 2,000 | $22.3 萬 | 0.19% | +2,000 | 新進 |
| 180 Wealth Advisors, LLC | 2,009 | $22.4 萬 | 0.04% | +2,009 | 新進 |
| Ashton Thomas Private Wealth, LLC | 2,072 | $23.1 萬 | 0.01% | +2,072 | 新進 |
| Fulton Bank, N.A. | 2,081 | $23.2 萬 | 0.01% | +2,081 | 新進 |
| Avantax Advisory Services, Inc. | 2,115 | $23.6 萬 | 0.00% | +2,115 | 新進 |
| Fifth Third Bancorp | 2,144 | $24.0 萬 | 0.00% | −703−24.7% | 減碼 |
| ASB Consultores, LLC | 2,190 | $24.5 萬 | 0.06% | +2,190 | 新進 |
| Panagora Asset Management Inc | 2,200 | $24.6 萬 | 0.00% | +2,200 | 新進 |
| ArrowMark Colorado Holdings LLC | 2,200 | $24.6 萬 | 0.00% | +2,200 | 新進 |
| Thrive Wealth Management, LLC | 2,201 | $24.6 萬 | 0.05% | +2,201 | 新進 |
| Scientech Research LLC | 2,209 | $24.7 萬 | 0.13% | −995−31.1% | 減碼 |
| Lifestyle Asset Management, Inc. | 2,223 | $24.8 萬 | 0.15% | +2,223 | 新進 |
| Schonfeld Strategic Advisors LLC | 2,300 | $25.7 萬 | 0.00% | +2,300 | 新進 |
| Cerity Partners LLC | 2,325 | $26.0 萬 | 0.00% | +2,325 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 2,326 | $26.0 萬 | 0.00% | +2,326 | 新進 |
| Keybank National Association | 2,342 | $26.2 萬 | 0.00% | +2,342 | 新進 |
| Bartlett & Co. Wealth Management LLC | 2,360 | $26.4 萬 | 0.00% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 2,366 | $26.4 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 2,378 | $26.6 萬 | 0.02% | +157+7.1% | 加碼 |
| Los Angeles Capital Management LLC | 2,381 | $26.6 萬 | 0.00% | +2,381 | 新進 |
| Joel Isaacson & Co., LLC | 2,388 | $26.7 萬 | 0.01% | +2,388 | 新進 |
| Advisory Services Network, LLC | 2,411 | $26.9 萬 | 0.01% | −1,010−29.5% | 減碼 |
| Leonteq Securities AG | 2,497 | $27.9 萬 | 0.04% | +2,485+20,708.3% | 加碼 |
| Prudential PLC | 2,510 | $28.0 萬 | 0.00% | +2,510 | 新進 |
| Crewe Advisors LLC | 2,548 | $28.5 萬 | 0.03% | −88−3.3% | 減碼 |
| GeoWealth Management, LLC | 2,555 | $28.5 萬 | 0.01% | +1,689+195.0% | 加碼 |
| Synergy Financial Group, LTD | 2,678 | $29.9 萬 | 0.34% | −323−10.8% | 減碼 |
| MJP Associates Inc | 2,687 | $30.0 萬 | 0.07% | +2,687 | 新進 |
| Alliance Wealth Advisors, LLC | 2,731 | $30.5 萬 | 0.09% | −3,032−52.6% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,741 | $30.6 萬 | 0.01% | +2,741 | 新進 |
| Axxcess Wealth Management, LLC | 2,752 | $30.7 萬 | 0.01% | −327−10.6% | 減碼 |
| L2 Asset Management, LLC | 2,759 | $30.8 萬 | 0.10% | +17+0.6% | 加碼 |
| SYSTM Wealth Solutions LLC | 2,779 | $31.0 萬 | 0.04% | +2,368+576.2% | 加碼 |
| SpiderRock Advisors, LLC | 2,936 | $31.7 萬 | 0.01% | +2,936 | 新進 |
| Private Advisor Group, LLC | 2,838 | $31.7 萬 | 0.00% | +150+5.6% | 加碼 |
| Jefferies Financial Group Inc. | 2,848 | $31.8 萬 | 0.01% | +2,848 | 新進 |
| Gamco Investors, Inc. Et Al | 2,850 | $31.8 萬 | 0.00% | −150−5.0% | 減碼 |
| Cresset Asset Management, LLC | 2,897 | $32.4 萬 | 0.00% | +215+8.0% | 加碼 |
| CIBC Asset Management Inc | 2,905 | $32.5 萬 | 0.00% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 2,921 | $32.6 萬 | 0.01% | +2,921 | 新進 |
| Oppenheimer & Co Inc | 2,923 | $32.7 萬 | 0.01% | +2,923 | 新進 |
| Corton Capital Inc. | 2,953 | $33.0 萬 | 0.12% | +2,953 | 新進 |
| EverSource Wealth Advisors, LLC | 3,062 | $35.2 萬 | 0.03% | −146−4.6% | 減碼 |
| Boyar Asset Management Inc. | 3,158 | $35.3 萬 | 0.23% | +3,158 | 新進 |
| O'Shaughnessy Asset Management, LLC | 3,185 | $35.6 萬 | 0.00% | +3,185 | 新進 |
| Alps Advisors Inc | 3,228 | $36.1 萬 | 0.00% | −154−4.6% | 減碼 |
| Wealth Alliance | 3,233 | $36.1 萬 | 0.05% | +511+18.8% | 加碼 |
| Cottonwood Capital Advisors, LLC | 3,319 | $36.2 萬 | 0.29% | −256−7.2% | 減碼 |
| Kestra Advisory Services, LLC | 3,302 | $36.9 萬 | 0.00% | +693+26.6% | 加碼 |
| Koshinski Asset Management, Inc. | 3,309 | $37.0 萬 | 0.04% | +3,309 | 新進 |
| Studio Investment Management LLC | 3,394 | $37.9 萬 | 0.09% | +300+9.7% | 加碼 |
| Aquatic Capital Management LLC | 3,400 | $38.0 萬 | 0.01% | −4,700−58.0% | 減碼 |
| First Hawaiian Bank | 3,414 | $38.1 萬 | 0.01% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 3,597 | $40.2 萬 | 0.04% | +3,597 | 新進 |
| FORA Capital, LLC | 3,617 | $40.4 萬 | 0.03% | +3,617 | 新進 |
| Eqis Capital Management, Inc. | 3,647 | $40.7 萬 | 0.03% | −1,544−29.7% | 減碼 |
| Profund Advisors LLC | 3,766 | $42.1 萬 | 0.02% | +502+15.4% | 加碼 |
| Heritage Wealth Management, LLC | 3,796 | $42.4 萬 | 0.22% | −77−2.0% | 減碼 |
| Wedbush Securities Inc | 3,816 | $42.6 萬 | 0.02% | +3,816 | 新進 |
| Richard W. Paul & Associates, LLC | 3,878 | $43.3 萬 | 0.17% | −155−3.8% | 減碼 |
| Ethic Inc. | 3,931 | $43.9 萬 | 0.01% | +1,095+38.6% | 加碼 |
| Raleigh Capital Management Inc. | 3,967 | $44.3 萬 | 0.19% | +2,309+139.3% | 加碼 |
| NBC Securities, Inc. | 3,984 | $44.5 萬 | 0.04% | 00.0% | 不變 |
| XTX Topco Ltd | 4,048 | $45.2 萬 | 0.06% | +4,048 | 新進 |
| Baker Tilly Wealth Management, LLC | 4,074 | $45.5 萬 | 0.08% | −4,680−53.5% | 減碼 |
| Navellier & Associates Inc | 4,308 | $48.1 萬 | 0.06% | +123+2.9% | 加碼 |
| Glenmede Trust Co NA | 4,328 | $48.3 萬 | 0.00% | −1,614−27.2% | 減碼 |
| National Asset Management, Inc. | 5,612 | $48.6 萬 | 0.01% | +1,151+25.8% | 加碼 |
| SG Americas Securities, LLC | 4,580 | $51.2 萬 | 0.00% | −9,278−67.0% | 減碼 |
| HighPoint Advisor Group LLC | 4,272 | $51.4 萬 | 0.04% | +115+2.8% | 加碼 |
| Central Trust Co | 4,632 | $51.7 萬 | 0.01% | +288+6.6% | 加碼 |
| Centiva Capital, LP | 4,634 | $51.8 萬 | 0.03% | −2,101−31.2% | 減碼 |
| Everpar Advisors LLC | 4,691 | $52.4 萬 | 0.32% | −1,919−29.0% | 減碼 |
| Hyperion Capital Advisors LP | 4,713 | $52.6 萬 | 0.25% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 4,728 | $52.8 萬 | 0.01% | +525+12.5% | 加碼 |
| Shelton Capital Management | 4,816 | $53.8 萬 | 0.02% | 00.0% | 不變 |
| Mariner, LLC | 4,849 | $54.2 萬 | 0.00% | +18+0.4% | 加碼 |
| Brown Advisory Inc | 4,894 | $54.7 萬 | 0.00% | +126+2.6% | 加碼 |
| Landscape Capital Management, L.L.C. | 5,000 | $55.9 萬 | 0.05% | −400−7.4% | 減碼 |
| Davenport & Co LLC | 5,066 | $56.6 萬 | 0.00% | +106+2.1% | 加碼 |
| Revisor Wealth Management LLC | 5,820 | $56.8 萬 | 0.26% | +3,207+122.7% | 加碼 |
| Portside Wealth Group, LLC | 5,151 | $57.5 萬 | 0.11% | −5,983−53.7% | 減碼 |
| HRT Financial LP | 5,187 | $57.9 萬 | 0.00% | −15,961−75.5% | 減碼 |
| ProShare Advisors LLC | 5,222 | $58.3 萬 | 0.00% | −408−7.2% | 減碼 |