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 |
|---|---|---|---|---|---|
| MBM Wealth Consultants, LLC | 5,236 | $58.5 萬 | 0.21% | −660−11.2% | 減碼 |
| CI Private Wealth, LLC | 5,451 | $60.8 萬 | 0.00% | +96+1.8% | 加碼 |
| Walleye Trading LLC | 5,500 | $61.4 萬 | 0.01% | −4,743−46.3% | 減碼 |
| LVW Advisors, LLC | 5,560 | $62.1 萬 | 0.11% | −153−2.7% | 減碼 |
| Global Endowment Management, LP | 5,699 | $63.7 萬 | 0.07% | −2,049−26.4% | 減碼 |
| Utah Retirement Systems | 5,700 | $63.7 萬 | 0.01% | 00.0% | 不變 |
| Norden Group LLC | 5,761 | $64.4 萬 | 0.13% | −1,848−24.3% | 減碼 |
| Precision Wealth Strategies, LLC | 5,774 | $64.5 萬 | 0.61% | −1,395−19.5% | 減碼 |
| DekaBank Deutsche Girozentrale | 6,043 | $65.9 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 5,980 | $66.8 萬 | 0.02% | −5,199−46.5% | 減碼 |
| Mercer Global Advisors Inc | 6,004 | $67.1 萬 | 0.00% | +99+1.7% | 加碼 |
| Arkadios Wealth Advisors | 6,025 | $67.3 萬 | 0.05% | 00.0% | 不變 |
| Hyman Charles D | 6,100 | $68.1 萬 | 0.04% | 00.0% | 不變 |
| Eschler Asset Management LLP | 6,111 | $68.4 萬 | 0.44% | 00.0% | 不變 |
| Captrust Financial Advisors | 6,269 | $70.0 萬 | 0.00% | −3,089−33.0% | 減碼 |
| Advisor Group Holdings, Inc. | 6,561 | $73.3 萬 | 0.00% | −27,050−80.5% | 減碼 |
| Qube Research & Technologies Ltd | 6,594 | $73.7 萬 | 0.00% | −108,914−94.3% | 減碼 |
| Wintrust Investments LLC | 6,885 | $76.9 萬 | 0.07% | −2,650−27.8% | 減碼 |
| Formidable Asset Management, LLC | 6,904 | $77.1 萬 | 0.13% | −2,354−25.4% | 減碼 |
| Creative Planning | 6,923 | $77.3 萬 | 0.00% | +983+16.5% | 加碼 |
| Friedenthal Financial | 6,926 | $77.4 萬 | 0.48% | +6,926 | 新進 |
| Wolverine Trading, LLC | 7,030 | $78.5 萬 | 0.01% | −10,208−59.2% | 減碼 |
| Oliver Luxxe Assets LLC | 7,047 | $78.7 萬 | 0.16% | +126+1.8% | 加碼 |
| Mystic Asset Management, Inc. | 7,050 | $78.8 萬 | 0.33% | 00.0% | 不變 |
| National Bank of Canada | 6,723 | $78.8 萬 | 0.00% | −38,553−85.2% | 減碼 |
| Gsa Capital Partners LLP | 7,129 | $79.6 萬 | 0.06% | +7,129 | 新進 |
| MML Investors Services, LLC | 7,226 | $80.7 萬 | 0.00% | +531+7.9% | 加碼 |
| Illinois Municipal Retirement Fund | 7,278 | $81.3 萬 | 0.01% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 7,292 | $81.4 萬 | 0.03% | +141+2.0% | 加碼 |
| Baird Financial Group, Inc. | 7,353 | $82.1 萬 | 0.00% | +7,353 | 新進 |
| Lebenthal Global Advisors, LLC | 7,396 | $82.6 萬 | 0.18% | +19+0.3% | 加碼 |
| Stephens Inc | 7,438 | $83.1 萬 | 0.01% | +1,936+35.2% | 加碼 |
| Strategic Investment Advisors | 7,473 | $83.5 萬 | 0.11% | +56+0.8% | 加碼 |
| AE Wealth Management LLC | 7,636 | $85.3 萬 | 0.01% | −19,886−72.3% | 減碼 |
| Aviva PLC | 7,684 | $85.8 萬 | 0.00% | +7,684 | 新進 |
| Mitchell & Pahl Private Wealth, LLC | 7,711 | $86.1 萬 | 0.45% | +236+3.2% | 加碼 |
| Walleye Capital LLC | 7,724 | $86.3 萬 | 0.01% | +2,516+48.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 7,787 | $87.0 萬 | 0.02% | +35+0.5% | 加碼 |
| Maryland State Retirement & Pension System | 7,886 | $87.3 萬 | 0.02% | 00.0% | 不變 |
| VCI Wealth Management LLC | 7,913 | $88.4 萬 | 0.60% | −2,316−22.6% | 減碼 |
| TD Waterhouse Canada Inc. | 5,753 | $89.3 萬 | 0.01% | +2,069+56.2% | 加碼 |
| Penserra Capital Management LLC | 8,033 | $89.7 萬 | 0.01% | +8,033 | 新進 |
| Virtus ETF Advisers LLC | 8,289 | $92.6 萬 | 0.49% | +998+13.7% | 加碼 |
| FourThought Financial Partners, LLC | 8,640 | $96.5 萬 | 0.11% | +264+3.2% | 加碼 |
| Securian Asset Management, Inc | 8,760 | $97.9 萬 | 0.03% | −200−2.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 8,763 | $97.9 萬 | 0.05% | −284−3.1% | 減碼 |
| Pullen Investment Management, LLC | 8,921 | $99.7 萬 | 0.84% | +8,921 | 新進 |
| Pathstone Holdings, LLC | 9,091 | $101.6 萬 | 0.00% | −890−8.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 9,314 | $104.0 萬 | 0.00% | −151−1.6% | 減碼 |
| Wealthfront Advisers LLC | 9,683 | $108.2 萬 | 0.00% | −117−1.2% | 減碼 |
| Gator Capital Management, LLC | 10,200 | $113.9 萬 | 0.61% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 10,495 | $117.2 萬 | 0.26% | +10,495 | 新進 |
| Advisor OS, LLC | 10,623 | $118.7 萬 | 0.14% | +1,212+12.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 10,765 | $120.3 萬 | 0.01% | 00.0% | 不變 |
| Chase Investment Counsel Corp | 11,000 | $122.8 萬 | 0.46% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 11,077 | $123.7 萬 | 0.01% | +10,125+1,063.6% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 11,155 | $124.6 萬 | 0.00% | +1,682+17.8% | 加碼 |
| Amundi | 11,321 | $125.2 萬 | 0.00% | −274−2.4% | 減碼 |
| Assenagon Asset Management S.A. | 11,342 | $126.7 萬 | 0.00% | −232,757−95.4% | 減碼 |
| JustInvest LLC | 11,378 | $127.1 萬 | 0.03% | −53−0.5% | 減碼 |
| Gould Capital, LLC | 11,478 | $128.2 萬 | 0.90% | +11,478 | 新進 |
| HighTower Advisors, LLC | 11,504 | $128.9 萬 | 0.00% | +825+7.7% | 加碼 |
| State of Alaska, Department of Revenue | 11,611 | $129.7 萬 | 0.01% | +55+0.5% | 加碼 |
| Guggenheim Capital LLC | 11,790 | $131.7 萬 | 0.01% | −10,433−46.9% | 減碼 |
| Inspire Advisors, LLC | 11,982 | $133.9 萬 | 0.19% | +1,470+14.0% | 加碼 |
| Aspire Private Capital, LLC | 12,030 | $134.4 萬 | 0.35% | +1,446+13.7% | 加碼 |
| Canada Pension Plan Investment Board | 12,157 | $135.8 萬 | 0.00% | −34,656−74.0% | 減碼 |
| D.A. Davidson & Co. | 12,212 | $136.4 萬 | 0.01% | −943−7.2% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,483 | $139.4 萬 | 0.00% | +9,602+333.3% | 加碼 |
| Credit Agricole S A | 12,665 | $140.1 萬 | 0.02% | +256+2.1% | 加碼 |
| Xponance, Inc. | 13,153 | $146.9 萬 | 0.02% | +28+0.2% | 加碼 |
| Brown Brothers Harriman & Co | 13,243 | $147.9 萬 | 0.01% | +5,822+78.5% | 加碼 |
| Independent Solutions Wealth Management, LLC | 13,390 | $149.6 萬 | 0.36% | −1,282−8.7% | 減碼 |
| TCW Group Inc | 13,419 | $149.9 萬 | 0.02% | +13,419 | 新進 |
| Commonwealth Equity Services, LLC | 13,769 | $153.8 萬 | 0.00% | −7,576−35.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 13,962 | $156.0 萬 | 0.00% | −17,663−55.9% | 減碼 |
| S&CO Inc | 14,000 | $156.3 萬 | 0.11% | +14,000 | 新進 |
| Pin Oak Investment Advisors Inc | 14,090 | $157.4 萬 | 1.51% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 14,223 | $158.9 萬 | 0.01% | −8,091−36.3% | 減碼 |
| STRS Ohio | 14,574 | $162.8 萬 | 0.01% | −4,846−25.0% | 減碼 |
| IMC-Chicago, LLC | 14,925 | $166.7 萬 | 0.06% | −18,249−55.0% | 減碼 |
| Credential Qtrade Securities Inc. | 14,989 | $167.4 萬 | 0.09% | −241−1.6% | 減碼 |
| Algert Global LLC | 15,088 | $168.5 萬 | 0.07% | −37,690−71.4% | 減碼 |
| Fiduciary Family Office, LLC | 15,592 | $174.2 萬 | 0.68% | +9,705+164.9% | 加碼 |
| AIA Group Ltd | 16,000 | $178.7 萬 | 0.06% | −6,200−27.9% | 減碼 |
| Vestcor Inc | 16,038 | $179.2 萬 | 0.06% | −5,328−24.9% | 減碼 |
| Pacer Advisors, Inc. | 16,173 | $180.7 萬 | 0.00% | −3,902−19.4% | 減碼 |
| Edgestream Partners, L.P. | 16,799 | $187.7 萬 | 0.09% | +11,208+200.5% | 加碼 |
| Uncommon Cents Investing LLC | 16,860 | $188.3 萬 | 0.58% | 00.0% | 不變 |
| Group One Trading, L.P. | 17,161 | $191.7 萬 | 0.07% | +7,167+71.7% | 加碼 |
| Exchange Traded Concepts, LLC | 17,328 | $193.6 萬 | 0.05% | +10,619+158.3% | 加碼 |
| Simplex Trading, LLC | 17,607 | $196.6 萬 | 0.06% | −22,422−56.0% | 減碼 |
| Quantbot Technologies LP | 17,623 | $196.9 萬 | 0.11% | +6,236+54.8% | 加碼 |
| Point72 Europe (London) LLP | 17,900 | $200.0 萬 | 0.19% | +17,900 | 新進 |
| Teacher Retirement System of Texas | 17,910 | $200.1 萬 | 0.01% | −7,074−28.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,124 | $202.5 萬 | 0.01% | −1,430−7.3% | 減碼 |
| M&T Bank Corp | 18,391 | $205.5 萬 | 0.01% | −7,340−28.5% | 減碼 |
| Natixis Advisors, L.P. | 18,528 | $207.0 萬 | 0.00% | +3,546+23.7% | 加碼 |
| Insight Wealth Strategies, LLC | 18,567 | $207.4 萬 | 0.30% | −2,272−10.9% | 減碼 |
| Jump Financial, LLC | 18,684 | $208.7 萬 | 0.06% | +9,860+111.7% | 加碼 |