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 2 季 13F 持有人
Interactive Brokers Group, Inc. 在 2024/6/30 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
- 548
- 較 2024 年第 1 季 +58 家
- 持有股數
- 9,336 萬
- 較 2024 年第 1 季 −110.0 萬 (−1.2%)
- 總市值
- $114.5 億
- 較 2024 年第 1 季 +$8.96 億 (+8.5%)
- 新進機構
- 101
- 另有 197 家加碼
- 清倉機構
- 43
- 另有 182 家減碼
另有 4 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bay Harbor Wealth Management, LLC | 895 | $11.0 萬 | 0.04% | −3−0.3% | 減碼 |
| CVA Family Office, LLC | 909 | $11.1 萬 | 0.02% | +4+0.4% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 913 | $11.2 萬 | 0.00% | +913 | 新進 |
| Kessler Investment Group, LLC | 970 | $11.9 萬 | 0.06% | +970 | 新進 |
| Nemes Rush Group LLC | 1,037 | $12.7 萬 | 0.02% | +669+181.8% | 加碼 |
| International Assets Investment Management, LLC | 1,060 | $13.0 萬 | 0.01% | +1,060 | 新進 |
| Western Pacific Wealth Management, LP | 1,100 | $13.5 萬 | 0.10% | 00.0% | 不變 |
| Assetmark, Inc | 1,121 | $13.7 萬 | 0.00% | +66+6.3% | 加碼 |
| CWM, LLC | 1,122 | $13.8 萬 | 0.00% | +62+5.8% | 加碼 |
| Nisa Investment Advisors, LLC | 1,142 | $14.0 萬 | 0.00% | −9,935−89.7% | 減碼 |
| Eagle Bay Advisors LLC | 1,185 | $14.5 萬 | 0.09% | +12+1.0% | 加碼 |
| Signaturefd, LLC | 1,241 | $15.2 萬 | 0.00% | +285+29.8% | 加碼 |
| Daiwa Securities Group Inc. | 1,290 | $15.8 萬 | 0.00% | −20,811−94.2% | 減碼 |
| EntryPoint Capital, LLC | 1,307 | $16.0 萬 | 0.07% | +1,255+2,413.5% | 加碼 |
| GWM Advisors LLC | 1,339 | $16.4 萬 | 0.00% | +157+13.3% | 加碼 |
| Macquarie Group Ltd | 1,350 | $16.6 萬 | 0.00% | 00.0% | 不變 |
| Picton Mahoney Asset Management | 1,396 | $17.2 萬 | 0.01% | +1,396 | 新進 |
| Allworth Financial LP | 1,441 | $17.4 萬 | 0.00% | +40+2.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,532 | $18.8 萬 | 0.00% | +420+37.8% | 加碼 |
| Harvest Fund Management Co., Ltd | 1,609 | $19.7 萬 | 0.01% | +1,029+177.4% | 加碼 |
| Leeward Financial Partners, LLC | 1,635 | $20.0 萬 | 0.08% | +1,635 | 新進 |
| JT Stratford LLC | 1,635 | $20.0 萬 | 0.04% | −173−9.6% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 1,649 | $20.2 萬 | 0.01% | +1,649 | 新進 |
| Motley Fool Asset Management LLC | 1,600 | $20.3 萬 | 0.01% | +1,600 | 新進 |
| Flagship Harbor Advisors, LLC | 1,670 | $20.5 萬 | 0.01% | +1,670 | 新進 |
| Seeds Investor LLC | 1,689 | $20.7 萬 | 0.11% | +1,689 | 新進 |
| Norden Group LLC | 1,690 | $20.7 萬 | 0.04% | −4,071−70.7% | 減碼 |
| Meyer Handelman Co | 1,700 | $20.8 萬 | 0.01% | +1,700 | 新進 |
| LRI Investments, LLC | 1,709 | $20.9 萬 | 0.02% | +1,709 | 新進 |
| Quantinno Capital Management LP | 1,737 | $21.3 萬 | 0.00% | +1,737 | 新進 |
| Precision Wealth Strategies, LLC | 1,785 | $21.9 萬 | 0.23% | −3,989−69.1% | 減碼 |
| Avantax Planning Partners, Inc. | 1,791 | $22.0 萬 | 0.01% | −15−0.8% | 減碼 |
| Aquatic Capital Management LLC | 1,800 | $22.1 萬 | 0.01% | −1,600−47.1% | 減碼 |
| Axiom Advisory, LLC | 1,850 | $22.1 萬 | 0.00% | +1,850 | 新進 |
| IHT Wealth Management, LLC | 1,812 | $22.2 萬 | 0.01% | −107−5.6% | 減碼 |
| Hobbs Group Advisors, LLC | 1,820 | $22.3 萬 | 0.08% | +1,820 | 新進 |
| Fifth Lane Capital, LP | 1,843 | $22.6 萬 | 0.49% | +1,843 | 新進 |
| Boston Financial Mangement LLC | 1,855 | $22.7 萬 | 0.01% | 00.0% | 不變 |
| Cottonwood Capital Advisors, LLC | 1,837 | $23.0 萬 | 0.18% | −1,482−44.7% | 減碼 |
| CAPROCK Group, Inc. | 1,887 | $23.1 萬 | 0.01% | +1,887 | 新進 |
| First Citizens Bank & Trust Co | 1,900 | $23.3 萬 | 0.00% | +1,900 | 新進 |
| Cerity Partners LLC | 1,905 | $23.4 萬 | 0.00% | −420−18.1% | 減碼 |
| Aureus Asset Management, LLC | 1,907 | $23.4 萬 | 0.02% | 00.0% | 不變 |
| Leuthold Group, LLC | 1,911 | $23.4 萬 | 0.03% | +1,911 | 新進 |
| Spire Wealth Management | 1,916 | $23.5 萬 | 0.01% | +1,619+545.1% | 加碼 |
| 180 Wealth Advisors, LLC | 2,007 | $24.3 萬 | 0.04% | −2−0.1% | 減碼 |
| Cross Staff Investments Inc | 2,000 | $24.5 萬 | 0.20% | 00.0% | 不變 |
| Seven Eight Capital, LP | 2,008 | $24.6 萬 | 0.03% | +2,008 | 新進 |
| AQR Capital Management LLC | 2,043 | $25.0 萬 | 0.00% | +2,043 | 新進 |
| Fifth Third Bancorp | 2,149 | $26.3 萬 | 0.00% | +5+0.2% | 加碼 |
| Petrus Trust Company, LTA | 2,157 | $26.4 萬 | 0.02% | +2,157 | 新進 |
| Koshinski Asset Management, Inc. | 2,113 | $26.5 萬 | 0.02% | −1,196−36.1% | 減碼 |
| ArrowMark Colorado Holdings LLC | 2,200 | $27.0 萬 | 0.00% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 2,227 | $27.3 萬 | 0.05% | +2,227 | 新進 |
| Clearstead Advisors, LLC | 2,240 | $27.5 萬 | 0.00% | +2,217+9,639.1% | 加碼 |
| Fox Run Management, L.L.C. | 2,272 | $27.9 萬 | 0.05% | +2,272 | 新進 |
| Prudential PLC | 2,310 | $28.3 萬 | 0.00% | −200−8.0% | 減碼 |
| Thrive Wealth Management, LLC | 2,333 | $28.6 萬 | 0.06% | +132+6.0% | 加碼 |
| Keybank National Association | 2,342 | $28.7 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 2,360 | $28.9 萬 | 0.00% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 2,366 | $29.0 萬 | 0.00% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 2,381 | $29.2 萬 | 0.00% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 2,393 | $29.3 萬 | 0.02% | +5+0.2% | 加碼 |
| Sherbrooke Park Advisers LLC | 2,405 | $29.5 萬 | 0.05% | +2,405 | 新進 |
| Concurrent Investment Advisors, LLC | 2,450 | $30.0 萬 | 0.01% | −4,842−66.4% | 減碼 |
| XTX Topco Ltd | 2,517 | $30.9 萬 | 0.03% | −1,531−37.8% | 減碼 |
| Lifestyle Asset Management, Inc. | 2,528 | $31.0 萬 | 0.18% | +305+13.7% | 加碼 |
| Financial Strategies Group, Inc. | 2,475 | $31.0 萬 | 0.08% | +2,475 | 新進 |
| Axxcess Wealth Management, LLC | 2,536 | $31.1 萬 | 0.01% | −216−7.8% | 減碼 |
| Crewe Advisors LLC | 2,548 | $31.2 萬 | 0.04% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 2,643 | $32.4 萬 | 0.00% | +2,643 | 新進 |
| Prime Capital Investment Advisors, LLC | 2,649 | $32.5 萬 | 0.00% | +2,649 | 新進 |
| Aigen Investment Management, LP | 2,659 | $32.6 萬 | 0.06% | +2,659 | 新進 |
| Veriti Management LLC | 2,672 | $32.8 萬 | 0.02% | +2,672 | 新進 |
| Synergy Financial Group, LTD | 2,678 | $32.8 萬 | 0.34% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 2,698 | $33.1 萬 | 0.01% | −43−1.6% | 減碼 |
| Snowden Capital Advisors LLC | 2,740 | $33.6 萬 | 0.01% | −181−6.2% | 減碼 |
| Hilltop Holdings Inc. | 2,744 | $33.6 萬 | 0.04% | +2,744 | 新進 |
| Leonteq Securities AG | 2,776 | $34.0 萬 | 0.05% | +279+11.2% | 加碼 |
| Advisors Asset Management, Inc. | 2,787 | $34.2 萬 | 0.01% | +1,067+62.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,867 | $34.2 萬 | 0.02% | −195−6.4% | 減碼 |
| Wealth Alliance | 2,849 | $34.9 萬 | 0.05% | −384−11.9% | 減碼 |
| Gamco Investors, Inc. Et Al | 2,850 | $34.9 萬 | 0.00% | 00.0% | 不變 |
| Nebula Research & Development LLC | 2,860 | $35.1 萬 | 0.06% | +2,860 | 新進 |
| MJP Associates Inc | 2,875 | $35.3 萬 | 0.07% | +188+7.0% | 加碼 |
| GeoWealth Management, LLC | 2,887 | $35.4 萬 | 0.02% | +332+13.0% | 加碼 |
| Eqis Capital Management, Inc. | 2,904 | $35.6 萬 | 0.03% | −743−20.4% | 減碼 |
| Fulton Bank, N.A. | 2,934 | $36.0 萬 | 0.01% | +853+41.0% | 加碼 |
| Quadrant Capital Group LLC | 2,962 | $36.3 萬 | 0.03% | +584+24.6% | 加碼 |
| Profund Advisors LLC | 2,971 | $36.4 萬 | 0.01% | −795−21.1% | 減碼 |
| Private Advisor Group, LLC | 3,040 | $37.3 萬 | 0.00% | +202+7.1% | 加碼 |
| CIBC Asset Management Inc | 3,051 | $37.4 萬 | 0.00% | +146+5.0% | 加碼 |
| Boyar Asset Management Inc. | 3,158 | $38.7 萬 | 0.27% | 00.0% | 不變 |
| Fiduciary Financial Group, LLC | 3,167 | $39.2 萬 | 0.09% | +3,167 | 新進 |
| Alps Advisors Inc | 3,210 | $39.4 萬 | 0.00% | −18−0.6% | 減碼 |
| First Hawaiian Bank | 3,250 | $39.8 萬 | 0.01% | −164−4.8% | 減碼 |
| Revisor Wealth Management LLC | 3,312 | $40.6 萬 | 0.28% | −2,508−43.1% | 減碼 |
| Venturi Wealth Management, LLC | 3,327 | $40.8 萬 | 0.02% | +3,065+1,169.8% | 加碼 |
| Steel Peak Wealth Management LLC | 3,341 | $41.0 萬 | 0.02% | +3,341 | 新進 |
| Heritage Wealth Management, LLC | 3,367 | $41.3 萬 | 0.23% | −429−11.3% | 減碼 |