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 |
|---|---|---|---|---|---|
| Heritage Family Offices, LLP | 3,367 | $41.3 萬 | 0.23% | +3,367 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 3,373 | $41.4 萬 | 0.00% | +1,047+45.0% | 加碼 |
| Studio Investment Management LLC | 3,402 | $41.7 萬 | 0.09% | +8+0.2% | 加碼 |
| Fifth Third Wealth Advisors LLC | 3,555 | $43.6 萬 | 0.03% | +3,555 | 新進 |
| Griffin Asset Management, Inc. | 3,560 | $43.6 萬 | 0.05% | +3,560 | 新進 |
| Brevan Howard Capital Management LP | 3,639 | $44.6 萬 | 0.03% | +3,639 | 新進 |
| Measured Wealth Private Client Group, LLC | 3,718 | $45.6 萬 | 0.16% | +3,718 | 新進 |
| Richard W. Paul & Associates, LLC | 3,836 | $47.0 萬 | 0.18% | −42−1.1% | 減碼 |
| Hohimer Wealth Management, LLC | 3,850 | $47.2 萬 | 0.11% | +3,850 | 新進 |
| Wolverine Trading, LLC | 3,942 | $48.3 萬 | 0.01% | −3,088−43.9% | 減碼 |
| Old National Bancorp | 3,969 | $48.7 萬 | 0.01% | +3,969 | 新進 |
| Inceptionr LLC | 4,040 | $49.5 萬 | 0.14% | +4,040 | 新進 |
| Wedbush Securities Inc | 4,076 | $50.0 萬 | 0.02% | +260+6.8% | 加碼 |
| Verdad Advisers, LP | 4,151 | $50.9 萬 | 0.59% | +4,151 | 新進 |
| National Asset Management, Inc. | 4,176 | $51.2 萬 | 0.01% | −1,436−25.6% | 減碼 |
| Navellier & Associates Inc | 4,198 | $51.5 萬 | 0.06% | −110−2.6% | 減碼 |
| HighPoint Advisor Group LLC | 4,392 | $52.2 萬 | 0.03% | +120+2.8% | 加碼 |
| Amundi | 4,197 | $52.7 萬 | 0.00% | −7,124−62.9% | 減碼 |
| Raleigh Capital Management Inc. | 4,336 | $53.2 萬 | 0.23% | +369+9.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 4,347 | $53.3 萬 | 0.02% | +4,347 | 新進 |
| Cresset Asset Management, LLC | 4,379 | $53.7 萬 | 0.00% | +1,482+51.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 4,405 | $54.0 萬 | 0.03% | −4,358−49.7% | 減碼 |
| Shelton Capital Management | 4,561 | $55.9 萬 | 0.02% | −255−5.3% | 減碼 |
| Impact Partnership Wealth, LLC | 4,635 | $56.8 萬 | 0.15% | +4,635 | 新進 |
| Hyperion Capital Advisors LP | 4,713 | $57.8 萬 | 0.27% | 00.0% | 不變 |
| Central Trust Co | 4,797 | $58.8 萬 | 0.01% | +165+3.6% | 加碼 |
| Panagora Asset Management Inc | 4,800 | $58.8 萬 | 0.00% | +2,600+118.2% | 加碼 |
| Two Sigma Securities, LLC | 4,800 | $58.8 萬 | 0.03% | +4,800 | 新進 |
| NBC Securities, Inc. | 4,812 | $58.9 萬 | 0.05% | +828+20.8% | 加碼 |
| QRG Capital Management, Inc. | 4,859 | $59.6 萬 | 0.01% | +131+2.8% | 加碼 |
| Kestra Advisory Services, LLC | 4,868 | $59.7 萬 | 0.00% | +1,566+47.4% | 加碼 |
| Brown Advisory Inc | 4,896 | $60.0 萬 | 0.00% | +20.0% | 加碼 |
| Capstone Investment Advisors, LLC | 4,911 | $60.2 萬 | 0.01% | +4,911 | 新進 |
| MBM Wealth Consultants, LLC | 4,838 | $60.6 萬 | 0.21% | −398−7.6% | 減碼 |
| ProShare Advisors LLC | 5,051 | $61.9 萬 | 0.00% | −171−3.3% | 減碼 |
| Atomi Financial Group, Inc. | 5,177 | $63.5 萬 | 0.05% | +1,580+43.9% | 加碼 |
| Avantax Advisory Services, Inc. | 5,296 | $64.9 萬 | 0.00% | +3,181+150.4% | 加碼 |
| Advisor Group Holdings, Inc. | 5,300 | $65.0 萬 | 0.00% | −1,261−19.2% | 減碼 |
| Everpar Advisors LLC | 5,327 | $65.3 萬 | 0.33% | +636+13.6% | 加碼 |
| TownSquare Capital, LLC | 5,389 | $66.1 萬 | 0.01% | −29,280−84.5% | 減碼 |
| Davenport & Co LLC | 5,419 | $66.4 萬 | 0.00% | +353+7.0% | 加碼 |
| Mariner, LLC | 5,482 | $67.2 萬 | 0.00% | +633+13.1% | 加碼 |
| Utah Retirement Systems | 5,500 | $67.4 萬 | 0.01% | −200−3.5% | 減碼 |
| SpiderRock Advisors, LLC | 5,534 | $67.8 萬 | 0.02% | +2,598+88.5% | 加碼 |
| Ethic Inc. | 5,564 | $68.3 萬 | 0.02% | +1,633+41.5% | 加碼 |
| CI Private Wealth, LLC | 5,638 | $69.1 萬 | 0.00% | +187+3.4% | 加碼 |
| Formidable Asset Management, LLC | 5,671 | $69.5 萬 | 0.11% | −1,233−17.9% | 減碼 |
| Group One Trading, L.P. | 5,773 | $70.8 萬 | 0.02% | −11,388−66.4% | 減碼 |
| Eschler Asset Management LLP | 5,800 | $71.1 萬 | 0.56% | −311−5.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 5,959 | $73.1 萬 | 0.00% | +5,959 | 新進 |
| DekaBank Deutsche Girozentrale | 6,043 | $73.1 萬 | 0.00% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 6,043 | $74.1 萬 | 0.05% | +18+0.3% | 加碼 |
| Hyman Charles D | 6,100 | $74.8 萬 | 0.04% | 00.0% | 不變 |
| LVW Advisors, LLC | 6,126 | $75.1 萬 | 0.11% | +566+10.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 6,127 | $75.1 萬 | 0.01% | +2,942+92.4% | 加碼 |
| Global Endowment Management, LP | 6,180 | $75.8 萬 | 0.08% | +481+8.4% | 加碼 |
| Captrust Financial Advisors | 6,199 | $76.0 萬 | 0.00% | −70−1.1% | 減碼 |
| Wintrust Investments LLC | 6,225 | $76.3 萬 | 0.06% | −660−9.6% | 減碼 |
| Virtue Capital Management, LLC | 6,286 | $76.7 萬 | 0.13% | +6,286 | 新進 |
| Friedenthal Financial | 6,253 | $76.7 萬 | 0.48% | −673−9.7% | 減碼 |
| Mercer Global Advisors Inc | 6,327 | $77.6 萬 | 0.00% | +323+5.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 6,353 | $77.9 萬 | 0.01% | +373+6.2% | 加碼 |
| Cumberland Partners Ltd | 6,500 | $79.7 萬 | 0.06% | +6,500 | 新進 |
| Neo Ivy Capital Management | 6,532 | $80.1 萬 | 0.16% | +6,532 | 新進 |
| Hanseatic Management Services Inc | 6,828 | $83.7 萬 | 1.26% | +6,828 | 新進 |
| Crossmark Global Holdings, Inc. | 6,904 | $84.7 萬 | 0.02% | −883−11.3% | 減碼 |
| Mystic Asset Management, Inc. | 7,050 | $86.4 萬 | 0.35% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 7,053 | $86.5 萬 | 0.19% | −343−4.6% | 減碼 |
| Strategic Investment Advisors | 7,203 | $88.3 萬 | 0.11% | −270−3.6% | 減碼 |
| Oliver Luxxe Assets LLC | 7,232 | $88.7 萬 | 0.19% | +185+2.6% | 加碼 |
| Illinois Municipal Retirement Fund | 7,278 | $89.2 萬 | 0.01% | 00.0% | 不變 |
| Virtus ETF Advisers LLC | 7,311 | $89.6 萬 | 0.44% | −978−11.8% | 減碼 |
| Baird Financial Group, Inc. | 7,393 | $90.6 萬 | 0.00% | +40+0.5% | 加碼 |
| Simplex Trading, LLC | 7,417 | $90.9 萬 | 0.03% | −10,190−57.9% | 減碼 |
| Engineers Gate Manager LP | 7,543 | $92.5 萬 | 0.02% | +7,543 | 新進 |
| Mitchell & Pahl Private Wealth, LLC | 7,548 | $92.5 萬 | 0.49% | −163−2.1% | 減碼 |
| Creative Planning | 7,768 | $95.2 萬 | 0.00% | +845+12.2% | 加碼 |
| Jefferies Financial Group Inc. | 7,848 | $96.2 萬 | 0.02% | +5,000+175.6% | 加碼 |
| National Bank of Canada | 7,612 | $96.3 萬 | 0.00% | +889+13.2% | 加碼 |
| Maryland State Retirement & Pension System | 7,886 | $96.7 萬 | 0.02% | 00.0% | 不變 |
| AE Wealth Management LLC | 8,083 | $99.1 萬 | 0.01% | +447+5.9% | 加碼 |
| Guggenheim Capital LLC | 8,286 | $101.6 萬 | 0.01% | −3,504−29.7% | 減碼 |
| FourThought Financial Partners, LLC | 8,356 | $102.4 萬 | 0.13% | −284−3.3% | 減碼 |
| BIT Capital GmbH | 8,392 | $102.9 萬 | 0.09% | +8,392 | 新進 |
| MML Investors Services, LLC | 8,451 | $103.6 萬 | 0.00% | +1,225+17.0% | 加碼 |
| Qsemble Capital Management, LP | 8,459 | $103.7 萬 | 0.20% | −2,036−19.4% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 8,469 | $103.8 萬 | 0.00% | +8,469 | 新進 |
| Securian Asset Management, Inc | 8,542 | $104.7 萬 | 0.03% | −218−2.5% | 減碼 |
| Pullen Investment Management, LLC | 8,554 | $104.9 萬 | 0.87% | −367−4.1% | 減碼 |
| Edgestream Partners, L.P. | 8,651 | $106.1 萬 | 0.05% | −8,148−48.5% | 減碼 |
| Assenagon Asset Management S.A. | 8,947 | $109.7 萬 | 0.00% | −2,395−21.1% | 減碼 |
| Gsa Capital Partners LLP | 9,097 | $111.5 萬 | 0.08% | +1,968+27.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 9,154 | $112.2 萬 | 0.00% | −160−1.7% | 減碼 |
| Vontobel Holding Ltd. | 9,988 | $122.5 萬 | 0.00% | −4,235−29.8% | 減碼 |
| Landscape Capital Management, L.L.C. | 10,095 | $123.8 萬 | 0.10% | +5,095+101.9% | 加碼 |
| Quinn Opportunity Partners LLC | 10,100 | $123.8 萬 | 0.14% | +10,100 | 新進 |
| Wealthfront Advisers LLC | 10,106 | $123.9 萬 | 0.00% | +423+4.4% | 加碼 |
| Gator Capital Management, LLC | 10,200 | $125.1 萬 | 0.63% | 00.0% | 不變 |
| Advisor OS, LLC | 10,609 | $130.1 萬 | 0.14% | −14−0.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 10,765 | $132.0 萬 | 0.01% | 00.0% | 不變 |