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 |
|---|---|---|---|---|---|
| US Bancorp | 19,121 | $234.5 萬 | 0.00% | −5,199−21.4% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 19,038 | $233.4 萬 | 0.33% | +19,038 | 新進 |
| Insight Wealth Strategies, LLC | 18,561 | $227.6 萬 | 0.32% | −60.0% | 減碼 |
| Quantbot Technologies LP | 17,960 | $220.2 萬 | 0.11% | +337+1.9% | 加碼 |
| Jump Financial, LLC | 17,653 | $216.4 萬 | 0.04% | −1,031−5.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 17,475 | $214.2 萬 | 0.02% | +15,175+659.8% | 加碼 |
| Intech Investment Management LLC | 17,233 | $211.3 萬 | 0.03% | +17,233 | 新進 |
| AIA Group Ltd | 17,100 | $209.6 萬 | 0.06% | +1,100+6.9% | 加碼 |
| Walleye Trading LLC | 17,100 | $209.6 萬 | 0.04% | +11,600+210.9% | 加碼 |
| FORA Capital, LLC | 16,951 | $207.8 萬 | 0.25% | +13,334+368.6% | 加碼 |
| Uncommon Cents Investing LLC | 16,860 | $206.7 萬 | 0.65% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 16,367 | $200.7 萬 | 0.05% | −961−5.5% | 減碼 |
| IMC-Chicago, LLC | 16,058 | $196.9 萬 | 0.06% | +1,133+7.6% | 加碼 |
| Pacer Advisors, Inc. | 16,046 | $196.7 萬 | 0.00% | −127−0.8% | 減碼 |
| Fiduciary Family Office, LLC | 16,044 | $196.7 萬 | 0.78% | +452+2.9% | 加碼 |
| Walleye Capital LLC | 15,949 | $195.5 萬 | 0.02% | +8,225+106.5% | 加碼 |
| FJ Capital Management LLC | 15,809 | $193.8 萬 | 0.20% | +15,809 | 新進 |
| Virtu Financial LLC | 15,621 | $191.5 萬 | 0.13% | +15,621 | 新進 |
| S&CO Inc | 15,375 | $188.4 萬 | 0.13% | +1,375+9.8% | 加碼 |
| Vestcor Inc | 15,118 | $185.3 萬 | 0.06% | −920−5.7% | 減碼 |
| Lecap Asset Management Ltd | 14,613 | $179.2 萬 | 0.39% | +14,613 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 14,473 | $177.4 萬 | 0.00% | +511+3.7% | 加碼 |
| STRS Ohio | 14,452 | $177.2 萬 | 0.01% | −122−0.8% | 減碼 |
| Teacher Retirement System of Texas | 14,384 | $176.3 萬 | 0.01% | −3,526−19.7% | 減碼 |
| Penserra Capital Management LLC | 14,376 | $176.2 萬 | 0.02% | +6,343+79.0% | 加碼 |
| Commonwealth Equity Services, LLC | 14,255 | $174.8 萬 | 0.00% | +486+3.5% | 加碼 |
| Scientech Research LLC | 14,242 | $174.6 萬 | 0.36% | +12,033+544.7% | 加碼 |
| Independent Solutions Wealth Management, LLC | 13,611 | $166.9 萬 | 0.38% | +221+1.7% | 加碼 |
| Algert Global LLC | 13,452 | $164.9 萬 | 0.05% | −1,636−10.8% | 減碼 |
| Brown Brothers Harriman & Co | 13,243 | $162.4 萬 | 0.01% | 00.0% | 不變 |
| Credit Agricole S A | 13,209 | $161.9 萬 | 0.01% | +544+4.3% | 加碼 |
| Itau Unibanco Holding S.A. | 13,174 | $161.5 萬 | 0.07% | +13,174 | 新進 |
| Aspire Private Capital, LLC | 12,872 | $157.8 萬 | 0.41% | +842+7.0% | 加碼 |
| SG Americas Securities, LLC | 12,464 | $152.8 萬 | 0.01% | +7,884+172.1% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,485 | $152.3 萬 | 0.00% | +20.0% | 加碼 |
| JustInvest LLC | 11,704 | $143.4 萬 | 0.03% | +326+2.9% | 加碼 |
| Xponance, Inc. | 11,658 | $142.9 萬 | 0.01% | −1,495−11.4% | 減碼 |
| State of Alaska, Department of Revenue | 11,611 | $142.3 萬 | 0.02% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 11,537 | $141.4 萬 | 0.01% | +2,446+26.9% | 加碼 |
| Mission Wealth Management, LP | 11,502 | $141.0 萬 | 0.04% | +11,502 | 新進 |
| M&T Bank Corp | 11,478 | $140.7 萬 | 0.00% | −6,913−37.6% | 減碼 |
| D.A. Davidson & Co. | 11,432 | $140.2 萬 | 0.01% | −780−6.4% | 減碼 |
| Gould Capital, LLC | 11,390 | $139.6 萬 | 0.98% | −88−0.8% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 11,343 | $139.1 萬 | 0.00% | +188+1.7% | 加碼 |
| VCI Wealth Management LLC | 11,122 | $136.4 萬 | 0.67% | +3,209+40.6% | 加碼 |
| Inspire Advisors, LLC | 11,019 | $135.1 萬 | 0.18% | −963−8.0% | 減碼 |
| Chase Investment Counsel Corp | 11,000 | $134.8 萬 | 0.48% | 00.0% | 不變 |
| Aviso Financial Inc. | 10,870 | $133.2 萬 | 0.07% | +10,870 | 新進 |
| Public Employees Retirement Association of Colorado | 10,765 | $132.0 萬 | 0.01% | 00.0% | 不變 |
| Advisor OS, LLC | 10,609 | $130.1 萬 | 0.14% | −14−0.1% | 減碼 |
| Gator Capital Management, LLC | 10,200 | $125.1 萬 | 0.63% | 00.0% | 不變 |
| Wealthfront Advisers LLC | 10,106 | $123.9 萬 | 0.00% | +423+4.4% | 加碼 |
| Quinn Opportunity Partners LLC | 10,100 | $123.8 萬 | 0.14% | +10,100 | 新進 |
| Landscape Capital Management, L.L.C. | 10,095 | $123.8 萬 | 0.10% | +5,095+101.9% | 加碼 |
| Vontobel Holding Ltd. | 9,988 | $122.5 萬 | 0.00% | −4,235−29.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 9,154 | $112.2 萬 | 0.00% | −160−1.7% | 減碼 |
| Gsa Capital Partners LLP | 9,097 | $111.5 萬 | 0.08% | +1,968+27.6% | 加碼 |
| Assenagon Asset Management S.A. | 8,947 | $109.7 萬 | 0.00% | −2,395−21.1% | 減碼 |
| Edgestream Partners, L.P. | 8,651 | $106.1 萬 | 0.05% | −8,148−48.5% | 減碼 |
| Pullen Investment Management, LLC | 8,554 | $104.9 萬 | 0.87% | −367−4.1% | 減碼 |
| Securian Asset Management, Inc | 8,542 | $104.7 萬 | 0.03% | −218−2.5% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 8,469 | $103.8 萬 | 0.00% | +8,469 | 新進 |
| Qsemble Capital Management, LP | 8,459 | $103.7 萬 | 0.20% | −2,036−19.4% | 減碼 |
| MML Investors Services, LLC | 8,451 | $103.6 萬 | 0.00% | +1,225+17.0% | 加碼 |
| BIT Capital GmbH | 8,392 | $102.9 萬 | 0.09% | +8,392 | 新進 |
| FourThought Financial Partners, LLC | 8,356 | $102.4 萬 | 0.13% | −284−3.3% | 減碼 |
| Guggenheim Capital LLC | 8,286 | $101.6 萬 | 0.01% | −3,504−29.7% | 減碼 |
| AE Wealth Management LLC | 8,083 | $99.1 萬 | 0.01% | +447+5.9% | 加碼 |
| Maryland State Retirement & Pension System | 7,886 | $96.7 萬 | 0.02% | 00.0% | 不變 |
| National Bank of Canada | 7,612 | $96.3 萬 | 0.00% | +889+13.2% | 加碼 |
| Jefferies Financial Group Inc. | 7,848 | $96.2 萬 | 0.02% | +5,000+175.6% | 加碼 |
| Creative Planning | 7,768 | $95.2 萬 | 0.00% | +845+12.2% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 7,548 | $92.5 萬 | 0.49% | −163−2.1% | 減碼 |
| Engineers Gate Manager LP | 7,543 | $92.5 萬 | 0.02% | +7,543 | 新進 |
| Simplex Trading, LLC | 7,417 | $90.9 萬 | 0.03% | −10,190−57.9% | 減碼 |
| Baird Financial Group, Inc. | 7,393 | $90.6 萬 | 0.00% | +40+0.5% | 加碼 |
| Virtus ETF Advisers LLC | 7,311 | $89.6 萬 | 0.44% | −978−11.8% | 減碼 |
| Illinois Municipal Retirement Fund | 7,278 | $89.2 萬 | 0.01% | 00.0% | 不變 |
| Oliver Luxxe Assets LLC | 7,232 | $88.7 萬 | 0.19% | +185+2.6% | 加碼 |
| Strategic Investment Advisors | 7,203 | $88.3 萬 | 0.11% | −270−3.6% | 減碼 |
| Lebenthal Global Advisors, LLC | 7,053 | $86.5 萬 | 0.19% | −343−4.6% | 減碼 |
| Mystic Asset Management, Inc. | 7,050 | $86.4 萬 | 0.35% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 6,904 | $84.7 萬 | 0.02% | −883−11.3% | 減碼 |
| Hanseatic Management Services Inc | 6,828 | $83.7 萬 | 1.26% | +6,828 | 新進 |
| Neo Ivy Capital Management | 6,532 | $80.1 萬 | 0.16% | +6,532 | 新進 |
| Cumberland Partners Ltd | 6,500 | $79.7 萬 | 0.06% | +6,500 | 新進 |
| Tower Research Capital LLC (TRC) | 6,353 | $77.9 萬 | 0.01% | +373+6.2% | 加碼 |
| Mercer Global Advisors Inc | 6,327 | $77.6 萬 | 0.00% | +323+5.4% | 加碼 |
| Friedenthal Financial | 6,253 | $76.7 萬 | 0.48% | −673−9.7% | 減碼 |
| Virtue Capital Management, LLC | 6,286 | $76.7 萬 | 0.13% | +6,286 | 新進 |
| Wintrust Investments LLC | 6,225 | $76.3 萬 | 0.06% | −660−9.6% | 減碼 |
| Captrust Financial Advisors | 6,199 | $76.0 萬 | 0.00% | −70−1.1% | 減碼 |
| Global Endowment Management, LP | 6,180 | $75.8 萬 | 0.08% | +481+8.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 6,127 | $75.1 萬 | 0.01% | +2,942+92.4% | 加碼 |
| LVW Advisors, LLC | 6,126 | $75.1 萬 | 0.11% | +566+10.2% | 加碼 |
| Hyman Charles D | 6,100 | $74.8 萬 | 0.04% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 6,043 | $74.1 萬 | 0.05% | +18+0.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 6,043 | $73.1 萬 | 0.00% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 5,959 | $73.1 萬 | 0.00% | +5,959 | 新進 |
| Eschler Asset Management LLP | 5,800 | $71.1 萬 | 0.56% | −311−5.1% | 減碼 |