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 |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 5,773 | $70.8 萬 | 0.02% | −11,388−66.4% | 減碼 |
| Formidable Asset Management, LLC | 5,671 | $69.5 萬 | 0.11% | −1,233−17.9% | 減碼 |
| CI Private Wealth, LLC | 5,638 | $69.1 萬 | 0.00% | +187+3.4% | 加碼 |
| Ethic Inc. | 5,564 | $68.3 萬 | 0.02% | +1,633+41.5% | 加碼 |
| SpiderRock Advisors, LLC | 5,534 | $67.8 萬 | 0.02% | +2,598+88.5% | 加碼 |
| Utah Retirement Systems | 5,500 | $67.4 萬 | 0.01% | −200−3.5% | 減碼 |
| Mariner, LLC | 5,482 | $67.2 萬 | 0.00% | +633+13.1% | 加碼 |
| Davenport & Co LLC | 5,419 | $66.4 萬 | 0.00% | +353+7.0% | 加碼 |
| TownSquare Capital, LLC | 5,389 | $66.1 萬 | 0.01% | −29,280−84.5% | 減碼 |
| Everpar Advisors LLC | 5,327 | $65.3 萬 | 0.33% | +636+13.6% | 加碼 |
| Advisor Group Holdings, Inc. | 5,300 | $65.0 萬 | 0.00% | −1,261−19.2% | 減碼 |
| Avantax Advisory Services, Inc. | 5,296 | $64.9 萬 | 0.00% | +3,181+150.4% | 加碼 |
| Atomi Financial Group, Inc. | 5,177 | $63.5 萬 | 0.05% | +1,580+43.9% | 加碼 |
| ProShare Advisors LLC | 5,051 | $61.9 萬 | 0.00% | −171−3.3% | 減碼 |
| MBM Wealth Consultants, LLC | 4,838 | $60.6 萬 | 0.21% | −398−7.6% | 減碼 |
| Capstone Investment Advisors, LLC | 4,911 | $60.2 萬 | 0.01% | +4,911 | 新進 |
| Brown Advisory Inc | 4,896 | $60.0 萬 | 0.00% | +20.0% | 加碼 |
| Kestra Advisory Services, LLC | 4,868 | $59.7 萬 | 0.00% | +1,566+47.4% | 加碼 |
| QRG Capital Management, Inc. | 4,859 | $59.6 萬 | 0.01% | +131+2.8% | 加碼 |
| NBC Securities, Inc. | 4,812 | $58.9 萬 | 0.05% | +828+20.8% | 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 |
| Central Trust Co | 4,797 | $58.8 萬 | 0.01% | +165+3.6% | 加碼 |
| Hyperion Capital Advisors LP | 4,713 | $57.8 萬 | 0.27% | 00.0% | 不變 |
| Impact Partnership Wealth, LLC | 4,635 | $56.8 萬 | 0.15% | +4,635 | 新進 |
| Shelton Capital Management | 4,561 | $55.9 萬 | 0.02% | −255−5.3% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 4,405 | $54.0 萬 | 0.03% | −4,358−49.7% | 減碼 |
| Cresset Asset Management, LLC | 4,379 | $53.7 萬 | 0.00% | +1,482+51.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 4,347 | $53.3 萬 | 0.02% | +4,347 | 新進 |
| Raleigh Capital Management Inc. | 4,336 | $53.2 萬 | 0.23% | +369+9.3% | 加碼 |
| Amundi | 4,197 | $52.7 萬 | 0.00% | −7,124−62.9% | 減碼 |
| HighPoint Advisor Group LLC | 4,392 | $52.2 萬 | 0.03% | +120+2.8% | 加碼 |
| Navellier & Associates Inc | 4,198 | $51.5 萬 | 0.06% | −110−2.6% | 減碼 |
| National Asset Management, Inc. | 4,176 | $51.2 萬 | 0.01% | −1,436−25.6% | 減碼 |
| Verdad Advisers, LP | 4,151 | $50.9 萬 | 0.59% | +4,151 | 新進 |
| Wedbush Securities Inc | 4,076 | $50.0 萬 | 0.02% | +260+6.8% | 加碼 |
| Inceptionr LLC | 4,040 | $49.5 萬 | 0.14% | +4,040 | 新進 |
| Old National Bancorp | 3,969 | $48.7 萬 | 0.01% | +3,969 | 新進 |
| Wolverine Trading, LLC | 3,942 | $48.3 萬 | 0.01% | −3,088−43.9% | 減碼 |
| Hohimer Wealth Management, LLC | 3,850 | $47.2 萬 | 0.11% | +3,850 | 新進 |
| Richard W. Paul & Associates, LLC | 3,836 | $47.0 萬 | 0.18% | −42−1.1% | 減碼 |
| Measured Wealth Private Client Group, LLC | 3,718 | $45.6 萬 | 0.16% | +3,718 | 新進 |
| Brevan Howard Capital Management LP | 3,639 | $44.6 萬 | 0.03% | +3,639 | 新進 |
| Griffin Asset Management, Inc. | 3,560 | $43.6 萬 | 0.05% | +3,560 | 新進 |
| Fifth Third Wealth Advisors LLC | 3,555 | $43.6 萬 | 0.03% | +3,555 | 新進 |
| Studio Investment Management LLC | 3,402 | $41.7 萬 | 0.09% | +8+0.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 3,373 | $41.4 萬 | 0.00% | +1,047+45.0% | 加碼 |
| Heritage Wealth Management, LLC | 3,367 | $41.3 萬 | 0.23% | −429−11.3% | 減碼 |
| Heritage Family Offices, LLP | 3,367 | $41.3 萬 | 0.23% | +3,367 | 新進 |
| Steel Peak Wealth Management LLC | 3,341 | $41.0 萬 | 0.02% | +3,341 | 新進 |
| Venturi Wealth Management, LLC | 3,327 | $40.8 萬 | 0.02% | +3,065+1,169.8% | 加碼 |
| Revisor Wealth Management LLC | 3,312 | $40.6 萬 | 0.28% | −2,508−43.1% | 減碼 |
| First Hawaiian Bank | 3,250 | $39.8 萬 | 0.01% | −164−4.8% | 減碼 |
| Alps Advisors Inc | 3,210 | $39.4 萬 | 0.00% | −18−0.6% | 減碼 |
| Fiduciary Financial Group, LLC | 3,167 | $39.2 萬 | 0.09% | +3,167 | 新進 |
| Boyar Asset Management Inc. | 3,158 | $38.7 萬 | 0.27% | 00.0% | 不變 |
| CIBC Asset Management Inc | 3,051 | $37.4 萬 | 0.00% | +146+5.0% | 加碼 |
| Private Advisor Group, LLC | 3,040 | $37.3 萬 | 0.00% | +202+7.1% | 加碼 |
| Profund Advisors LLC | 2,971 | $36.4 萬 | 0.01% | −795−21.1% | 減碼 |
| Quadrant Capital Group LLC | 2,962 | $36.3 萬 | 0.03% | +584+24.6% | 加碼 |
| Fulton Bank, N.A. | 2,934 | $36.0 萬 | 0.01% | +853+41.0% | 加碼 |
| Eqis Capital Management, Inc. | 2,904 | $35.6 萬 | 0.03% | −743−20.4% | 減碼 |
| GeoWealth Management, LLC | 2,887 | $35.4 萬 | 0.02% | +332+13.0% | 加碼 |
| MJP Associates Inc | 2,875 | $35.3 萬 | 0.07% | +188+7.0% | 加碼 |
| Nebula Research & Development LLC | 2,860 | $35.1 萬 | 0.06% | +2,860 | 新進 |
| Gamco Investors, Inc. Et Al | 2,850 | $34.9 萬 | 0.00% | 00.0% | 不變 |
| Wealth Alliance | 2,849 | $34.9 萬 | 0.05% | −384−11.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,867 | $34.2 萬 | 0.02% | −195−6.4% | 減碼 |
| Advisors Asset Management, Inc. | 2,787 | $34.2 萬 | 0.01% | +1,067+62.0% | 加碼 |
| Leonteq Securities AG | 2,776 | $34.0 萬 | 0.05% | +279+11.2% | 加碼 |
| Hilltop Holdings Inc. | 2,744 | $33.6 萬 | 0.04% | +2,744 | 新進 |
| Snowden Capital Advisors LLC | 2,740 | $33.6 萬 | 0.01% | −181−6.2% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,698 | $33.1 萬 | 0.01% | −43−1.6% | 減碼 |
| Synergy Financial Group, LTD | 2,678 | $32.8 萬 | 0.34% | 00.0% | 不變 |
| Veriti Management LLC | 2,672 | $32.8 萬 | 0.02% | +2,672 | 新進 |
| Aigen Investment Management, LP | 2,659 | $32.6 萬 | 0.06% | +2,659 | 新進 |
| Prime Capital Investment Advisors, LLC | 2,649 | $32.5 萬 | 0.00% | +2,649 | 新進 |
| Rafferty Asset Management, LLC | 2,643 | $32.4 萬 | 0.00% | +2,643 | 新進 |
| Crewe Advisors LLC | 2,548 | $31.2 萬 | 0.04% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 2,536 | $31.1 萬 | 0.01% | −216−7.8% | 減碼 |
| Financial Strategies Group, Inc. | 2,475 | $31.0 萬 | 0.08% | +2,475 | 新進 |
| Lifestyle Asset Management, Inc. | 2,528 | $31.0 萬 | 0.18% | +305+13.7% | 加碼 |
| XTX Topco Ltd | 2,517 | $30.9 萬 | 0.03% | −1,531−37.8% | 減碼 |
| Concurrent Investment Advisors, LLC | 2,450 | $30.0 萬 | 0.01% | −4,842−66.4% | 減碼 |
| Sherbrooke Park Advisers LLC | 2,405 | $29.5 萬 | 0.05% | +2,405 | 新進 |
| Joel Isaacson & Co., LLC | 2,393 | $29.3 萬 | 0.02% | +5+0.2% | 加碼 |
| Los Angeles Capital Management LLC | 2,381 | $29.2 萬 | 0.00% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 2,366 | $29.0 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 2,360 | $28.9 萬 | 0.00% | 00.0% | 不變 |
| Keybank National Association | 2,342 | $28.7 萬 | 0.00% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 2,333 | $28.6 萬 | 0.06% | +132+6.0% | 加碼 |
| Prudential PLC | 2,310 | $28.3 萬 | 0.00% | −200−8.0% | 減碼 |
| Fox Run Management, L.L.C. | 2,272 | $27.9 萬 | 0.05% | +2,272 | 新進 |
| Clearstead Advisors, LLC | 2,240 | $27.5 萬 | 0.00% | +2,217+9,639.1% | 加碼 |
| Dark Forest Capital Management LP | 2,227 | $27.3 萬 | 0.05% | +2,227 | 新進 |
| ArrowMark Colorado Holdings LLC | 2,200 | $27.0 萬 | 0.00% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 2,113 | $26.5 萬 | 0.02% | −1,196−36.1% | 減碼 |
| Petrus Trust Company, LTA | 2,157 | $26.4 萬 | 0.02% | +2,157 | 新進 |
| Fifth Third Bancorp | 2,149 | $26.3 萬 | 0.00% | +5+0.2% | 加碼 |
| AQR Capital Management LLC | 2,043 | $25.0 萬 | 0.00% | +2,043 | 新進 |