Interactive Brokers Group, Inc.

IBKR

交易所: Nasdaq
產業: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0001381197

SEC 申報列表（在新分頁開啟）

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 3 季與 2024 年第 2 季比較

持有 Interactive Brokers Group, Inc. 的機構從 2024 年第 2 季到 2024 年第 3 季的變化。

2024 年第 3 季全部持有人 2024 年第 2 季全部持有人

IBKR 的 13F 持有人：2024 年第 2 季與 2024 年第 3 季比較
項目	2024 年第 2 季	其中尚未申報 2024 年第 3 季	2024 年第 3 季	變化
持有家數	548	5	587	+44
股數	9,336 萬	944.8 萬	9,286 萬	+894.5 萬 (+10.7%)
市值	$114.5 億	$11.6 億	$129.2 億	+$26.4 億 (+25.6%)

5 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（96 家）

2024 年第 3 季季末持有 Interactive Brokers Group, Inc.、2024 年第 2 季季末沒有持有的機構。

2024 年第 3 季新進 IBKR 的機構
機構	股數	市值	佔組合 %
BlackRock, Inc.	9,572,432	$13.3 億	0.03%
Sumitomo Mitsui Trust Holdings, Inc.	600,104	$8,363 萬	0.06%
Waverton Investment Management Ltd	193,349	$2,695 萬	0.44%
Lord, Abbett & Co. LLC	180,000	$2,509 萬	0.08%
Kodai Capital Management LP	150,708	$2,100 萬	0.44%
Progeny 3, Inc.	127,000	$1,770 萬	1.49%
Trivest Advisors Ltd	112,600	$1,569 萬	0.89%
Loring Wolcott & Coolidge Fiduciary Advisors LLP	63,230	$937.1 萬	0.08%
Robeco Institutional Asset Management B.V.	60,000	$836.2 萬	0.02%
Zacks Investment Management	33,908	$472.5 萬	0.04%
Thompson Siegel & Walmsley LLC	29,400	$409.7 萬	0.06%
CWA Asset Management Group, LLC	28,197	$393.0 萬	0.21%
Sumitomo Mitsui DS Asset Management Company, Ltd	25,265	$352.1 萬	0.04%
Stanley-Laman Group, Ltd.	25,067	$349.3 萬	0.49%
DRW Securities, LLC	21,361	$297.7 萬	0.16%
Freedom Day Solutions, LLC	14,805	$206.3 萬	0.64%
Aurora Investment Counsel	12,146	$169.3 萬	0.92%
Quadrature Capital Ltd	10,640	$148.3 萬	0.03%
Chiron Investment Management, LLC	8,391	$116.9 萬	0.41%
Caxton Associates LP	8,110	$113.0 萬	0.05%
Connective Capital Management, LLC	7,115	$108.6 萬	1.01%
Blackhawk Capital Partners LLC.	7,075	$98.6 萬	0.53%
Main Management ETF Advisors, LLC	6,984	$97.3 萬	0.05%
WealthTrust Asset Management, LLC	6,616	$92.2 萬	0.69%
Robertson Stephens Wealth Management, LLC	5,607	$78.1 萬	0.03%
Sumitomo Life Insurance Co	5,557	$77.4 萬	0.02%
Winton Group Ltd	5,464	$76.1 萬	0.05%
Quest Partners LLC	5,388	$75.1 萬	0.07%
Capital CS Group, LLC	4,801	$66.9 萬	0.81%
Dynamic Technology Lab Private Ltd	4,208	$58.6 萬	0.06%
Sterling Capital Management LLC	4,035	$56.2 萬	0.01%
Omers Administration Corp	3,800	$53.0 萬	0.00%
Delta Investment Management, LLC	3,700	$51.6 萬	0.11%
Munro Partners	3,615	$50.4 萬	0.02%
Integrated Advisors Network LLC	3,564	$49.7 萬	0.02%
Ieq Capital, LLC	3,430	$47.8 萬	0.01%
Versor Investments LP	3,404	$47.4 萬	0.08%
New Wave Wealth Advisors LLC	3,387	$47.2 萬	0.22%
Heritage Oak Wealth Advisors LLC	3,387	$47.2 萬	0.22%
PFG Investments, LLC	3,333	$46.4 萬	0.03%
Dymon Asia Capital (Singapore) Pte. Ltd.	3,000	$41.8 萬	0.51%
Fayez Sarofim & Co	2,893	$40.3 萬	0.00%
Independent Financial Group, LLC	2,828	$39.4 萬	0.01%
Axq Capital, LP	2,746	$38.3 萬	0.12%
KG&L Capital Management,LLC	2,365	$33.0 萬	0.11%
CIBC World Markets Inc.	2,332	$32.5 萬	0.00%
ABLE Financial Group, LLC	2,212	$30.8 萬	0.10%
Ossiam	1,969	$27.4 萬	0.01%
Ritholtz Wealth Management	1,888	$26.3 萬	0.01%
Vident Advisory, LLC	1,793	$25.0 萬	0.01%
Cooper Financial Group	1,692	$23.6 萬	0.03%
Oppenheimer & Co Inc	1,645	$22.9 萬	0.00%
Sigma Planning Corp	1,613	$22.5 萬	0.01%
Lido Advisors, LLC	1,601	$22.3 萬	0.00%
Ground Swell Capital, LLC	1,595	$22.2 萬	0.32%
Summit Global Investments	1,573	$21.9 萬	0.01%
Coldstream Capital Management Inc	1,479	$21.3 萬	0.00%
Evergreen Capital Management LLC	1,527	$21.3 萬	0.01%
Franklin Resources Inc	1,397	$21.1 萬	0.00%
NorthRock Partners, LLC	1,506	$21.0 萬	0.01%
Wulff, Hansen & Co.	1,495	$20.8 萬	0.20%
Freestone Capital Holdings, LLC	1,476	$20.6 萬	0.01%
Park Avenue Securities LLC	1,470	$20.5 萬	0.00%
RSM US Wealth Management LLC	1,478	$20.4 萬	0.00%
Skba Capital Management LLC	1,450	$20.2 萬	0.03%
Hamilton Wealth, LLC	1,439	$20.1 萬	0.05%
Ramirez Asset Management, Inc.	1,200	$16.7 萬	0.03%
Anchor Investment Management, LLC	638	$8.89 萬	0.01%
Baldwin Brothers Inc	622	$8.67 萬	0.01%
Mendota Financial Group, LLC	581	$8.10 萬	0.04%
Darwin Advisors, LLC	350	$4.88 萬	0.01%
Golden State Equity Partners	316	$4.40 萬	0.01%
Caitlin John, LLC	155	$2.77 萬	0.02%
Headlands Technologies LLC	180	$2.51 萬	0.00%
Bryn Mawr Trust Co	166	$2.31 萬	0.00%
Fortitude Family Office, LLC	140	$1.95 萬	0.01%
Aster Capital Management (DIFC) Ltd	133	$1.85 萬	0.00%
Capital Analysts, LLC	116	$1.60 萬	0.00%
Jones Financial Companies LLLP	110	$1.51 萬	0.00%
Carolinas Wealth Consulting LLC	88	$1.23 萬	0.00%
Coastline Trust Co	85	$1.18 萬	0.00%
Highline Wealth Partners LLC	66	$9,198	0.00%
Whittier Trust Co	53	$7,385	0.00%
HM Payson & Co	50	$6,968	0.00%
Colonial Trust Co	40	$5,487	0.00%
McIlrath & Eck, LLC	25	$3,484	0.00%
Beacon Capital Management, LLC	24	$3,345	0.00%
Skopos Labs, Inc.	17	$2,370	0.00%
Cullen/Frost Bankers, Inc.	16	$2,230	0.00%
Capital Performance Advisors LLP	16	$2,230	0.00%
South State Corp.	11	$1,533	0.00%
Hemington Wealth Management	8	$1,000	0.00%
Riverview Trust Co	5	$697	0.00%
Rothschild Investment LLC	3	$418	0.00%
Claris Advisors, LLC	2	$279	0.00%
Strengthening Families & Communities, LLC	0	$1	0.00%

清倉機構（52 家）

2024 年第 2 季季末持有 Interactive Brokers Group, Inc.、2024 年第 3 季有申報但已經沒有持有的機構。

2024 年第 3 季清倉 IBKR 的機構
機構	2024 年第 2 季股數	2024 年第 2 季市值
Cercano Management LLC	219,925	$2,696 萬
Noked Israel Ltd	115,000	$1,410 萬
Nomura Holdings Inc	71,088	$871.5 萬
Ellsworth Advisors, LLC	51,147	$627.1 萬
Beacon Harbor Wealth Advisors, Inc.	48,333	$592.6 萬
Ibex Wealth Advisors	26,646	$326.7 萬
Centiva Capital, LP	23,003	$282.0 萬
Van Eck Associates Corp	21,984	$269.5 萬
Quantbot Technologies LP	17,960	$220.2 萬
IMC-Chicago, LLC	16,058	$196.9 萬
FJ Capital Management LLC	15,809	$193.8 萬
Virtu Financial LLC	15,621	$191.5 萬
Lecap Asset Management Ltd	14,613	$179.2 萬
Gould Capital, LLC	11,390	$139.6 萬
VCI Wealth Management LLC	11,122	$136.4 萬
BIT Capital GmbH	8,392	$102.9 萬
Simplex Trading, LLC	7,417	$90.9 萬
Oliver Luxxe Assets LLC	7,232	$88.7 萬
Neo Ivy Capital Management	6,532	$80.1 萬
Friedenthal Financial	6,253	$76.7 萬
Capstone Investment Advisors, LLC	4,911	$60.2 萬
Wedbush Securities Inc	4,076	$50.0 萬
Inceptionr LLC	4,040	$49.5 萬
Brevan Howard Capital Management LP	3,639	$44.6 萬
Fiduciary Financial Group, LLC	3,167	$39.2 萬
MJP Associates Inc	2,875	$35.3 萬
Nebula Research & Development LLC	2,860	$35.1 萬
Snowden Capital Advisors LLC	2,740	$33.6 萬
Aigen Investment Management, LP	2,659	$32.6 萬
Sherbrooke Park Advisers LLC	2,405	$29.5 萬
Dark Forest Capital Management LP	2,227	$27.3 萬
Petrus Trust Company, LTA	2,157	$26.4 萬
Seven Eight Capital, LP	2,008	$24.6 萬
Fifth Lane Capital, LP	1,843	$22.6 萬
Aquatic Capital Management LLC	1,800	$22.1 萬
Avantax Planning Partners, Inc.	1,791	$22.0 萬
Precision Wealth Strategies, LLC	1,785	$21.9 萬
Y-Intercept (Hong Kong) Ltd	1,649	$20.2 萬
Picton Mahoney Asset Management	1,396	$17.2 萬
USA Financial Portformulas Corp	276	$3.38 萬
Catalyst Funds Management Pty Ltd	200	$2.45 萬
Elequin Capital LP	149	$1.83 萬
Global X Japan Co., Ltd.	120	$1.47 萬
Ashton Thomas Private Wealth, LLC	62	$7,601
Blume Capital Management, Inc.	40	$4,927
VisionPoint Advisory Group, LLC	35	$4,291
Avion Wealth	19	$2,000
Triad Wealth Partners, LLC	14	$1,716
Sachetta, LLC	11	$1,309
Orion Capital Management LLC	9	$1,103
Quarry LP	9	$1,103
Castleview Partners, LLC	3	$368

尚未申報 2024 年第 3 季的機構（5 家）

2024 年第 2 季季末持有 Interactive Brokers Group, Inc.、還沒有申報 2024 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 2 季持有 IBKR、尚未申報 2024 年第 3 季的機構
機構	2024 年第 2 季股數	2024 年第 2 季市值
BlackRock Inc.	9,301,894	$11.4 億
Susquehanna Fundamental Investments, LLC	136,712	$1,676 萬
Hyman Charles D	6,100	$74.8 萬
Heritage Wealth Management, LLC	3,367	$41.3 萬
Benjamin F. Edwards & Company, Inc.	309	$3.80 萬