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 3 季 13F 持有人
Interactive Brokers Group, Inc. 在 2024/9/30 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
- 587
- 較 2024 年第 2 季 +44 家
- 持有股數
- 9,286 萬
- 較 2024 年第 2 季 +894.5 萬 (+10.7%)
- 總市值
- $129.2 億
- 較 2024 年第 2 季 +$26.4 億 (+25.6%)
- 新進機構
- 96
- 另有 233 家加碼
- 清倉機構
- 52
- 另有 185 家減碼
另有 5 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 606 | $8.45 萬 | 0.01% | −15−2.4% | 減碼 |
| Baldwin Brothers Inc | 622 | $8.67 萬 | 0.01% | +622 | 新進 |
| Anchor Investment Management, LLC | 638 | $8.89 萬 | 0.01% | +638 | 新進 |
| Gen-Wealth Partners Inc | 590 | $9.10 萬 | 0.04% | 00.0% | 不變 |
| Toronto Dominion Bank | 654 | $9.11 萬 | 0.00% | −32−4.7% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 696 | $9.62 萬 | 0.00% | −217−23.8% | 減碼 |
| Whittier Trust Co of Nevada Inc | 694 | $9.67 萬 | 0.00% | −10−1.4% | 減碼 |
| Kessler Investment Group, LLC | 704 | $9.81 萬 | 0.05% | −266−27.4% | 減碼 |
| Principal Securities, Inc. | 712 | $9.92 萬 | 0.00% | +194+37.5% | 加碼 |
| Global Retirement Partners, LLC | 714 | $9.95 萬 | 0.00% | −63−8.1% | 減碼 |
| Quent Capital, LLC | 721 | $10.0 萬 | 0.01% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 785 | $10.9 萬 | 0.01% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 810 | $11.3 萬 | 0.00% | +610+305.0% | 加碼 |
| Ci Investments Inc. | 812 | $11.3 萬 | 0.00% | +56+7.4% | 加碼 |
| Bay Harbor Wealth Management, LLC | 861 | $12.0 萬 | 0.04% | −34−3.8% | 減碼 |
| Daiwa Securities Group Inc. | 905 | $12.6 萬 | 0.00% | −385−29.8% | 減碼 |
| CVA Family Office, LLC | 909 | $12.7 萬 | 0.02% | 00.0% | 不變 |
| Assetmark, Inc | 962 | $13.4 萬 | 0.00% | −159−14.2% | 減碼 |
| CWM, LLC | 1,006 | $14.0 萬 | 0.00% | −116−10.3% | 減碼 |
| Western Pacific Wealth Management, LP | 1,100 | $15.3 萬 | 0.10% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 1,121 | $15.6 萬 | 0.06% | −64−5.4% | 減碼 |
| Ramirez Asset Management, Inc. | 1,200 | $16.7 萬 | 0.03% | +1,200 | 新進 |
| Nisa Investment Advisors, LLC | 1,282 | $17.9 萬 | 0.00% | +140+12.3% | 加碼 |
| Macquarie Group Ltd | 1,350 | $18.8 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 1,359 | $18.9 萬 | 0.00% | +118+9.5% | 加碼 |
| GWM Advisors LLC | 1,377 | $19.2 萬 | 0.00% | +38+2.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 1,380 | $19.2 萬 | 0.00% | +858+164.4% | 加碼 |
| GAMMA Investing LLC | 1,433 | $20.0 萬 | 0.02% | +540+60.5% | 加碼 |
| Hamilton Wealth, LLC | 1,439 | $20.1 萬 | 0.05% | +1,439 | 新進 |
| JT Stratford LLC | 1,448 | $20.2 萬 | 0.03% | −187−11.4% | 減碼 |
| Skba Capital Management LLC | 1,450 | $20.2 萬 | 0.03% | +1,450 | 新進 |
| RSM US Wealth Management LLC | 1,478 | $20.4 萬 | 0.00% | +1,478 | 新進 |
| Park Avenue Securities LLC | 1,470 | $20.5 萬 | 0.00% | +1,470 | 新進 |
| Seeds Investor LLC | 1,475 | $20.6 萬 | 0.08% | −214−12.7% | 減碼 |
| Freestone Capital Holdings, LLC | 1,476 | $20.6 萬 | 0.01% | +1,476 | 新進 |
| Motley Fool Asset Management LLC | 1,492 | $20.6 萬 | 0.01% | −108−6.8% | 減碼 |
| Allworth Financial LP | 1,494 | $20.8 萬 | 0.00% | +53+3.7% | 加碼 |
| Wulff, Hansen & Co. | 1,495 | $20.8 萬 | 0.20% | +1,495 | 新進 |
| NorthRock Partners, LLC | 1,506 | $21.0 萬 | 0.01% | +1,506 | 新進 |
| Franklin Resources Inc | 1,397 | $21.1 萬 | 0.00% | +1,397 | 新進 |
| Evergreen Capital Management LLC | 1,527 | $21.3 萬 | 0.01% | +1,527 | 新進 |
| Coldstream Capital Management Inc | 1,479 | $21.3 萬 | 0.00% | +1,479 | 新進 |
| Empowered Funds, LLC | 1,534 | $21.4 萬 | 0.00% | −35,924−95.9% | 減碼 |
| Summit Global Investments | 1,573 | $21.9 萬 | 0.01% | +1,573 | 新進 |
| Ground Swell Capital, LLC | 1,595 | $22.2 萬 | 0.32% | +1,595 | 新進 |
| Lido Advisors, LLC | 1,601 | $22.3 萬 | 0.00% | +1,601 | 新進 |
| Harvest Fund Management Co., Ltd | 1,609 | $22.4 萬 | 0.01% | 00.0% | 不變 |
| Sigma Planning Corp | 1,613 | $22.5 萬 | 0.01% | +1,613 | 新進 |
| Oppenheimer & Co Inc | 1,645 | $22.9 萬 | 0.00% | +1,645 | 新進 |
| Leeward Financial Partners, LLC | 1,660 | $23.1 萬 | 0.09% | +25+1.5% | 加碼 |
| Axiom Advisory, LLC | 1,856 | $23.3 萬 | 0.00% | +6+0.3% | 加碼 |
| Cooper Financial Group | 1,692 | $23.6 萬 | 0.03% | +1,692 | 新進 |
| Norden Group LLC | 1,698 | $23.7 萬 | 0.03% | +8+0.5% | 加碼 |
| Meyer Handelman Co | 1,700 | $23.7 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 1,721 | $24.0 萬 | 0.00% | +189+12.3% | 加碼 |
| Vident Advisory, LLC | 1,793 | $25.0 萬 | 0.01% | +1,793 | 新進 |
| IHT Wealth Management, LLC | 1,813 | $25.3 萬 | 0.01% | +1+0.1% | 加碼 |
| Cottonwood Capital Advisors, LLC | 1,835 | $25.6 萬 | 0.19% | −2−0.1% | 減碼 |
| Hobbs Group Advisors, LLC | 1,865 | $26.0 萬 | 0.09% | +45+2.5% | 加碼 |
| Leuthold Group, LLC | 1,881 | $26.2 萬 | 0.03% | −30−1.6% | 減碼 |
| Ritholtz Wealth Management | 1,888 | $26.3 萬 | 0.01% | +1,888 | 新進 |
| Aureus Asset Management, LLC | 1,907 | $26.6 萬 | 0.02% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 1,947 | $27.1 萬 | 0.01% | +277+16.6% | 加碼 |
| Boston Financial Mangement LLC | 1,955 | $27.2 萬 | 0.01% | +100+5.4% | 加碼 |
| Hilltop Holdings Inc. | 1,960 | $27.3 萬 | 0.02% | −784−28.6% | 減碼 |
| Ossiam | 1,969 | $27.4 萬 | 0.01% | +1,969 | 新進 |
| 180 Wealth Advisors, LLC | 1,994 | $27.8 萬 | 0.04% | −13−0.6% | 減碼 |
| Cross Staff Investments Inc | 2,000 | $27.9 萬 | 0.22% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 2,007 | $28.0 萬 | 0.01% | +107+5.6% | 加碼 |
| CAPROCK Group, Inc. | 2,014 | $28.1 萬 | 0.01% | +127+6.7% | 加碼 |
| Stephens Inc | 2,070 | $28.8 萬 | 0.00% | −24,930−92.3% | 減碼 |
| Prudential PLC | 2,100 | $29.3 萬 | 0.00% | −210−9.1% | 減碼 |
| LRI Investments, LLC | 1,646 | $29.3 萬 | 0.03% | −63−3.7% | 減碼 |
| Landscape Capital Management, L.L.C. | 2,122 | $29.6 萬 | 0.03% | −7,973−79.0% | 減碼 |
| Keybank National Association | 2,131 | $29.7 萬 | 0.00% | −211−9.0% | 減碼 |
| Koshinski Asset Management, Inc. | 2,171 | $30.3 萬 | 0.03% | +58+2.7% | 加碼 |
| Clearstead Advisors, LLC | 2,192 | $30.5 萬 | 0.00% | −48−2.1% | 減碼 |
| ArrowMark Colorado Holdings LLC | 2,200 | $30.7 萬 | 0.00% | 00.0% | 不變 |
| ABLE Financial Group, LLC | 2,212 | $30.8 萬 | 0.10% | +2,212 | 新進 |
| Spire Wealth Management | 2,309 | $32.2 萬 | 0.01% | +393+20.5% | 加碼 |
| Thrive Wealth Management, LLC | 2,320 | $32.3 萬 | 0.06% | −13−0.6% | 減碼 |
| CIBC World Markets Inc. | 2,332 | $32.5 萬 | 0.00% | +2,332 | 新進 |
| Concurrent Investment Advisors, LLC | 2,332 | $32.5 萬 | 0.01% | −118−4.8% | 減碼 |
| GeoWealth Management, LLC | 2,340 | $32.6 萬 | 0.01% | −547−18.9% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 2,360 | $32.9 萬 | 0.00% | 00.0% | 不變 |
| KG&L Capital Management,LLC | 2,365 | $33.0 萬 | 0.11% | +2,365 | 新進 |
| Edmond de Rothschild Holding S.A. | 2,366 | $33.0 萬 | 0.01% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 2,398 | $33.4 萬 | 0.02% | +5+0.2% | 加碼 |
| IFP Advisors, Inc | 2,398 | $33.4 萬 | 0.01% | +1,719+253.2% | 加碼 |
| AQR Capital Management LLC | 2,462 | $34.3 萬 | 0.00% | +419+20.5% | 加碼 |
| Axxcess Wealth Management, LLC | 2,505 | $34.9 萬 | 0.01% | −31−1.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,506 | $34.9 萬 | 0.01% | −3,847−60.6% | 減碼 |
| Lifestyle Asset Management, Inc. | 2,511 | $35.0 萬 | 0.19% | −17−0.7% | 減碼 |
| Crewe Advisors LLC | 2,548 | $35.5 萬 | 0.04% | 00.0% | 不變 |
| Private Advisor Group, LLC | 2,568 | $35.8 萬 | 0.00% | −472−15.5% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,678 | $37.3 萬 | 0.01% | −20−0.7% | 減碼 |
| Synergy Financial Group, LTD | 2,678 | $37.3 萬 | 0.35% | 00.0% | 不變 |
| Leonteq Securities AG | 2,691 | $37.5 萬 | 0.04% | −85−3.1% | 減碼 |
| Veriti Management LLC | 2,702 | $37.7 萬 | 0.02% | +30+1.1% | 加碼 |
| Axq Capital, LP | 2,746 | $38.3 萬 | 0.12% | +2,746 | 新進 |