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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 2,746 | $38.3 萬 | 0.01% | +97+3.7% | 加碼 |
| Quadrant Capital Group LLC | 2,766 | $38.5 萬 | 0.03% | −196−6.6% | 減碼 |
| Alps Advisors Inc | 2,768 | $38.6 萬 | 0.00% | −442−13.8% | 減碼 |
| Independent Financial Group, LLC | 2,828 | $39.4 萬 | 0.01% | +2,828 | 新進 |
| Guggenheim Capital LLC | 2,854 | $39.8 萬 | 0.00% | −5,432−65.6% | 減碼 |
| Fayez Sarofim & Co | 2,893 | $40.3 萬 | 0.00% | +2,893 | 新進 |
| EverSource Wealth Advisors, LLC | 2,903 | $40.5 萬 | 0.03% | +36+1.3% | 加碼 |
| Eqis Capital Management, Inc. | 2,931 | $40.9 萬 | 0.03% | +27+0.9% | 加碼 |
| Benjamin Edwards Inc | 2,931 | $40.9 萬 | 0.01% | +2,432+487.4% | 加碼 |
| Baader Bank INC | 2,985 | $41.5 萬 | 0.03% | −16,783−84.9% | 減碼 |
| Profund Advisors LLC | 2,982 | $41.6 萬 | 0.02% | +11+0.4% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 3,000 | $41.8 萬 | 0.51% | +3,000 | 新進 |
| Los Angeles Capital Management LLC | 3,041 | $42.4 萬 | 0.00% | +660+27.7% | 加碼 |
| EntryPoint Capital, LLC | 3,049 | $42.5 萬 | 0.24% | +1,742+133.3% | 加碼 |
| Cerity Partners LLC | 3,051 | $42.5 萬 | 0.00% | +1,146+60.2% | 加碼 |
| Financial Strategies Group, Inc. | 2,830 | $42.8 萬 | 0.10% | +355+14.3% | 加碼 |
| HighPoint Advisor Group LLC | 2,785 | $42.8 萬 | 0.02% | −1,607−36.6% | 減碼 |
| Wealth Alliance | 3,120 | $43.5 萬 | 0.05% | +271+9.5% | 加碼 |
| Fulton Bank, N.A. | 3,129 | $43.6 萬 | 0.02% | +195+6.6% | 加碼 |
| Ethic Inc. | 3,931 | $43.9 萬 | 0.01% | −1,633−29.3% | 減碼 |
| CIBC Asset Management Inc | 3,161 | $44.1 萬 | 0.00% | +110+3.6% | 加碼 |
| Quantinno Capital Management LP | 3,167 | $44.1 萬 | 0.01% | +1,430+82.3% | 加碼 |
| Boyar Asset Management Inc. | 3,176 | $44.3 萬 | 0.28% | +18+0.6% | 加碼 |
| Navellier & Associates Inc | 3,209 | $44.7 萬 | 0.06% | −989−23.6% | 減碼 |
| Rafferty Asset Management, LLC | 3,213 | $44.8 萬 | 0.00% | +570+21.6% | 加碼 |
| SpiderRock Advisors, LLC | 3,225 | $45.0 萬 | 0.01% | −2,309−41.7% | 減碼 |
| First Hawaiian Bank | 3,250 | $45.3 萬 | 0.01% | 00.0% | 不變 |
| Measured Wealth Private Client Group, LLC | 3,327 | $46.4 萬 | 0.16% | −391−10.5% | 減碼 |
| PFG Investments, LLC | 3,333 | $46.4 萬 | 0.03% | +3,333 | 新進 |
| Penserra Capital Management LLC | 3,363 | $46.8 萬 | 0.01% | −11,013−76.6% | 減碼 |
| Studio Investment Management LLC | 3,361 | $46.8 萬 | 0.10% | −41−1.2% | 減碼 |
| New Wave Wealth Advisors LLC | 3,387 | $47.2 萬 | 0.22% | +3,387 | 新進 |
| Heritage Oak Wealth Advisors LLC | 3,387 | $47.2 萬 | 0.22% | +3,387 | 新進 |
| Versor Investments LP | 3,404 | $47.4 萬 | 0.08% | +3,404 | 新進 |
| Heritage Family Offices, LLP | 3,414 | $47.6 萬 | 0.25% | +47+1.4% | 加碼 |
| Ieq Capital, LLC | 3,430 | $47.8 萬 | 0.01% | +3,430 | 新進 |
| Griffin Asset Management, Inc. | 3,560 | $49.6 萬 | 0.06% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 3,564 | $49.7 萬 | 0.02% | +3,564 | 新進 |
| Fifth Third Wealth Advisors LLC | 3,612 | $50.3 萬 | 0.03% | +57+1.6% | 加碼 |
| Munro Partners | 3,615 | $50.4 萬 | 0.02% | +3,615 | 新進 |
| CenterBook Partners LP | 3,647 | $50.8 萬 | 0.03% | −18,956−83.9% | 減碼 |
| Steel Peak Wealth Management LLC | 3,683 | $51.3 萬 | 0.02% | +342+10.2% | 加碼 |
| Delta Investment Management, LLC | 3,700 | $51.6 萬 | 0.11% | +3,700 | 新進 |
| Two Sigma Securities, LLC | 3,731 | $52.0 萬 | 0.04% | −1,069−22.3% | 減碼 |
| FORA Capital, LLC | 3,738 | $52.1 萬 | 0.06% | −13,213−77.9% | 減碼 |
| Advisors Asset Management, Inc. | 3,744 | $52.2 萬 | 0.01% | +957+34.3% | 加碼 |
| Richard W. Paul & Associates, LLC | 3,780 | $52.7 萬 | 0.19% | −56−1.5% | 減碼 |
| Omers Administration Corp | 3,800 | $53.0 萬 | 0.00% | +3,800 | 新進 |
| Hohimer Wealth Management, LLC | 4,007 | $55.8 萬 | 0.12% | +157+4.1% | 加碼 |
| Sterling Capital Management LLC | 4,035 | $56.2 萬 | 0.01% | +4,035 | 新進 |
| National Asset Management, Inc. | 4,121 | $58.0 萬 | 0.02% | −55−1.3% | 減碼 |
| Dynamic Technology Lab Private Ltd | 4,208 | $58.6 萬 | 0.06% | +4,208 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 4,317 | $60.2 萬 | 0.03% | −88−2.0% | 減碼 |
| Revisor Wealth Management LLC | 4,365 | $60.8 萬 | 0.38% | +1,053+31.8% | 加碼 |
| Venturi Wealth Management, LLC | 4,377 | $61.0 萬 | 0.03% | +1,050+31.6% | 加碼 |
| Impact Partnership Wealth, LLC | 4,432 | $61.8 萬 | 0.14% | −203−4.4% | 減碼 |
| Shelton Capital Management | 4,435 | $61.8 萬 | 0.02% | −126−2.8% | 減碼 |
| Panagora Asset Management Inc | 4,450 | $62.0 萬 | 0.00% | −350−7.3% | 減碼 |
| Kestra Advisory Services, LLC | 4,658 | $64.9 萬 | 0.00% | −210−4.3% | 減碼 |
| Hyperion Capital Advisors LP | 4,713 | $65.7 萬 | 0.31% | 00.0% | 不變 |
| NBC Securities, Inc. | 4,737 | $66.0 萬 | 0.06% | −75−1.6% | 減碼 |
| ProShare Advisors LLC | 4,744 | $66.1 萬 | 0.00% | −307−6.1% | 減碼 |
| Old National Bancorp | 4,790 | $66.8 萬 | 0.02% | +821+20.7% | 加碼 |
| Capital CS Group, LLC | 4,801 | $66.9 萬 | 0.81% | +4,801 | 新進 |
| Brown Advisory Inc | 4,821 | $67.2 萬 | 0.00% | −75−1.5% | 減碼 |
| Raleigh Capital Management Inc. | 4,885 | $68.1 萬 | 0.26% | +549+12.7% | 加碼 |
| Everpar Advisors LLC | 5,103 | $71.1 萬 | 0.37% | −224−4.2% | 減碼 |
| MBM Wealth Consultants, LLC | 5,227 | $72.8 萬 | 0.23% | +389+8.0% | 加碼 |
| Atomi Financial Group, Inc. | 5,238 | $73.0 萬 | 0.05% | +61+1.2% | 加碼 |
| Central Trust Co | 5,244 | $73.1 萬 | 0.02% | +447+9.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 5,352 | $74.6 萬 | 0.00% | +1,979+58.7% | 加碼 |
| Quest Partners LLC | 5,388 | $75.1 萬 | 0.07% | +5,388 | 新進 |
| TownSquare Capital, LLC | 5,456 | $76.0 萬 | 0.01% | +67+1.2% | 加碼 |
| Winton Group Ltd | 5,464 | $76.1 萬 | 0.05% | +5,464 | 新進 |
| Formidable Asset Management, LLC | 5,495 | $76.6 萬 | 0.12% | −176−3.1% | 減碼 |
| QRG Capital Management, Inc. | 5,497 | $76.6 萬 | 0.01% | +638+13.1% | 加碼 |
| Sumitomo Life Insurance Co | 5,557 | $77.4 萬 | 0.02% | +5,557 | 新進 |
| Pullen Investment Management, LLC | 5,583 | $77.8 萬 | 0.57% | −2,971−34.7% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 5,596 | $78.0 萬 | 0.00% | −363−6.1% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 5,607 | $78.1 萬 | 0.03% | +5,607 | 新進 |
| Gamco Investors, Inc. Et Al | 5,650 | $78.7 萬 | 0.01% | +2,800+98.2% | 加碼 |
| Avantax Advisory Services, Inc. | 5,692 | $79.3 萬 | 0.01% | +396+7.5% | 加碼 |
| Utah Retirement Systems | 5,700 | $79.4 萬 | 0.01% | +200+3.6% | 加碼 |
| Davenport & Co LLC | 5,753 | $80.2 萬 | 0.00% | +334+6.2% | 加碼 |
| Verdad Advisers, LP | 5,794 | $80.7 萬 | 1.08% | +1,643+39.6% | 加碼 |
| Eschler Asset Management LLP | 5,800 | $80.8 萬 | 1.21% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 5,928 | $82.6 萬 | 0.02% | −1,958−24.8% | 減碼 |
| DekaBank Deutsche Girozentrale | 6,043 | $83.2 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 6,008 | $83.7 萬 | 0.00% | +526+9.6% | 加碼 |
| Captrust Financial Advisors | 6,141 | $85.6 萬 | 0.00% | −58−0.9% | 減碼 |
| Arkadios Wealth Advisors | 6,283 | $87.6 萬 | 0.05% | +240+4.0% | 加碼 |
| Algert Global LLC | 6,362 | $88.7 萬 | 0.02% | −7,090−52.7% | 減碼 |
| Virtue Capital Management, LLC | 6,450 | $89.9 萬 | 0.18% | +164+2.6% | 加碼 |
| WealthTrust Asset Management, LLC | 6,616 | $92.2 萬 | 0.69% | +6,616 | 新進 |
| LVW Advisors, LLC | 6,790 | $94.6 萬 | 0.12% | +664+10.8% | 加碼 |
| Mercer Global Advisors Inc | 6,974 | $96.4 萬 | 0.00% | +647+10.2% | 加碼 |
| SG Americas Securities, LLC | 6,964 | $97.1 萬 | 0.00% | −5,500−44.1% | 減碼 |
| Main Management ETF Advisors, LLC | 6,984 | $97.3 萬 | 0.05% | +6,984 | 新進 |
| Strategic Investment Advisors | 6,992 | $97.4 萬 | 0.11% | −211−2.9% | 減碼 |
| Cresset Asset Management, LLC | 7,026 | $97.9 萬 | 0.00% | +2,647+60.4% | 加碼 |