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 |
|---|---|---|---|---|---|
| DRW Securities, LLC | 21,361 | $297.7 萬 | 0.16% | +21,361 | 新進 |
| New Mexico Educational Retirement Board | 21,060 | $293.5 萬 | 0.10% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 19,797 | $275.9 萬 | 0.08% | +69+0.3% | 加碼 |
| Bank of Nova Scotia | 19,693 | $274.5 萬 | 0.01% | −4,775−19.5% | 減碼 |
| Heartland Advisors Inc | 19,576 | $272.8 萬 | 0.14% | −7,453−27.6% | 減碼 |
| Wealthfront Advisers LLC | 19,106 | $266.3 萬 | 0.01% | +9,000+89.1% | 加碼 |
| Natixis Advisors, L.P. | 18,834 | $262.5 萬 | 0.01% | −1,874−9.0% | 減碼 |
| Insight Wealth Strategies, LLC | 18,686 | $260.4 萬 | 0.34% | +125+0.7% | 加碼 |
| US Bancorp | 18,618 | $259.5 萬 | 0.00% | −503−2.6% | 減碼 |
| Prudential Financial Inc | 18,387 | $256.2 萬 | 0.00% | −2,493−11.9% | 減碼 |
| AIA Group Ltd | 18,300 | $255.0 萬 | 0.07% | +1,200+7.0% | 加碼 |
| Wellington Management Group LLP | 17,894 | $249.4 萬 | 0.00% | −32,831−64.7% | 減碼 |
| Amundi | 16,636 | $245.5 萬 | 0.00% | +12,439+296.4% | 加碼 |
| Uncommon Cents Investing LLC | 17,030 | $237.3 萬 | 0.67% | +170+1.0% | 加碼 |
| XTX Topco Ltd | 16,601 | $231.4 萬 | 0.17% | +14,084+559.6% | 加碼 |
| Fifth Third Bancorp | 16,510 | $230.1 萬 | 0.01% | +14,361+668.3% | 加碼 |
| Commonwealth Equity Services, LLC | 16,018 | $223.2 萬 | 0.00% | +1,763+12.4% | 加碼 |
| Vestcor Inc | 15,986 | $222.8 萬 | 0.07% | +868+5.7% | 加碼 |
| S&CO Inc | 15,375 | $214.2 萬 | 0.14% | 00.0% | 不變 |
| Walleye Trading LLC | 15,351 | $213.9 萬 | 0.05% | −1,749−10.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 15,302 | $213.2 萬 | 0.00% | −10,019−39.6% | 減碼 |
| STRS Ohio | 15,201 | $211.8 萬 | 0.01% | +749+5.2% | 加碼 |
| Fiduciary Family Office, LLC | 15,120 | $210.7 萬 | 0.70% | −924−5.8% | 減碼 |
| Freedom Day Solutions, LLC | 14,805 | $206.3 萬 | 0.64% | +14,805 | 新進 |
| Toroso Investments, LLC | 13,820 | $192.6 萬 | 0.02% | −14,631−51.4% | 減碼 |
| Aspire Private Capital, LLC | 13,731 | $191.4 萬 | 0.46% | +859+6.7% | 加碼 |
| Independent Solutions Wealth Management, LLC | 13,242 | $184.5 萬 | 0.42% | −369−2.7% | 減碼 |
| State of Alaska, Department of Revenue | 12,636 | $176.0 萬 | 0.02% | +1,025+8.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 12,623 | $175.9 萬 | 0.00% | −1,850−12.8% | 減碼 |
| Exchange Traded Concepts, LLC | 12,506 | $174.3 萬 | 0.04% | −3,861−23.6% | 減碼 |
| JustInvest LLC | 12,457 | $173.6 萬 | 0.03% | +753+6.4% | 加碼 |
| Pathstone Holdings, LLC | 12,348 | $172.1 萬 | 0.01% | +811+7.0% | 加碼 |
| Aurora Investment Counsel | 12,146 | $169.3 萬 | 0.92% | +12,146 | 新進 |
| Itau Unibanco Holding S.A. | 11,981 | $167.0 萬 | 0.06% | −1,193−9.1% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,936 | $166.3 萬 | 0.00% | −549−4.4% | 減碼 |
| Xponance, Inc. | 11,914 | $166.0 萬 | 0.02% | +256+2.2% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 11,764 | $163.9 萬 | 0.01% | +421+3.7% | 加碼 |
| Trexquant Investment LP | 11,665 | $162.6 萬 | 0.02% | −74,490−86.5% | 減碼 |
| Mission Wealth Management, LP | 11,520 | $160.5 萬 | 0.04% | +18+0.2% | 加碼 |
| M&T Bank Corp | 11,302 | $157.5 萬 | 0.01% | −176−1.5% | 減碼 |
| D.A. Davidson & Co. | 11,290 | $157.3 萬 | 0.01% | −142−1.2% | 減碼 |
| Owls Nest Partners IA, LLC | 11,000 | $153.3 萬 | 0.39% | −122,794−91.8% | 減碼 |
| Chase Investment Counsel Corp | 11,000 | $153.2 萬 | 0.51% | 00.0% | 不變 |
| Entropy Technologies, LP | 10,837 | $151.0 萬 | 0.16% | −8,470−43.9% | 減碼 |
| Public Employees Retirement Association of Colorado | 10,765 | $150.0 萬 | 0.01% | 00.0% | 不變 |
| Quadrature Capital Ltd | 10,640 | $148.3 萬 | 0.03% | +10,640 | 新進 |
| Vontobel Holding Ltd. | 10,598 | $147.7 萬 | 0.00% | +610+6.1% | 加碼 |
| Gsa Capital Partners LLP | 10,560 | $147.2 萬 | 0.11% | +1,463+16.1% | 加碼 |
| Qsemble Capital Management, LP | 10,448 | $145.6 萬 | 0.27% | +1,989+23.5% | 加碼 |
| Aviso Financial Inc. | 10,425 | $145.3 萬 | 0.07% | −445−4.1% | 減碼 |
| Scientech Research LLC | 10,415 | $145.1 萬 | 0.29% | −3,827−26.9% | 減碼 |
| Silver Oak Securities, Inc | 10,526 | $144.4 萬 | 0.15% | +10,500+40,384.6% | 加碼 |
| Gator Capital Management, LLC | 10,200 | $142.1 萬 | 0.63% | 00.0% | 不變 |
| Inspire Advisors, LLC | 10,142 | $141.3 萬 | 0.17% | −877−8.0% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 9,574 | $133.4 萬 | 0.36% | −9,464−49.7% | 減碼 |
| MML Investors Services, LLC | 9,309 | $129.7 萬 | 0.00% | +858+10.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 8,571 | $129.7 萬 | 0.01% | +2,444+39.9% | 加碼 |
| Wolverine Trading, LLC | 9,350 | $128.6 萬 | 0.03% | +5,408+137.2% | 加碼 |
| National Bank of Canada | 9,210 | $128.4 萬 | 0.00% | +1,598+21.0% | 加碼 |
| Engineers Gate Manager LP | 9,032 | $125.9 萬 | 0.02% | +1,489+19.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 8,839 | $123.2 萬 | 0.00% | −315−3.4% | 減碼 |
| Cumberland Partners Ltd | 8,500 | $118.5 萬 | 0.08% | +2,000+30.8% | 加碼 |
| Securian Asset Management, Inc | 8,442 | $117.6 萬 | 0.03% | −100−1.2% | 減碼 |
| Group One Trading, L.P. | 8,417 | $117.3 萬 | 0.05% | +2,644+45.8% | 加碼 |
| Chiron Investment Management, LLC | 8,391 | $116.9 萬 | 0.41% | +8,391 | 新進 |
| FourThought Financial Partners, LLC | 8,322 | $116.0 萬 | 0.14% | −34−0.4% | 減碼 |
| Creative Planning | 8,196 | $114.2 萬 | 0.00% | +428+5.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 8,131 | $113.3 萬 | 0.02% | +1,227+17.8% | 加碼 |
| Caxton Associates LP | 8,110 | $113.0 萬 | 0.05% | +8,110 | 新進 |
| AE Wealth Management LLC | 8,037 | $112.0 萬 | 0.01% | −46−0.6% | 減碼 |
| Jefferies Financial Group Inc. | 7,900 | $110.1 萬 | 0.02% | +52+0.7% | 加碼 |
| Connective Capital Management, LLC | 7,115 | $108.6 萬 | 1.01% | +7,115 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 7,788 | $108.5 萬 | 0.02% | +3,441+79.2% | 加碼 |
| International Assets Investment Management, LLC | 149,115 | $107.0 萬 | 0.00% | +148,055+13,967.5% | 加碼 |
| CI Private Wealth, LLC | 7,668 | $106.9 萬 | 0.00% | +2,030+36.0% | 加碼 |
| Advisor OS, LLC | 7,628 | $106.3 萬 | 0.11% | −2,981−28.1% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 7,583 | $105.7 萬 | 0.49% | +35+0.5% | 加碼 |
| Virtus ETF Advisers LLC | 7,453 | $103.9 萬 | 0.49% | +142+1.9% | 加碼 |
| Baird Financial Group, Inc. | 7,430 | $103.5 萬 | 0.00% | +37+0.5% | 加碼 |
| Brown Brothers Harriman & Co | 7,421 | $103.4 萬 | 0.01% | −5,822−44.0% | 減碼 |
| Advisor Group Holdings, Inc. | 7,366 | $102.7 萬 | 0.00% | +2,066+39.0% | 加碼 |
| Fox Run Management, L.L.C. | 7,329 | $102.1 萬 | 0.23% | +5,057+222.6% | 加碼 |
| Illinois Municipal Retirement Fund | 7,278 | $101.4 萬 | 0.01% | 00.0% | 不變 |
| Hanseatic Management Services Inc | 7,216 | $100.6 萬 | 1.43% | +388+5.7% | 加碼 |
| Lebenthal Global Advisors, LLC | 7,109 | $99.1 萬 | 0.20% | +56+0.8% | 加碼 |
| Blackhawk Capital Partners LLC. | 7,075 | $98.6 萬 | 0.53% | +7,075 | 新進 |
| Mystic Asset Management, Inc. | 7,050 | $98.2 萬 | 0.37% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 7,026 | $97.9 萬 | 0.00% | +2,647+60.4% | 加碼 |
| Strategic Investment Advisors | 6,992 | $97.4 萬 | 0.11% | −211−2.9% | 減碼 |
| Main Management ETF Advisors, LLC | 6,984 | $97.3 萬 | 0.05% | +6,984 | 新進 |
| SG Americas Securities, LLC | 6,964 | $97.1 萬 | 0.00% | −5,500−44.1% | 減碼 |
| Mercer Global Advisors Inc | 6,974 | $96.4 萬 | 0.00% | +647+10.2% | 加碼 |
| LVW Advisors, LLC | 6,790 | $94.6 萬 | 0.12% | +664+10.8% | 加碼 |
| WealthTrust Asset Management, LLC | 6,616 | $92.2 萬 | 0.69% | +6,616 | 新進 |
| Virtue Capital Management, LLC | 6,450 | $89.9 萬 | 0.18% | +164+2.6% | 加碼 |
| Algert Global LLC | 6,362 | $88.7 萬 | 0.02% | −7,090−52.7% | 減碼 |
| Arkadios Wealth Advisors | 6,283 | $87.6 萬 | 0.05% | +240+4.0% | 加碼 |
| Captrust Financial Advisors | 6,141 | $85.6 萬 | 0.00% | −58−0.9% | 減碼 |
| Mariner, LLC | 6,008 | $83.7 萬 | 0.00% | +526+9.6% | 加碼 |
| DekaBank Deutsche Girozentrale | 6,043 | $83.2 萬 | 0.00% | 00.0% | 不變 |