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 4 季 13F 持有人
Interactive Brokers Group, Inc. 在 2024/12/31 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
- 710
- 較 2024 年第 3 季 +130 家
- 持有股數
- 9,360 萬
- 較 2024 年第 3 季 +140.0 萬 (+1.5%)
- 總市值
- $165.6 億
- 較 2024 年第 3 季 +$37.3 億 (+29.0%)
- 新進機構
- 169
- 另有 229 家加碼
- 清倉機構
- 39
- 另有 238 家減碼
另有 7 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sagespring Wealth Partners, LLC | 1,563 | $27.6 萬 | 0.01% | +1,563 | 新進 |
| Fiduciary Trust Co | 1,565 | $27.6 萬 | 0.00% | +1,565 | 新進 |
| Swiss Life Asset Management Ltd | 1,581 | $27.9 萬 | 0.00% | +1,581 | 新進 |
| West Michigan Advisors, LLC | 1,596 | $28.2 萬 | 0.09% | +1,596 | 新進 |
| Clark Financial Services Group Inc | 1,594 | $28.2 萬 | 0.22% | +1,594 | 新進 |
| Motley Fool Asset Management LLC | 1,603 | $28.3 萬 | 0.01% | +111+7.4% | 加碼 |
| ABLE Financial Group, LLC | 1,620 | $28.6 萬 | 0.08% | −592−26.8% | 減碼 |
| Allworth Financial LP | 1,378 | $28.9 萬 | 0.00% | −116−7.8% | 減碼 |
| Seeds Investor LLC | 1,646 | $29.1 萬 | 0.08% | +171+11.6% | 加碼 |
| LRI Investments, LLC | 1,646 | $29.1 萬 | 0.03% | 00.0% | 不變 |
| JT Stratford LLC | 1,648 | $29.1 萬 | 0.05% | +200+13.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,687 | $29.8 萬 | 0.00% | −3,909−69.9% | 減碼 |
| Jones Financial Companies LLLP | 1,688 | $29.8 萬 | 0.00% | +1,578+1,434.5% | 加碼 |
| RSM US Wealth Management LLC | 1,668 | $29.9 萬 | 0.00% | +190+12.9% | 加碼 |
| Meyer Handelman Co | 1,700 | $30.0 萬 | 0.01% | 00.0% | 不變 |
| Private Advisor Group, LLC | 1,724 | $30.5 萬 | 0.00% | −844−32.9% | 減碼 |
| Hamilton Wealth, LLC | 1,726 | $30.5 萬 | 0.07% | +287+19.9% | 加碼 |
| First Hawaiian Bank | 1,741 | $30.8 萬 | 0.01% | −1,509−46.4% | 減碼 |
| Sigma Planning Corp | 1,755 | $31.0 萬 | 0.01% | +142+8.8% | 加碼 |
| Williamson Legacy Group, LLC | 1,769 | $31.3 萬 | 0.21% | +1,769 | 新進 |
| Cooper Financial Group | 1,808 | $31.9 萬 | 0.04% | +116+6.9% | 加碼 |
| Leuthold Group, LLC | 1,835 | $32.4 萬 | 0.04% | −46−2.4% | 減碼 |
| Evergreen Capital Management LLC | 1,841 | $32.5 萬 | 0.01% | +314+20.6% | 加碼 |
| Brady Martz Wealth Solutions, LLC | 1,791 | $32.7 萬 | 0.08% | +1,791 | 新進 |
| Boston Financial Mangement LLC | 1,855 | $32.8 萬 | 0.01% | −100−5.1% | 減碼 |
| Twinbeech Capital LP | 1,864 | $32.9 萬 | 0.01% | +1,864 | 新進 |
| Hobbs Group Advisors, LLC | 1,865 | $32.9 萬 | 0.12% | 00.0% | 不變 |
| HB Wealth Management, LLC | 1,881 | $33.2 萬 | 0.00% | +1,881 | 新進 |
| GAMMA Investing LLC | 1,900 | $33.6 萬 | 0.03% | +467+32.6% | 加碼 |
| Aureus Asset Management, LLC | 1,907 | $33.7 萬 | 0.02% | 00.0% | 不變 |
| Ritholtz Wealth Management | 1,908 | $33.7 萬 | 0.01% | +20+1.1% | 加碼 |
| Buckingham Strategic Partners | 1,929 | $34.1 萬 | 0.01% | +1,929 | 新進 |
| Ashton Thomas Private Wealth, LLC | 1,939 | $34.3 萬 | 0.01% | +1,939 | 新進 |
| GeoWealth Management, LLC | 1,947 | $34.4 萬 | 0.01% | −393−16.8% | 減碼 |
| 180 Wealth Advisors, LLC | 1,954 | $34.5 萬 | 0.05% | −40−2.0% | 減碼 |
| Pinnacle Associates Ltd | 1,962 | $34.7 萬 | 0.00% | +1,962 | 新進 |
| Stephens Inc | 2,010 | $35.5 萬 | 0.00% | −60−2.9% | 減碼 |
| Lido Advisors, LLC | 2,013 | $35.6 萬 | 0.00% | +412+25.7% | 加碼 |
| World Equity Group, Inc. | 2,072 | $36.6 萬 | 0.08% | +2,072 | 新進 |
| Revisor Wealth Management LLC | 2,062 | $37.0 萬 | 0.34% | −2,303−52.8% | 減碼 |
| Wulff, Hansen & Co. | 2,100 | $37.1 萬 | 0.35% | +605+40.5% | 加碼 |
| Flagship Harbor Advisors, LLC | 2,117 | $37.4 萬 | 0.02% | +170+8.7% | 加碼 |
| Park Avenue Securities LLC | 2,146 | $37.9 萬 | 0.00% | +676+46.0% | 加碼 |
| EntryPoint Capital, LLC | 2,172 | $38.4 萬 | 0.16% | −877−28.8% | 減碼 |
| Clearstead Advisors, LLC | 2,175 | $38.4 萬 | 0.01% | −17−0.8% | 減碼 |
| Park Capital Management, LLC | 2,177 | $38.5 萬 | 0.46% | +2,177 | 新進 |
| Colony Group, LLC | 2,181 | $38.5 萬 | 0.00% | +2,181 | 新進 |
| Concurrent Investment Advisors, LLC | 2,186 | $38.6 萬 | 0.01% | −146−6.3% | 減碼 |
| Lifestyle Asset Management, Inc. | 2,190 | $38.7 萬 | 0.21% | −321−12.8% | 減碼 |
| ArrowMark Colorado Holdings LLC | 2,200 | $38.9 萬 | 0.01% | 00.0% | 不變 |
| USA Financial Portformulas Corp | 2,201 | $38.9 萬 | 0.06% | +2,201 | 新進 |
| Putney Financial Group LLC | 2,207 | $39.0 萬 | 0.35% | +2,207 | 新進 |
| IFP Advisors, Inc | 2,206 | $39.0 萬 | 0.01% | −192−8.0% | 減碼 |
| Thrive Wealth Management, LLC | 2,223 | $39.3 萬 | 0.07% | −97−4.2% | 減碼 |
| Koshinski Asset Management, Inc. | 2,252 | $39.8 萬 | 0.03% | +81+3.7% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 2,360 | $41.7 萬 | 0.01% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 2,363 | $41.7 萬 | 0.04% | +241+11.4% | 加碼 |
| Los Angeles Capital Management LLC | 2,381 | $42.1 萬 | 0.00% | −660−21.7% | 減碼 |
| First Citizens Bank & Trust Co | 2,390 | $42.2 萬 | 0.01% | +383+19.1% | 加碼 |
| Joel Isaacson & Co., LLC | 2,401 | $42.4 萬 | 0.02% | +3+0.1% | 加碼 |
| KG&L Capital Management,LLC | 2,425 | $42.8 萬 | 0.14% | +60+2.5% | 加碼 |
| Aigen Investment Management, LP | 2,446 | $43.2 萬 | 0.08% | +2,446 | 新進 |
| Axxcess Wealth Management, LLC | 2,458 | $43.4 萬 | 0.01% | −47−1.9% | 減碼 |
| Hilltop Holdings Inc. | 2,496 | $44.1 萬 | 0.03% | +536+27.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 2,516 | $44.5 萬 | 0.02% | −1,801−41.7% | 減碼 |
| Leonteq Securities AG | 2,529 | $44.7 萬 | 0.04% | −162−6.0% | 減碼 |
| Crewe Advisors LLC | 2,548 | $45.0 萬 | 0.06% | 00.0% | 不變 |
| Ossiam | 2,629 | $46.4 萬 | 0.01% | +660+33.5% | 加碼 |
| Capstone Investment Advisors, LLC | 2,635 | $46.6 萬 | 0.00% | +2,635 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 2,657 | $46.9 萬 | 0.02% | −21−0.8% | 減碼 |
| Synergy Financial Group, LTD | 2,688 | $47.5 萬 | 0.40% | +10+0.4% | 加碼 |
| Financial Strategies Group, Inc. | 2,574 | $47.7 萬 | 0.11% | −256−9.0% | 減碼 |
| Profund Advisors LLC | 2,699 | $47.7 萬 | 0.02% | −283−9.5% | 減碼 |
| Spire Wealth Management | 2,735 | $48.3 萬 | 0.02% | +426+18.4% | 加碼 |
| CIBC World Markets Inc. | 2,743 | $48.5 萬 | 0.00% | +411+17.6% | 加碼 |
| Bryce Point Capital, LLC | 2,750 | $48.6 萬 | 0.14% | +2,750 | 新進 |
| Alps Advisors Inc | 2,768 | $48.9 萬 | 0.00% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 2,778 | $49.1 萬 | 0.04% | −153−5.2% | 減碼 |
| Quadrant Capital Group LLC | 2,839 | $50.2 萬 | 0.03% | +73+2.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 2,849 | $50.3 萬 | 0.00% | +1,128+65.5% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,854 | $50.4 萬 | 0.03% | −49−1.7% | 減碼 |
| Wealth Alliance | 2,860 | $50.5 萬 | 0.06% | −260−8.3% | 減碼 |
| Measured Wealth Private Client Group, LLC | 2,885 | $51.0 萬 | 0.16% | −442−13.3% | 減碼 |
| Fayez Sarofim & Co | 2,893 | $51.1 萬 | 0.00% | 00.0% | 不變 |
| Benjamin Edwards Inc | 2,892 | $51.2 萬 | 0.01% | −39−1.3% | 減碼 |
| Bayforest Capital Ltd | 2,902 | $51.3 萬 | 0.64% | +2,902 | 新進 |
| Keybank National Association | 2,931 | $51.8 萬 | 0.00% | +800+37.5% | 加碼 |
| GWM Advisors LLC | 2,967 | $52.4 萬 | 0.00% | +1,590+115.5% | 加碼 |
| CAPROCK Group, Inc. | 2,971 | $52.5 萬 | 0.02% | +957+47.5% | 加碼 |
| National Asset Management, Inc. | 2,989 | $52.8 萬 | 0.02% | −1,132−27.5% | 減碼 |
| PFG Investments, LLC | 3,012 | $53.2 萬 | 0.03% | −321−9.6% | 減碼 |
| Picton Mahoney Asset Management | 3,022 | $53.4 萬 | 0.02% | +3,022 | 新進 |
| Heritage Family Offices, LLP | 3,067 | $54.2 萬 | 0.27% | −347−10.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 3,072 | $54.3 萬 | 0.00% | −2,280−42.6% | 減碼 |
| Yorktown Management & Research Co Inc | 3,100 | $54.8 萬 | 0.53% | +3,100 | 新進 |
| Cross Staff Investments Inc | 3,150 | $55.7 萬 | 0.42% | +1,150+57.5% | 加碼 |
| Boyar Asset Management Inc. | 3,197 | $56.5 萬 | 0.37% | +21+0.7% | 加碼 |
| Maven Securities LTD | 3,200 | $56.5 萬 | 0.09% | +3,200 | 新進 |
| Straightline Group LLC | 3,217 | $56.8 萬 | 0.37% | +3,217 | 新進 |
| Studio Investment Management LLC | 3,223 | $56.9 萬 | 0.12% | −138−4.1% | 減碼 |