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 |
|---|---|---|---|---|---|
| Hyperion Capital Advisors LP | 3,313 | $58.5 萬 | 0.30% | −1,400−29.7% | 減碼 |
| New Wave Wealth Advisors LLC | 3,317 | $58.6 萬 | 0.24% | −70−2.1% | 減碼 |
| Fulton Bank, N.A. | 3,319 | $58.6 萬 | 0.02% | +190+6.1% | 加碼 |
| CIBC Asset Management Inc | 3,336 | $58.9 萬 | 0.00% | +175+5.5% | 加碼 |
| Versor Investments LP | 3,371 | $59.6 萬 | 0.10% | −33−1.0% | 減碼 |
| Global Endowment Management, LP | 3,392 | $59.9 萬 | 0.08% | −66,484−95.1% | 減碼 |
| Rafferty Asset Management, LLC | 3,434 | $60.7 萬 | 0.00% | +221+6.9% | 加碼 |
| Raiffeisen Bank International AG | 3,416 | $61.1 萬 | 0.01% | +3,416 | 新進 |
| Griffin Asset Management, Inc. | 3,480 | $61.5 萬 | 0.07% | −80−2.2% | 減碼 |
| Brown Advisory Inc | 3,556 | $62.8 萬 | 0.00% | −1,265−26.2% | 減碼 |
| Cottonwood Capital Advisors, LLC | 3,567 | $63.0 萬 | 0.45% | +1,732+94.4% | 加碼 |
| Severin Investments, LLC | 3,588 | $63.4 萬 | 0.63% | +3,588 | 新進 |
| Quantinno Capital Management LP | 3,591 | $63.4 萬 | 0.01% | +424+13.4% | 加碼 |
| Richard W. Paul & Associates, LLC | 3,594 | $63.5 萬 | 0.23% | −186−4.9% | 減碼 |
| Fifth Third Wealth Advisors LLC | 3,603 | $63.7 萬 | 0.03% | −9−0.2% | 減碼 |
| Impact Partnership Wealth, LLC | 3,659 | $64.6 萬 | 0.13% | −773−17.4% | 減碼 |
| Vident Advisory, LLC | 3,741 | $66.1 萬 | 0.01% | +1,948+108.6% | 加碼 |
| Integrated Advisors Network LLC | 3,770 | $66.6 萬 | 0.03% | +206+5.8% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 3,791 | $67.0 萬 | 0.00% | +3,791 | 新進 |
| Delta Investment Management, LLC | 3,824 | $67.6 萬 | 0.13% | +124+3.4% | 加碼 |
| Farringdon Capital, Ltd. | 3,856 | $68.1 萬 | 0.28% | +3,856 | 新進 |
| Hohimer Wealth Management, LLC | 4,025 | $71.1 萬 | 0.13% | +18+0.4% | 加碼 |
| Lecap Asset Management Ltd | 4,025 | $71.1 萬 | 0.19% | +4,025 | 新進 |
| Panagora Asset Management Inc | 4,100 | $72.4 萬 | 0.00% | −350−7.9% | 減碼 |
| Steel Peak Wealth Management LLC | 4,101 | $72.5 萬 | 0.03% | +418+11.3% | 加碼 |
| Navellier & Associates Inc | 4,179 | $73.8 萬 | 0.09% | +970+30.2% | 加碼 |
| Fox Run Management, L.L.C. | 4,200 | $74.2 萬 | 0.13% | −3,129−42.7% | 減碼 |
| Maridea Wealth Management LLC | 4,226 | $74.7 萬 | 0.24% | +4,226 | 新進 |
| Dynamic Technology Lab Private Ltd | 4,301 | $76.0 萬 | 0.12% | +93+2.2% | 加碼 |
| Shelton Capital Management | 4,308 | $76.1 萬 | 0.02% | −127−2.9% | 減碼 |
| Friedenthal Financial | 4,388 | $77.5 萬 | 0.45% | +4,388 | 新進 |
| Venturi Wealth Management, LLC | 4,497 | $79.4 萬 | 0.04% | +120+2.7% | 加碼 |
| HighPoint Advisor Group LLC | 3,588 | $79.5 萬 | 0.04% | +803+28.8% | 加碼 |
| Thompson Siegel & Walmsley LLC | 4,500 | $79.5 萬 | 0.01% | −24,900−84.7% | 減碼 |
| Raleigh Capital Management Inc. | 4,520 | $79.8 萬 | 0.31% | −365−7.5% | 減碼 |
| Virtu Financial LLC | 4,609 | $81.4 萬 | 0.04% | +4,609 | 新進 |
| Tudor Investment Corp Et Al | 4,672 | $82.5 萬 | 0.01% | +4,672 | 新進 |
| Advisors Asset Management, Inc. | 4,673 | $82.6 萬 | 0.02% | +929+24.8% | 加碼 |
| Formidable Asset Management, LLC | 4,769 | $84.3 萬 | 0.14% | −726−13.2% | 減碼 |
| Cresset Asset Management, LLC | 4,923 | $87.0 萬 | 0.00% | −2,103−29.9% | 減碼 |
| Mackenzie Financial Corp | 4,948 | $87.4 萬 | 0.00% | +4,948 | 新進 |
| Old National Bancorp | 4,975 | $87.9 萬 | 0.02% | +185+3.9% | 加碼 |
| Gamco Investors, Inc. Et Al | 5,050 | $89.2 萬 | 0.01% | −600−10.6% | 減碼 |
| Advisor OS, LLC | 5,054 | $89.3 萬 | 0.10% | −2,574−33.7% | 減碼 |
| SG Americas Securities, LLC | 5,060 | $89.4 萬 | 0.00% | −1,904−27.3% | 減碼 |
| Gsa Capital Partners LLP | 5,089 | $89.9 萬 | 0.07% | −5,471−51.8% | 減碼 |
| ProShare Advisors LLC | 5,094 | $90.0 萬 | 0.00% | +350+7.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 5,118 | $90.4 萬 | 0.06% | +5,118 | 新進 |
| Vontobel Holding Ltd. | 5,137 | $90.8 萬 | 0.00% | −5,461−51.5% | 減碼 |
| Vise Technologies, Inc. | 5,159 | $91.1 萬 | 0.08% | +5,159 | 新進 |
| Mercer Global Advisors Inc | 5,183 | $91.6 萬 | 0.00% | −1,791−25.7% | 減碼 |
| Pullen Investment Management, LLC | 5,197 | $91.8 萬 | 0.60% | −386−6.9% | 減碼 |
| TownSquare Capital, LLC | 5,218 | $92.2 萬 | 0.01% | −238−4.4% | 減碼 |
| Impact Capital Partners LLC | 5,290 | $93.5 萬 | 0.33% | +5,290 | 新進 |
| Everpar Advisors LLC | 5,295 | $93.5 萬 | 0.47% | +192+3.8% | 加碼 |
| Bridgefront Capital, LLC | 5,307 | $93.8 萬 | 0.32% | +5,307 | 新進 |
| Harvest Fund Management Co., Ltd | 5,368 | $94.2 萬 | 0.04% | +3,759+233.6% | 加碼 |
| Kestra Advisory Services, LLC | 5,394 | $95.3 萬 | 0.01% | +736+15.8% | 加碼 |
| Prudential PLC | 5,430 | $95.9 萬 | 0.00% | +3,330+158.6% | 加碼 |
| MBM Wealth Consultants, LLC | 5,261 | $96.0 萬 | 0.29% | +34+0.7% | 加碼 |
| Guggenheim Capital LLC | 5,499 | $97.2 萬 | 0.01% | +2,645+92.7% | 加碼 |
| Owls Nest Partners IA, LLC | 5,500 | $97.2 萬 | 0.22% | −5,500−50.0% | 減碼 |
| Dark Forest Capital Management LP | 5,505 | $97.3 萬 | 0.14% | +5,505 | 新進 |
| Avantax Advisory Services, Inc. | 5,581 | $98.6 萬 | 0.01% | −111−2.0% | 減碼 |
| Caxton Associates LP | 5,621 | $99.3 萬 | 0.03% | −2,489−30.7% | 減碼 |
| Maryland State Retirement & Pension System | 5,635 | $99.6 萬 | 0.02% | −293−4.9% | 減碼 |
| QRG Capital Management, Inc. | 5,649 | $99.8 萬 | 0.01% | +152+2.8% | 加碼 |
| Utah Retirement Systems | 5,700 | $100.7 萬 | 0.01% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 5,722 | $101.1 萬 | 0.05% | +484+9.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,820 | $102.8 萬 | 0.02% | +3,314+132.2% | 加碼 |
| Davenport & Co LLC | 5,856 | $103.5 萬 | 0.01% | +103+1.8% | 加碼 |
| Fig Financial Advisory Services Inc | 5,907 | $104.4 萬 | 0.71% | +5,907 | 新進 |
| DekaBank Deutsche Girozentrale | 6,043 | $105.4 萬 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 5,981 | $105.7 萬 | 0.03% | +737+14.1% | 加碼 |
| Quantessence Capital LLC | 6,108 | $107.9 萬 | 0.44% | +6,108 | 新進 |
| Eschler Asset Management LLP | 6,111 | $108.0 萬 | 2.54% | +311+5.4% | 加碼 |
| WealthTrust Asset Management, LLC | 6,118 | $108.1 萬 | 0.78% | −498−7.5% | 減碼 |
| Arkadios Wealth Advisors | 6,169 | $109.0 萬 | 0.06% | −114−1.8% | 減碼 |
| Private Advisory Group LLC | 6,172 | $109.0 萬 | 0.12% | +6,172 | 新進 |
| Strategic Investment Advisors | 6,183 | $109.2 萬 | 0.12% | −809−11.6% | 減碼 |
| Sterling Capital Management LLC | 6,256 | $110.5 萬 | 0.02% | +2,221+55.0% | 加碼 |
| Captrust Financial Advisors | 6,327 | $111.8 萬 | 0.00% | +186+3.0% | 加碼 |
| Main Management ETF Advisors, LLC | 6,408 | $113.2 萬 | 0.05% | −576−8.2% | 減碼 |
| Prime Capital Investment Advisors, LLC | 6,416 | $113.3 萬 | 0.02% | +3,670+133.6% | 加碼 |
| Mariner, LLC | 6,426 | $113.5 萬 | 0.00% | +418+7.0% | 加碼 |
| Evelyn Partners Investment Management LLP | 25,802 | $114.0 萬 | 0.04% | +25,802 | 新進 |
| Global Retirement Partners, LLC | 6,455 | $114.0 萬 | 0.03% | +5,741+804.1% | 加碼 |
| LVW Advisors, LLC | 6,632 | $117.2 萬 | 0.14% | −158−2.3% | 減碼 |
| Virtue Capital Management, LLC | 6,862 | $121.2 萬 | 0.24% | +412+6.4% | 加碼 |
| Caldwell Investment Management Ltd. | 6,800 | $121.5 萬 | 0.82% | +6,800 | 新進 |
| Massachusetts Financial Services Co | 6,901 | $121.9 萬 | 0.00% | +6,901 | 新進 |
| Baird Financial Group, Inc. | 7,012 | $123.9 萬 | 0.00% | −418−5.6% | 減碼 |
| Mystic Asset Management, Inc. | 7,050 | $124.6 萬 | 0.33% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 7,187 | $127.0 萬 | 0.23% | +78+1.1% | 加碼 |
| Illinois Municipal Retirement Fund | 7,278 | $128.6 萬 | 0.02% | 00.0% | 不變 |
| Hanseatic Management Services Inc | 7,313 | $129.2 萬 | 1.64% | +97+1.3% | 加碼 |
| AE Wealth Management LLC | 7,532 | $133.1 萬 | 0.01% | −505−6.3% | 減碼 |
| Virtus ETF Advisers LLC | 7,622 | $134.7 萬 | 0.55% | +169+2.3% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 7,696 | $136.0 萬 | 0.64% | +113+1.5% | 加碼 |
| FourThought Financial Partners, LLC | 7,706 | $136.2 萬 | 0.14% | −616−7.4% | 減碼 |