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。
2025 年第 1 季 13F 持有人
Interactive Brokers Group, Inc. 在 2025/3/31 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
- 746
- 較 2024 年第 4 季 +47 家
- 持有股數
- 9,502 萬
- 較 2024 年第 4 季 +170.4 萬 (+1.8%)
- 總市值
- $157.5 億
- 較 2024 年第 4 季 −$7.59 億 (−4.6%)
- 新進機構
- 136
- 另有 270 家加碼
- 清倉機構
- 89
- 另有 259 家減碼
另有 11 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 212 | $3.51 萬 | 0.01% | −76−26.4% | 減碼 |
| Rise Advisors, LLC | 215 | $3.56 萬 | 0.02% | −51−19.2% | 減碼 |
| Creative Financial Designs Inc | 236 | $3.91 萬 | 0.00% | +1+0.4% | 加碼 |
| Parkside Financial Bank & Trust | 246 | $4.07 萬 | 0.01% | +1+0.4% | 加碼 |
| Adirondack Trust Co | 250 | $4.14 萬 | 0.02% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 260 | $4.31 萬 | 0.00% | +260 | 新進 |
| Hazlett, Burt & Watson, Inc. | 275 | $4.50 萬 | 0.02% | +275 | 新進 |
| Optiver Holding B.V. | 282 | $4.67 萬 | 0.00% | +282 | 新進 |
| SBI Securities Co., Ltd. | 284 | $4.70 萬 | 0.00% | −44−13.4% | 減碼 |
| North Capital, Inc. | 295 | $4.89 萬 | 0.05% | +295 | 新進 |
| Quarry LP | 299 | $4.95 萬 | 0.01% | +248+486.3% | 加碼 |
| Rosenberg Matthew Hamilton | 306 | $5.07 萬 | 0.01% | +26+9.3% | 加碼 |
| Whittier Trust Co | 316 | $5.23 萬 | 0.00% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 316 | $5.23 萬 | 0.00% | −21−6.2% | 減碼 |
| Quest 10 Wealth Builders, Inc. | 339 | $5.61 萬 | 0.06% | −28−7.6% | 減碼 |
| Hexagon Capital Partners LLC | 339 | $5.61 萬 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | 340 | $5.63 萬 | 0.00% | +1+0.3% | 加碼 |
| Smithfield Trust Co | 341 | $5.70 萬 | 0.00% | +150+78.5% | 加碼 |
| Parallel Advisors, LLC | 346 | $5.73 萬 | 0.00% | −17−4.7% | 減碼 |
| Atala Financial Inc | 350 | $5.80 萬 | 0.04% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 364 | $6.03 萬 | 0.00% | +20+5.8% | 加碼 |
| HM Payson & Co | 371 | $6.14 萬 | 0.00% | +321+642.0% | 加碼 |
| Darwin Advisors, LLC | 350 | $6.19 萬 | 0.02% | 00.0% | 不變 |
| Covestor Ltd | 373 | $6.20 萬 | 0.04% | −1−0.3% | 減碼 |
| Westpac Banking Corp | 380 | $6.29 萬 | 0.00% | 00.0% | 不變 |
| DT Investment Partners, LLC | 389 | $6.44 萬 | 0.01% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 391 | $6.47 萬 | 0.00% | +276+240.0% | 加碼 |
| Activest Wealth Management | 394 | $6.52 萬 | 0.02% | +1+0.3% | 加碼 |
| Pinnacle Financial Partners Inc | 370 | $6.54 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 402 | $6.66 萬 | 0.00% | −28−6.5% | 減碼 |
| Smartleaf Asset Management LLC | 428 | $7.05 萬 | 0.01% | −52−10.8% | 減碼 |
| Versant Capital Management, Inc | 444 | $7.35 萬 | 0.01% | +266+149.4% | 加碼 |
| Ci Investments Inc. | 453 | $7.50 萬 | 0.00% | −58−11.4% | 減碼 |
| Kessler Investment Group, LLC | 463 | $7.67 萬 | 0.04% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 476 | $7.84 萬 | 0.00% | +476 | 新進 |
| Accent Capital Management, LLC | 480 | $7.95 萬 | 0.05% | 00.0% | 不變 |
| Penserra Capital Management LLC | 495 | $8.10 萬 | 0.00% | −9,110−94.8% | 減碼 |
| Gen-Wealth Partners Inc | 590 | $9.77 萬 | 0.04% | 00.0% | 不變 |
| Bay Harbor Wealth Management, LLC | 592 | $9.80 萬 | 0.03% | −294−33.2% | 減碼 |
| Whittier Trust Co of Nevada Inc | 611 | $10.1 萬 | 0.00% | −78−11.3% | 減碼 |
| Lindbrook Capital, LLC | 622 | $10.3 萬 | 0.01% | −7−1.1% | 減碼 |
| Ostrum Asset Management | 624 | $10.3 萬 | 0.01% | +624 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 632 | $10.5 萬 | 0.00% | +632 | 新進 |
| Brown Brothers Harriman & Co | 636 | $10.5 萬 | 0.00% | −7,171−91.9% | 減碼 |
| Anchor Investment Management, LLC | 638 | $10.6 萬 | 0.01% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 618 | $10.7 萬 | 0.00% | −416−40.2% | 減碼 |
| Quent Capital, LLC | 722 | $12.0 萬 | 0.01% | +1+0.1% | 加碼 |
| GHP Investment Advisors, Inc. | 739 | $12.2 萬 | 0.01% | −46−5.9% | 減碼 |
| Principal Securities, Inc. | 708 | $12.5 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 758 | $12.6 萬 | 0.00% | −44−5.5% | 減碼 |
| Ameliora Wealth Management Ltd. | 764 | $12.7 萬 | 0.05% | +764 | 新進 |
| Natixis | 778 | $12.8 萬 | 0.00% | +778 | 新進 |
| Harvest Fund Management Co., Ltd | 790 | $13.1 萬 | 0.01% | −4,578−85.3% | 減碼 |
| Western Pacific Wealth Management, LP | 800 | $13.2 萬 | 0.12% | −300−27.3% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 800 | $13.2 萬 | 0.01% | +800 | 新進 |
| Park Square Financial Group, LLC | 830 | $13.7 萬 | 0.11% | −301−26.6% | 減碼 |
| Archer Investment Corp | 850 | $14.1 萬 | 0.04% | +850 | 新進 |
| Signaturefd, LLC | 854 | $14.1 萬 | 0.00% | −124−12.7% | 減碼 |
| CIBC Private Wealth Group, LLC | 971 | $14.3 萬 | 0.00% | −115−10.6% | 減碼 |
| LRI Investments, LLC | 874 | $14.5 萬 | 0.01% | −772−46.9% | 減碼 |
| CVA Family Office, LLC | 909 | $15.1 萬 | 0.02% | −3−0.3% | 減碼 |
| Acadian Asset Management LLC | 920 | $15.1 萬 | 0.00% | −12,852−93.3% | 減碼 |
| Point72 (DIFC) Ltd | 945 | $15.6 萬 | 0.02% | +945 | 新進 |
| Ossiam | 982 | $16.3 萬 | 0.00% | −1,647−62.6% | 減碼 |
| CWM, LLC | 1,062 | $17.6 萬 | 0.00% | +66+6.6% | 加碼 |
| Clearstead Advisors, LLC | 1,064 | $17.6 萬 | 0.00% | −1,111−51.1% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,085 | $17.9 萬 | 0.00% | +39+3.7% | 加碼 |
| Umb Bank N A | 1,153 | $19.1 萬 | 0.00% | +665+136.3% | 加碼 |
| Algert Global LLC | 1,222 | $20.2 萬 | 0.01% | −18,170−93.7% | 減碼 |
| Fidelis Capital Partners, LLC | 1,200 | $20.3 萬 | 0.02% | −15−1.2% | 減碼 |
| PUREfi Wealth, LLC | 1,246 | $20.6 萬 | 0.21% | +50+4.2% | 加碼 |
| Edmond de Rothschild Holding S.A. | 1,252 | $20.7 萬 | 0.00% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 1,257 | $20.8 萬 | 0.01% | +1,257 | 新進 |
| United Capital Financial Advisers, LLC | 1,261 | $20.9 萬 | 0.00% | −15−1.2% | 減碼 |
| Hamilton Wealth, LLC | 1,268 | $21.0 萬 | 0.05% | −458−26.5% | 減碼 |
| Cooper Financial Group | 1,269 | $21.0 萬 | 0.03% | −539−29.8% | 減碼 |
| GeoWealth Management, LLC | 1,272 | $21.1 萬 | 0.01% | −675−34.7% | 減碼 |
| R Squared Ltd | 1,280 | $21.2 萬 | 0.23% | +370+40.7% | 加碼 |
| Petra Financial Advisors Inc | 1,306 | $21.6 萬 | 0.18% | +1,306 | 新進 |
| Fundamentun, LLC | 1,310 | $21.7 萬 | 0.01% | +35+2.7% | 加碼 |
| Verus Capital Partners, LLC | 1,330 | $22.0 萬 | 0.02% | 00.0% | 不變 |
| Premier Path Wealth Partners, LLC | 1,335 | $22.1 萬 | 0.03% | 00.0% | 不變 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,339 | $22.2 萬 | 0.10% | −20,703−93.9% | 減碼 |
| Wedmont Private Capital | 1,297 | $22.2 萬 | 0.01% | +16+1.2% | 加碼 |
| Midwest Professional Planners, LTD. | 1,352 | $22.4 萬 | 0.07% | +87+6.9% | 加碼 |
| Integrated Wealth Concepts LLC | 1,364 | $22.6 萬 | 0.00% | −43−3.1% | 減碼 |
| Leeward Financial Partners, LLC | 1,371 | $22.7 萬 | 0.08% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 1,374 | $22.8 萬 | 0.10% | −798−36.7% | 減碼 |
| Harvest Investment Services, LLC | 1,374 | $22.8 萬 | 0.06% | +1,374 | 新進 |
| Nisa Investment Advisors, LLC | 1,377 | $22.8 萬 | 0.00% | −100−6.8% | 減碼 |
| GWM Advisors LLC | 1,388 | $23.0 萬 | 0.00% | −1,579−53.2% | 減碼 |
| Private Trust Co NA | 1,444 | $23.9 萬 | 0.02% | +917+174.0% | 加碼 |
| Colony Group, LLC | 1,460 | $24.2 萬 | 0.00% | −721−33.1% | 減碼 |
| Kestra Investment Management, LLC | 1,465 | $24.3 萬 | 0.01% | +1,456+16,177.8% | 加碼 |
| Advisory Services Network, LLC | 1,507 | $25.0 萬 | 0.00% | +1,507 | 新進 |
| Forefront Wealth Partners, LLC | 1,508 | $25.0 萬 | 0.17% | +1,508 | 新進 |
| Baader Bank INC | 1,512 | $25.0 萬 | 0.03% | +12+0.8% | 加碼 |
| Freestone Capital Holdings, LLC | 1,512 | $25.0 萬 | 0.01% | +36+2.4% | 加碼 |
| Aureus Asset Management, LLC | 1,529 | $25.3 萬 | 0.02% | −378−19.8% | 減碼 |
| Global Endowment Management, LP | 1,537 | $25.5 萬 | 0.03% | −1,855−54.7% | 減碼 |