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 |
|---|---|---|---|---|---|
| Norden Group LLC | 1,540 | $25.5 萬 | 0.03% | −13−0.8% | 減碼 |
| Coldstream Capital Management Inc | 1,554 | $25.7 萬 | 0.01% | +119+8.3% | 加碼 |
| Sigma Planning Corp | 1,558 | $25.8 萬 | 0.01% | −197−11.2% | 減碼 |
| Aspen Grove Capital, LLC | 1,576 | $26.1 萬 | 0.05% | +1,576 | 新進 |
| Summit Financial, LLC | 1,585 | $26.2 萬 | 0.01% | +131+9.0% | 加碼 |
| Equitable Holdings, Inc. | 1,605 | $26.6 萬 | 0.00% | +1,605 | 新進 |
| Sagespring Wealth Partners, LLC | 1,609 | $26.6 萬 | 0.01% | +46+2.9% | 加碼 |
| IHT Wealth Management, LLC | 1,620 | $26.8 萬 | 0.01% | +178+12.3% | 加碼 |
| Evergreen Capital Management LLC | 1,642 | $27.2 萬 | 0.01% | −199−10.8% | 減碼 |
| Seeds Investor LLC | 1,645 | $27.2 萬 | 0.08% | −1−0.1% | 減碼 |
| Independent Advisor Alliance | 1,669 | $27.6 萬 | 0.01% | +192+13.0% | 加碼 |
| Allworth Financial LP | 1,646 | $27.8 萬 | 0.00% | +268+19.4% | 加碼 |
| Skba Capital Management LLC | 1,696 | $28.1 萬 | 0.04% | +461+37.3% | 加碼 |
| Meyer Handelman Co | 1,700 | $28.2 萬 | 0.01% | 00.0% | 不變 |
| Nemes Rush Group LLC | 1,739 | $28.8 萬 | 0.04% | +419+31.7% | 加碼 |
| IFP Advisors, Inc | 1,745 | $28.9 萬 | 0.01% | −461−20.9% | 減碼 |
| Hobbs Group Advisors, LLC | 1,750 | $29.0 萬 | 0.11% | −115−6.2% | 減碼 |
| Leuthold Group, LLC | 1,775 | $29.4 萬 | 0.04% | −60−3.3% | 減碼 |
| Hudson Value Partners, LLC | 1,779 | $29.5 萬 | 0.11% | +1,779 | 新進 |
| Brady Martz Wealth Solutions, LLC | 1,791 | $29.7 萬 | 0.07% | 00.0% | 不變 |
| Buckingham Strategic Partners | 1,794 | $29.7 萬 | 0.00% | −135−7.0% | 減碼 |
| Parallax Volatility Advisers, L.P. | 1,802 | $29.8 萬 | 0.01% | +1,802 | 新進 |
| CenterBook Partners LP | 1,804 | $29.9 萬 | 0.02% | +1,804 | 新進 |
| Motley Fool Asset Management LLC | 1,812 | $30.0 萬 | 0.02% | +209+13.0% | 加碼 |
| Keybank National Association | 1,815 | $30.1 萬 | 0.00% | −1,116−38.1% | 減碼 |
| Atria Wealth Solutions, Inc. | 1,834 | $30.4 萬 | 0.00% | +429+30.5% | 加碼 |
| Old National Bancorp | 1,848 | $30.6 萬 | 0.01% | −3,127−62.9% | 減碼 |
| Metis Global Partners, LLC | 1,929 | $31.9 萬 | 0.01% | +1,929 | 新進 |
| Stephens Inc | 1,937 | $32.1 萬 | 0.00% | −73−3.6% | 減碼 |
| Integrated Advisors Network LLC | 1,951 | $32.3 萬 | 0.02% | −1,819−48.2% | 減碼 |
| Lido Advisors, LLC | 1,965 | $32.5 萬 | 0.00% | −48−2.4% | 減碼 |
| Ritholtz Wealth Management | 1,987 | $32.9 萬 | 0.01% | +79+4.1% | 加碼 |
| 180 Wealth Advisors, LLC | 1,991 | $33.0 萬 | 0.05% | +37+1.9% | 加碼 |
| Inceptionr LLC | 1,991 | $33.0 萬 | 0.10% | +734+58.4% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 2,000 | $33.1 萬 | 0.00% | −360−15.3% | 減碼 |
| Investment House LLC | 2,000 | $33.1 萬 | 0.02% | +2,000 | 新進 |
| Matisse Capital | 2,000 | $33.1 萬 | 0.17% | +2,000 | 新進 |
| E Fund Management Co., Ltd. | 2,000 | $33.1 萬 | 0.02% | +2,000 | 新進 |
| Northwestern Mutual Wealth Management Co | 2,000 | $33.1 萬 | 0.00% | −849−29.8% | 減碼 |
| Alps Advisors Inc | 2,058 | $34.1 萬 | 0.00% | −710−25.7% | 減碼 |
| ABLE Financial Group, LLC | 2,072 | $34.3 萬 | 0.10% | +452+27.9% | 加碼 |
| Lifestyle Asset Management, Inc. | 2,073 | $34.3 萬 | 0.19% | −117−5.3% | 減碼 |
| Fisher Asset Management, LLC | 2,093 | $34.7 萬 | 0.00% | +685+48.7% | 加碼 |
| Hyperion Capital Advisors LP | 2,113 | $35.0 萬 | 0.19% | −1,200−36.2% | 減碼 |
| Hilltop Holdings Inc. | 2,116 | $35.0 萬 | 0.02% | −380−15.2% | 減碼 |
| Aptus Capital Advisors, LLC | 2,124 | $35.2 萬 | 0.00% | +2,124 | 新進 |
| Ashton Thomas Private Wealth, LLC | 2,148 | $35.6 萬 | 0.01% | +209+10.8% | 加碼 |
| KG&L Capital Management,LLC | 2,155 | $35.7 萬 | 0.12% | −270−11.1% | 減碼 |
| Clark Financial Services Group Inc | 2,170 | $35.9 萬 | 0.25% | +576+36.1% | 加碼 |
| Malaga Cove Capital, LLC | 2,197 | $36.4 萬 | 0.16% | +997+83.1% | 加碼 |
| Fiduciary Trust Co | 2,198 | $36.4 萬 | 0.00% | +633+40.4% | 加碼 |
| ArrowMark Colorado Holdings LLC | 2,200 | $36.4 萬 | 0.01% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 2,200 | $36.4 萬 | 0.00% | +2,200 | 新進 |
| Koshinski Asset Management, Inc. | 2,205 | $36.5 萬 | 0.03% | −47−2.1% | 減碼 |
| Abn Amro Investment Solutions | 2,206 | $36.5 萬 | 0.01% | +2,206 | 新進 |
| Putney Financial Group LLC | 2,207 | $36.5 萬 | 0.38% | 00.0% | 不變 |
| HB Wealth Management, LLC | 2,220 | $36.8 萬 | 0.00% | +339+18.0% | 加碼 |
| Park Capital Management, LLC | 2,223 | $36.8 萬 | 0.43% | +46+2.1% | 加碼 |
| Independent Financial Group, LLC | 2,273 | $37.6 萬 | 0.01% | +1,035+83.6% | 加碼 |
| Axxcess Wealth Management, LLC | 2,283 | $37.8 萬 | 0.01% | −175−7.1% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 2,382 | $39.4 萬 | 0.02% | −134−5.3% | 減碼 |
| Richard W. Paul & Associates, LLC | 2,402 | $39.8 萬 | 0.16% | −1,192−33.2% | 減碼 |
| Eqis Capital Management, Inc. | 2,423 | $40.1 萬 | 0.03% | −355−12.8% | 減碼 |
| Joel Isaacson & Co., LLC | 2,480 | $41.1 萬 | 0.02% | +79+3.3% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 2,487 | $41.2 萬 | 0.00% | +2,487 | 新進 |
| Synergy Financial Group, LTD | 2,510 | $41.6 萬 | 0.37% | −178−6.6% | 減碼 |
| Wealth Alliance | 2,525 | $41.8 萬 | 0.05% | −335−11.7% | 減碼 |
| Thrive Wealth Management, LLC | 2,528 | $41.9 萬 | 0.08% | +305+13.7% | 加碼 |
| Oak Thistle LLC | 2,537 | $42.0 萬 | 0.08% | +2,537 | 新進 |
| First Citizens Bank & Trust Co | 2,544 | $42.1 萬 | 0.01% | +154+6.4% | 加碼 |
| Crewe Advisors LLC | 2,548 | $42.2 萬 | 0.06% | 00.0% | 不變 |
| Private Advisory Group LLC | 2,557 | $42.3 萬 | 0.05% | −3,615−58.6% | 減碼 |
| GAMMA Investing LLC | 2,560 | $42.4 萬 | 0.03% | +660+34.7% | 加碼 |
| Flagship Harbor Advisors, LLC | 2,567 | $42.5 萬 | 0.02% | +450+21.3% | 加碼 |
| Fayez Sarofim & Co | 2,568 | $42.5 萬 | 0.00% | −325−11.2% | 減碼 |
| Rafferty Asset Management, LLC | 2,579 | $42.7 萬 | 0.00% | −855−24.9% | 減碼 |
| Profund Advisors LLC | 2,661 | $44.1 萬 | 0.02% | −38−1.4% | 減碼 |
| Fulton Bank, N.A. | 2,675 | $44.3 萬 | 0.02% | −644−19.4% | 減碼 |
| Florida Financial Advisors, LLC | 2,679 | $44.4 萬 | 0.18% | +2,679 | 新進 |
| Shell Asset Management Co | 2,718 | $45.0 萬 | 0.02% | +2,718 | 新進 |
| Revisor Wealth Management LLC | 2,748 | $45.5 萬 | 0.20% | +686+33.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,888 | $47.8 萬 | 0.03% | +34+1.2% | 加碼 |
| Benjamin Edwards Inc | 2,902 | $48.1 萬 | 0.01% | +10+0.3% | 加碼 |
| Studio Investment Management LLC | 2,908 | $48.2 萬 | 0.10% | −315−9.8% | 減碼 |
| CAPROCK Group, Inc. | 2,973 | $49.2 萬 | 0.02% | +2+0.1% | 加碼 |
| Rakuten Investment Management, Inc. | 3,004 | $49.5 萬 | 0.00% | +3,004 | 新進 |
| Measured Wealth Private Client Group, LLC | 3,012 | $49.9 萬 | 0.16% | +127+4.4% | 加碼 |
| Raleigh Capital Management Inc. | 3,048 | $50.5 萬 | 0.23% | −1,472−32.6% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 3,069 | $50.8 萬 | 0.04% | +3,069 | 新進 |
| Jones Financial Companies LLLP | 3,109 | $51.2 萬 | 0.00% | +1,421+84.2% | 加碼 |
| Yorktown Management & Research Co Inc | 3,100 | $51.3 萬 | 0.56% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 3,134 | $51.9 萬 | 0.00% | +62+2.0% | 加碼 |
| Point72 Hong Kong Ltd | 3,149 | $52.1 萬 | 0.04% | +3,149 | 新進 |
| Cross Staff Investments Inc | 3,150 | $52.2 萬 | 0.39% | 00.0% | 不變 |
| New England Research & Management, Inc. | 3,250 | $53.8 萬 | 0.27% | +3,250 | 新進 |
| Pinnacle Wealth Management, LLC | 3,287 | $54.4 萬 | 0.61% | +3,287 | 新進 |
| PFG Investments, LLC | 3,312 | $54.8 萬 | 0.04% | +300+10.0% | 加碼 |
| Financial Strategies Group, Inc. | 3,173 | $55.0 萬 | 0.13% | +599+23.3% | 加碼 |
| NBC Securities, Inc. | 3,368 | $55.7 萬 | 0.05% | +3,364+84,100.0% | 加碼 |
| Navellier & Associates Inc | 3,129 | $56.2 萬 | 0.08% | −1,050−25.1% | 減碼 |