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 |
|---|---|---|---|---|---|
| Griffin Asset Management, Inc. | 3,400 | $56.3 萬 | 0.07% | −80−2.3% | 減碼 |
| CIBC Asset Management Inc | 3,425 | $56.7 萬 | 0.00% | +89+2.7% | 加碼 |
| Northwest & Ethical Investments L.P. | 3,437 | $56.8 萬 | 0.02% | +3,437 | 新進 |
| Severin Investments, LLC | 3,433 | $56.9 萬 | 0.57% | −155−4.3% | 減碼 |
| 111 Capital | 3,461 | $57.3 萬 | 0.11% | +2,210+176.7% | 加碼 |
| Maven Securities LTD | 3,500 | $58.0 萬 | 0.13% | +300+9.4% | 加碼 |
| Caitong International Asset Management Co., Ltd | 3,522 | $58.3 萬 | 0.43% | +3,321+1,652.2% | 加碼 |
| Cottonwood Capital Advisors, LLC | 3,538 | $58.6 萬 | 0.43% | −29−0.8% | 減碼 |
| Brown Advisory Inc | 3,554 | $58.8 萬 | 0.00% | −2−0.1% | 減碼 |
| HighPoint Advisor Group LLC | 3,485 | $59.9 萬 | 0.03% | −103−2.9% | 減碼 |
| Fifth Third Wealth Advisors LLC | 3,644 | $60.3 萬 | 0.03% | +41+1.1% | 加碼 |
| Harfst & Associates, Inc. | 3,667 | $60.7 萬 | 0.14% | +3,667 | 新進 |
| Richard P Slaughter Associates Inc | 3,774 | $62.5 萬 | 0.15% | −4,800−56.0% | 減碼 |
| Strategic Investment Advisors | 3,785 | $62.7 萬 | 0.07% | −2,398−38.8% | 減碼 |
| Bayforest Capital Ltd | 3,873 | $64.1 萬 | 0.28% | +971+33.5% | 加碼 |
| Leonteq Securities AG | 3,904 | $64.7 萬 | 0.05% | +1,375+54.4% | 加碼 |
| Heritage Family Offices, LLP | 3,948 | $65.4 萬 | 0.33% | +881+28.7% | 加碼 |
| Venturi Wealth Management, LLC | 4,079 | $67.5 萬 | 0.04% | −418−9.3% | 減碼 |
| Delta Investment Management, LLC | 4,085 | $67.6 萬 | 0.14% | +261+6.8% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 4,103 | $67.9 萬 | 0.03% | +1,446+54.4% | 加碼 |
| Shelton Capital Management | 4,111 | $68.1 萬 | 0.02% | −197−4.6% | 減碼 |
| National Asset Management, Inc. | 4,139 | $68.5 萬 | 0.02% | +1,150+38.5% | 加碼 |
| Mainstream Capital Management LLC | 4,301 | $71.2 萬 | 0.56% | +4,301 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,516 | $74.7 萬 | 0.00% | +4,516 | 新進 |
| Advisor OS, LLC | 4,539 | $75.2 萬 | 0.09% | −515−10.2% | 減碼 |
| Lebenthal Global Advisors, LLC | 4,604 | $76.2 萬 | 0.14% | −2,583−35.9% | 減碼 |
| Mackenzie Financial Corp | 4,605 | $76.3 萬 | 0.00% | −343−6.9% | 減碼 |
| Panagora Asset Management Inc | 4,615 | $76.4 萬 | 0.00% | +515+12.6% | 加碼 |
| ProShare Advisors LLC | 4,639 | $76.8 萬 | 0.00% | −455−8.9% | 減碼 |
| Everpar Advisors LLC | 4,697 | $77.8 萬 | 0.41% | −598−11.3% | 減碼 |
| Spire Wealth Management | 4,761 | $78.8 萬 | 0.03% | +2,026+74.1% | 加碼 |
| Private Advisor Group, LLC | 4,762 | $78.9 萬 | 0.00% | +3,038+176.2% | 加碼 |
| Gulf International Bank (UK) Ltd | 4,843 | $80.1 萬 | 0.03% | +4,843 | 新進 |
| Pullen Investment Management, LLC | 4,898 | $81.1 萬 | 0.51% | −299−5.8% | 減碼 |
| Maryland State Retirement & Pension System | 4,933 | $81.7 萬 | 0.02% | −702−12.5% | 減碼 |
| CIBC World Markets Corp | 4,954 | $82.0 萬 | 0.01% | +4,954 | 新進 |
| Williamson Legacy Group, LLC | 4,962 | $82.2 萬 | 0.78% | +3,193+180.5% | 加碼 |
| Altshuler Shaham Ltd | 5,000 | $82.8 萬 | 0.02% | +5,000 | 新進 |
| Gamco Investors, Inc. Et Al | 5,030 | $83.3 萬 | 0.01% | −20−0.4% | 減碼 |
| Raiffeisen Bank International AG | 5,116 | $84.3 萬 | 0.01% | +1,700+49.8% | 加碼 |
| Entropy Technologies, LP | 5,091 | $84.3 萬 | 0.08% | −3,997−44.0% | 減碼 |
| Baird Financial Group, Inc. | 5,100 | $84.5 萬 | 0.00% | −1,912−27.3% | 減碼 |
| Bridgefront Capital, LLC | 5,101 | $84.5 萬 | 0.24% | −206−3.9% | 減碼 |
| Formidable Asset Management, LLC | 5,148 | $85.2 萬 | 0.14% | +379+7.9% | 加碼 |
| MBM Wealth Consultants, LLC | 5,217 | $86.4 萬 | 0.26% | −44−0.8% | 減碼 |
| Impact Capital Partners LLC | 5,260 | $87.1 萬 | 0.32% | −30−0.6% | 減碼 |
| Royal London Asset Management Ltd | 5,275 | $87.3 萬 | 0.00% | +5,275 | 新進 |
| Advisors Asset Management, Inc. | 5,281 | $87.4 萬 | 0.02% | +608+13.0% | 加碼 |
| Oppenheimer & Co Inc | 5,405 | $89.5 萬 | 0.01% | +3,895+257.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,429 | $89.9 萬 | 0.03% | −391−6.7% | 減碼 |
| Owls Nest Partners IA, LLC | 5,500 | $91.1 萬 | 0.22% | 00.0% | 不變 |
| Simplex Trading, LLC | 5,566 | $92.1 萬 | 0.03% | +5,566 | 新進 |
| Brinker Capital Investments, LLC | 5,582 | $92.4 萬 | 0.01% | +4,214+308.0% | 加碼 |
| Orion Portfolio Solutions, LLC | 5,582 | $92.4 萬 | 0.01% | +4,214+308.0% | 加碼 |
| Cresset Asset Management, LLC | 5,590 | $92.6 萬 | 0.00% | +667+13.5% | 加碼 |
| AXA S.A. | 5,619 | $93.0 萬 | 0.00% | +5,619 | 新進 |
| Guggenheim Capital LLC | 5,646 | $93.5 萬 | 0.01% | +147+2.7% | 加碼 |
| Allstate Corp | 5,676 | $94.0 萬 | 0.03% | +5,676 | 新進 |
| Atomi Financial Group, Inc. | 5,784 | $95.8 萬 | 0.04% | +62+1.1% | 加碼 |
| QRG Capital Management, Inc. | 5,857 | $97.0 萬 | 0.01% | +208+3.7% | 加碼 |
| Sterling Capital Management LLC | 5,868 | $97.2 萬 | 0.02% | −388−6.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 6,043 | $97.5 萬 | 0.00% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 5,914 | $97.9 萬 | 0.09% | +825+16.2% | 加碼 |
| Western Financial Corp | 6,002 | $99.4 萬 | 0.58% | +6,002 | 新進 |
| Aigen Investment Management, LP | 6,076 | $100.6 萬 | 0.16% | +3,630+148.4% | 加碼 |
| Quantitative Investment Management, LLC | 6,112 | $101.2 萬 | 0.09% | +6,112 | 新進 |
| Arkadios Wealth Advisors | 6,131 | $101.5 萬 | 0.04% | −38−0.6% | 減碼 |
| Avantax Advisory Services, Inc. | 6,165 | $102.1 萬 | 0.01% | +584+10.5% | 加碼 |
| Concurrent Investment Advisors, LLC | 6,236 | $103.3 萬 | 0.03% | +4,050+185.3% | 加碼 |
| LVW Advisors, LLC | 6,255 | $103.6 萬 | 0.12% | −377−5.7% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 6,288 | $104.1 萬 | 0.02% | +6,288 | 新進 |
| AG2R la Mondiale Gestion D'Actifs | 5,023 | $105.3 萬 | 0.06% | +5,023 | 新進 |
| Everence Capital Management Inc | 6,380 | $105.6 萬 | 0.07% | +6,380 | 新進 |
| Eagle Strategies LLC | 6,434 | $106.5 萬 | 0.19% | +6,434 | 新進 |
| Swiss Life Asset Management Ltd | 6,450 | $106.8 萬 | 0.01% | +4,869+308.0% | 加碼 |
| Winton Group Ltd | 6,468 | $107.1 萬 | 0.07% | +6,468 | 新進 |
| Caas Capital Management LP | 6,471 | $107.2 萬 | 0.51% | +6,471 | 新進 |
| Aviso Financial Inc. | 6,473 | $107.2 萬 | 0.05% | −1,840−22.1% | 減碼 |
| Heartland Advisors Inc | 6,488 | $107.4 萬 | 0.06% | −4,623−41.6% | 減碼 |
| Main Management ETF Advisors, LLC | 6,489 | $107.5 萬 | 0.07% | +81+1.3% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 6,512 | $107.8 萬 | 0.07% | +1,394+27.2% | 加碼 |
| Caldwell Investment Management Ltd. | 6,800 | $111.3 萬 | 0.83% | 00.0% | 不變 |
| Bokf, NA | 6,792 | $112.5 萬 | 0.02% | +6,792 | 新進 |
| Central Trust Co | 6,822 | $113.0 萬 | 0.03% | +841+14.1% | 加碼 |
| Quantinno Capital Management LP | 6,835 | $113.2 萬 | 0.01% | +3,244+90.3% | 加碼 |
| Virtus Investment Advisers, Inc. | 6,836 | $113.2 萬 | 0.31% | +6,836 | 新進 |
| TownSquare Capital, LLC | 6,843 | $113.3 萬 | 0.01% | +1,625+31.1% | 加碼 |
| Fragasso Group Inc. | 6,858 | $113.6 萬 | 0.08% | +6,858 | 新進 |
| Thompson Siegel & Walmsley LLC | 6,900 | $114.3 萬 | 0.02% | +2,400+53.3% | 加碼 |
| Quadrant Capital Group LLC | 6,917 | $114.5 萬 | 0.04% | +4,078+143.6% | 加碼 |
| Campbell & CO Investment Adviser LLC | 6,924 | $114.7 萬 | 0.09% | −9,576−58.0% | 減碼 |
| United Services Automobile Association | 7,084 | $116.7 萬 | 0.04% | +7,084 | 新進 |
| Mystic Asset Management, Inc. | 7,050 | $116.7 萬 | 0.31% | 00.0% | 不變 |
| Bridgeway Capital Management, LLC | 7,050 | $116.7 萬 | 0.03% | +7,050 | 新進 |
| Kestra Advisory Services, LLC | 7,064 | $117.0 萬 | 0.01% | +1,670+31.0% | 加碼 |
| Mercer Global Advisors Inc | 7,097 | $117.5 萬 | 0.00% | +1,914+36.9% | 加碼 |
| Prelude Capital Management, LLC | 7,107 | $117.7 萬 | 0.12% | +7,107 | 新進 |
| Independent Solutions Wealth Management, LLC | 7,188 | $119.0 萬 | 0.27% | −6,219−46.4% | 減碼 |
| Kentucky Retirement Systems | 7,205 | $119.3 萬 | 0.04% | +7,205 | 新進 |
| AE Wealth Management LLC | 7,314 | $121.1 萬 | 0.01% | −218−2.9% | 減碼 |