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 |
|---|---|---|---|---|---|
| Mitchell & Pahl Private Wealth, LLC | 7,478 | $123.8 萬 | 0.58% | −218−2.8% | 減碼 |
| M&T Bank Corp | 7,510 | $124.4 萬 | 0.00% | −4,880−39.4% | 減碼 |
| Davenport & Co LLC | 7,537 | $124.8 萬 | 0.01% | +1,681+28.7% | 加碼 |
| Evelyn Partners Investment Management LLP | 30,624 | $126.8 萬 | 0.04% | +4,822+18.7% | 加碼 |
| Inspire Advisors, LLC | 7,741 | $128.2 萬 | 0.15% | −2,401−23.7% | 減碼 |
| Sig Brokerage, LP | 7,876 | $130.4 萬 | 0.38% | +7,876 | 新進 |
| Candriam Luxembourg S.C.A. | 7,884 | $130.6 萬 | 0.01% | +7,884 | 新進 |
| Bessemer Group Inc | 7,980 | $132.1 萬 | 0.00% | −16,858−67.9% | 減碼 |
| Prudential PLC | 8,013 | $132.7 萬 | 0.01% | +2,583+47.6% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 8,027 | $132.9 萬 | 0.37% | −1,471−15.5% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 8,075 | $133.7 萬 | 0.02% | −128,637−94.1% | 減碼 |
| Jefferies Financial Group Inc. | 8,076 | $133.7 萬 | 0.02% | −5,781−41.7% | 減碼 |
| Captrust Financial Advisors | 8,163 | $135.2 萬 | 0.00% | +1,836+29.0% | 加碼 |
| Virtue Capital Management, LLC | 8,193 | $135.3 萬 | 0.16% | +1,331+19.4% | 加碼 |
| Investment Management Corp of Ontario | 8,185 | $135.5 萬 | 0.03% | +8,185 | 新進 |
| Securian Asset Management, Inc | 8,331 | $138.0 萬 | 0.04% | +100+1.2% | 加碼 |
| Caxton Associates LLP | 8,358 | $138.4 萬 | 0.05% | +8,358 | 新進 |
| Dark Forest Capital Management LP | 8,462 | $140.1 萬 | 0.06% | +2,957+53.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 8,512 | $141.0 萬 | 0.02% | +70+0.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 8,597 | $142.4 萬 | 0.00% | −920−9.7% | 減碼 |
| National Bank of Canada | 8,631 | $142.9 萬 | 0.00% | −52,061−85.8% | 減碼 |
| Cim, LLC | 8,634 | $143.0 萬 | 0.21% | +28+0.3% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 8,698 | $144.0 萬 | 0.01% | −2,975−25.5% | 減碼 |
| CBOE Vest Financial, LLC | 8,809 | $145.9 萬 | 0.02% | +8,809 | 新進 |
| Gardner Lewis Asset Management L P | 8,970 | $148.5 萬 | 0.36% | +8,970 | 新進 |
| Silver Oak Securities, Inc | 9,036 | $148.8 萬 | 0.14% | +129+1.4% | 加碼 |
| Mariner, LLC | 9,006 | $149.1 萬 | 0.00% | +2,580+40.1% | 加碼 |
| STRS Ohio | 9,016 | $149.3 萬 | 0.01% | +9,016 | 新進 |
| Daiwa Securities Group Inc. | 9,100 | $150.7 萬 | 0.01% | +9,100 | 新進 |
| Connective Capital Management, LLC | 9,129 | $151.2 萬 | 1.39% | −281−3.0% | 減碼 |
| Illinois Municipal Retirement Fund | 9,172 | $151.9 萬 | 0.02% | +1,894+26.0% | 加碼 |
| Mission Wealth Management, LP | 9,224 | $152.7 萬 | 0.04% | −2,068−18.3% | 減碼 |
| Steel Peak Wealth Management LLC | 9,297 | $154.0 萬 | 0.07% | +5,196+126.7% | 加碼 |
| Headlands Technologies LLC | 9,363 | $155.0 萬 | 0.18% | +9,363 | 新進 |
| Vestcor Inc | 9,570 | $158.5 萬 | 0.05% | −3,015−24.0% | 減碼 |
| Prime Capital Investment Advisors, LLC | 9,670 | $160.1 萬 | 0.02% | +3,254+50.7% | 加碼 |
| Vident Advisory, LLC | 9,728 | $161.1 萬 | 0.02% | +5,987+160.0% | 加碼 |
| Quadrature Capital Ltd | 9,884 | $163.7 萬 | 0.04% | −10,446−51.4% | 減碼 |
| Vontobel Holding Ltd. | 9,990 | $165.4 萬 | 0.01% | +4,853+94.5% | 加碼 |
| Janus Henderson Group PLC | 10,099 | $166.3 萬 | 0.00% | −44,716−81.6% | 減碼 |
| Pacer Advisors, Inc. | 10,097 | $167.2 萬 | 0.00% | −18,898−65.2% | 減碼 |
| Creative Planning | 10,108 | $167.4 萬 | 0.00% | +161+1.6% | 加碼 |
| Ethic Inc. | 9,682 | $167.6 萬 | 0.03% | +1,006+11.6% | 加碼 |
| Itau Unibanco Holding S.A. | 10,123 | $167.6 萬 | 0.06% | +1,660+19.6% | 加碼 |
| Gator Capital Management, LLC | 10,200 | $168.9 萬 | 0.65% | 00.0% | 不變 |
| MML Investors Services, LLC | 10,215 | $169.2 萬 | 0.01% | +868+9.3% | 加碼 |
| Aspire Private Capital, LLC | 10,305 | $170.6 萬 | 0.42% | −3,263−24.0% | 減碼 |
| Sowell Financial Services LLC | 10,310 | $170.7 萬 | 0.08% | −2,233−17.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 10,765 | $178.3 萬 | 0.01% | 00.0% | 不變 |
| OP Asset Management Ltd | 10,795 | $178.8 萬 | 0.03% | +10,795 | 新進 |
| Cubist Systematic Strategies, LLC | 10,882 | $180.2 萬 | 0.02% | +10,882 | 新進 |
| LRT Capital Management, LLC | 10,935 | $181.1 萬 | 1.24% | −2,293−17.3% | 減碼 |
| Chase Investment Counsel Corp | 11,000 | $182.1 萬 | 0.67% | 00.0% | 不變 |
| Capula Management Ltd | 11,100 | $183.8 萬 | 0.01% | +11,100 | 新進 |
| Centiva Capital, LP | 11,201 | $185.5 萬 | 0.11% | −1,807−13.9% | 減碼 |
| Elo Mutual Pension Insurance Co | 11,261 | $186.5 萬 | 0.04% | +11,261 | 新進 |
| Franklin Resources Inc | 11,748 | $194.5 萬 | 0.00% | +3,192+37.3% | 加碼 |
| Prudential Financial Inc | 12,161 | $201.4 萬 | 0.00% | +4,131+51.4% | 加碼 |
| Lecap Asset Management Ltd | 12,179 | $201.7 萬 | 0.47% | +8,154+202.6% | 加碼 |
| Blackhawk Capital Partners LLC. | 12,308 | $203.8 萬 | 1.05% | +2,705+28.2% | 加碼 |
| Scientech Research LLC | 12,399 | $205.3 萬 | 0.54% | +2,564+26.1% | 加碼 |
| Brevan Howard Capital Management LP | 12,408 | $205.5 萬 | 0.06% | −55,209−81.6% | 減碼 |
| Sciencast Management LP | 12,631 | $209.2 萬 | 0.48% | +12,631 | 新進 |
| State of Alaska, Department of Revenue | 12,756 | $211.2 萬 | 0.02% | +340+2.7% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 12,885 | $212.3 萬 | 0.02% | +1,643+14.6% | 加碼 |
| Twinbeech Capital LP | 13,050 | $216.1 萬 | 0.04% | +11,186+600.1% | 加碼 |
| Nissay Asset Management Corp | 13,054 | $216.2 萬 | 0.01% | +13,054 | 新進 |
| O'Shaughnessy Asset Management, LLC | 13,174 | $218.1 萬 | 0.02% | +2,007+18.0% | 加碼 |
| Edgestream Partners, L.P. | 13,263 | $219.6 萬 | 0.07% | −42,501−76.2% | 減碼 |
| Exchange Traded Concepts, LLC | 13,624 | $225.6 萬 | 0.04% | −5,439−28.5% | 減碼 |
| Advisor Group Holdings, Inc. | 13,664 | $226.3 萬 | 0.01% | +3,043+28.7% | 加碼 |
| Pathstone Holdings, LLC | 13,672 | $226.4 萬 | 0.01% | +1,793+15.1% | 加碼 |
| AQR Capital Management LLC | 13,704 | $226.9 萬 | 0.00% | +2,713+24.7% | 加碼 |
| Walleye Trading LLC | 13,726 | $227.3 萬 | 0.06% | +2,154+18.6% | 加碼 |
| JustInvest LLC | 13,833 | $229.1 萬 | 0.03% | +816+6.3% | 加碼 |
| CIBC World Markets Inc. | 13,875 | $229.8 萬 | 0.01% | +11,132+405.8% | 加碼 |
| Nebula Research & Development LLC | 14,021 | $232.2 萬 | 0.21% | +14,021 | 新進 |
| Massachusetts Financial Services Co | 14,451 | $239.3 萬 | 0.00% | +7,550+109.4% | 加碼 |
| Insight Wealth Strategies, LLC | 14,479 | $239.8 萬 | 0.32% | −623−4.1% | 減碼 |
| Fiduciary Family Office, LLC | 14,533 | $240.7 萬 | 0.80% | +14,533 | 新進 |
| Freedom Day Solutions, LLC | 14,654 | $242.7 萬 | 0.74% | −430−2.9% | 減碼 |
| CI Private Wealth, LLC | 15,008 | $248.5 萬 | 0.00% | +6,208+70.5% | 加碼 |
| Walleye Capital LLC | 15,149 | $250.9 萬 | 0.03% | −22,327−59.6% | 減碼 |
| Bank of Nova Scotia | 15,198 | $251.6 萬 | 0.01% | +1,806+13.5% | 加碼 |
| Sumitomo Life Insurance Co | 15,215 | $251.9 萬 | 0.09% | −57−0.4% | 減碼 |
| Jain Global LLC | 15,279 | $253.0 萬 | 0.05% | −30,948−66.9% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 15,419 | $255.3 萬 | 0.03% | 00.0% | 不變 |
| S&CO Inc | 15,530 | $257.1 萬 | 0.17% | −345−2.2% | 減碼 |
| Toroso Investments, LLC | 15,691 | $259.8 萬 | 0.02% | +1,736+12.4% | 加碼 |
| Teacher Retirement System of Texas | 15,916 | $263.6 萬 | 0.01% | −15,754−49.7% | 減碼 |
| Dynamic Technology Lab Private Ltd | 15,989 | $264.8 萬 | 0.38% | +11,688+271.8% | 加碼 |
| US Bancorp | 16,418 | $271.9 萬 | 0.00% | −1,726−9.5% | 減碼 |
| Point72 Europe (London) LLP | 16,600 | $274.9 萬 | 0.19% | +16,600 | 新進 |
| Toronto Dominion Bank | 17,109 | $283.3 萬 | 0.01% | +16,533+2,870.3% | 加碼 |
| Uncommon Cents Investing LLC | 17,120 | $283.5 萬 | 0.83% | 00.0% | 不變 |
| Munro Partners | 17,380 | $287.8 萬 | 0.14% | +8,180+88.9% | 加碼 |
| Utah Retirement Systems | 17,509 | $289.9 萬 | 0.03% | +11,809+207.2% | 加碼 |
| Illumine Investment Management, LLC | 17,803 | $294.8 萬 | 2.41% | −782−4.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 17,923 | $296.8 萬 | 0.01% | −2,627−12.8% | 減碼 |
| Xponance, Inc. | 18,225 | $301.8 萬 | 0.03% | +5,494+43.2% | 加碼 |