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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 10,215 | $169.2 萬 | 0.01% | +868+9.3% | 加碼 |
| Gator Capital Management, LLC | 10,200 | $168.9 萬 | 0.65% | 00.0% | 不變 |
| Itau Unibanco Holding S.A. | 10,123 | $167.6 萬 | 0.06% | +1,660+19.6% | 加碼 |
| Ethic Inc. | 9,682 | $167.6 萬 | 0.03% | +1,006+11.6% | 加碼 |
| Creative Planning | 10,108 | $167.4 萬 | 0.00% | +161+1.6% | 加碼 |
| Pacer Advisors, Inc. | 10,097 | $167.2 萬 | 0.00% | −18,898−65.2% | 減碼 |
| Janus Henderson Group PLC | 10,099 | $166.3 萬 | 0.00% | −44,716−81.6% | 減碼 |
| Vontobel Holding Ltd. | 9,990 | $165.4 萬 | 0.01% | +4,853+94.5% | 加碼 |
| Quadrature Capital Ltd | 9,884 | $163.7 萬 | 0.04% | −10,446−51.4% | 減碼 |
| Vident Advisory, LLC | 9,728 | $161.1 萬 | 0.02% | +5,987+160.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 9,670 | $160.1 萬 | 0.02% | +3,254+50.7% | 加碼 |
| Vestcor Inc | 9,570 | $158.5 萬 | 0.05% | −3,015−24.0% | 減碼 |
| Headlands Technologies LLC | 9,363 | $155.0 萬 | 0.18% | +9,363 | 新進 |
| Steel Peak Wealth Management LLC | 9,297 | $154.0 萬 | 0.07% | +5,196+126.7% | 加碼 |
| Mission Wealth Management, LP | 9,224 | $152.7 萬 | 0.04% | −2,068−18.3% | 減碼 |
| Illinois Municipal Retirement Fund | 9,172 | $151.9 萬 | 0.02% | +1,894+26.0% | 加碼 |
| Connective Capital Management, LLC | 9,129 | $151.2 萬 | 1.39% | −281−3.0% | 減碼 |
| Daiwa Securities Group Inc. | 9,100 | $150.7 萬 | 0.01% | +9,100 | 新進 |
| STRS Ohio | 9,016 | $149.3 萬 | 0.01% | +9,016 | 新進 |
| Mariner, LLC | 9,006 | $149.1 萬 | 0.00% | +2,580+40.1% | 加碼 |
| Silver Oak Securities, Inc | 9,036 | $148.8 萬 | 0.14% | +129+1.4% | 加碼 |
| Gardner Lewis Asset Management L P | 8,970 | $148.5 萬 | 0.36% | +8,970 | 新進 |
| CBOE Vest Financial, LLC | 8,809 | $145.9 萬 | 0.02% | +8,809 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 8,698 | $144.0 萬 | 0.01% | −2,975−25.5% | 減碼 |
| Cim, LLC | 8,634 | $143.0 萬 | 0.21% | +28+0.3% | 加碼 |
| National Bank of Canada | 8,631 | $142.9 萬 | 0.00% | −52,061−85.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 8,597 | $142.4 萬 | 0.00% | −920−9.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 8,512 | $141.0 萬 | 0.02% | +70+0.8% | 加碼 |
| Dark Forest Capital Management LP | 8,462 | $140.1 萬 | 0.06% | +2,957+53.7% | 加碼 |
| Caxton Associates LLP | 8,358 | $138.4 萬 | 0.05% | +8,358 | 新進 |
| Securian Asset Management, Inc | 8,331 | $138.0 萬 | 0.04% | +100+1.2% | 加碼 |
| Investment Management Corp of Ontario | 8,185 | $135.5 萬 | 0.03% | +8,185 | 新進 |
| Virtue Capital Management, LLC | 8,193 | $135.3 萬 | 0.16% | +1,331+19.4% | 加碼 |
| Captrust Financial Advisors | 8,163 | $135.2 萬 | 0.00% | +1,836+29.0% | 加碼 |
| Jefferies Financial Group Inc. | 8,076 | $133.7 萬 | 0.02% | −5,781−41.7% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 8,075 | $133.7 萬 | 0.02% | −128,637−94.1% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 8,027 | $132.9 萬 | 0.37% | −1,471−15.5% | 減碼 |
| Prudential PLC | 8,013 | $132.7 萬 | 0.01% | +2,583+47.6% | 加碼 |
| Bessemer Group Inc | 7,980 | $132.1 萬 | 0.00% | −16,858−67.9% | 減碼 |
| Candriam Luxembourg S.C.A. | 7,884 | $130.6 萬 | 0.01% | +7,884 | 新進 |
| Sig Brokerage, LP | 7,876 | $130.4 萬 | 0.38% | +7,876 | 新進 |
| Inspire Advisors, LLC | 7,741 | $128.2 萬 | 0.15% | −2,401−23.7% | 減碼 |
| Evelyn Partners Investment Management LLP | 30,624 | $126.8 萬 | 0.04% | +4,822+18.7% | 加碼 |
| Davenport & Co LLC | 7,537 | $124.8 萬 | 0.01% | +1,681+28.7% | 加碼 |
| M&T Bank Corp | 7,510 | $124.4 萬 | 0.00% | −4,880−39.4% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 7,478 | $123.8 萬 | 0.58% | −218−2.8% | 減碼 |
| AE Wealth Management LLC | 7,314 | $121.1 萬 | 0.01% | −218−2.9% | 減碼 |
| Kentucky Retirement Systems | 7,205 | $119.3 萬 | 0.04% | +7,205 | 新進 |
| Independent Solutions Wealth Management, LLC | 7,188 | $119.0 萬 | 0.27% | −6,219−46.4% | 減碼 |
| Prelude Capital Management, LLC | 7,107 | $117.7 萬 | 0.12% | +7,107 | 新進 |
| Mercer Global Advisors Inc | 7,097 | $117.5 萬 | 0.00% | +1,914+36.9% | 加碼 |
| Kestra Advisory Services, LLC | 7,064 | $117.0 萬 | 0.01% | +1,670+31.0% | 加碼 |
| 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 |
| United Services Automobile Association | 7,084 | $116.7 萬 | 0.04% | +7,084 | 新進 |
| Campbell & CO Investment Adviser LLC | 6,924 | $114.7 萬 | 0.09% | −9,576−58.0% | 減碼 |
| Quadrant Capital Group LLC | 6,917 | $114.5 萬 | 0.04% | +4,078+143.6% | 加碼 |
| Thompson Siegel & Walmsley LLC | 6,900 | $114.3 萬 | 0.02% | +2,400+53.3% | 加碼 |
| Fragasso Group Inc. | 6,858 | $113.6 萬 | 0.08% | +6,858 | 新進 |
| TownSquare Capital, LLC | 6,843 | $113.3 萬 | 0.01% | +1,625+31.1% | 加碼 |
| Virtus Investment Advisers, Inc. | 6,836 | $113.2 萬 | 0.31% | +6,836 | 新進 |
| Quantinno Capital Management LP | 6,835 | $113.2 萬 | 0.01% | +3,244+90.3% | 加碼 |
| Central Trust Co | 6,822 | $113.0 萬 | 0.03% | +841+14.1% | 加碼 |
| Bokf, NA | 6,792 | $112.5 萬 | 0.02% | +6,792 | 新進 |
| Caldwell Investment Management Ltd. | 6,800 | $111.3 萬 | 0.83% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 6,512 | $107.8 萬 | 0.07% | +1,394+27.2% | 加碼 |
| Main Management ETF Advisors, LLC | 6,489 | $107.5 萬 | 0.07% | +81+1.3% | 加碼 |
| Heartland Advisors Inc | 6,488 | $107.4 萬 | 0.06% | −4,623−41.6% | 減碼 |
| Aviso Financial Inc. | 6,473 | $107.2 萬 | 0.05% | −1,840−22.1% | 減碼 |
| Caas Capital Management LP | 6,471 | $107.2 萬 | 0.51% | +6,471 | 新進 |
| Winton Group Ltd | 6,468 | $107.1 萬 | 0.07% | +6,468 | 新進 |
| Swiss Life Asset Management Ltd | 6,450 | $106.8 萬 | 0.01% | +4,869+308.0% | 加碼 |
| Eagle Strategies LLC | 6,434 | $106.5 萬 | 0.19% | +6,434 | 新進 |
| Everence Capital Management Inc | 6,380 | $105.6 萬 | 0.07% | +6,380 | 新進 |
| AG2R la Mondiale Gestion D'Actifs | 5,023 | $105.3 萬 | 0.06% | +5,023 | 新進 |
| Aware Super Pty Ltd as trustee of Aware Super | 6,288 | $104.1 萬 | 0.02% | +6,288 | 新進 |
| LVW Advisors, LLC | 6,255 | $103.6 萬 | 0.12% | −377−5.7% | 減碼 |
| Concurrent Investment Advisors, LLC | 6,236 | $103.3 萬 | 0.03% | +4,050+185.3% | 加碼 |
| Avantax Advisory Services, Inc. | 6,165 | $102.1 萬 | 0.01% | +584+10.5% | 加碼 |
| Arkadios Wealth Advisors | 6,131 | $101.5 萬 | 0.04% | −38−0.6% | 減碼 |
| Quantitative Investment Management, LLC | 6,112 | $101.2 萬 | 0.09% | +6,112 | 新進 |
| Aigen Investment Management, LP | 6,076 | $100.6 萬 | 0.16% | +3,630+148.4% | 加碼 |
| Western Financial Corp | 6,002 | $99.4 萬 | 0.58% | +6,002 | 新進 |
| Gsa Capital Partners LLP | 5,914 | $97.9 萬 | 0.09% | +825+16.2% | 加碼 |
| DekaBank Deutsche Girozentrale | 6,043 | $97.5 萬 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 5,868 | $97.2 萬 | 0.02% | −388−6.2% | 減碼 |
| QRG Capital Management, Inc. | 5,857 | $97.0 萬 | 0.01% | +208+3.7% | 加碼 |
| Atomi Financial Group, Inc. | 5,784 | $95.8 萬 | 0.04% | +62+1.1% | 加碼 |
| Allstate Corp | 5,676 | $94.0 萬 | 0.03% | +5,676 | 新進 |
| Guggenheim Capital LLC | 5,646 | $93.5 萬 | 0.01% | +147+2.7% | 加碼 |
| AXA S.A. | 5,619 | $93.0 萬 | 0.00% | +5,619 | 新進 |
| Cresset Asset Management, LLC | 5,590 | $92.6 萬 | 0.00% | +667+13.5% | 加碼 |
| 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 |
| Simplex Trading, LLC | 5,566 | $92.1 萬 | 0.03% | +5,566 | 新進 |
| Owls Nest Partners IA, LLC | 5,500 | $91.1 萬 | 0.22% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 5,429 | $89.9 萬 | 0.03% | −391−6.7% | 減碼 |
| Oppenheimer & Co Inc | 5,405 | $89.5 萬 | 0.01% | +3,895+257.9% | 加碼 |
| Advisors Asset Management, Inc. | 5,281 | $87.4 萬 | 0.02% | +608+13.0% | 加碼 |
| Royal London Asset Management Ltd | 5,275 | $87.3 萬 | 0.00% | +5,275 | 新進 |