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 |
|---|---|---|---|---|---|
| Impact Capital Partners LLC | 5,260 | $87.1 萬 | 0.32% | −30−0.6% | 減碼 |
| MBM Wealth Consultants, LLC | 5,217 | $86.4 萬 | 0.26% | −44−0.8% | 減碼 |
| Formidable Asset Management, LLC | 5,148 | $85.2 萬 | 0.14% | +379+7.9% | 加碼 |
| Bridgefront Capital, LLC | 5,101 | $84.5 萬 | 0.24% | −206−3.9% | 減碼 |
| Baird Financial Group, Inc. | 5,100 | $84.5 萬 | 0.00% | −1,912−27.3% | 減碼 |
| Entropy Technologies, LP | 5,091 | $84.3 萬 | 0.08% | −3,997−44.0% | 減碼 |
| Raiffeisen Bank International AG | 5,116 | $84.3 萬 | 0.01% | +1,700+49.8% | 加碼 |
| Gamco Investors, Inc. Et Al | 5,030 | $83.3 萬 | 0.01% | −20−0.4% | 減碼 |
| Altshuler Shaham Ltd | 5,000 | $82.8 萬 | 0.02% | +5,000 | 新進 |
| Williamson Legacy Group, LLC | 4,962 | $82.2 萬 | 0.78% | +3,193+180.5% | 加碼 |
| CIBC World Markets Corp | 4,954 | $82.0 萬 | 0.01% | +4,954 | 新進 |
| Maryland State Retirement & Pension System | 4,933 | $81.7 萬 | 0.02% | −702−12.5% | 減碼 |
| Pullen Investment Management, LLC | 4,898 | $81.1 萬 | 0.51% | −299−5.8% | 減碼 |
| Gulf International Bank (UK) Ltd | 4,843 | $80.1 萬 | 0.03% | +4,843 | 新進 |
| Private Advisor Group, LLC | 4,762 | $78.9 萬 | 0.00% | +3,038+176.2% | 加碼 |
| Spire Wealth Management | 4,761 | $78.8 萬 | 0.03% | +2,026+74.1% | 加碼 |
| Everpar Advisors LLC | 4,697 | $77.8 萬 | 0.41% | −598−11.3% | 減碼 |
| ProShare Advisors LLC | 4,639 | $76.8 萬 | 0.00% | −455−8.9% | 減碼 |
| Panagora Asset Management Inc | 4,615 | $76.4 萬 | 0.00% | +515+12.6% | 加碼 |
| Mackenzie Financial Corp | 4,605 | $76.3 萬 | 0.00% | −343−6.9% | 減碼 |
| Lebenthal Global Advisors, LLC | 4,604 | $76.2 萬 | 0.14% | −2,583−35.9% | 減碼 |
| Advisor OS, LLC | 4,539 | $75.2 萬 | 0.09% | −515−10.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,516 | $74.7 萬 | 0.00% | +4,516 | 新進 |
| Mainstream Capital Management LLC | 4,301 | $71.2 萬 | 0.56% | +4,301 | 新進 |
| National Asset Management, Inc. | 4,139 | $68.5 萬 | 0.02% | +1,150+38.5% | 加碼 |
| Shelton Capital Management | 4,111 | $68.1 萬 | 0.02% | −197−4.6% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 4,103 | $67.9 萬 | 0.03% | +1,446+54.4% | 加碼 |
| Delta Investment Management, LLC | 4,085 | $67.6 萬 | 0.14% | +261+6.8% | 加碼 |
| Venturi Wealth Management, LLC | 4,079 | $67.5 萬 | 0.04% | −418−9.3% | 減碼 |
| Heritage Family Offices, LLP | 3,948 | $65.4 萬 | 0.33% | +881+28.7% | 加碼 |
| Leonteq Securities AG | 3,904 | $64.7 萬 | 0.05% | +1,375+54.4% | 加碼 |
| Bayforest Capital Ltd | 3,873 | $64.1 萬 | 0.28% | +971+33.5% | 加碼 |
| Strategic Investment Advisors | 3,785 | $62.7 萬 | 0.07% | −2,398−38.8% | 減碼 |
| Richard P Slaughter Associates Inc | 3,774 | $62.5 萬 | 0.15% | −4,800−56.0% | 減碼 |
| Harfst & Associates, Inc. | 3,667 | $60.7 萬 | 0.14% | +3,667 | 新進 |
| Fifth Third Wealth Advisors LLC | 3,644 | $60.3 萬 | 0.03% | +41+1.1% | 加碼 |
| HighPoint Advisor Group LLC | 3,485 | $59.9 萬 | 0.03% | −103−2.9% | 減碼 |
| Brown Advisory Inc | 3,554 | $58.8 萬 | 0.00% | −2−0.1% | 減碼 |
| Cottonwood Capital Advisors, LLC | 3,538 | $58.6 萬 | 0.43% | −29−0.8% | 減碼 |
| Caitong International Asset Management Co., Ltd | 3,522 | $58.3 萬 | 0.43% | +3,321+1,652.2% | 加碼 |
| Maven Securities LTD | 3,500 | $58.0 萬 | 0.13% | +300+9.4% | 加碼 |
| 111 Capital | 3,461 | $57.3 萬 | 0.11% | +2,210+176.7% | 加碼 |
| Severin Investments, LLC | 3,433 | $56.9 萬 | 0.57% | −155−4.3% | 減碼 |
| Northwest & Ethical Investments L.P. | 3,437 | $56.8 萬 | 0.02% | +3,437 | 新進 |
| CIBC Asset Management Inc | 3,425 | $56.7 萬 | 0.00% | +89+2.7% | 加碼 |
| Griffin Asset Management, Inc. | 3,400 | $56.3 萬 | 0.07% | −80−2.3% | 減碼 |
| Navellier & Associates Inc | 3,129 | $56.2 萬 | 0.08% | −1,050−25.1% | 減碼 |
| NBC Securities, Inc. | 3,368 | $55.7 萬 | 0.05% | +3,364+84,100.0% | 加碼 |
| Financial Strategies Group, Inc. | 3,173 | $55.0 萬 | 0.13% | +599+23.3% | 加碼 |
| PFG Investments, LLC | 3,312 | $54.8 萬 | 0.04% | +300+10.0% | 加碼 |
| Pinnacle Wealth Management, LLC | 3,287 | $54.4 萬 | 0.61% | +3,287 | 新進 |
| New England Research & Management, Inc. | 3,250 | $53.8 萬 | 0.27% | +3,250 | 新進 |
| Cross Staff Investments Inc | 3,150 | $52.2 萬 | 0.39% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 3,149 | $52.1 萬 | 0.04% | +3,149 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 3,134 | $51.9 萬 | 0.00% | +62+2.0% | 加碼 |
| Yorktown Management & Research Co Inc | 3,100 | $51.3 萬 | 0.56% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 3,109 | $51.2 萬 | 0.00% | +1,421+84.2% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 3,069 | $50.8 萬 | 0.04% | +3,069 | 新進 |
| Raleigh Capital Management Inc. | 3,048 | $50.5 萬 | 0.23% | −1,472−32.6% | 減碼 |
| Measured Wealth Private Client Group, LLC | 3,012 | $49.9 萬 | 0.16% | +127+4.4% | 加碼 |
| Rakuten Investment Management, Inc. | 3,004 | $49.5 萬 | 0.00% | +3,004 | 新進 |
| CAPROCK Group, Inc. | 2,973 | $49.2 萬 | 0.02% | +2+0.1% | 加碼 |
| Studio Investment Management LLC | 2,908 | $48.2 萬 | 0.10% | −315−9.8% | 減碼 |
| Benjamin Edwards Inc | 2,902 | $48.1 萬 | 0.01% | +10+0.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,888 | $47.8 萬 | 0.03% | +34+1.2% | 加碼 |
| Revisor Wealth Management LLC | 2,748 | $45.5 萬 | 0.20% | +686+33.3% | 加碼 |
| Shell Asset Management Co | 2,718 | $45.0 萬 | 0.02% | +2,718 | 新進 |
| Florida Financial Advisors, LLC | 2,679 | $44.4 萬 | 0.18% | +2,679 | 新進 |
| Fulton Bank, N.A. | 2,675 | $44.3 萬 | 0.02% | −644−19.4% | 減碼 |
| Profund Advisors LLC | 2,661 | $44.1 萬 | 0.02% | −38−1.4% | 減碼 |
| Rafferty Asset Management, LLC | 2,579 | $42.7 萬 | 0.00% | −855−24.9% | 減碼 |
| Fayez Sarofim & Co | 2,568 | $42.5 萬 | 0.00% | −325−11.2% | 減碼 |
| Flagship Harbor Advisors, LLC | 2,567 | $42.5 萬 | 0.02% | +450+21.3% | 加碼 |
| GAMMA Investing LLC | 2,560 | $42.4 萬 | 0.03% | +660+34.7% | 加碼 |
| Private Advisory Group LLC | 2,557 | $42.3 萬 | 0.05% | −3,615−58.6% | 減碼 |
| Crewe Advisors LLC | 2,548 | $42.2 萬 | 0.06% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 2,544 | $42.1 萬 | 0.01% | +154+6.4% | 加碼 |
| Oak Thistle LLC | 2,537 | $42.0 萬 | 0.08% | +2,537 | 新進 |
| Thrive Wealth Management, LLC | 2,528 | $41.9 萬 | 0.08% | +305+13.7% | 加碼 |
| Wealth Alliance | 2,525 | $41.8 萬 | 0.05% | −335−11.7% | 減碼 |
| Synergy Financial Group, LTD | 2,510 | $41.6 萬 | 0.37% | −178−6.6% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 2,487 | $41.2 萬 | 0.00% | +2,487 | 新進 |
| Joel Isaacson & Co., LLC | 2,480 | $41.1 萬 | 0.02% | +79+3.3% | 加碼 |
| Eqis Capital Management, Inc. | 2,423 | $40.1 萬 | 0.03% | −355−12.8% | 減碼 |
| Richard W. Paul & Associates, LLC | 2,402 | $39.8 萬 | 0.16% | −1,192−33.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 2,382 | $39.4 萬 | 0.02% | −134−5.3% | 減碼 |
| Axxcess Wealth Management, LLC | 2,283 | $37.8 萬 | 0.01% | −175−7.1% | 減碼 |
| Independent Financial Group, LLC | 2,273 | $37.6 萬 | 0.01% | +1,035+83.6% | 加碼 |
| Park Capital Management, LLC | 2,223 | $36.8 萬 | 0.43% | +46+2.1% | 加碼 |
| HB Wealth Management, LLC | 2,220 | $36.8 萬 | 0.00% | +339+18.0% | 加碼 |
| Putney Financial Group LLC | 2,207 | $36.5 萬 | 0.38% | 00.0% | 不變 |
| Abn Amro Investment Solutions | 2,206 | $36.5 萬 | 0.01% | +2,206 | 新進 |
| Koshinski Asset Management, Inc. | 2,205 | $36.5 萬 | 0.03% | −47−2.1% | 減碼 |
| 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 |
| Fiduciary Trust Co | 2,198 | $36.4 萬 | 0.00% | +633+40.4% | 加碼 |
| Malaga Cove Capital, LLC | 2,197 | $36.4 萬 | 0.16% | +997+83.1% | 加碼 |
| Clark Financial Services Group Inc | 2,170 | $35.9 萬 | 0.25% | +576+36.1% | 加碼 |
| KG&L Capital Management,LLC | 2,155 | $35.7 萬 | 0.12% | −270−11.1% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 2,148 | $35.6 萬 | 0.01% | +209+10.8% | 加碼 |