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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 2,124 | $35.2 萬 | 0.00% | +2,124 | 新進 |
| Hilltop Holdings Inc. | 2,116 | $35.0 萬 | 0.02% | −380−15.2% | 減碼 |
| Hyperion Capital Advisors LP | 2,113 | $35.0 萬 | 0.19% | −1,200−36.2% | 減碼 |
| Fisher Asset Management, LLC | 2,093 | $34.7 萬 | 0.00% | +685+48.7% | 加碼 |
| Lifestyle Asset Management, Inc. | 2,073 | $34.3 萬 | 0.19% | −117−5.3% | 減碼 |
| ABLE Financial Group, LLC | 2,072 | $34.3 萬 | 0.10% | +452+27.9% | 加碼 |
| Alps Advisors Inc | 2,058 | $34.1 萬 | 0.00% | −710−25.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 2,000 | $33.1 萬 | 0.00% | −849−29.8% | 減碼 |
| 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 |
| 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 |
| Ritholtz Wealth Management | 1,987 | $32.9 萬 | 0.01% | +79+4.1% | 加碼 |
| Lido Advisors, LLC | 1,965 | $32.5 萬 | 0.00% | −48−2.4% | 減碼 |
| Integrated Advisors Network LLC | 1,951 | $32.3 萬 | 0.02% | −1,819−48.2% | 減碼 |
| Stephens Inc | 1,937 | $32.1 萬 | 0.00% | −73−3.6% | 減碼 |
| Metis Global Partners, LLC | 1,929 | $31.9 萬 | 0.01% | +1,929 | 新進 |
| Old National Bancorp | 1,848 | $30.6 萬 | 0.01% | −3,127−62.9% | 減碼 |
| Atria Wealth Solutions, Inc. | 1,834 | $30.4 萬 | 0.00% | +429+30.5% | 加碼 |
| Keybank National Association | 1,815 | $30.1 萬 | 0.00% | −1,116−38.1% | 減碼 |
| Motley Fool Asset Management LLC | 1,812 | $30.0 萬 | 0.02% | +209+13.0% | 加碼 |
| CenterBook Partners LP | 1,804 | $29.9 萬 | 0.02% | +1,804 | 新進 |
| Parallax Volatility Advisers, L.P. | 1,802 | $29.8 萬 | 0.01% | +1,802 | 新進 |
| Buckingham Strategic Partners | 1,794 | $29.7 萬 | 0.00% | −135−7.0% | 減碼 |
| Brady Martz Wealth Solutions, LLC | 1,791 | $29.7 萬 | 0.07% | 00.0% | 不變 |
| Hudson Value Partners, LLC | 1,779 | $29.5 萬 | 0.11% | +1,779 | 新進 |
| Leuthold Group, LLC | 1,775 | $29.4 萬 | 0.04% | −60−3.3% | 減碼 |
| Hobbs Group Advisors, LLC | 1,750 | $29.0 萬 | 0.11% | −115−6.2% | 減碼 |
| IFP Advisors, Inc | 1,745 | $28.9 萬 | 0.01% | −461−20.9% | 減碼 |
| Nemes Rush Group LLC | 1,739 | $28.8 萬 | 0.04% | +419+31.7% | 加碼 |
| Meyer Handelman Co | 1,700 | $28.2 萬 | 0.01% | 00.0% | 不變 |
| Skba Capital Management LLC | 1,696 | $28.1 萬 | 0.04% | +461+37.3% | 加碼 |
| Allworth Financial LP | 1,646 | $27.8 萬 | 0.00% | +268+19.4% | 加碼 |
| Independent Advisor Alliance | 1,669 | $27.6 萬 | 0.01% | +192+13.0% | 加碼 |
| Seeds Investor LLC | 1,645 | $27.2 萬 | 0.08% | −1−0.1% | 減碼 |
| Evergreen Capital Management LLC | 1,642 | $27.2 萬 | 0.01% | −199−10.8% | 減碼 |
| IHT Wealth Management, LLC | 1,620 | $26.8 萬 | 0.01% | +178+12.3% | 加碼 |
| Sagespring Wealth Partners, LLC | 1,609 | $26.6 萬 | 0.01% | +46+2.9% | 加碼 |
| Equitable Holdings, Inc. | 1,605 | $26.6 萬 | 0.00% | +1,605 | 新進 |
| Summit Financial, LLC | 1,585 | $26.2 萬 | 0.01% | +131+9.0% | 加碼 |
| Aspen Grove Capital, LLC | 1,576 | $26.1 萬 | 0.05% | +1,576 | 新進 |
| Sigma Planning Corp | 1,558 | $25.8 萬 | 0.01% | −197−11.2% | 減碼 |
| Coldstream Capital Management Inc | 1,554 | $25.7 萬 | 0.01% | +119+8.3% | 加碼 |
| Norden Group LLC | 1,540 | $25.5 萬 | 0.03% | −13−0.8% | 減碼 |
| Global Endowment Management, LP | 1,537 | $25.5 萬 | 0.03% | −1,855−54.7% | 減碼 |
| Aureus Asset Management, LLC | 1,529 | $25.3 萬 | 0.02% | −378−19.8% | 減碼 |
| Freestone Capital Holdings, LLC | 1,512 | $25.0 萬 | 0.01% | +36+2.4% | 加碼 |
| Baader Bank INC | 1,512 | $25.0 萬 | 0.03% | +12+0.8% | 加碼 |
| Forefront Wealth Partners, LLC | 1,508 | $25.0 萬 | 0.17% | +1,508 | 新進 |
| Advisory Services Network, LLC | 1,507 | $25.0 萬 | 0.00% | +1,507 | 新進 |
| Kestra Investment Management, LLC | 1,465 | $24.3 萬 | 0.01% | +1,456+16,177.8% | 加碼 |
| Colony Group, LLC | 1,460 | $24.2 萬 | 0.00% | −721−33.1% | 減碼 |
| Private Trust Co NA | 1,444 | $23.9 萬 | 0.02% | +917+174.0% | 加碼 |
| GWM Advisors LLC | 1,388 | $23.0 萬 | 0.00% | −1,579−53.2% | 減碼 |
| Nisa Investment Advisors, LLC | 1,377 | $22.8 萬 | 0.00% | −100−6.8% | 減碼 |
| EntryPoint Capital, LLC | 1,374 | $22.8 萬 | 0.10% | −798−36.7% | 減碼 |
| Harvest Investment Services, LLC | 1,374 | $22.8 萬 | 0.06% | +1,374 | 新進 |
| Leeward Financial Partners, LLC | 1,371 | $22.7 萬 | 0.08% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 1,364 | $22.6 萬 | 0.00% | −43−3.1% | 減碼 |
| Midwest Professional Planners, LTD. | 1,352 | $22.4 萬 | 0.07% | +87+6.9% | 加碼 |
| Wedmont Private Capital | 1,297 | $22.2 萬 | 0.01% | +16+1.2% | 加碼 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,339 | $22.2 萬 | 0.10% | −20,703−93.9% | 減碼 |
| Premier Path Wealth Partners, LLC | 1,335 | $22.1 萬 | 0.03% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 1,330 | $22.0 萬 | 0.02% | 00.0% | 不變 |
| Fundamentun, LLC | 1,310 | $21.7 萬 | 0.01% | +35+2.7% | 加碼 |
| Petra Financial Advisors Inc | 1,306 | $21.6 萬 | 0.18% | +1,306 | 新進 |
| R Squared Ltd | 1,280 | $21.2 萬 | 0.23% | +370+40.7% | 加碼 |
| GeoWealth Management, LLC | 1,272 | $21.1 萬 | 0.01% | −675−34.7% | 減碼 |
| Cooper Financial Group | 1,269 | $21.0 萬 | 0.03% | −539−29.8% | 減碼 |
| Hamilton Wealth, LLC | 1,268 | $21.0 萬 | 0.05% | −458−26.5% | 減碼 |
| United Capital Financial Advisers, LLC | 1,261 | $20.9 萬 | 0.00% | −15−1.2% | 減碼 |
| Siemens Fonds Invest GmbH | 1,257 | $20.8 萬 | 0.01% | +1,257 | 新進 |
| Edmond de Rothschild Holding S.A. | 1,252 | $20.7 萬 | 0.00% | 00.0% | 不變 |
| PUREfi Wealth, LLC | 1,246 | $20.6 萬 | 0.21% | +50+4.2% | 加碼 |
| Fidelis Capital Partners, LLC | 1,200 | $20.3 萬 | 0.02% | −15−1.2% | 減碼 |
| Algert Global LLC | 1,222 | $20.2 萬 | 0.01% | −18,170−93.7% | 減碼 |
| Umb Bank N A | 1,153 | $19.1 萬 | 0.00% | +665+136.3% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,085 | $17.9 萬 | 0.00% | +39+3.7% | 加碼 |
| Clearstead Advisors, LLC | 1,064 | $17.6 萬 | 0.00% | −1,111−51.1% | 減碼 |
| CWM, LLC | 1,062 | $17.6 萬 | 0.00% | +66+6.6% | 加碼 |
| Ossiam | 982 | $16.3 萬 | 0.00% | −1,647−62.6% | 減碼 |
| Point72 (DIFC) Ltd | 945 | $15.6 萬 | 0.02% | +945 | 新進 |
| Acadian Asset Management LLC | 920 | $15.1 萬 | 0.00% | −12,852−93.3% | 減碼 |
| CVA Family Office, LLC | 909 | $15.1 萬 | 0.02% | −3−0.3% | 減碼 |
| LRI Investments, LLC | 874 | $14.5 萬 | 0.01% | −772−46.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 971 | $14.3 萬 | 0.00% | −115−10.6% | 減碼 |
| Signaturefd, LLC | 854 | $14.1 萬 | 0.00% | −124−12.7% | 減碼 |
| Archer Investment Corp | 850 | $14.1 萬 | 0.04% | +850 | 新進 |
| Park Square Financial Group, LLC | 830 | $13.7 萬 | 0.11% | −301−26.6% | 減碼 |
| Western Pacific Wealth Management, LP | 800 | $13.2 萬 | 0.12% | −300−27.3% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 800 | $13.2 萬 | 0.01% | +800 | 新進 |
| Harvest Fund Management Co., Ltd | 790 | $13.1 萬 | 0.01% | −4,578−85.3% | 減碼 |
| Natixis | 778 | $12.8 萬 | 0.00% | +778 | 新進 |
| Ameliora Wealth Management Ltd. | 764 | $12.7 萬 | 0.05% | +764 | 新進 |
| Assetmark, Inc | 758 | $12.6 萬 | 0.00% | −44−5.5% | 減碼 |
| Principal Securities, Inc. | 708 | $12.5 萬 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 739 | $12.2 萬 | 0.01% | −46−5.9% | 減碼 |
| Quent Capital, LLC | 722 | $12.0 萬 | 0.01% | +1+0.1% | 加碼 |