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 3 季 13F 持有人
Interactive Brokers Group, Inc. 在 2025/9/30 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
- 913
- 較 2025 年第 2 季 +118 家
- 持有股數
- 3.80 億
- 較 2025 年第 2 季 +701.0 萬 (+1.9%)
- 總市值
- $261.4 億
- 較 2025 年第 2 季 +$54.8 億 (+26.5%)
- 新進機構
- 195
- 另有 312 家加碼
- 清倉機構
- 77
- 另有 301 家減碼
另有 7 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Premier Path Wealth Partners, LLC | 5,590 | $38.5 萬 | 0.05% | +250+4.7% | 加碼 |
| Smith Group Asset Management, LLC | 5,621 | $38.7 萬 | 0.02% | +5,621 | 新進 |
| Stephens Inc | 5,786 | $39.8 萬 | 0.01% | −334−5.5% | 減碼 |
| Freestone Capital Holdings, LLC | 5,820 | $40.0 萬 | 0.01% | −508−8.0% | 減碼 |
| Vicus Capital | 5,942 | $40.9 萬 | 0.03% | +5,942 | 新進 |
| DekaBank Deutsche Girozentrale | 6,043 | $41.0 萬 | 0.00% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 5,976 | $41.1 萬 | 0.02% | −60−1.0% | 減碼 |
| Tema ETFs LLC | 5,981 | $41.2 萬 | 0.03% | +5,981 | 新進 |
| Independent Advisor Alliance | 5,991 | $41.2 萬 | 0.01% | −718−10.7% | 減碼 |
| Williams Jones Wealth Management, LLC. | 6,000 | $41.3 萬 | 0.00% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 6,007 | $41.3 萬 | 0.01% | −13−0.2% | 減碼 |
| Grandview Asset Management LLC | 6,049 | $41.6 萬 | 0.12% | +6,049 | 新進 |
| Aureus Asset Management, LLC | 6,116 | $42.1 萬 | 0.03% | 00.0% | 不變 |
| Merit Financial Group, LLC | 6,224 | $42.8 萬 | 0.00% | +590+10.5% | 加碼 |
| Callan Family Office, LLC | 6,312 | $43.4 萬 | 0.01% | −1,500−19.2% | 減碼 |
| IHT Wealth Management, LLC | 6,317 | $43.5 萬 | 0.01% | +186+3.0% | 加碼 |
| Seeds Investor LLC | 6,323 | $43.5 萬 | 0.09% | −120−1.9% | 減碼 |
| Summit Trail Advisors, LLC | 6,339 | $43.6 萬 | 0.01% | +315+5.2% | 加碼 |
| Sagespring Wealth Partners, LLC | 6,339 | $43.6 萬 | 0.01% | −44−0.7% | 減碼 |
| Koshinski Asset Management, Inc. | 6,348 | $43.7 萬 | 0.03% | −286−4.3% | 減碼 |
| Profund Advisors LLC | 6,355 | $43.7 萬 | 0.01% | −3,742−37.1% | 減碼 |
| Virtue Capital Management, LLC | 2,237 | $43.9 萬 | 0.10% | −27,563−92.5% | 減碼 |
| Bayforest Capital Ltd | 6,447 | $44.4 萬 | 0.21% | +5,680+740.5% | 加碼 |
| Fairfield Financial Advisors, LTD | 6,480 | $44.6 萬 | 0.15% | +106+1.7% | 加碼 |
| Fulton Bank, N.A. | 6,502 | $44.7 萬 | 0.02% | −1,822−21.9% | 減碼 |
| Costello Asset Management, INC | 6,555 | $45.1 萬 | 0.15% | +1,403+27.2% | 加碼 |
| Integrated Wealth Concepts LLC | 6,561 | $45.1 萬 | 0.00% | −2,805−29.9% | 減碼 |
| Leeward Financial Partners, LLC | 6,785 | $46.7 萬 | 0.13% | +2,024+42.5% | 加碼 |
| Meyer Handelman Co | 6,800 | $46.8 萬 | 0.01% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 6,852 | $47.1 萬 | 0.01% | +202+3.0% | 加碼 |
| Skba Capital Management LLC | 6,892 | $47.4 萬 | 0.07% | 00.0% | 不變 |
| Wedmont Private Capital | 6,867 | $47.6 萬 | 0.02% | +1,603+30.5% | 加碼 |
| Hilltop Holdings Inc. | 6,928 | $47.7 萬 | 0.03% | +2,608+60.4% | 加碼 |
| Alta Wealth Advisors LLC | 6,995 | $48.1 萬 | 0.17% | +6,995 | 新進 |
| Nemes Rush Group LLC | 7,014 | $48.3 萬 | 0.05% | +117+1.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 7,035 | $48.4 萬 | 0.01% | −11,551−62.1% | 減碼 |
| Richard P Slaughter Associates Inc | 7,100 | $48.9 萬 | 0.11% | −724−9.3% | 減碼 |
| Leuthold Group, LLC | 7,100 | $48.9 萬 | 0.05% | 00.0% | 不變 |
| DRW Securities, LLC | 7,112 | $49.0 萬 | 0.03% | +2,707+61.5% | 加碼 |
| Roundview Capital LLC | 7,132 | $49.1 萬 | 0.03% | +7,132 | 新進 |
| Alps Advisors Inc | 7,159 | $49.3 萬 | 0.00% | −1,173−14.1% | 減碼 |
| Brady Martz Wealth Solutions, LLC | 7,164 | $49.3 萬 | 0.09% | 00.0% | 不變 |
| Motley Fool Asset Management LLC | 7,250 | $49.9 萬 | 0.02% | +226+3.2% | 加碼 |
| Bridgefront Capital, LLC | 7,263 | $50.0 萬 | 0.15% | −3,968−35.3% | 減碼 |
| Wealth Alliance | 7,312 | $50.3 萬 | 0.05% | −1,462−16.7% | 減碼 |
| Allworth Financial LP | 7,363 | $50.7 萬 | 0.00% | +183+2.5% | 加碼 |
| Canada Post Corp Registered Pension Plan | 7,500 | $51.6 萬 | 0.02% | +7,500 | 新進 |
| United Capital Financial Advisers, LLC | 7,520 | $51.7 萬 | 0.00% | +2,328+44.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 7,549 | $51.9 萬 | 0.02% | −2,286−23.2% | 減碼 |
| Jackson Wealth Management, LLC | 7,571 | $52.1 萬 | 0.05% | +7,571 | 新進 |
| Journey Strategic Wealth LLC | 7,617 | $52.4 萬 | 0.01% | +434+6.0% | 加碼 |
| Evergreen Capital Management LLC | 7,666 | $52.7 萬 | 0.01% | +1,182+18.2% | 加碼 |
| Fisher Asset Management, LLC | 7,764 | $53.4 萬 | 0.00% | −1,366−15.0% | 減碼 |
| Richard W. Paul & Associates, LLC | 7,789 | $53.6 萬 | 0.18% | −1,952−20.0% | 減碼 |
| Great Lakes Advisors, LLC | 7,815 | $53.8 萬 | 0.00% | −203−2.5% | 減碼 |
| Summit Financial, LLC | 7,877 | $54.2 萬 | 0.01% | +1,099+16.2% | 加碼 |
| 180 Wealth Advisors, LLC | 7,965 | $54.8 萬 | 0.07% | −30.0% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 8,000 | $55.0 萬 | 0.01% | 00.0% | 不變 |
| Synergy Financial Group, LTD | 8,005 | $55.1 萬 | 0.37% | −171−2.1% | 減碼 |
| Forefront Wealth Partners, LLC | 8,006 | $55.1 萬 | 0.14% | +8,006 | 新進 |
| ABLE Financial Group, LLC | 8,083 | $55.6 萬 | 0.12% | +1,603+24.7% | 加碼 |
| Fifth Third Wealth Advisors LLC | 8,122 | $55.9 萬 | 0.02% | −6,494−44.4% | 減碼 |
| Acadian Asset Management LLC | 8,144 | $55.9 萬 | 0.00% | −28,623−77.8% | 減碼 |
| Ritholtz Wealth Management | 8,293 | $57.1 萬 | 0.01% | −260−3.0% | 減碼 |
| Prudential PLC | 8,412 | $57.9 萬 | 0.00% | −24,360−74.3% | 減碼 |
| Putney Financial Group LLC | 8,440 | $58.1 萬 | 0.58% | 00.0% | 不變 |
| MUFG Securities EMEA plc | 8,522 | $58.6 萬 | 0.01% | −19,878−70.0% | 減碼 |
| Rockefeller Capital Management L.P. | 8,609 | $59.2 萬 | 0.00% | −5,964−40.9% | 減碼 |
| Exchange Traded Concepts, LLC | 8,620 | $59.3 萬 | 0.01% | +8,620 | 新進 |
| Lido Advisors, LLC | 8,666 | $59.6 萬 | 0.00% | +37+0.4% | 加碼 |
| Northwest & Ethical Investments L.P. | 8,788 | $60.5 萬 | 0.01% | −2,160−19.7% | 減碼 |
| ArrowMark Colorado Holdings LLC | 8,800 | $60.6 萬 | 0.01% | 00.0% | 不變 |
| Heartland Advisors Inc | 8,802 | $60.6 萬 | 0.03% | −10,106−53.4% | 減碼 |
| Park Capital Management, LLC | 8,915 | $61.3 萬 | 0.49% | −20−0.2% | 減碼 |
| Park Avenue Securities LLC | 8,920 | $61.4 萬 | 0.00% | +1,404+18.7% | 加碼 |
| Thrive Wealth Management, LLC | 8,950 | $61.6 萬 | 0.09% | +259+3.0% | 加碼 |
| R Squared Ltd | 9,021 | $62.1 萬 | 0.27% | +5,279+141.1% | 加碼 |
| HB Wealth Management, LLC | 9,053 | $62.3 萬 | 0.00% | −951−9.5% | 減碼 |
| FourThought Financial Partners, LLC | 9,073 | $62.4 萬 | 0.05% | +4,555+100.8% | 加碼 |
| NorthRock Partners, LLC | 9,151 | $63.0 萬 | 0.01% | +3,519+62.5% | 加碼 |
| CAPROCK Group, Inc. | 10,156 | $63.3 萬 | 0.02% | +10,156 | 新進 |
| Maridea Wealth Management LLC | 9,463 | $63.3 萬 | 0.10% | +11+0.1% | 加碼 |
| Farther Finance Advisors, LLC | 9,263 | $63.7 萬 | 0.01% | +1,885+25.5% | 加碼 |
| Ameliora Wealth Management Ltd. | 9,427 | $64.9 萬 | 0.22% | +4,603+95.4% | 加碼 |
| Strategic Investment Advisors | 9,507 | $65.4 萬 | 0.06% | −3,042−24.2% | 減碼 |
| Vise Technologies, Inc. | 9,616 | $66.2 萬 | 0.02% | −23,192−70.7% | 減碼 |
| Wright Investors Service Inc | 9,635 | $66.3 萬 | 0.19% | +9,635 | 新進 |
| Severin Investments, LLC | 9,689 | $66.7 萬 | 0.59% | −1,181−10.9% | 減碼 |
| Warther Private Wealth, LLC | 9,820 | $67.6 萬 | 0.16% | −6,700−40.6% | 減碼 |
| Schroder Investment Management Group | 9,895 | $68.1 萬 | 0.00% | +5,667+134.0% | 加碼 |
| EntryPoint Capital, LLC | 9,924 | $68.3 萬 | 0.26% | +9,924 | 新進 |
| Raleigh Capital Management Inc. | 9,925 | $68.3 萬 | 0.26% | −2,273−18.6% | 減碼 |
| Joel Isaacson & Co., LLC | 9,947 | $68.4 萬 | 0.02% | +12+0.1% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 9,948 | $68.5 萬 | 0.01% | 00.0% | 不變 |
| Mount Lucas Management LP | 10,066 | $69.3 萬 | 0.31% | −766−7.1% | 減碼 |
| Crewe Advisors LLC | 10,192 | $70.1 萬 | 0.07% | 00.0% | 不變 |
| Petra Financial Advisors Inc | 10,221 | $70.3 萬 | 0.41% | +167+1.7% | 加碼 |
| PFG Advisors | 10,323 | $71.0 萬 | 0.03% | +10,323 | 新進 |
| Interval Partners, LP | 10,329 | $71.1 萬 | 0.02% | −42,410−80.4% | 減碼 |
| Lecap Asset Management Ltd | 10,347 | $71.2 萬 | 0.25% | +10,347 | 新進 |