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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 51,218 | $352.4 萬 | 0.01% | −560−1.1% | 減碼 |
| TCW Group Inc | 51,214 | $352.4 萬 | 0.03% | −20,531−28.6% | 減碼 |
| Oregon Public Employees Retirement Fund | 50,876 | $350.1 萬 | 0.05% | −38,524−43.1% | 減碼 |
| Gunderson Capital Management Inc. | 50,472 | $347.3 萬 | 1.28% | +50,472 | 新進 |
| Creative Planning | 50,358 | $346.5 萬 | 0.00% | +9,501+23.3% | 加碼 |
| Spahn Wealth & Retirement LLC | 49,845 | $343.0 萬 | 2.03% | +49,845 | 新進 |
| Arkadios Wealth Advisors | 49,097 | $337.8 萬 | 0.08% | −1,603−3.2% | 減碼 |
| State of Wyoming | 48,701 | $335.1 萬 | 0.38% | −3,683−7.0% | 減碼 |
| State of Alaska, Department of Revenue | 48,672 | $334.9 萬 | 0.03% | −352−0.7% | 減碼 |
| Vontobel Holding Ltd. | 48,502 | $333.7 萬 | 0.01% | −10,689−18.1% | 減碼 |
| OP Asset Management Ltd | 48,371 | $332.8 萬 | 0.04% | +1,871+4.0% | 加碼 |
| Burney Co | 48,312 | $332.4 萬 | 0.11% | +42,402+717.5% | 加碼 |
| Mutual of America Capital Management LLC | 48,263 | $332.1 萬 | 0.04% | −168,480−77.7% | 減碼 |
| Nomura Holdings Inc | 46,904 | $322.7 萬 | 0.01% | +27,216+138.2% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 46,461 | $319.7 萬 | 0.01% | +38,709+499.3% | 加碼 |
| NWF Advisory Services Inc. | 45,813 | $315.2 萬 | 0.35% | +507+1.1% | 加碼 |
| Polar Asset Management Partners Inc. | 45,472 | $312.9 萬 | 0.06% | +45,472 | 新進 |
| Brinker Capital Investments, LLC | 45,407 | $312.5 萬 | 0.02% | +9,843+27.7% | 加碼 |
| Blackhawk Capital Partners LLC. | 45,248 | $311.4 萬 | 1.21% | +2,729+6.4% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 45,113 | $310.4 萬 | 0.01% | −9,670−17.7% | 減碼 |
| Marks Group Wealth Management, Inc | 44,323 | $305.0 萬 | 0.28% | +44,323 | 新進 |
| Brevan Howard Capital Management LP | 44,096 | $303.4 萬 | 0.04% | −61,090−58.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 43,779 | $301.2 萬 | 0.00% | +9,651+28.3% | 加碼 |
| Uncommon Cents Investing LLC | 43,575 | $299.8 萬 | 0.75% | −39,945−47.8% | 減碼 |
| Anderson Hoagland & Co | 43,456 | $299.0 萬 | 0.27% | +43,456 | 新進 |
| Public Employees Retirement Association of Colorado | 43,060 | $296.3 萬 | 0.01% | 00.0% | 不變 |
| Insight Wealth Strategies, LLC | 42,774 | $294.3 萬 | 0.35% | −3,499−7.6% | 減碼 |
| Mackenzie Financial Corp | 42,472 | $292.2 萬 | 0.00% | −2,023−4.5% | 減碼 |
| Bridgeway Capital Management, LLC | 41,600 | $286.2 萬 | 0.06% | +13,800+49.6% | 加碼 |
| Independent Solutions Wealth Management, LLC | 41,512 | $285.6 萬 | 0.51% | +983+2.4% | 加碼 |
| Swiss Life Asset Management Ltd | 41,288 | $284.1 萬 | 0.01% | +2,780+7.2% | 加碼 |
| Polymer Capital Management (HK) LTD | 41,258 | $283.9 萬 | 0.39% | −10,342−20.0% | 減碼 |
| NEOS Investment Management LLC | 41,097 | $282.8 萬 | 0.02% | +41,097 | 新進 |
| Gator Capital Management, LLC | 40,800 | $280.7 萬 | 0.72% | 00.0% | 不變 |
| Griffin Asset Management, Inc. | 40,284 | $277.2 萬 | 0.31% | 00.0% | 不變 |
| Miura Global Management, LLC | 40,000 | $275.2 萬 | 4.05% | +40,000 | 新進 |
| Kestra Advisory Services, LLC | 39,798 | $273.9 萬 | 0.01% | +11,248+39.4% | 加碼 |
| Cim, LLC | 39,200 | $269.7 萬 | 0.35% | +2,048+5.5% | 加碼 |
| Fiduciary Family Office, LLC | 39,012 | $268.4 萬 | 0.76% | −5,044−11.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 38,889 | $267.6 萬 | 0.02% | −123,565−76.1% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 18,057 | $264.2 萬 | 0.12% | −1,172−6.1% | 減碼 |
| AXA Investment Managers S.A. | 37,767 | $259.9 萬 | 0.01% | +37,767 | 新進 |
| Silver Oak Securities, Inc | 37,479 | $257.9 萬 | 0.19% | +281+0.8% | 加碼 |
| Davenport & Co LLC | 37,243 | $256.3 萬 | 0.01% | +5,833+18.6% | 加碼 |
| Ethic Inc. | 36,869 | $253.7 萬 | 0.04% | −4,043−9.9% | 減碼 |
| Bellwether Advisors, LLC | 36,330 | $250.0 萬 | 0.41% | −15,872−30.4% | 減碼 |
| Chase Investment Counsel Corp | 36,000 | $247.7 萬 | 0.73% | −4,000−10.0% | 減碼 |
| Convergence Investment Partners, LLC | 35,860 | $246.8 萬 | 0.55% | +35,860 | 新進 |
| Pacer Advisors, Inc. | 35,840 | $246.6 萬 | 0.01% | +5,722+19.0% | 加碼 |
| Scotia Capital Inc. | 35,425 | $243.8 萬 | 0.01% | −113,084−76.1% | 減碼 |
| Inspire Advisors, LLC | 35,408 | $243.6 萬 | 0.23% | −1,087−3.0% | 減碼 |
| Crossmark Global Holdings, Inc. | 35,274 | $242.7 萬 | 0.04% | +5,052+16.7% | 加碼 |
| Kestra Investment Management, LLC | 34,767 | $239.2 萬 | 0.06% | +19,537+128.3% | 加碼 |
| Aspire Private Capital, LLC | 34,611 | $238.2 萬 | 0.52% | −5,990−14.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 34,301 | $236.0 萬 | 0.02% | −99,579−74.4% | 減碼 |
| Swedbank AB | 34,080 | $234.5 萬 | 0.00% | 00.0% | 不變 |
| Harfst & Associates, Inc. | 33,489 | $230.4 萬 | 0.42% | +150.0% | 加碼 |
| Mercer Global Advisors Inc | 33,247 | $228.8 萬 | 0.00% | +5,488+19.8% | 加碼 |
| Fullerton Fund Management Co Ltd. | 33,227 | $228.6 萬 | 0.09% | +33,227 | 新進 |
| Dumont & Blake Investment Advisors LLC | 32,364 | $222.7 萬 | 0.54% | −272−0.8% | 減碼 |
| Intech Investment Management LLC | 31,958 | $219.9 萬 | 0.02% | −637,019−95.2% | 減碼 |
| Vestcor Inc | 31,806 | $218.9 萬 | 0.07% | −4,713−12.9% | 減碼 |
| TriaGen Wealth Management LLC | 31,800 | $218.8 萬 | 0.57% | +31,800 | 新進 |
| Van Eck Associates Corp | 31,620 | $217.6 萬 | 0.00% | +31,620 | 新進 |
| Hussman Strategic Advisors, Inc. | 31,500 | $216.8 萬 | 0.47% | +31,500 | 新進 |
| Equitable Holdings, Inc. | 31,193 | $214.6 萬 | 0.02% | +12,522+67.1% | 加碼 |
| Everence Capital Management Inc | 31,079 | $213.9 萬 | 0.13% | +5,559+21.8% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 31,012 | $213.4 萬 | 0.89% | −236−0.8% | 減碼 |
| Candriam Luxembourg S.C.A. | 30,909 | $212.7 萬 | 0.01% | +3,437+12.5% | 加碼 |
| Central Trust Co | 30,858 | $212.3 萬 | 0.04% | +2,310+8.1% | 加碼 |
| First Citizens Bank & Trust Co | 29,752 | $204.7 萬 | 0.04% | −4,318−12.7% | 減碼 |
| Manchester Financial Inc | 29,583 | $203.6 萬 | 0.41% | +29,583 | 新進 |
| Jane Street Group, LLC | 29,474 | $202.8 萬 | 0.00% | −261,058−89.9% | 減碼 |
| Mizuho Securities USA LLC | 32,429 | $202.0 萬 | 0.04% | +32,429 | 新進 |
| AustralianSuper Pty Ltd | 28,588 | $196.7 萬 | 0.01% | +4,116+16.8% | 加碼 |
| Captrust Financial Advisors | 28,338 | $195.0 萬 | 0.00% | −349−1.2% | 減碼 |
| Standard Life Aberdeen plc | 28,298 | $194.7 萬 | 0.00% | +28,298 | 新進 |
| Quadrant Capital Group LLC | 28,204 | $194.1 萬 | 0.06% | +278+1.0% | 加碼 |
| Mystic Asset Management, Inc. | 28,200 | $194.0 萬 | 0.44% | 00.0% | 不變 |
| Virtus Investment Advisers, Inc. | 28,015 | $192.8 萬 | 0.55% | −4,729−14.4% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 27,506 | $189.3 萬 | 0.13% | +3,003+12.3% | 加碼 |
| Gardner Lewis Asset Management L P | 27,500 | $189.2 萬 | 0.50% | −460−1.6% | 減碼 |
| Caldwell Investment Management Ltd. | 27,100 | $186.4 萬 | 1.22% | −3,300−10.9% | 減碼 |
| Kentucky Retirement Systems | 26,923 | $185.3 萬 | 0.05% | −1,838−6.4% | 減碼 |
| Kepler Cheuvreux (Suisse) SA | 26,911 | $185.2 萬 | 0.10% | +26,911 | 新進 |
| AE Wealth Management LLC | 26,887 | $185.0 萬 | 0.01% | −3,299−10.9% | 減碼 |
| Mariner, LLC | 26,874 | $184.9 萬 | 0.00% | −7,503−21.8% | 減碼 |
| Hartford Investment Management Co | 26,127 | $179.8 萬 | 0.05% | +26,127 | 新進 |
| Eagle Strategies LLC | 26,019 | $179.0 萬 | 0.24% | −20,745−44.4% | 減碼 |
| Advisors Asset Management, Inc. | 25,956 | $178.6 萬 | 0.03% | +1,371+5.6% | 加碼 |
| Jones Financial Companies LLLP | 26,875 | $177.7 萬 | 0.00% | +7,234+36.8% | 加碼 |
| Atomi Financial Group, Inc. | 25,461 | $175.2 萬 | 0.06% | −59−0.2% | 減碼 |
| Caitlin John, LLC | 25,195 | $173.4 萬 | 1.21% | +153+0.6% | 加碼 |
| Highland Capital Management, LLC | 24,602 | $169.3 萬 | 0.08% | +24,602 | 新進 |
| QRG Capital Management, Inc. | 24,152 | $166.2 萬 | 0.02% | −1,159−4.6% | 減碼 |
| Fragasso Group Inc. | 23,170 | $163.0 萬 | 0.10% | −6,902−23.0% | 減碼 |
| Louisiana State Employees Retirement System | 23,400 | $161.0 萬 | 0.03% | −99,200−80.9% | 減碼 |
| Moore Capital Management, LP | 22,910 | $157.6 萬 | 0.03% | +22,910 | 新進 |
| Sowell Financial Services LLC | 22,775 | $156.7 萬 | 0.06% | −17,716−43.8% | 減碼 |
| Axq Capital, LP | 22,634 | $155.7 萬 | 0.60% | −6,577−22.5% | 減碼 |