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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 22,574 | $155.3 萬 | 0.02% | +16,676+282.7% | 加碼 |
| Cumberland Partners Ltd | 22,500 | $154.8 萬 | 0.10% | +22,500 | 新進 |
| Gulf International Bank (UK) Ltd | 22,490 | $154.8 萬 | 0.05% | −578−2.5% | 減碼 |
| Aviso Financial Inc. | 22,221 | $152.9 萬 | 0.06% | −3,184−12.5% | 減碼 |
| M&T Bank Corp | 22,132 | $152.3 萬 | 0.01% | −5,616−20.2% | 減碼 |
| Owls Nest Partners IA, LLC | 22,000 | $151.4 萬 | 0.42% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 21,900 | $150.7 萬 | 0.31% | +21,900 | 新進 |
| Advisory Services Network, LLC | 21,879 | $150.6 萬 | 0.02% | +11,035+101.8% | 加碼 |
| SG Americas Securities, LLC | 21,687 | $149.2 萬 | 0.01% | −23,747−52.3% | 減碼 |
| Spire Wealth Management | 21,520 | $148.1 萬 | 0.05% | +775+3.7% | 加碼 |
| Securian Asset Management, Inc | 21,502 | $148.0 萬 | 0.04% | −11,689−35.2% | 減碼 |
| LRT Capital Management, LLC | 21,453 | $147.6 萬 | 0.98% | +4,327+25.3% | 加碼 |
| Western Financial Corp | 21,384 | $147.1 萬 | 0.64% | −3,014−12.4% | 減碼 |
| Maryland State Retirement & Pension System | 21,382 | $147.1 萬 | 0.03% | +796+3.9% | 加碼 |
| Guggenheim Capital LLC | 21,343 | $146.9 萬 | 0.01% | +650+3.1% | 加碼 |
| Royal London Asset Management Ltd | 21,100 | $145.2 萬 | 0.00% | 00.0% | 不變 |
| Florida Financial Advisors, LLC | 20,900 | $143.8 萬 | 0.44% | +6,429+44.4% | 加碼 |
| Private Advisor Group, LLC | 20,282 | $139.6 萬 | 0.01% | −4,088−16.8% | 減碼 |
| Oxford Asset Management LLP | 20,150 | $138.7 萬 | 0.45% | −5,374−21.1% | 減碼 |
| Monetta Financial Services Inc | 20,000 | $137.6 萬 | 0.96% | 00.0% | 不變 |
| Ion Asset Management Ltd. | 20,000 | $137.6 萬 | 0.17% | 00.0% | 不變 |
| Fisher Funds Management LTD | 19,810 | $136.3 萬 | 0.04% | +19,810 | 新進 |
| New Mexico Educational Retirement Board | 19,800 | $136.2 萬 | 0.04% | −69,112−77.7% | 減碼 |
| Pullen Investment Management, LLC | 19,748 | $135.9 萬 | 0.74% | +200+1.0% | 加碼 |
| Mainstream Capital Management LLC | 19,381 | $133.4 萬 | 0.89% | +1,009+5.5% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 18,952 | $130.4 萬 | 0.03% | 00.0% | 不變 |
| Baader Bank INC | 18,647 | $126.6 萬 | 0.11% | +257+1.4% | 加碼 |
| Groupama Asset Managment | 17,977 | $123.7 萬 | 0.02% | +17,977 | 新進 |
| Csenge Advisory Group | 17,678 | $121.6 萬 | 0.06% | +17,678 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 17,620 | $121.2 萬 | 0.00% | +17,620 | 新進 |
| Cross Staff Investments Inc | 17,604 | $121.1 萬 | 0.85% | −158,397−90.0% | 減碼 |
| Lebenthal Global Advisors, LLC | 17,599 | $121.1 萬 | 0.21% | −211−1.2% | 減碼 |
| Norinchukin Bank, The | 17,491 | $120.4 萬 | 0.02% | +17,491 | 新進 |
| Gamco Investors, Inc. Et Al | 17,425 | $119.9 萬 | 0.01% | −5,655−24.5% | 減碼 |
| Elo Mutual Pension Insurance Co | 17,153 | $118.0 萬 | 0.02% | −13,785−44.6% | 減碼 |
| Thrivent Financial for Lutherans | 17,154 | $118.0 萬 | 0.00% | −85,465−83.3% | 減碼 |
| GWM Advisors LLC | 17,131 | $117.9 萬 | 0.01% | +13,424+362.1% | 加碼 |
| Connective Capital Management, LLC | 17,065 | $117.4 萬 | 1.08% | −15,055−46.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 16,874 | $116.1 萬 | 0.00% | +861+5.4% | 加碼 |
| Williamson Legacy Group, LLC | 16,771 | $115.4 萬 | 0.89% | +16,771 | 新進 |
| L2 Asset Management, LLC | 16,647 | $114.5 萬 | 0.17% | +5,577+50.4% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 16,540 | $113.8 萬 | 0.02% | 00.0% | 不變 |
| Allstate Corp | 16,357 | $112.6 萬 | 0.03% | +16,357 | 新進 |
| XTX Topco Ltd | 16,265 | $111.9 萬 | 0.06% | +16,265 | 新進 |
| BOCHK Asset Management Ltd | 16,250 | $111.8 萬 | 0.29% | +16,250 | 新進 |
| Raiffeisen Bank International AG | 16,117 | $110.9 萬 | 0.01% | −1,982−11.0% | 減碼 |
| Impact Capital Partners LLC | 16,066 | $110.6 萬 | 0.33% | −761−4.5% | 減碼 |
| Altshuler Shaham Ltd | 16,000 | $110.1 萬 | 0.02% | −4,000−20.0% | 減碼 |
| Polymer Capital Management (US) LLC | 15,897 | $109.4 萬 | 0.15% | −6,560−29.2% | 減碼 |
| Everpar Advisors LLC | 15,896 | $109.4 萬 | 0.43% | +308+2.0% | 加碼 |
| Leonteq Securities AG | 15,786 | $108.6 萬 | 0.06% | +3,821+31.9% | 加碼 |
| MBM Wealth Consultants, LLC | 15,690 | $108.0 萬 | 0.27% | −1,948−11.0% | 減碼 |
| LVW Advisors, LLC | 15,677 | $107.9 萬 | 0.11% | −2,305−12.8% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 19,344 | $107.2 萬 | 0.06% | 00.0% | 不變 |
| Navellier & Associates Inc | 15,415 | $106.1 萬 | 0.11% | +2,997+24.1% | 加碼 |
| Ballentine Partners, LLC | 15,389 | $105.9 萬 | 0.01% | +145+1.0% | 加碼 |
| Delta Investment Management, LLC | 15,143 | $104.2 萬 | 0.19% | +587+4.0% | 加碼 |
| Integrated Quantitative Investments LLC | 14,988 | $103.1 萬 | 0.29% | +14,988 | 新進 |
| Metis Global Partners, LLC | 14,886 | $102.4 萬 | 0.02% | +9,656+184.6% | 加碼 |
| Mission Wealth Management, LP | 14,593 | $100.4 萬 | 0.02% | +5,277+56.6% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 14,546 | $100.1 萬 | 0.11% | +14,546 | 新進 |
| Brown Advisory Inc | 14,514 | $99.9 萬 | 0.00% | +17+0.1% | 加碼 |
| Global Retirement Partners, LLC | 14,384 | $99.0 萬 | 0.02% | +652+4.7% | 加碼 |
| PFG Investments, LLC | 14,343 | $98.7 萬 | 0.05% | +775+5.7% | 加碼 |
| National Asset Management, Inc. | 14,333 | $98.6 萬 | 0.05% | −1,447−9.2% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 14,192 | $97.7 萬 | 0.01% | −83,119−85.4% | 減碼 |
| Illinois Municipal Retirement Fund | 13,976 | $96.2 萬 | 0.01% | −6,124−30.5% | 減碼 |
| Private Advisory Group LLC | 13,971 | $96.1 萬 | 0.08% | −7,388−34.6% | 減碼 |
| Visionary Horizons, LLC | 13,800 | $95.0 萬 | 0.53% | +2,045+17.4% | 加碼 |
| HighPoint Advisor Group LLC | 13,726 | $94.4 萬 | 0.04% | +776+6.0% | 加碼 |
| Venturi Wealth Management, LLC | 13,546 | $93.2 萬 | 0.04% | −373−2.7% | 減碼 |
| NBC Securities, Inc. | 13,499 | $92.9 萬 | 0.07% | −657−4.6% | 減碼 |
| Flagship Harbor Advisors, LLC | 13,315 | $91.6 萬 | 0.04% | +974+7.9% | 加碼 |
| Straightline Group LLC | 13,626 | $91.5 萬 | 0.53% | +13,626 | 新進 |
| Formidable Asset Management, LLC | 13,284 | $91.4 萬 | 0.14% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 13,240 | $91.1 萬 | 0.01% | +3,324+33.5% | 加碼 |
| Pinnacle Wealth Management, LLC | 13,226 | $91.0 萬 | 0.61% | −15,462−53.9% | 減碼 |
| Banco BTG Pactual S.A. | 13,000 | $89.5 萬 | 0.13% | −37,000−74.0% | 減碼 |
| Simplex Trading, LLC | 12,841 | $88.3 萬 | 0.02% | +12,841 | 新進 |
| Advisor OS, LLC | 12,636 | $86.9 萬 | 0.08% | −2,331−15.6% | 減碼 |
| Yorktown Management & Research Co Inc | 12,400 | $85.3 萬 | 0.68% | 00.0% | 不變 |
| Ossiam | 12,400 | $85.3 萬 | 0.01% | +8,464+215.0% | 加碼 |
| Matisse Capital | 12,300 | $84.6 萬 | 0.38% | +300+2.5% | 加碼 |
| Gsa Capital Partners LLP | 12,251 | $84.3 萬 | 0.07% | −13,401−52.2% | 減碼 |
| Inceptionr LLC | 12,099 | $83.3 萬 | 0.20% | +2,887+31.3% | 加碼 |
| Campbell & CO Investment Adviser LLC | 12,077 | $83.1 萬 | 0.06% | −4,537−27.3% | 減碼 |
| Impact Partnership Wealth, LLC | 12,024 | $82.7 萬 | 0.12% | +12,024 | 新進 |
| MUFG Securities Americas Inc. | 12,007 | $82.6 萬 | 0.05% | +12,007 | 新進 |
| Heritage Family Offices, LLP | 11,959 | $82.3 萬 | 0.38% | +8,011+202.9% | 加碼 |
| Scientech Research LLC | 11,807 | $81.2 萬 | 0.28% | +11,807 | 新進 |
| Custom Index Systems, LLC | 11,757 | $80.9 萬 | 0.24% | +11,757 | 新進 |
| Revisor Wealth Management LLC | 11,125 | $80.8 萬 | 0.28% | +650+6.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 11,690 | $80.4 萬 | 0.00% | +3,956+51.2% | 加碼 |
| Fiduciary Trust Co | 11,633 | $80.0 萬 | 0.01% | +26+0.2% | 加碼 |
| Precision Wealth Strategies, LLC | 11,606 | $79.9 萬 | 0.26% | +11,606 | 新進 |
| Engineers Gate Manager LP | 11,527 | $79.3 萬 | 0.01% | −28,134−70.9% | 減碼 |
| Benjamin Edwards Inc | 11,438 | $78.7 萬 | 0.01% | −743−6.1% | 減碼 |
| GAMMA Investing LLC | 11,439 | $78.7 萬 | 0.04% | +1,256+12.3% | 加碼 |
| Measured Wealth Private Client Group, LLC | 11,424 | $78.6 萬 | 0.21% | −1,452−11.3% | 減碼 |
| Cerity Partners LLC | 11,393 | $78.4 萬 | 0.00% | +5,655+98.6% | 加碼 |