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 4 季 13F 持有人
Interactive Brokers Group, Inc. 在 2025/12/31 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
- 980
- 較 2025 年第 3 季 +81 家
- 持有股數
- 3.84 億
- 較 2025 年第 3 季 +1,104 萬 (+3.0%)
- 總市值
- $247.2 億
- 較 2025 年第 3 季 −$9.84 億 (−3.8%)
- 新進機構
- 167
- 另有 334 家加碼
- 清倉機構
- 86
- 另有 345 家減碼
另有 14 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 2,716 | $17.5 萬 | 0.00% | −1,168−30.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 2,572 | $18.7 萬 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 2,919 | $18.8 萬 | 0.01% | +10.0% | 加碼 |
| Assetmark, Inc | 2,961 | $19.0 萬 | 0.00% | −98−3.2% | 減碼 |
| CIBC Private Wealth Group, LLC | 2,987 | $19.2 萬 | 0.00% | +107+3.7% | 加碼 |
| Abel Hall, LLC | 3,162 | $20.3 萬 | 0.05% | +3,162 | 新進 |
| Capital Asset Advisory Services LLC | 2,823 | $20.6 萬 | 0.01% | −123−4.2% | 減碼 |
| Western Pacific Wealth Management, LP | 3,200 | $20.6 萬 | 0.20% | 00.0% | 不變 |
| Curated Wealth Partners LLC | 3,208 | $20.6 萬 | 0.02% | 00.0% | 不變 |
| Voya Financial Advisors, Inc. | 3,189 | $20.8 萬 | 0.02% | +10.0% | 加碼 |
| VestGen Advisors, LLC | 3,255 | $20.9 萬 | 0.01% | −440−11.9% | 減碼 |
| Forum Financial Management, LP | 3,258 | $21.0 萬 | 0.00% | −2−0.1% | 減碼 |
| Acadian Asset Management LLC | 3,266 | $21.0 萬 | 0.00% | −4,878−59.9% | 減碼 |
| Vicus Capital | 3,278 | $21.1 萬 | 0.02% | −2,664−44.8% | 減碼 |
| Zacks Investment Management | 3,293 | $21.2 萬 | 0.00% | −946−22.3% | 減碼 |
| Syon Capital LLC | 3,309 | $21.3 萬 | 0.01% | +3,309 | 新進 |
| Evolve Private Wealth, LLC | 3,313 | $21.3 萬 | 0.01% | +3,313 | 新進 |
| Belpointe Asset Management LLC | 3,325 | $21.4 萬 | 0.01% | −115−3.3% | 減碼 |
| Essex Financial Services, Inc. | 3,334 | $21.4 萬 | 0.01% | −319−8.7% | 減碼 |
| Eagle Bay Advisors LLC | 3,340 | $21.5 萬 | 0.16% | −131−3.8% | 減碼 |
| Norden Group LLC | 3,360 | $21.6 萬 | 0.02% | −1,127−25.1% | 減碼 |
| Goldstein Advisors, LLC | 3,365 | $21.6 萬 | 0.02% | +328+10.8% | 加碼 |
| Los Angeles Capital Management LLC | 3,160 | $21.6 萬 | 0.00% | 00.0% | 不變 |
| Aspen Grove Capital, LLC | 3,377 | $21.7 萬 | 0.04% | +249+8.0% | 加碼 |
| Patton Fund Management, Inc. | 3,385 | $21.8 萬 | 0.03% | −748−18.1% | 減碼 |
| Integrity Advisory Solutions, LLC | 3,405 | $21.9 萬 | 0.03% | +46+1.4% | 加碼 |
| Wealthspire Advisors, LLC | 3,429 | $22.1 萬 | 0.00% | +1,461+74.2% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,472 | $22.3 萬 | 0.01% | +3,472 | 新進 |
| LRI Investments, LLC | 3,496 | $22.5 萬 | 0.02% | +236+7.2% | 加碼 |
| KG&L Capital Management,LLC | 3,497 | $22.5 萬 | 0.06% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 3,533 | $22.7 萬 | 0.00% | +3,533 | 新進 |
| Strategic Blueprint, LLC | 3,538 | $22.8 萬 | 0.01% | −175−4.7% | 減碼 |
| Retirement Guys Formula LLC | 3,578 | $23.0 萬 | 0.10% | −44−1.2% | 減碼 |
| Cornerstone Capital, Inc. | 3,600 | $23.2 萬 | 0.02% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 3,663 | $23.6 萬 | 0.01% | +6+0.2% | 加碼 |
| Prospera Financial Services Inc | 3,663 | $23.6 萬 | 0.00% | +98+2.7% | 加碼 |
| Mariner, LLC | 3,644 | $23.6 萬 | 0.00% | −23,230−86.4% | 減碼 |
| Wexford Capital LP | 3,686 | $23.7 萬 | 0.06% | −1,077−22.6% | 減碼 |
| LGT Fund Management Co Ltd. | 3,650 | $23.7 萬 | 0.02% | 00.0% | 不變 |
| Sigma Planning Corp | 3,706 | $23.8 萬 | 0.01% | −11−0.3% | 減碼 |
| Fieldview Capital Management, LLC | 3,709 | $23.9 萬 | 0.04% | +3,709 | 新進 |
| Algert Global LLC | 3,720 | $23.9 萬 | 0.00% | +3,720 | 新進 |
| CVA Family Office, LLC | 3,780 | $24.3 萬 | 0.03% | +8+0.2% | 加碼 |
| Adviser Investments LLC | 3,798 | $24.4 萬 | 0.00% | +3,798 | 新進 |
| Golden State Equity Partners | 3,802 | $24.5 萬 | 0.04% | +3,802 | 新進 |
| Archer Investment Corp | 3,808 | $24.5 萬 | 0.06% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 3,818 | $24.6 萬 | 0.00% | +396+11.6% | 加碼 |
| Aviance Capital Partners, LLC | 3,820 | $24.6 萬 | 0.03% | 00.0% | 不變 |
| Fiduciary Financial Group, LLC | 3,827 | $24.6 萬 | 0.03% | 00.0% | 不變 |
| Keybank National Association | 3,832 | $24.6 萬 | 0.00% | +244+6.8% | 加碼 |
| Meadowbrook Advisors Group, LLC | 3,845 | $24.7 萬 | 0.14% | +3,845 | 新進 |
| GeoWealth Management, LLC | 3,847 | $24.7 萬 | 0.01% | −42−1.1% | 減碼 |
| City National Bank of Florida | 3,860 | $24.8 萬 | 0.16% | 00.0% | 不變 |
| TABR Capital Management, LLC | 3,878 | $24.9 萬 | 0.17% | +414+12.0% | 加碼 |
| Signaturefd, LLC | 3,900 | $25.1 萬 | 0.00% | +226+6.2% | 加碼 |
| Facet Wealth, Inc. | 3,330 | $25.1 萬 | 0.00% | −1,025−23.5% | 減碼 |
| Clearstead Advisors, LLC | 3,927 | $25.3 萬 | 0.00% | +1,843+88.4% | 加碼 |
| Valeo Financial Advisors, LLC | 3,947 | $25.4 萬 | 0.01% | +470+13.5% | 加碼 |
| Bullock Wealth Management Group | 3,948 | $25.4 萬 | 0.12% | +3,756+1,956.3% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 3,974 | $25.6 萬 | 0.16% | −310−7.2% | 減碼 |
| WCM Investment Management, LLC | 3,936 | $25.6 萬 | 0.00% | +314+8.7% | 加碼 |
| Citizens Business Bank | 3,984 | $25.6 萬 | 0.04% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 3,986 | $25.6 萬 | 0.01% | −134−3.3% | 減碼 |
| Hantz Financial Services, Inc. | 4,000 | $25.7 萬 | 0.00% | −86−2.1% | 減碼 |
| Penserra Capital Management LLC | 4,026 | $25.7 萬 | 0.00% | +964+31.5% | 加碼 |
| Intesa Sanpaolo S.p.A. | 4,000 | $25.9 萬 | 0.02% | +4,000 | 新進 |
| Hazlett, Burt & Watson, Inc. | 4,041 | $26.0 萬 | 0.08% | +643+18.9% | 加碼 |
| Marex Group plc | 4,060 | $26.1 萬 | 0.00% | +947+30.4% | 加碼 |
| Scientech Research LLC | 4,071 | $26.2 萬 | 0.16% | −7,736−65.5% | 減碼 |
| Ieq Capital, LLC | 4,104 | $26.4 萬 | 0.00% | +4,104 | 新進 |
| Farringdon Capital, Ltd. | 4,162 | $26.8 萬 | 0.07% | +4,162 | 新進 |
| Cigna Investments Inc | 4,188 | $26.9 萬 | 0.04% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 4,203 | $27.0 萬 | 0.02% | +4,203 | 新進 |
| Howe & Rusling Inc | 4,218 | $27.1 萬 | 0.02% | −209−4.7% | 減碼 |
| Blair William & Co | 4,256 | $27.4 萬 | 0.00% | −148−3.4% | 減碼 |
| RSM US Wealth Management LLC | 4,235 | $27.5 萬 | 0.00% | −25−0.6% | 減碼 |
| Aaron Wealth Advisors | 4,342 | $27.9 萬 | 0.02% | +189+4.6% | 加碼 |
| Midwest Professional Planners, LTD. | 4,358 | $28.0 萬 | 0.07% | −791−15.4% | 減碼 |
| Index Technologies Group LLC | 4,366 | $28.1 萬 | 0.29% | +4,366 | 新進 |
| Net Worth Advisory Group | 4,421 | $28.4 萬 | 0.06% | +20.0% | 加碼 |
| Insigneo Advisory Services, LLC | 4,464 | $28.7 萬 | 0.02% | +1,251+38.9% | 加碼 |
| HBK Sorce Advisory LLC | 3,861 | $28.8 萬 | 0.01% | +768+24.8% | 加碼 |
| Legato Capital Management LLC | 4,502 | $29.0 萬 | 0.02% | +4,502 | 新進 |
| PUREfi Wealth, LLC | 4,550 | $29.3 萬 | 0.22% | −4−0.1% | 減碼 |
| Armistice Capital, LLC | 4,582 | $29.5 萬 | 0.01% | +4,582 | 新進 |
| Principal Securities, Inc. | 4,627 | $29.8 萬 | 0.00% | +116+2.6% | 加碼 |
| Nemes Rush Group LLC | 4,637 | $29.8 萬 | 0.03% | −2,377−33.9% | 減碼 |
| Capstone Investment Advisors, LLC | 4,644 | $29.9 萬 | 0.00% | +607+15.0% | 加碼 |
| Leo Wealth, LLC | 4,755 | $30.6 萬 | 0.02% | +4,755 | 新進 |
| Atticus Wealth Management, LLC | 4,765 | $30.6 萬 | 0.08% | +5+0.1% | 加碼 |
| Meeder Advisory Services, Inc. | 4,776 | $30.7 萬 | 0.01% | +127+2.7% | 加碼 |
| Legacy Wealth Advisors, LLC | 4,802 | $30.9 萬 | 0.20% | +4,802 | 新進 |
| Hilltop Holdings Inc. | 4,892 | $31.5 萬 | 0.02% | −2,036−29.4% | 減碼 |
| Fidelis Capital Partners, LLC | 4,910 | $31.6 萬 | 0.02% | −50−1.0% | 減碼 |
| Fullerton Fund Management Co Ltd. | 4,919 | $31.6 萬 | 0.01% | −28,308−85.2% | 減碼 |
| Arista Wealth Management, LLC | 5,000 | $32.2 萬 | 0.04% | +5,000 | 新進 |
| Edmond de Rothschild Holding S.A. | 5,008 | $32.2 萬 | 0.00% | 00.0% | 不變 |
| Robinson Smith Wealth Advisors LLC | 5,011 | $32.2 萬 | 0.22% | 00.0% | 不變 |
| Simplicity Wealth,LLC | 5,013 | $32.2 萬 | 0.02% | +1,153+29.9% | 加碼 |
| Alphadyne Asset Management LP | 5,044 | $32.4 萬 | 0.03% | +5,044 | 新進 |