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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 5,115 | $32.9 萬 | 0.01% | +519+11.3% | 加碼 |
| Profund Advisors LLC | 5,150 | $33.1 萬 | 0.01% | −1,205−19.0% | 減碼 |
| Stevens Capital Management LP | 5,173 | $33.3 萬 | 0.12% | +5,173 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 5,181 | $33.3 萬 | 0.01% | +170+3.4% | 加碼 |
| GTS Securities LLC | 5,202 | $33.5 萬 | 0.01% | +5,202 | 新進 |
| Glenmede Trust Co NA | 5,215 | $33.5 萬 | 0.00% | +5,215 | 新進 |
| Chemistry Wealth Management LLC | 5,288 | $34.0 萬 | 0.06% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 5,324 | $34.2 萬 | 0.01% | 00.0% | 不變 |
| Commons Capital, LLC | 5,355 | $34.4 萬 | 0.24% | −15−0.3% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 4,620 | $34.5 萬 | 0.05% | +1,175+34.1% | 加碼 |
| Integrated Advisors Network LLC | 5,359 | $34.5 萬 | 0.02% | −152−2.8% | 減碼 |
| Advisor Resource Council | 4,600 | $34.6 萬 | 0.12% | +4,600 | 新進 |
| Graham Capital Management, L.P. | 5,429 | $34.9 萬 | 0.01% | −4,978−47.8% | 減碼 |
| Ponta Wealth Partners, LLC | 5,466 | $35.2 萬 | 0.33% | +5,466 | 新進 |
| Oxford Wealth Group, LLC | 5,508 | $35.4 萬 | 0.17% | +5,508 | 新進 |
| Premier Path Wealth Partners, LLC | 5,590 | $35.9 萬 | 0.05% | 00.0% | 不變 |
| West Family Investments, Inc. | 5,610 | $36.1 萬 | 0.08% | +963+20.7% | 加碼 |
| Maridea Wealth Management LLC | 5,650 | $36.3 萬 | 0.05% | −3,813−40.3% | 減碼 |
| Global Financial Private Client, LLC | 5,669 | $36.5 萬 | 0.13% | +5,669 | 新進 |
| Fulton Bank, N.A. | 5,674 | $36.5 萬 | 0.01% | −828−12.7% | 減碼 |
| Fundamentun, LLC | 5,678 | $36.5 萬 | 0.01% | +394+7.5% | 加碼 |
| Blueshift Asset Management, LLC | 5,680 | $36.5 萬 | 0.11% | +5,680 | 新進 |
| Leeward Financial Partners, LLC | 5,721 | $36.8 萬 | 0.10% | −1,064−15.7% | 減碼 |
| MAI Capital Management | 5,725 | $36.8 萬 | 0.00% | +4,961+649.3% | 加碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 5,792 | $37.2 萬 | 0.02% | +5,792 | 新進 |
| Freestone Capital Holdings, LLC | 5,820 | $37.4 萬 | 0.01% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 5,840 | $37.6 萬 | 0.00% | +5,840 | 新進 |
| Sagespring Wealth Partners, LLC | 5,866 | $37.7 萬 | 0.01% | −473−7.5% | 減碼 |
| United Capital Financial Advisers, LLC | 5,893 | $37.9 萬 | 0.00% | −1,627−21.6% | 減碼 |
| IHT Wealth Management, LLC | 5,928 | $38.1 萬 | 0.01% | −389−6.2% | 減碼 |
| Grandview Asset Management LLC | 5,949 | $38.3 萬 | 0.10% | −100−1.7% | 減碼 |
| Tema ETFs LLC | 5,965 | $38.4 萬 | 0.03% | −16−0.3% | 減碼 |
| Northwest & Ethical Investments L.P. | 5,907 | $38.4 萬 | 0.01% | −2,881−32.8% | 減碼 |
| Baader Bank INC | 6,026 | $38.7 萬 | 0.03% | −12,621−67.7% | 減碼 |
| Stephens Inc | 6,076 | $39.1 萬 | 0.00% | +290+5.0% | 加碼 |
| Commerce Bank | 6,091 | $39.2 萬 | 0.00% | +2,810+85.6% | 加碼 |
| SummitTX Capital, L.P. | 6,092 | $39.2 萬 | 0.01% | +6,092 | 新進 |
| Aureus Asset Management, LLC | 6,116 | $39.3 萬 | 0.03% | 00.0% | 不變 |
| Independent Advisor Alliance | 6,169 | $39.7 萬 | 0.01% | +178+3.0% | 加碼 |
| Citizens Financial Group Inc | 6,197 | $39.9 萬 | 0.01% | +2,361+61.5% | 加碼 |
| CWM, LLC | 6,214 | $40.0 萬 | 0.00% | +1,647+36.1% | 加碼 |
| Foundations Investment Advisors, LLC | 6,259 | $40.3 萬 | 0.01% | +6,259 | 新進 |
| SmartHarvest Portfolios, LLC | 6,276 | $40.4 萬 | 0.14% | +6,276 | 新進 |
| Matisse Capital | 6,300 | $40.5 萬 | 0.18% | −6,000−48.8% | 減碼 |
| Havemeyer Place LP | 6,301 | $40.5 萬 | 0.08% | +6,301 | 新進 |
| V-Square Quantitative Management LLC | 6,422 | $41.3 萬 | 0.04% | +6,422 | 新進 |
| ABLE Financial Group, LLC | 6,480 | $41.7 萬 | 0.08% | −1,603−19.8% | 減碼 |
| Woodline Partners LP | 6,524 | $42.0 萬 | 0.00% | −52,319−88.9% | 減碼 |
| Koshinski Asset Management, Inc. | 6,552 | $42.1 萬 | 0.03% | +204+3.2% | 加碼 |
| Ballentine Partners, LLC | 6,612 | $42.5 萬 | 0.01% | −8,777−57.0% | 減碼 |
| Roundview Capital LLC | 6,626 | $42.6 萬 | 0.03% | −506−7.1% | 減碼 |
| 180 Wealth Advisors, LLC | 6,630 | $42.6 萬 | 0.05% | −1,335−16.8% | 減碼 |
| Meyer Handelman Co | 6,800 | $43.7 萬 | 0.01% | 00.0% | 不變 |
| Spirepoint Private Client, LLC | 6,842 | $44.0 萬 | 0.04% | +1,587+30.2% | 加碼 |
| Wellspring Financial Advisors, LLC | 6,856 | $44.1 萬 | 0.03% | +6,856 | 新進 |
| Skba Capital Management LLC | 6,872 | $44.2 萬 | 0.06% | −20−0.3% | 減碼 |
| Balyasny Asset Management LLC | 6,877 | $44.2 萬 | 0.00% | +6,877 | 新進 |
| Axxcess Wealth Management, LLC | 6,954 | $44.7 萬 | 0.01% | −3,773−35.2% | 減碼 |
| Alta Wealth Advisors LLC | 6,956 | $44.7 萬 | 0.15% | −39−0.6% | 減碼 |
| TruNorth Capital Management, LLC | 6,964 | $44.8 萬 | 0.09% | +6,004+625.4% | 加碼 |
| Bank of Nova Scotia Trust Co | 6,996 | $45.0 萬 | 0.04% | +6,996 | 新進 |
| Qtron Investments LLC | 7,041 | $45.3 萬 | 0.06% | +1,752+33.1% | 加碼 |
| Allworth Financial LP | 7,084 | $45.6 萬 | 0.00% | −279−3.8% | 減碼 |
| EntryPoint Capital, LLC | 7,109 | $45.7 萬 | 0.18% | −2,815−28.4% | 減碼 |
| Leuthold Group, LLC | 7,110 | $45.7 萬 | 0.05% | +10+0.1% | 加碼 |
| Custom Index Systems, LLC | 7,117 | $45.8 萬 | 0.20% | −4,640−39.5% | 減碼 |
| Motley Fool Asset Management LLC | 7,126 | $45.8 萬 | 0.02% | −124−1.7% | 減碼 |
| Sequoia Financial Advisors, LLC | 7,163 | $46.1 萬 | 0.00% | +3,544+97.9% | 加碼 |
| Brady Martz Wealth Solutions, LLC | 7,164 | $46.1 萬 | 0.08% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 7,187 | $46.2 萬 | 0.01% | −430−5.6% | 減碼 |
| Alps Advisors Inc | 7,219 | $46.4 萬 | 0.00% | +60+0.8% | 加碼 |
| Richard W. Paul & Associates, LLC | 7,229 | $46.5 萬 | 0.15% | −560−7.2% | 減碼 |
| Fox Run Management, L.L.C. | 7,236 | $46.5 萬 | 0.07% | +7,236 | 新進 |
| Siemens Fonds Invest GmbH | 7,239 | $47.1 萬 | 0.03% | +1,263+21.1% | 加碼 |
| NorthCrest Asset Manangement, LLC | 6,658 | $47.7 萬 | 0.01% | +6,658 | 新進 |
| Synergy Financial Group, LTD | 7,412 | $47.7 萬 | 0.33% | −593−7.4% | 減碼 |
| Summit Trail Advisors, LLC | 7,489 | $48.2 萬 | 0.01% | +1,150+18.1% | 加碼 |
| Costello Asset Management, INC | 7,535 | $48.5 萬 | 0.16% | +980+15.0% | 加碼 |
| Laird Norton Trust Company, LLC | 7,617 | $49.0 萬 | 0.01% | +7,617 | 新進 |
| Deltec Asset Management LLC | 7,630 | $49.1 萬 | 0.08% | +7,630 | 新進 |
| Merit Financial Group, LLC | 7,661 | $49.3 萬 | 0.00% | +1,437+23.1% | 加碼 |
| Wealth Alliance | 7,666 | $49.3 萬 | 0.05% | +354+4.8% | 加碼 |
| Bridgefront Capital, LLC | 7,670 | $49.3 萬 | 0.12% | +407+5.6% | 加碼 |
| Bannerstone Capital Management, LLC | 7,703 | $49.5 萬 | 0.47% | +7,703 | 新進 |
| Counterpoint Mutual Funds LLC | 7,788 | $50.1 萬 | 0.04% | +7,788 | 新進 |
| Great Lakes Advisors, LLC | 7,807 | $50.2 萬 | 0.00% | −8−0.1% | 減碼 |
| Wedmont Private Capital | 7,099 | $50.6 萬 | 0.02% | +232+3.4% | 加碼 |
| Illinois Municipal Retirement Fund | 7,995 | $51.4 萬 | 0.01% | −5,981−42.8% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 8,000 | $51.4 萬 | 0.01% | 00.0% | 不變 |
| Fairfield Financial Advisors, LTD | 8,103 | $52.1 萬 | 0.17% | +1,623+25.0% | 加碼 |
| Forefront Wealth Partners, LLC | 8,175 | $52.6 萬 | 0.25% | +169+2.1% | 加碼 |
| Severin Investments, LLC | 8,229 | $52.9 萬 | 0.47% | −1,460−15.1% | 減碼 |
| Fifth Third Wealth Advisors LLC | 8,287 | $53.3 萬 | 0.02% | +165+2.0% | 加碼 |
| Park Avenue Securities LLC | 8,356 | $53.7 萬 | 0.00% | −564−6.3% | 減碼 |
| DRW Securities, LLC | 8,387 | $53.9 萬 | 0.04% | +1,275+17.9% | 加碼 |
| Prudential PLC | 8,412 | $54.1 萬 | 0.00% | 00.0% | 不變 |
| Putney Financial Group LLC | 8,440 | $54.3 萬 | 0.51% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,453 | $54.4 萬 | 0.01% | +4,945+141.0% | 加碼 |
| Inceptionr LLC | 8,516 | $54.8 萬 | 0.15% | −3,583−29.6% | 減碼 |
| Heartland Advisors Inc | 8,631 | $55.5 萬 | 0.03% | −171−1.9% | 減碼 |