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 |
|---|---|---|---|---|---|
| Raleigh Capital Management Inc. | 8,696 | $55.9 萬 | 0.20% | −1,229−12.4% | 減碼 |
| Ritholtz Wealth Management | 8,746 | $56.2 萬 | 0.01% | +453+5.5% | 加碼 |
| ArrowMark Colorado Holdings LLC | 8,800 | $56.6 萬 | 0.01% | 00.0% | 不變 |
| Park Capital Management, LLC | 8,915 | $57.3 萬 | 0.41% | 00.0% | 不變 |
| Revisor Wealth Management LLC | 7,459 | $57.5 萬 | 0.15% | −3,666−33.0% | 減碼 |
| Strategic Investment Advisors | 8,963 | $57.6 萬 | 0.05% | −544−5.7% | 減碼 |
| TownSquare Capital, LLC | 8,988 | $57.8 萬 | 0.13% | +8,988 | 新進 |
| Smith Group Asset Management, LLC | 9,094 | $58.5 萬 | 0.03% | +3,473+61.8% | 加碼 |
| Thrive Wealth Management, LLC | 9,112 | $58.6 萬 | 0.09% | +162+1.8% | 加碼 |
| Callan Family Office, LLC | 9,148 | $58.8 萬 | 0.01% | +2,836+44.9% | 加碼 |
| University of Texas/Texas Am Investment Managment Co | 9,161 | $58.9 萬 | 0.08% | +8,724+1,996.3% | 加碼 |
| FourThought Financial Partners, LLC | 9,245 | $59.5 萬 | 0.05% | +172+1.9% | 加碼 |
| Fisher Asset Management, LLC | 9,260 | $59.6 萬 | 0.00% | +1,496+19.3% | 加碼 |
| Lido Advisors, LLC | 8,736 | $59.9 萬 | 0.00% | +70+0.8% | 加碼 |
| Brevan Howard Capital Management LP | 9,318 | $59.9 萬 | 0.01% | −34,778−78.9% | 減碼 |
| XTX Topco Ltd | 9,506 | $61.1 萬 | 0.02% | −6,759−41.6% | 減碼 |
| Wright Investors Service Inc | 9,612 | $61.8 萬 | 0.19% | −23−0.2% | 減碼 |
| Studio Investment Management LLC | 9,755 | $62.7 萬 | 0.11% | −787−7.5% | 減碼 |
| HB Wealth Management, LLC | 9,776 | $62.9 萬 | 0.00% | +723+8.0% | 加碼 |
| Ci Investments Inc. | 9,824 | $63.2 萬 | 0.00% | +7,922+416.5% | 加碼 |
| Canada Post Corp Registered Pension Plan | 9,860 | $63.4 萬 | 0.02% | +2,360+31.5% | 加碼 |
| Mount Lucas Management LP | 9,892 | $63.6 萬 | 0.28% | −174−1.7% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 9,948 | $64.0 萬 | 0.01% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 9,953 | $64.0 萬 | 0.01% | +1,333+15.5% | 加碼 |
| Ameliora Wealth Management Ltd. | 9,955 | $64.0 萬 | 0.20% | +528+5.6% | 加碼 |
| Joel Isaacson & Co., LLC | 9,959 | $64.0 萬 | 0.02% | +12+0.1% | 加碼 |
| CAPROCK Group, Inc. | 10,053 | $64.7 萬 | 0.01% | −103−1.0% | 減碼 |
| Petra Financial Advisors Inc | 10,114 | $65.0 萬 | 0.38% | −107−1.0% | 減碼 |
| Crewe Advisors LLC | 10,192 | $65.5 萬 | 0.06% | 00.0% | 不變 |
| Aigen Investment Management, LP | 10,206 | $65.6 萬 | 0.15% | +10,206 | 新進 |
| Venturi Wealth Management, LLC | 10,315 | $66.3 萬 | 0.03% | −3,231−23.9% | 減碼 |
| Everpar Advisors LLC | 10,317 | $66.3 萬 | 0.25% | −5,579−35.1% | 減碼 |
| Benjamin Edwards Inc | 10,395 | $66.9 萬 | 0.01% | −1,043−9.1% | 減碼 |
| Morningstar Investment Management LLC | 10,449 | $67.2 萬 | 0.04% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 10,666 | $68.6 萬 | 0.01% | −11,908−52.8% | 減碼 |
| ASR Vermogensbeheer N.V. | 10,673 | $68.6 萬 | 0.01% | +6,599+162.0% | 加碼 |
| Fayez Sarofim & Co | 10,736 | $69.0 萬 | 0.00% | 00.0% | 不變 |
| Jupiter Asset Management Ltd | 10,795 | $69.4 萬 | 0.01% | +10,795 | 新進 |
| Silphium Asset Management Ltd | 10,847 | $69.8 萬 | 0.30% | +10,847 | 新進 |
| Heritage Family Offices, LLP | 10,906 | $70.1 萬 | 0.32% | −1,053−8.8% | 減碼 |
| Integrated Wealth Concepts LLC | 11,021 | $70.9 萬 | 0.01% | +4,460+68.0% | 加碼 |
| Malaga Cove Capital, LLC | 11,040 | $71.0 萬 | 0.25% | +570+5.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 11,061 | $71.1 萬 | 0.03% | +3,512+46.5% | 加碼 |
| SG Trading Solutions, LLC | 11,166 | $71.8 萬 | 0.17% | +11,166 | 新進 |
| E. Ohman J:or Asset Management AB | 11,195 | $72.0 萬 | 0.02% | +11,195 | 新進 |
| Skopos Labs, Inc. | 11,023 | $72.0 萬 | 0.03% | +7,305+196.5% | 加碼 |
| R Squared Ltd | 11,213 | $72.1 萬 | 0.34% | +2,192+24.3% | 加碼 |
| Gsa Capital Partners LLP | 11,229 | $72.2 萬 | 0.06% | −1,022−8.3% | 減碼 |
| Farther Finance Advisors, LLC | 11,281 | $72.5 萬 | 0.01% | +2,018+21.8% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 11,285 | $72.6 萬 | 0.05% | 00.0% | 不變 |
| Navellier & Associates Inc | 11,302 | $72.7 萬 | 0.08% | −4,113−26.7% | 減碼 |
| Patten Group, Inc. | 11,378 | $73.2 萬 | 0.14% | +11,378 | 新進 |
| International Assets Investment Management, LLC | 11,445 | $73.6 萬 | 0.05% | +7,061+161.1% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 11,483 | $73.8 萬 | 0.02% | +143+1.3% | 加碼 |
| Clark Financial Services Group Inc | 10,470 | $74.9 萬 | 0.40% | −845−7.5% | 減碼 |
| Mount Yale Investment Advisors, LLC | 11,783 | $75.8 萬 | 0.04% | +8,321+240.4% | 加碼 |
| GAMMA Investing LLC | 11,783 | $75.8 萬 | 0.04% | +344+3.0% | 加碼 |
| Measured Wealth Private Client Group, LLC | 11,859 | $76.3 萬 | 0.20% | +435+3.8% | 加碼 |
| Avanza Fonder AB | 11,940 | $76.8 萬 | 0.02% | +11,940 | 新進 |
| MUFG Securities Americas Inc. | 11,999 | $77.2 萬 | 0.05% | −8−0.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 6,043 | $77.3 萬 | 0.00% | 00.0% | 不變 |
| Securian Asset Management, Inc | 12,110 | $77.9 萬 | 0.03% | −9,392−43.7% | 減碼 |
| BAM Wealth Management, LLC | 12,255 | $78.8 萬 | 0.57% | +12,255 | 新進 |
| Coldstream Capital Management Inc | 12,380 | $79.6 萬 | 0.01% | +6,373+106.1% | 加碼 |
| Yorktown Management & Research Co Inc | 12,400 | $79.7 萬 | 0.64% | 00.0% | 不變 |
| Pitcairn Wealth Advisors LLC | 12,408 | $79.8 萬 | 0.07% | +12,408 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 12,453 | $80.1 萬 | 0.01% | −787−5.9% | 減碼 |
| Fiduciary Trust Co | 12,466 | $80.2 萬 | 0.01% | +833+7.2% | 加碼 |
| GAM Holding AG | 12,524 | $80.5 萬 | 0.05% | +12,524 | 新進 |
| Precision Wealth Strategies, LLC | 12,530 | $80.6 萬 | 0.26% | +924+8.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 12,567 | $80.8 萬 | 0.00% | +877+7.5% | 加碼 |
| Advisor OS, LLC | 12,701 | $81.7 萬 | 0.07% | +65+0.5% | 加碼 |
| PFG Advisors | 13,055 | $84.0 萬 | 0.04% | +2,732+26.5% | 加碼 |
| Formidable Asset Management, LLC | 13,284 | $85.4 萬 | 0.12% | 00.0% | 不變 |
| ING Groep NV | 13,296 | $85.5 萬 | 0.01% | +2,943+28.4% | 加碼 |
| Mission Wealth Management, LP | 13,420 | $86.3 萬 | 0.02% | −1,173−8.0% | 減碼 |
| NBC Securities, Inc. | 13,497 | $86.8 萬 | 0.07% | −20.0% | 減碼 |
| Pinnacle Wealth Management, LLC | 13,526 | $87.0 萬 | 0.59% | +300+2.3% | 加碼 |
| Private Advisory Group LLC | 13,581 | $87.3 萬 | 0.07% | −390−2.8% | 減碼 |
| Yarbrough Capital, LLC | 14,109 | $90.7 萬 | 0.03% | +14,109 | 新進 |
| National Asset Management, Inc. | 14,142 | $90.9 萬 | 0.04% | −191−1.3% | 減碼 |
| Metis Global Partners, LLC | 14,169 | $91.1 萬 | 0.02% | −717−4.8% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 14,193 | $91.3 萬 | 0.00% | −30,920−68.5% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 14,231 | $91.5 萬 | 0.01% | +39+0.3% | 加碼 |
| PFG Investments, LLC | 14,307 | $92.0 萬 | 0.04% | −36−0.3% | 減碼 |
| Centiva Capital, LP | 14,418 | $92.7 萬 | 0.06% | +14,418 | 新進 |
| Polymer Capital Management (US) LLC | 14,477 | $93.1 萬 | 0.12% | −1,420−8.9% | 減碼 |
| Campbell & CO Investment Adviser LLC | 14,483 | $93.1 萬 | 0.04% | +2,406+19.9% | 加碼 |
| Summit Financial, LLC | 14,509 | $93.3 萬 | 0.01% | +6,632+84.2% | 加碼 |
| Visionary Horizons, LLC | 14,636 | $94.1 萬 | 0.49% | +836+6.1% | 加碼 |
| Teacher Retirement System of Texas | 14,674 | $94.4 萬 | 0.00% | −42,420−74.3% | 減碼 |
| North Dakota State Investment Board | 14,692 | $94.5 萬 | 0.04% | +14,692 | 新進 |
| Independent Financial Group, LLC | 14,716 | $94.6 萬 | 0.02% | +10,940+289.7% | 加碼 |
| LVW Advisors, LLC | 14,833 | $95.4 萬 | 0.10% | −844−5.4% | 減碼 |
| Brown Advisory Inc | 14,966 | $96.2 萬 | 0.00% | +452+3.1% | 加碼 |
| Delta Investment Management, LLC | 15,019 | $96.6 萬 | 0.17% | −124−0.8% | 減碼 |
| Mangrove Partners | 15,345 | $98.7 萬 | 0.08% | +15,345 | 新進 |
| Numerai GP LLC | 15,492 | $99.6 萬 | 0.12% | +15,492 | 新進 |
| Logan Capital Management Inc | 15,640 | $100.6 萬 | 0.04% | +15,640 | 新進 |
| MBM Wealth Consultants, LLC | 15,648 | $100.6 萬 | 0.24% | −42−0.3% | 減碼 |