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 |
|---|---|---|---|---|---|
| Connective Capital Management, LLC | 15,656 | $100.7 萬 | 0.59% | −1,409−8.3% | 減碼 |
| Impact Capital Partners LLC | 15,750 | $101.3 萬 | 0.30% | −316−2.0% | 減碼 |
| Himension Fund | 15,798 | $101.6 萬 | 0.06% | −50,315−76.1% | 減碼 |
| Burney Co | 15,863 | $102.0 萬 | 0.03% | −32,449−67.2% | 減碼 |
| Altshuler Shaham Ltd | 16,000 | $102.9 萬 | 0.02% | 00.0% | 不變 |
| Osmosis Investment Management UK Ltd | 16,074 | $103.4 萬 | 0.03% | +16,074 | 新進 |
| Raiffeisen Bank International AG | 15,911 | $103.4 萬 | 0.01% | −206−1.3% | 減碼 |
| Groupama Asset Managment | 16,288 | $104.7 萬 | 0.02% | −1,689−9.4% | 減碼 |
| Kingswood Wealth Advisors, LLC | 16,391 | $105.4 萬 | 0.05% | +12,162+287.6% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 16,540 | $106.4 萬 | 0.02% | 00.0% | 不變 |
| Straightline Group LLC | 13,940 | $108.1 萬 | 0.59% | +314+2.3% | 加碼 |
| Thrivent Financial for Lutherans | 16,893 | $108.6 萬 | 0.00% | −261−1.5% | 減碼 |
| Lebenthal Global Advisors, LLC | 16,953 | $109.0 萬 | 0.17% | −646−3.7% | 減碼 |
| Gamco Investors, Inc. Et Al | 17,325 | $111.4 萬 | 0.01% | −100−0.6% | 減碼 |
| Evergreen Capital Management LLC | 17,490 | $112.5 萬 | 0.03% | +9,824+128.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 17,521 | $112.7 萬 | 0.00% | +647+3.8% | 加碼 |
| AE Wealth Management LLC | 17,531 | $112.7 萬 | 0.01% | −9,356−34.8% | 減碼 |
| NWF Advisory Services Inc. | 17,554 | $112.9 萬 | 0.12% | −28,259−61.7% | 減碼 |
| Intech Investment Management LLC | 17,566 | $113.0 萬 | 0.01% | −14,392−45.0% | 減碼 |
| Cross Staff Investments Inc | 17,606 | $113.2 萬 | 0.69% | +20.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 17,606 | $113.2 萬 | 0.00% | −14−0.1% | 減碼 |
| Williamson Legacy Group, LLC | 17,633 | $113.4 萬 | 0.89% | +862+5.1% | 加碼 |
| Coerente Capital Management | 17,840 | $114.7 萬 | 0.21% | +17,840 | 新進 |
| Rockefeller Capital Management L.P. | 18,206 | $117.1 萬 | 0.00% | +9,597+111.5% | 加碼 |
| Meeder Asset Management Inc | 18,492 | $118.9 萬 | 0.06% | +17,367+1,543.7% | 加碼 |
| HighPoint Advisor Group LLC | 18,510 | $119.0 萬 | 0.03% | +4,784+34.9% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 18,952 | $121.9 萬 | 0.03% | 00.0% | 不變 |
| AG2R la Mondiale Gestion D'Actifs | 18,981 | $122.1 萬 | 0.05% | −363−1.9% | 減碼 |
| Intercapital, LLC | 19,000 | $122.2 萬 | 0.64% | +19,000 | 新進 |
| Pullen Investment Management, LLC | 19,412 | $124.8 萬 | 0.66% | −336−1.7% | 減碼 |
| Integrated Quantitative Investments LLC | 19,453 | $125.1 萬 | 0.27% | +4,465+29.8% | 加碼 |
| AlphaGrep UK Ltd | 19,565 | $125.8 萬 | 0.42% | +19,565 | 新進 |
| Fisher Funds Management LTD | 19,810 | $127.6 萬 | 0.03% | 00.0% | 不變 |
| Element Capital Management LLC | 19,954 | $128.3 萬 | 0.66% | +19,954 | 新進 |
| Royal London Asset Management Ltd | 19,965 | $128.4 萬 | 0.00% | −1,135−5.4% | 減碼 |
| Monetta Financial Services Inc | 20,000 | $128.6 萬 | 0.92% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 20,300 | $130.5 萬 | 0.04% | +500+2.5% | 加碼 |
| L2 Asset Management, LLC | 20,866 | $134.2 萬 | 0.18% | +4,219+25.3% | 加碼 |
| Cerity Partners LLC | 20,959 | $134.8 萬 | 0.00% | +9,566+84.0% | 加碼 |
| Change Path, LLC | 21,011 | $135.1 萬 | 0.03% | +21,011 | 新進 |
| Western Financial Corp | 21,185 | $136.2 萬 | 0.54% | −199−0.9% | 減碼 |
| Maryland State Retirement & Pension System | 21,382 | $137.5 萬 | 0.03% | 00.0% | 不變 |
| Mainstream Capital Management LLC | 21,552 | $138.6 萬 | 0.91% | +2,171+11.2% | 加碼 |
| Owls Nest Partners IA, LLC | 22,000 | $141.5 萬 | 0.39% | 00.0% | 不變 |
| Aviso Financial Inc. | 22,053 | $141.8 萬 | 0.05% | −168−0.8% | 減碼 |
| Successful Portfolios LLC | 20,300 | $143.1 萬 | 0.73% | +20,300 | 新進 |
| Gulf International Bank (UK) Ltd | 22,490 | $144.6 萬 | 0.05% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 22,700 | $146.0 萬 | 0.03% | −700−3.0% | 減碼 |
| Fragasso Group Inc. | 22,730 | $146.2 萬 | 0.09% | −440−1.9% | 減碼 |
| Twin Tree Management, LP | 22,781 | $146.5 萬 | 0.15% | −143,821−86.3% | 減碼 |
| Davidson Capital Management Inc. | 22,965 | $147.7 萬 | 0.32% | +22,916+46,767.3% | 加碼 |
| Advisory Services Network, LLC | 22,989 | $147.8 萬 | 0.02% | +1,110+5.1% | 加碼 |
| Highland Capital Management, LLC | 23,760 | $152.8 萬 | 0.08% | −842−3.4% | 減碼 |
| Titan Investment Solutions Ltd | 23,777 | $152.9 萬 | 0.18% | +23,777 | 新進 |
| Private Advisor Group, LLC | 23,797 | $153.0 萬 | 0.01% | +3,515+17.3% | 加碼 |
| Concurrent Investment Advisors, LLC | 24,035 | $154.6 萬 | 0.02% | +13,308+124.1% | 加碼 |
| Schroder Investment Management Group | 23,927 | $155.5 萬 | 0.00% | +14,032+141.8% | 加碼 |
| Vise Technologies, Inc. | 24,209 | $155.7 萬 | 0.03% | +14,593+151.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 24,554 | $157.9 萬 | 0.04% | +17,519+249.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 24,717 | $159.0 萬 | 0.00% | −165,811−87.0% | 減碼 |
| Atomi Financial Group, Inc. | 24,845 | $159.8 萬 | 0.05% | −616−2.4% | 減碼 |
| Sowell Financial Services LLC | 24,893 | $160.1 萬 | 0.06% | +2,118+9.3% | 加碼 |
| Headlands Technologies LLC | 24,975 | $160.6 萬 | 0.13% | +24,975 | 新進 |
| New Age Alpha Advisors, LLC | 25,335 | $162.9 萬 | 0.07% | −39,908−61.2% | 減碼 |
| Everence Capital Management Inc | 25,416 | $163.5 萬 | 0.10% | −5,663−18.2% | 減碼 |
| Florida Financial Advisors, LLC | 25,564 | $164.2 萬 | 0.45% | +4,664+22.3% | 加碼 |
| Colony Group, LLC | 25,567 | $164.5 萬 | 0.00% | +20,585+413.2% | 加碼 |
| Hartford Investment Management Co | 25,771 | $165.7 萬 | 0.05% | −356−1.4% | 減碼 |
| Spire Wealth Management | 25,816 | $166.0 萬 | 0.06% | +4,296+20.0% | 加碼 |
| QRG Capital Management, Inc. | 26,088 | $167.8 萬 | 0.02% | +1,936+8.0% | 加碼 |
| Eagle Strategies LLC | 26,679 | $171.6 萬 | 0.22% | +660+2.5% | 加碼 |
| Coronation Fund Managers Ltd. | 26,862 | $172.7 萬 | 0.08% | −352,645−92.9% | 減碼 |
| Magnetar Financial LLC | 26,874 | $172.8 萬 | 0.02% | +26,874 | 新進 |
| Kentucky Retirement Systems | 26,923 | $173.1 萬 | 0.05% | 00.0% | 不變 |
| Leonteq Securities AG | 27,138 | $174.6 萬 | 0.09% | +11,352+71.9% | 加碼 |
| WBI Investments | 27,322 | $175.7 萬 | 0.46% | −30,705−52.9% | 減碼 |
| Caldwell Investment Management Ltd. | 27,100 | $176.0 萬 | 1.08% | 00.0% | 不變 |
| Standard Life Aberdeen plc | 27,526 | $177.0 萬 | 0.00% | −772−2.7% | 減碼 |
| Guggenheim Capital LLC | 27,626 | $177.7 萬 | 0.01% | +6,283+29.4% | 加碼 |
| Advisors Asset Management, Inc. | 27,745 | $178.4 萬 | 0.03% | +1,789+6.9% | 加碼 |
| Virtus Investment Advisers, Inc. | 27,785 | $178.7 萬 | 0.49% | −230−0.8% | 減碼 |
| Omers Administration Corp | 28,041 | $180.3 萬 | 0.01% | +28,041 | 新進 |
| Quadrant Capital Group LLC | 28,078 | $180.6 萬 | 0.05% | −126−0.4% | 減碼 |
| Mystic Asset Management, Inc. | 28,200 | $181.4 萬 | 0.41% | 00.0% | 不變 |
| Norinchukin Bank, The | 28,220 | $181.5 萬 | 0.02% | +10,729+61.3% | 加碼 |
| Hedeker Wealth, LLC | 28,353 | $182.3 萬 | 0.38% | +28,353 | 新進 |
| Thompson Siegel & Walmsley LLC | 28,500 | $183.3 萬 | 0.03% | −135,356−82.6% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 28,881 | $185.7 萬 | 0.12% | +1,375+5.0% | 加碼 |
| Polymer Capital Management (HK) LTD | 28,938 | $186.1 萬 | 0.29% | −12,320−29.9% | 減碼 |
| Inspire Advisors, LLC | 28,990 | $186.4 萬 | 0.17% | −6,418−18.1% | 減碼 |
| Captrust Financial Advisors | 29,169 | $187.6 萬 | 0.00% | +831+2.9% | 加碼 |
| Manchester Financial Inc | 29,301 | $188.4 萬 | 0.35% | −282−1.0% | 減碼 |
| Csenge Advisory Group | 29,403 | $189.1 萬 | 0.09% | +11,725+66.3% | 加碼 |
| Dark Forest Capital Management LP | 29,525 | $189.9 萬 | 0.09% | −30,002−50.4% | 減碼 |
| Nomura Holdings Inc | 29,564 | $190.1 萬 | 0.01% | −17,340−37.0% | 減碼 |
| M&T Bank Corp | 29,702 | $191.0 萬 | 0.01% | +7,570+34.2% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 29,792 | $191.6 萬 | 0.80% | −1,220−3.9% | 減碼 |
| Elo Mutual Pension Insurance Co | 29,844 | $191.9 萬 | 0.03% | +12,691+74.0% | 加碼 |
| Eurizon Capital SGR S.p.A. | 29,877 | $192.1 萬 | 0.01% | +29,877 | 新進 |
| Gardner Lewis Asset Management L P | 30,785 | $198.0 萬 | 0.50% | +3,285+11.9% | 加碼 |