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 |
|---|---|---|---|---|---|
| Aspire Private Capital, LLC | 31,000 | $199.4 萬 | 0.44% | −3,611−10.4% | 減碼 |
| Virtue Capital Management, LLC | 29,872 | $200.8 萬 | 0.31% | +27,635+1,235.4% | 加碼 |
| Passumpsic Savings Bank | 31,269 | $201.1 萬 | 1.10% | +31,269 | 新進 |
| Vestcor Inc | 31,806 | $204.5 萬 | 0.06% | 00.0% | 不變 |
| TriaGen Wealth Management LLC | 31,800 | $204.5 萬 | 0.53% | 00.0% | 不變 |
| J. Safra Sarasin Holding AG | 31,978 | $205.7 萬 | 0.03% | +31,978 | 新進 |
| Dumont & Blake Investment Advisors LLC | 32,220 | $207.2 萬 | 0.50% | −144−0.4% | 減碼 |
| Genus Capital Management Inc. | 32,400 | $208.4 萬 | 0.24% | +32,400 | 新進 |
| Verition Fund Management LLC | 32,610 | $209.7 萬 | 0.01% | −23,647−42.0% | 減碼 |
| Vontobel Holding Ltd. | 32,729 | $210.5 萬 | 0.01% | −15,773−32.5% | 減碼 |
| Harfst & Associates, Inc. | 32,733 | $210.5 萬 | 0.38% | −756−2.3% | 減碼 |
| Mizuho Securities USA LLC | 32,428 | $210.8 萬 | 0.03% | −10.0% | 減碼 |
| Jones Financial Companies LLLP | 32,896 | $211.6 萬 | 0.00% | +6,021+22.4% | 加碼 |
| Nisa Investment Advisors, LLC | 33,209 | $213.6 萬 | 0.01% | −20,816−38.5% | 減碼 |
| Voleon Capital Management LP | 33,219 | $213.6 萬 | 0.05% | −20,825−38.5% | 減碼 |
| Allstate Corp | 33,535 | $215.7 萬 | 0.03% | +17,178+105.0% | 加碼 |
| Marks Group Wealth Management, Inc | 33,684 | $216.6 萬 | 0.21% | −10,639−24.0% | 減碼 |
| Swedbank AB | 34,080 | $219.2 萬 | 0.00% | 00.0% | 不變 |
| Fiduciary Family Office, LLC | 34,289 | $220.5 萬 | 0.63% | −4,723−12.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 34,301 | $220.6 萬 | 0.02% | 00.0% | 不變 |
| Central Trust Co | 34,658 | $222.9 萬 | 0.04% | +3,800+12.3% | 加碼 |
| Van Eck Associates Corp | 34,750 | $223.5 萬 | 0.00% | +3,130+9.9% | 加碼 |
| Sovran Advisors, LLC | 30,456 | $224.4 萬 | 0.19% | +30,456 | 新進 |
| Convergence Investment Partners, LLC | 34,907 | $224.5 萬 | 0.45% | −953−2.7% | 減碼 |
| Pacer Advisors, Inc. | 35,050 | $225.4 萬 | 0.01% | −790−2.2% | 減碼 |
| Scotia Capital Inc. | 35,409 | $227.7 萬 | 0.01% | −160.0% | 減碼 |
| Chase Investment Counsel Corp | 36,000 | $231.5 萬 | 0.65% | 00.0% | 不變 |
| Kestra Investment Management, LLC | 36,824 | $236.8 萬 | 0.06% | +2,057+5.9% | 加碼 |
| GWM Advisors LLC | 37,374 | $240.4 萬 | 0.01% | +20,243+118.2% | 加碼 |
| Winton Group Ltd | 38,262 | $246.1 萬 | 0.08% | −274,561−87.8% | 減碼 |
| Axq Capital, LP | 38,416 | $247.1 萬 | 0.56% | +15,782+69.7% | 加碼 |
| Triasima Portfolio Management inc. | 38,425 | $247.1 萬 | 0.37% | +38,425 | 新進 |
| Independent Solutions Wealth Management, LLC | 38,446 | $247.2 萬 | 0.45% | −3,066−7.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 38,608 | $248.3 萬 | 0.01% | +7,699+24.9% | 加碼 |
| Global Retirement Partners, LLC | 39,251 | $252.4 萬 | 0.04% | +24,867+172.9% | 加碼 |
| Kepler Cheuvreux (Suisse) SA | 39,464 | $253.8 萬 | 0.14% | +12,553+46.6% | 加碼 |
| Swiss Life Asset Management Ltd | 39,670 | $255.1 萬 | 0.01% | −1,618−3.9% | 減碼 |
| Miura Global Management, LLC | 40,000 | $257.2 萬 | 4.30% | 00.0% | 不變 |
| Griffin Asset Management, Inc. | 40,284 | $259.1 萬 | 0.28% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 40,690 | $261.7 萬 | 0.02% | +9,497+30.4% | 加碼 |
| Gator Capital Management, LLC | 40,800 | $262.4 萬 | 0.54% | 00.0% | 不變 |
| Bridgeway Capital Management, LLC | 41,300 | $265.6 萬 | 0.06% | −300−0.7% | 減碼 |
| Jefferies Financial Group Inc. | 41,494 | $266.8 萬 | 0.02% | −14,489−25.9% | 減碼 |
| Davenport & Co LLC | 41,733 | $268.4 萬 | 0.01% | +4,490+12.1% | 加碼 |
| Value Partners Investments Inc. | 41,904 | $269.9 萬 | 0.21% | +41,904 | 新進 |
| Mercer Global Advisors Inc | 41,952 | $269.9 萬 | 0.00% | +8,705+26.2% | 加碼 |
| Silver Oak Securities, Inc | 41,608 | $270.5 萬 | 0.18% | +4,129+11.0% | 加碼 |
| Assenagon Asset Management S.A. | 42,478 | $273.2 萬 | 0.00% | −1,236,776−96.7% | 減碼 |
| Ethic Inc. | 42,923 | $276.0 萬 | 0.04% | +6,054+16.4% | 加碼 |
| Public Employees Retirement Association of Colorado | 43,060 | $276.9 萬 | 0.01% | 00.0% | 不變 |
| Insight Wealth Strategies, LLC | 43,305 | $278.5 萬 | 0.32% | +531+1.2% | 加碼 |
| Uncommon Cents Investing LLC | 43,415 | $279.2 萬 | 0.68% | −160−0.4% | 減碼 |
| Anderson Hoagland & Co | 43,456 | $279.5 萬 | 0.24% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 43,877 | $282.1 萬 | 0.03% | −4,795−9.9% | 減碼 |
| Cim, LLC | 44,583 | $286.7 萬 | 0.38% | +5,383+13.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 45,207 | $290.7 萬 | 0.04% | +9,933+28.2% | 加碼 |
| Arkadios Wealth Advisors | 45,744 | $294.2 萬 | 0.06% | −3,353−6.8% | 減碼 |
| Mackenzie Financial Corp | 45,589 | $295.7 萬 | 0.00% | +3,117+7.3% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 46,068 | $296.3 萬 | 0.00% | −393−0.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 46,298 | $297.7 萬 | 0.00% | +2,519+5.8% | 加碼 |
| JustInvest LLC | 47,068 | $302.7 萬 | 0.03% | −10,980−18.9% | 減碼 |
| Covenant Asset Management, LLC | 47,079 | $302.8 萬 | 0.58% | +47,079 | 新進 |
| TD Private Client Wealth LLC | 47,145 | $303.2 萬 | 0.06% | −6,826−12.6% | 減碼 |
| UniSuper Management Pty Ltd | 47,466 | $305.3 萬 | 0.02% | −4,834−9.2% | 減碼 |
| Mutual of America Capital Management LLC | 47,824 | $307.6 萬 | 0.03% | −439−0.9% | 減碼 |
| Blackhawk Capital Partners LLC. | 47,824 | $307.6 萬 | 1.16% | +2,576+5.7% | 加碼 |
| OP Asset Management Ltd | 48,371 | $311.1 萬 | 0.04% | 00.0% | 不變 |
| Arkfeld Wealth Strategies, L.L.C. | 43,693 | $311.7 萬 | 1.07% | +43,693 | 新進 |
| NEOS Investment Management LLC | 48,515 | $312.0 萬 | 0.02% | +7,418+18.0% | 加碼 |
| Kestra Advisory Services, LLC | 48,524 | $312.1 萬 | 0.01% | +8,726+21.9% | 加碼 |
| MML Investors Services, LLC | 48,851 | $314.2 萬 | 0.01% | −3,295−6.3% | 減碼 |
| State of Wyoming | 49,352 | $317.4 萬 | 0.35% | +651+1.3% | 加碼 |
| Yousif Capital Management, LLC | 44,793 | $320.3 萬 | 0.04% | −8,449−15.9% | 減碼 |
| Spahn Wealth & Retirement LLC | 50,662 | $325.8 萬 | 2.02% | +817+1.6% | 加碼 |
| Oregon Public Employees Retirement Fund | 50,976 | $327.8 萬 | 0.04% | +100+0.2% | 加碼 |
| Dutch Asset Corp | 53,246 | $342.4 萬 | 2.64% | +53,246 | 新進 |
| Pathstone Holdings, LLC | 53,699 | $345.3 萬 | 0.01% | +2,481+4.8% | 加碼 |
| Northwest Bancshares, Inc. | 53,955 | $347.0 萬 | 0.67% | +803+1.5% | 加碼 |
| Creative Planning | 54,297 | $349.2 萬 | 0.00% | +3,939+7.8% | 加碼 |
| Kennondale Capital Management LLC | 54,373 | $349.7 萬 | 2.57% | 00.0% | 不變 |
| Horizon Investments, LLC | 54,422 | $350.0 萬 | 0.04% | +2,129+4.1% | 加碼 |
| Andra AP-fonden | 56,104 | $360.8 萬 | 0.04% | −56,104−50.0% | 減碼 |
| Cresset Asset Management, LLC | 56,489 | $363.3 萬 | 0.02% | +106+0.2% | 加碼 |
| Nissay Asset Management Corp | 57,390 | $369.1 萬 | 0.02% | +1,484+2.7% | 加碼 |
| US Bancorp | 57,483 | $369.7 萬 | 0.00% | −5,146−8.2% | 減碼 |
| Prime Capital Investment Advisors, LLC | 58,062 | $373.4 萬 | 0.05% | −894−1.5% | 減碼 |
| Freedom Day Solutions, LLC | 58,197 | $374.3 萬 | 1.02% | +55+0.1% | 加碼 |
| Toroso Investments, LLC | 58,268 | $374.7 萬 | 0.02% | +812+1.4% | 加碼 |
| Sumitomo Life Insurance Co | 58,550 | $376.5 萬 | 0.10% | +170+0.3% | 加碼 |
| Macquarie Group Ltd | 59,299 | $381.4 萬 | 0.02% | −130,306−68.7% | 減碼 |
| Rakuten Investment Management, Inc. | 58,582 | $382.8 萬 | 0.01% | +45,526+348.7% | 加碼 |
| TCW Group Inc | 59,536 | $382.9 萬 | 0.03% | +8,322+16.2% | 加碼 |
| Nordea Investment Management AB | 59,584 | $386.0 萬 | 0.00% | −7,615−11.3% | 減碼 |
| New York Life Investment Management LLC | 61,222 | $393.7 萬 | 0.03% | +596+1.0% | 加碼 |
| CIBC World Markets Corp | 61,949 | $398.4 萬 | 0.02% | +61,949 | 新進 |
| Stanley-Laman Group, Ltd. | 62,627 | $402.8 萬 | 0.51% | +2,654+4.4% | 加碼 |
| SG Americas Securities, LLC | 63,050 | $405.5 萬 | 0.01% | +41,363+190.7% | 加碼 |
| S&CO Inc | 63,080 | $405.6 萬 | 0.25% | +160+0.3% | 加碼 |
| Brinker Capital Investments, LLC | 63,170 | $406.2 萬 | 0.03% | +17,763+39.1% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 63,453 | $408.1 萬 | 0.02% | +310.0% | 加碼 |