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。
2026 年第 1 季 13F 持有人
Interactive Brokers Group, Inc. 在 2026/3/31 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
- 1,001
- 較 2025 年第 4 季 +35 家
- 持有股數
- 3.79 億
- 較 2025 年第 4 季 +5,511 萬 (+17.0%)
- 總市值
- $254.2 億
- 較 2025 年第 4 季 +$45.6 億 (+21.8%)
- 新進機構
- 138
- 另有 404 家加碼
- 清倉機構
- 103
- 另有 328 家減碼
另有 14 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Palisade Asset Management, LLC | 4,779 | $32.1 萬 | 0.03% | +4,779 | 新進 |
| Prelude Capital Management, LLC | 4,871 | $32.7 萬 | 0.03% | +668+15.9% | 加碼 |
| Trust Asset Management LLC | 4,884 | $32.8 萬 | 0.02% | +4,884 | 新進 |
| Permanent Capital Management, LP | 4,128 | $32.8 萬 | 0.05% | +4,128 | 新進 |
| Golden State Equity Partners | 4,918 | $33.0 萬 | 0.02% | +1,116+29.4% | 加碼 |
| Ostrum Asset Management | 4,947 | $33.2 萬 | 0.02% | +3,184+180.6% | 加碼 |
| Brown Miller Wealth Management, LLC | 4,972 | $33.3 萬 | 0.09% | +4,972 | 新進 |
| Dynamic Technology Lab Private Ltd | 5,004 | $33.6 萬 | 0.06% | +5,004 | 新進 |
| Edmond de Rothschild Holding S.A. | 5,008 | $33.6 萬 | 0.00% | 00.0% | 不變 |
| Twinbeech Capital LP | 5,013 | $33.6 萬 | 0.03% | −68,487−93.2% | 減碼 |
| Independent Advisor Alliance | 5,129 | $34.4 萬 | 0.00% | −1,040−16.9% | 減碼 |
| Pure Financial Advisors, Inc. | 5,168 | $34.7 萬 | 0.00% | +5,168 | 新進 |
| Stevens Capital Management LP | 5,221 | $35.0 萬 | 0.05% | +48+0.9% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 5,229 | $35.1 萬 | 0.01% | +48+0.9% | 加碼 |
| Ashton Thomas Securities, LLC | 5,240 | $35.1 萬 | 0.04% | +5,240 | 新進 |
| Commons Capital, LLC | 5,340 | $35.8 萬 | 0.30% | −15−0.3% | 減碼 |
| Bullock Wealth Management Group | 5,286 | $35.9 萬 | 0.18% | +1,338+33.9% | 加碼 |
| Stephens Inc | 5,396 | $36.2 萬 | 0.00% | −680−11.2% | 減碼 |
| Simplicity Wealth,LLC | 5,462 | $36.6 萬 | 0.02% | +449+9.0% | 加碼 |
| FourThought Financial Partners, LLC | 5,471 | $36.7 萬 | 0.03% | −3,774−40.8% | 減碼 |
| Ponta Wealth Partners, LLC | 5,473 | $36.7 萬 | 0.29% | +7+0.1% | 加碼 |
| Koshinski Asset Management, Inc. | 5,481 | $36.8 萬 | 0.02% | −1,071−16.3% | 減碼 |
| Oxford Wealth Group, LLC | 5,512 | $37.0 萬 | 0.20% | +4+0.1% | 加碼 |
| MAI Capital Management | 5,554 | $37.2 萬 | 0.00% | −171−3.0% | 減碼 |
| Leeward Financial Partners, LLC | 5,556 | $37.3 萬 | 0.11% | −165−2.9% | 減碼 |
| Premier Path Wealth Partners, LLC | 5,567 | $37.3 萬 | 0.05% | −23−0.4% | 減碼 |
| Bank of Nova Scotia Trust Co | 5,668 | $38.0 萬 | 0.03% | −1,328−19.0% | 減碼 |
| Fundamentun, LLC | 5,701 | $38.2 萬 | 0.02% | +23+0.4% | 加碼 |
| Fulton Bank, N.A. | 5,771 | $38.7 萬 | 0.01% | +97+1.7% | 加碼 |
| Fox Run Management, L.L.C. | 6,096 | $38.8 萬 | 0.07% | −1,140−15.8% | 減碼 |
| V-Square Quantitative Management LLC | 5,804 | $38.9 萬 | 0.04% | −618−9.6% | 減碼 |
| DekaBank Deutsche Girozentrale | 6,043 | $39.1 萬 | 0.00% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 5,839 | $39.2 萬 | 0.04% | −791−11.9% | 減碼 |
| IHT Wealth Management, LLC | 5,841 | $39.2 萬 | 0.01% | −87−1.5% | 減碼 |
| Freestone Capital Holdings, LLC | 5,851 | $39.2 萬 | 0.01% | +31+0.5% | 加碼 |
| Commerce Bank | 5,899 | $39.6 萬 | 0.00% | −192−3.2% | 減碼 |
| Allworth Financial LP | 5,980 | $40.1 萬 | 0.00% | −1,104−15.6% | 減碼 |
| Aureus Asset Management, LLC | 6,039 | $40.5 萬 | 0.03% | −77−1.3% | 減碼 |
| Northwest & Ethical Investments L.P. | 5,907 | $40.5 萬 | 0.01% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 6,152 | $41.3 萬 | 0.02% | +1,376+28.8% | 加碼 |
| Revisor Wealth Management LLC | 6,171 | $41.4 萬 | 0.11% | −1,288−17.3% | 減碼 |
| HBK Sorce Advisory LLC | 4,935 | $41.7 萬 | 0.01% | +1,074+27.8% | 加碼 |
| Apollon Wealth Management, LLC | 6,240 | $41.9 萬 | 0.01% | +1,125+22.0% | 加碼 |
| Sagespring Wealth Partners, LLC | 6,249 | $41.9 萬 | 0.01% | +383+6.5% | 加碼 |
| Global Financial Private Client, LLC | 6,264 | $42.0 萬 | 0.14% | +595+10.5% | 加碼 |
| Matisse Capital | 6,300 | $42.3 萬 | 0.18% | 00.0% | 不變 |
| SmartHarvest Portfolios, LLC | 6,373 | $42.7 萬 | 0.18% | +97+1.5% | 加碼 |
| Ballentine Partners, LLC | 6,494 | $43.6 萬 | 0.01% | −118−1.8% | 減碼 |
| Teacher Retirement System of Texas | 6,641 | $44.5 萬 | 0.00% | −8,033−54.7% | 減碼 |
| Lebenthal Global Advisors, LLC | 6,713 | $45.0 萬 | 0.07% | −10,240−60.4% | 減碼 |
| Kornitzer Capital Management Inc | 6,725 | $45.1 萬 | 0.01% | +6,725 | 新進 |
| Intech Investment Management LLC | 6,766 | $45.4 萬 | 0.00% | −10,800−61.5% | 減碼 |
| Glenmede Trust Co NA | 6,782 | $45.5 萬 | 0.00% | +1,567+30.0% | 加碼 |
| Meyer Handelman Co | 6,800 | $45.6 萬 | 0.01% | 00.0% | 不變 |
| Spirepoint Private Client, LLC | 6,827 | $45.8 萬 | 0.04% | −15−0.2% | 減碼 |
| Custom Index Systems, LLC | 6,843 | $45.9 萬 | 0.20% | −274−3.8% | 減碼 |
| TruNorth Capital Management, LLC | 6,867 | $46.1 萬 | 0.09% | −97−1.4% | 減碼 |
| Skba Capital Management LLC | 6,872 | $46.1 萬 | 0.06% | 00.0% | 不變 |
| Leuthold Group, LLC | 6,904 | $46.3 萬 | 0.05% | −206−2.9% | 減碼 |
| Alta Wealth Advisors LLC | 6,954 | $46.6 萬 | 0.15% | −20.0% | 減碼 |
| Synergy Financial Group, LTD | 7,038 | $47.2 萬 | 0.35% | −374−5.0% | 減碼 |
| Richard W. Paul & Associates, LLC | 7,041 | $47.2 萬 | 0.16% | −188−2.6% | 減碼 |
| Qtron Investments LLC | 7,041 | $47.2 萬 | 0.06% | 00.0% | 不變 |
| Howe & Rusling Inc | 7,098 | $47.6 萬 | 0.03% | +2,880+68.3% | 加碼 |
| Farther Finance Advisors, LLC | 7,072 | $48.0 萬 | 0.00% | −4,209−37.3% | 減碼 |
| Advisor OS, LLC | 7,207 | $48.3 萬 | 0.03% | −5,494−43.3% | 減碼 |
| Oxford Asset Management LLP | 7,277 | $48.8 萬 | 0.20% | +7,277 | 新進 |
| Aigen Investment Management, LP | 7,309 | $49.0 萬 | 0.13% | −2,897−28.4% | 減碼 |
| Ieq Capital, LLC | 7,323 | $49.1 萬 | 0.00% | +3,219+78.4% | 加碼 |
| Fifth Third Wealth Advisors LLC | 7,391 | $49.6 萬 | 0.02% | −896−10.8% | 減碼 |
| Fisher Asset Management, LLC | 7,429 | $49.8 萬 | 0.00% | −1,831−19.8% | 減碼 |
| Silphium Asset Management Ltd | 7,547 | $50.6 萬 | 0.19% | −3,300−30.4% | 減碼 |
| Motley Fool Asset Management LLC | 7,614 | $51.1 萬 | 0.02% | +488+6.8% | 加碼 |
| Deltec Asset Management LLC | 7,630 | $51.2 萬 | 0.09% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 7,656 | $51.3 萬 | 0.01% | +469+6.5% | 加碼 |
| Hantz Financial Services, Inc. | 7,687 | $51.6 萬 | 0.01% | +3,687+92.2% | 加碼 |
| Siemens Fonds Invest GmbH | 7,703 | $51.7 萬 | 0.03% | +464+6.4% | 加碼 |
| Parallel Advisors, LLC | 7,759 | $52.0 萬 | 0.01% | +6,003+341.9% | 加碼 |
| Raleigh Capital Management Inc. | 7,784 | $52.2 萬 | 0.18% | −912−10.5% | 減碼 |
| Meeder Asset Management Inc | 7,787 | $52.2 萬 | 0.03% | −10,705−57.9% | 減碼 |
| Great Lakes Advisors, LLC | 7,824 | $52.5 萬 | 0.00% | +17+0.2% | 加碼 |
| HighPoint Advisor Group LLC | 7,838 | $52.6 萬 | 0.02% | −10,672−57.7% | 減碼 |
| ABLE Financial Group, LLC | 7,860 | $52.7 萬 | 0.10% | +1,380+21.3% | 加碼 |
| Wedmont Private Capital | 7,390 | $53.4 萬 | 0.02% | +291+4.1% | 加碼 |
| Laird Norton Trust Company, LLC | 7,986 | $53.6 萬 | 0.01% | +369+4.8% | 加碼 |
| Mission Wealth Management, LP | 7,990 | $53.6 萬 | 0.01% | −5,430−40.5% | 減碼 |
| Thompson Siegel & Walmsley LLC | 8,000 | $53.7 萬 | 0.01% | −20,500−71.9% | 減碼 |
| Principal Securities, Inc. | 8,055 | $54.0 萬 | 0.01% | +3,428+74.1% | 加碼 |
| Wealth Alliance | 8,080 | $54.2 萬 | 0.05% | +414+5.4% | 加碼 |
| Venturi Wealth Management, LLC | 8,093 | $54.3 萬 | 0.02% | −2,222−21.5% | 減碼 |
| Bannerstone Capital Management, LLC | 8,117 | $54.4 萬 | 0.56% | +414+5.4% | 加碼 |
| Severin Investments, LLC | 8,156 | $54.7 萬 | 0.47% | −73−0.9% | 減碼 |
| DRW Securities, LLC | 8,160 | $54.7 萬 | 0.03% | −227−2.7% | 減碼 |
| Banque Cantonale Vaudoise | 8,164 | $54.8 萬 | 0.02% | +8,164 | 新進 |
| Tema ETFs LLC | 8,180 | $54.9 萬 | 0.04% | +2,215+37.1% | 加碼 |
| Gateway Investment Advisers LLC | 8,191 | $54.9 萬 | 0.01% | +2,351+40.3% | 加碼 |
| Putney Financial Group LLC | 8,390 | $56.3 萬 | 0.57% | −50−0.6% | 減碼 |
| Prudential PLC | 8,412 | $56.4 萬 | 0.00% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 8,432 | $56.6 萬 | 0.08% | −680−7.5% | 減碼 |
| Cambria Investment Management, L.P. | 8,441 | $56.6 萬 | 0.03% | +8,441 | 新進 |