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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 8,378 | $56.9 萬 | 0.04% | −3,067−26.8% | 減碼 |
| Brown Brothers Harriman & Co | 8,484 | $56.9 萬 | 0.00% | +4,666+122.2% | 加碼 |
| Fragasso Group Inc. | 8,299 | $56.9 萬 | 0.03% | −14,431−63.5% | 減碼 |
| Heartland Advisors Inc | 8,492 | $57.0 萬 | 0.03% | −139−1.6% | 減碼 |
| WCM Investment Management, LLC | 8,958 | $57.1 萬 | 0.00% | +5,022+127.6% | 加碼 |
| Caitong International Asset Management Co., Ltd | 8,627 | $57.9 萬 | 0.11% | +8,618+95,755.6% | 加碼 |
| Maridea Wealth Management LLC | 8,733 | $58.6 萬 | 0.09% | +3,083+54.6% | 加碼 |
| Volterra Technologies LP | 8,746 | $58.7 萬 | 0.42% | +8,746 | 新進 |
| Heritage Family Offices, LLP | 8,791 | $59.0 萬 | 0.26% | −2,115−19.4% | 減碼 |
| ArrowMark Colorado Holdings LLC | 8,800 | $59.0 萬 | 0.02% | 00.0% | 不變 |
| Park Capital Management, LLC | 8,920 | $59.8 萬 | 0.58% | +5+0.1% | 加碼 |
| Costello Asset Management, INC | 8,958 | $60.1 萬 | 0.21% | +1,423+18.9% | 加碼 |
| Hanlon Investment Management, Inc. | 8,967 | $60.1 萬 | 0.33% | +8,967 | 新進 |
| Visionary Horizons, LLC | 9,226 | $61.9 萬 | 0.30% | −5,410−37.0% | 減碼 |
| Merit Financial Group, LLC | 9,242 | $62.0 萬 | 0.00% | +1,581+20.6% | 加碼 |
| Ameliora Wealth Management Ltd. | 9,252 | $62.1 萬 | 0.20% | −703−7.1% | 減碼 |
| Matrix Trust Co | 9,293 | $62.3 萬 | 0.10% | +9,293 | 新進 |
| Wright Investors Service Inc | 9,315 | $62.5 萬 | 0.20% | −297−3.1% | 減碼 |
| Ritholtz Wealth Management | 9,323 | $62.5 萬 | 0.01% | +577+6.6% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,333 | $62.6 萬 | 0.01% | +880+10.4% | 加碼 |
| Callan Family Office, LLC | 9,334 | $62.6 萬 | 0.01% | +186+2.0% | 加碼 |
| GAM Holding AG | 9,578 | $64.2 萬 | 0.06% | −2,946−23.5% | 減碼 |
| Persistent Asset Partners Ltd | 9,595 | $64.4 萬 | 0.25% | +9,595 | 新進 |
| Studio Investment Management LLC | 9,607 | $64.4 萬 | 0.12% | −148−1.5% | 減碼 |
| Kestra Private Wealth Services, LLC | 9,658 | $64.8 萬 | 0.01% | +9,658 | 新進 |
| Everpar Advisors LLC | 9,739 | $65.3 萬 | 0.22% | −578−5.6% | 減碼 |
| Fiduciary Trust Co | 9,881 | $66.3 萬 | 0.01% | −2,585−20.7% | 減碼 |
| Independent Financial Group, LLC | 9,960 | $66.8 萬 | 0.01% | −4,756−32.3% | 減碼 |
| Joel Isaacson & Co., LLC | 9,971 | $66.9 萬 | 0.02% | +12+0.1% | 加碼 |
| American Investment Services, Inc. | 10,000 | $67.1 萬 | 0.15% | +10,000 | 新進 |
| Summit Trail Advisors, LLC | 10,015 | $67.2 萬 | 0.01% | +2,526+33.7% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 8,258 | $67.5 萬 | 0.01% | +258+3.2% | 加碼 |
| Winton Group Ltd | 10,143 | $68.0 萬 | 0.02% | −28,119−73.5% | 減碼 |
| Harvest Fund Management Co., Ltd | 10,186 | $68.3 萬 | 0.03% | +4,862+91.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 10,195 | $68.4 萬 | 0.02% | −866−7.8% | 減碼 |
| Philadelphia Investment Partners, LLC | 10,208 | $68.5 萬 | 0.47% | +10,208 | 新進 |
| Axxcess Wealth Management, LLC | 10,215 | $68.5 萬 | 0.02% | +3,261+46.9% | 加碼 |
| Crewe Advisors LLC | 10,232 | $68.6 萬 | 0.06% | +40+0.4% | 加碼 |
| Walleye Capital LLC | 10,268 | $68.9 萬 | 0.00% | −86,439−89.4% | 減碼 |
| Malaga Cove Capital, LLC | 10,280 | $68.9 萬 | 0.25% | −760−6.9% | 減碼 |
| CWM, LLC | 10,288 | $69.0 萬 | 0.00% | +4,074+65.6% | 加碼 |
| Sequoia Financial Advisors, LLC | 10,338 | $69.3 萬 | 0.00% | +3,175+44.3% | 加碼 |
| Petra Financial Advisors Inc | 10,353 | $69.4 萬 | 0.43% | +239+2.4% | 加碼 |
| Mount Lucas Management LP | 10,369 | $69.5 萬 | 0.26% | +477+4.8% | 加碼 |
| CAPROCK Group, Inc. | 10,381 | $69.6 萬 | 0.02% | +328+3.3% | 加碼 |
| Fairfield Financial Advisors, LTD | 10,405 | $69.8 萬 | 0.24% | +2,302+28.4% | 加碼 |
| United Capital Financial Advisers, LLC | 10,444 | $70.0 萬 | 0.00% | +4,551+77.2% | 加碼 |
| Fayez Sarofim & Co | 10,736 | $72.0 萬 | 0.00% | 00.0% | 不變 |
| ASR Vermogensbeheer N.V. | 10,831 | $72.6 萬 | 0.01% | +158+1.5% | 加碼 |
| Navellier & Associates Inc | 10,904 | $73.1 萬 | 0.08% | −398−3.5% | 減碼 |
| Measured Wealth Private Client Group, LLC | 10,908 | $73.2 萬 | 0.20% | −951−8.0% | 減碼 |
| Bleakley Financial Group, LLC | 10,923 | $73.3 萬 | 0.01% | +10,923 | 新進 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 11,177 | $75.0 萬 | 0.04% | +5,385+93.0% | 加碼 |
| E. Ohman J:or Asset Management AB | 11,195 | $75.1 萬 | 0.02% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 11,285 | $75.7 萬 | 0.05% | 00.0% | 不變 |
| Clark Financial Services Group Inc | 11,295 | $75.8 萬 | 0.42% | +825+7.9% | 加碼 |
| Roundview Capital LLC | 11,409 | $76.5 萬 | 0.05% | +4,783+72.2% | 加碼 |
| Groupama Asset Managment | 11,437 | $76.7 萬 | 0.01% | −4,851−29.8% | 減碼 |
| BAM Wealth Management, LLC | 11,483 | $77.0 萬 | 0.58% | −772−6.3% | 減碼 |
| Himension Fund | 11,496 | $77.1 萬 | 0.06% | −4,302−27.2% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 11,565 | $77.6 萬 | 0.01% | +1,617+16.3% | 加碼 |
| Catalyst Funds Management Pty Ltd | 11,600 | $77.8 萬 | 0.13% | +11,600 | 新進 |
| Morse Asset Management, Inc | 11,609 | $77.9 萬 | 0.16% | +11,584+46,336.0% | 加碼 |
| Nomura Holdings Inc | 11,635 | $78.0 萬 | 0.01% | −17,929−60.6% | 減碼 |
| Engineers Gate Manager LP | 11,635 | $78.0 萬 | 0.01% | −60,016−83.8% | 減碼 |
| Canada Post Corp Registered Pension Plan | 11,770 | $78.9 萬 | 0.03% | +1,910+19.4% | 加碼 |
| Pitcairn Wealth Advisors LLC | 12,408 | $79.8 萬 | 0.07% | 00.0% | 不變 |
| Securian Asset Management, Inc | 12,010 | $80.6 萬 | 0.03% | −100−0.8% | 減碼 |
| Avanza Fonder AB | 12,093 | $81.1 萬 | 0.02% | +153+1.3% | 加碼 |
| Caisse des Depots Et Consignations | 12,158 | $81.5 萬 | 0.01% | +12,158 | 新進 |
| Baader Bank INC | 12,255 | $81.9 萬 | 0.08% | +6,229+103.4% | 加碼 |
| MUFG Securities Americas Inc. | 12,323 | $82.7 萬 | 0.05% | +324+2.7% | 加碼 |
| Wellspring Financial Advisors, LLC | 12,325 | $82.7 萬 | 0.06% | +5,469+79.8% | 加碼 |
| HB Wealth Management, LLC | 12,373 | $83.0 萬 | 0.01% | +2,597+26.6% | 加碼 |
| North Dakota State Investment Board | 12,395 | $83.1 萬 | 0.04% | −2,297−15.6% | 減碼 |
| Yorktown Management & Research Co Inc | 12,400 | $83.2 萬 | 0.70% | 00.0% | 不變 |
| Owls Nest Partners IA, LLC | 12,500 | $83.8 萬 | 0.29% | −9,500−43.2% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 12,542 | $84.1 萬 | 0.02% | +1,059+9.2% | 加碼 |
| Metis Global Partners, LLC | 12,630 | $84.7 萬 | 0.02% | −1,539−10.9% | 減碼 |
| Voleon Capital Management LP | 12,655 | $84.9 萬 | 0.02% | −20,564−61.9% | 減碼 |
| GAMMA Investing LLC | 12,708 | $85.2 萬 | 0.04% | +925+7.9% | 加碼 |
| NBC Securities, Inc. | 12,734 | $85.4 萬 | 0.06% | −763−5.7% | 減碼 |
| Formidable Asset Management, LLC | 12,826 | $86.0 萬 | 0.13% | −458−3.4% | 減碼 |
| Intercapital, LLC | 13,000 | $87.2 萬 | 0.48% | −6,000−31.6% | 減碼 |
| Caldwell Investment Management Ltd. | 13,900 | $88.6 萬 | 0.35% | −13,200−48.7% | 減碼 |
| Straightline Group LLC | 13,223 | $88.7 萬 | 0.44% | −717−5.1% | 減碼 |
| Strategic Investment Advisors | 13,349 | $89.6 萬 | 0.06% | +4,386+48.9% | 加碼 |
| PFG Investments, LLC | 13,361 | $89.6 萬 | 0.04% | −946−6.6% | 減碼 |
| LVW Advisors, LLC | 13,461 | $90.3 萬 | 0.09% | −1,372−9.2% | 減碼 |
| Integrated Wealth Concepts LLC | 13,584 | $91.1 萬 | 0.01% | +2,563+23.3% | 加碼 |
| Park Avenue Securities LLC | 13,808 | $92.6 萬 | 0.01% | +5,452+65.2% | 加碼 |
| Coldstream Capital Management Inc | 13,900 | $93.2 萬 | 0.01% | +1,520+12.3% | 加碼 |
| Sparta 24 Ltd. | 14,000 | $93.9 萬 | 1.07% | +14,000 | 新進 |
| Yarbrough Capital, LLC | 14,109 | $94.6 萬 | 0.03% | 00.0% | 不變 |
| Impact Capital Partners LLC | 14,118 | $94.7 萬 | 0.29% | −1,632−10.4% | 減碼 |
| ING Groep NV | 14,189 | $95.2 萬 | 0.01% | +893+6.7% | 加碼 |
| Summit Financial, LLC | 14,223 | $95.4 萬 | 0.01% | −286−2.0% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 14,250 | $95.6 萬 | 0.01% | +19+0.1% | 加碼 |
| Private Advisory Group LLC | 14,279 | $95.8 萬 | 0.07% | +698+5.1% | 加碼 |
| Landscape Capital Management, L.L.C. | 14,306 | $96.0 萬 | 0.06% | +14,306 | 新進 |