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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 15,028 | $96.6 萬 | 0.01% | −25,662−63.1% | 減碼 |
| PFG Advisors | 14,440 | $96.9 萬 | 0.05% | +1,385+10.6% | 加碼 |
| Ci Investments Inc. | 14,809 | $99.3 萬 | 0.00% | +4,985+50.7% | 加碼 |
| Coerente Capital Management | 14,840 | $99.5 萬 | 0.19% | −3,000−16.8% | 減碼 |
| Friedenthal Financial | 14,848 | $99.6 萬 | 0.50% | +14,848 | 新進 |
| Delta Investment Management, LLC | 14,875 | $99.8 萬 | 0.18% | −144−1.0% | 減碼 |
| GWM Advisors LLC | 14,984 | $100.5 萬 | 0.00% | −22,390−59.9% | 減碼 |
| Gsa Capital Partners LLP | 15,024 | $100.8 萬 | 0.06% | +3,795+33.8% | 加碼 |
| Quantbot Technologies LP | 15,103 | $101.3 萬 | 0.04% | −130,140−89.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 15,117 | $101.4 萬 | 0.00% | +2,550+20.3% | 加碼 |
| Brown Advisory Inc | 15,144 | $101.6 萬 | 0.00% | +178+1.2% | 加碼 |
| Benjamin Edwards Inc | 15,168 | $101.8 萬 | 0.01% | +4,773+45.9% | 加碼 |
| Precision Wealth Strategies, LLC | 15,518 | $104.1 萬 | 0.35% | +2,988+23.8% | 加碼 |
| Inceptionr LLC | 15,569 | $104.4 萬 | 0.25% | +7,053+82.8% | 加碼 |
| Burney Co | 15,855 | $106.3 萬 | 0.03% | −8−0.1% | 減碼 |
| MBM Wealth Consultants, LLC | 16,120 | $108.1 萬 | 0.25% | +472+3.0% | 加碼 |
| Abn Amro Investment Solutions | 16,177 | $108.5 萬 | 0.01% | +16,177 | 新進 |
| Saudi Central Bank | 16,439 | $110.3 萬 | 0.02% | +16,439 | 新進 |
| Quadrature Capital Ltd | 16,488 | $110.6 萬 | 0.01% | +16,488 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 16,540 | $110.9 萬 | 0.02% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 16,855 | $113.0 萬 | 0.05% | +464+2.8% | 加碼 |
| Eagle Strategies LLC | 17,097 | $114.7 萬 | 0.14% | −9,582−35.9% | 減碼 |
| We Are One Seven, LLC | 17,289 | $116.0 萬 | 0.02% | +17,289 | 新進 |
| VestGen Advisors, LLC | 13,773 | $116.5 萬 | 0.03% | +10,518+323.1% | 加碼 |
| Evergreen Capital Management LLC | 17,453 | $117.1 萬 | 0.03% | −37−0.2% | 減碼 |
| Gamco Investors, Inc. Et Al | 17,475 | $117.2 萬 | 0.01% | +150+0.9% | 加碼 |
| Lido Advisors, LLC | 17,695 | $118.7 萬 | 0.00% | +8,959+102.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 18,132 | $121.6 萬 | 0.00% | +611+3.5% | 加碼 |
| MUFG Securities EMEA plc | 18,274 | $122.6 萬 | 0.02% | −94,500−83.8% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 18,302 | $122.8 萬 | 0.04% | −650−3.4% | 減碼 |
| Cross Staff Investments Inc | 18,308 | $122.8 萬 | 0.81% | +702+4.0% | 加碼 |
| Rockefeller Capital Management L.P. | 18,312 | $122.8 萬 | 0.00% | +106+0.6% | 加碼 |
| Smith Group Asset Management, LLC | 18,374 | $123.2 萬 | 0.06% | +9,280+102.0% | 加碼 |
| Voloridge Investment Management, LLC | 18,382 | $123.3 萬 | 0.00% | −450,786−96.1% | 減碼 |
| Mount Yale Investment Advisors, LLC | 18,564 | $124.5 萬 | 0.03% | +6,781+57.5% | 加碼 |
| Holocene Advisors, LP | 18,663 | $125.2 萬 | 0.00% | +18,663 | 新進 |
| Western Financial Corp | 18,683 | $125.3 萬 | 0.49% | −2,502−11.8% | 減碼 |
| Occudo Quantitative Strategies LP | 15,869 | $126.2 萬 | 0.07% | +15,869 | 新進 |
| NWF Advisory Services Inc. | 18,833 | $126.3 萬 | 0.14% | +1,279+7.3% | 加碼 |
| Aviso Financial Inc. | 19,114 | $128.2 萬 | 0.05% | −2,939−13.3% | 減碼 |
| Pullen Investment Management, LLC | 19,123 | $128.3 萬 | 0.64% | −289−1.5% | 減碼 |
| Thrivent Financial for Lutherans | 19,190 | $128.7 萬 | 0.00% | +2,297+13.6% | 加碼 |
| TownSquare Capital, LLC | 19,320 | $129.6 萬 | 0.29% | +10,332+115.0% | 加碼 |
| Integrated Quantitative Investments LLC | 19,453 | $130.5 萬 | 0.24% | 00.0% | 不變 |
| Successful Portfolios LLC | 20,202 | $131.8 萬 | 0.73% | −98−0.5% | 減碼 |
| AE Wealth Management LLC | 19,691 | $132.1 萬 | 0.01% | +2,160+12.3% | 加碼 |
| Midwest Professional Planners, LTD. | 19,798 | $132.8 萬 | 0.31% | +15,440+354.3% | 加碼 |
| Fisher Funds Management LTD | 19,810 | $132.9 萬 | 0.04% | 00.0% | 不變 |
| Csenge Advisory Group | 19,837 | $133.0 萬 | 0.06% | −9,566−32.5% | 減碼 |
| Kestra Investment Management, LLC | 19,877 | $133.3 萬 | 0.02% | −16,947−46.0% | 減碼 |
| Miura Global Management, LLC | 20,000 | $134.1 萬 | 7.19% | −20,000−50.0% | 減碼 |
| Monetta Financial Services Inc | 20,000 | $134.1 萬 | 1.04% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 20,300 | $136.2 萬 | 0.04% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 20,410 | $136.9 萬 | 0.16% | +20,410 | 新進 |
| Change Path, LLC | 20,613 | $138.3 萬 | 0.03% | −398−1.9% | 減碼 |
| Highland Capital Management, LLC | 20,834 | $139.7 萬 | 0.07% | −2,926−12.3% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 20,897 | $140.2 萬 | 0.06% | +1,916+10.1% | 加碼 |
| Leonteq Securities AG | 21,135 | $141.7 萬 | 0.09% | −6,003−22.1% | 減碼 |
| Maryland State Retirement & Pension System | 21,382 | $143.4 萬 | 0.03% | 00.0% | 不變 |
| Mainstream Capital Management LLC | 21,814 | $146.3 萬 | 0.98% | +262+1.2% | 加碼 |
| Pacer Advisors, Inc. | 22,272 | $149.4 萬 | 0.00% | −12,778−36.5% | 減碼 |
| Royal London Asset Management Ltd | 22,659 | $152.0 萬 | 0.00% | +2,694+13.5% | 加碼 |
| Louisiana State Employees Retirement System | 22,700 | $152.2 萬 | 0.03% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 22,929 | $153.8 萬 | 0.01% | +8,736+61.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 22,955 | $154.0 萬 | 0.02% | +10,502+84.3% | 加碼 |
| Atomi Financial Group, Inc. | 22,975 | $154.1 萬 | 0.05% | −1,870−7.5% | 減碼 |
| Aspire Private Capital, LLC | 23,126 | $155.1 萬 | 0.35% | −7,874−25.4% | 減碼 |
| Havemeyer Place LP | 23,164 | $155.4 萬 | 0.18% | +16,863+267.6% | 加碼 |
| Advisors Asset Management, Inc. | 23,180 | $155.5 萬 | 0.03% | −4,565−16.5% | 減碼 |
| Vise Technologies, Inc. | 24,209 | $155.7 萬 | 0.03% | 00.0% | 不變 |
| Titan Investment Solutions Ltd | 23,777 | $159.5 萬 | 0.20% | 00.0% | 不變 |
| L2 Asset Management, LLC | 24,215 | $162.4 萬 | 0.15% | +3,349+16.1% | 加碼 |
| Elo Mutual Pension Insurance Co | 24,288 | $162.9 萬 | 0.03% | −5,556−18.6% | 減碼 |
| PMC FIG Opportunities LLC | 24,307 | $163.0 萬 | 2.53% | +24,307 | 新進 |
| Guggenheim Capital LLC | 24,642 | $165.3 萬 | 0.01% | −2,984−10.8% | 減碼 |
| New Age Alpha Advisors, LLC | 24,649 | $165.3 萬 | 0.08% | −686−2.7% | 減碼 |
| Virtus Investment Advisers, Inc. | 25,142 | $168.6 萬 | 0.47% | −2,643−9.5% | 減碼 |
| Polymer Capital Management (HK) LTD | 25,386 | $170.3 萬 | 0.24% | −3,552−12.3% | 減碼 |
| Everence Capital Management Inc | 25,416 | $170.5 萬 | 0.10% | 00.0% | 不變 |
| Hartford Investment Management Co | 25,467 | $170.8 萬 | 0.05% | −304−1.2% | 減碼 |
| Private Advisor Group, LLC | 25,607 | $171.8 萬 | 0.01% | +1,810+7.6% | 加碼 |
| Sowell Financial Services LLC | 25,653 | $172.1 萬 | 0.06% | +760+3.1% | 加碼 |
| Pacific Capital Partners Ltd | 25,861 | $173.4 萬 | 1.71% | +25,861 | 新進 |
| Axq Capital, LP | 26,566 | $178.2 萬 | 0.23% | −11,850−30.8% | 減碼 |
| Bridgeway Capital Management, LLC | 26,900 | $180.4 萬 | 0.04% | −14,400−34.9% | 減碼 |
| Mizuho Securities USA LLC | 26,924 | $180.6 萬 | 0.04% | −5,504−17.0% | 減碼 |
| Skopos Labs, Inc. | 27,277 | $182.9 萬 | 0.06% | +16,254+147.5% | 加碼 |
| Concurrent Investment Advisors, LLC | 27,643 | $185.4 萬 | 0.02% | +3,608+15.0% | 加碼 |
| Marks Group Wealth Management, Inc | 27,719 | $185.9 萬 | 0.18% | −5,965−17.7% | 減碼 |
| Sciencast Management LP | 27,727 | $186.0 萬 | 0.24% | +27,727 | 新進 |
| Virtue Capital Management, LLC | 29,444 | $187.5 萬 | 0.29% | −428−1.4% | 減碼 |
| Mystic Asset Management, Inc. | 28,200 | $189.1 萬 | 0.44% | 00.0% | 不變 |
| Norinchukin Bank, The | 28,323 | $190.0 萬 | 0.02% | +103+0.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 28,333 | $190.0 萬 | 0.05% | +3,779+15.4% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 28,528 | $191.3 萬 | 0.13% | −353−1.2% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 28,579 | $191.7 萬 | 0.78% | −1,213−4.1% | 減碼 |
| Quadrant Capital Group LLC | 28,658 | $192.2 萬 | 0.06% | +580+2.1% | 加碼 |
| Coronation Fund Managers Ltd. | 28,844 | $193.5 萬 | 0.09% | +1,982+7.4% | 加碼 |
| WBI Investments | 28,852 | $193.5 萬 | 0.53% | +1,530+5.6% | 加碼 |
| Millington Securities, LLC | 28,852 | $193.5 萬 | 0.53% | +28,852 | 新進 |