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 |
|---|---|---|---|---|---|
| Allstate Corp | 56,366 | $378.0 萬 | 0.04% | +22,831+68.1% | 加碼 |
| Freedom Day Solutions, LLC | 56,057 | $376.0 萬 | 1.01% | −2,140−3.7% | 減碼 |
| Pathstone Holdings, LLC | 55,423 | $371.7 萬 | 0.01% | +1,724+3.2% | 加碼 |
| CX Institutional | 54,860 | $367.9 萬 | 0.11% | +54,248+8,864.1% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 54,790 | $367.2 萬 | 0.00% | +8,722+18.9% | 加碼 |
| Northwest Bancshares, Inc. | 54,730 | $367.1 萬 | 0.73% | +775+1.4% | 加碼 |
| Kennondale Capital Management LLC | 54,373 | $364.7 萬 | 2.63% | 00.0% | 不變 |
| Illumine Investment Management, LLC | 53,459 | $358.5 萬 | 2.76% | −12,210−18.6% | 減碼 |
| Arkfeld Wealth Strategies, L.L.C. | 44,376 | $353.6 萬 | 1.12% | +683+1.6% | 加碼 |
| Mariner, LLC | 52,017 | $348.7 萬 | 0.00% | +48,373+1,327.5% | 加碼 |
| Blackhawk Capital Partners LLC. | 51,353 | $344.4 萬 | 1.26% | +3,529+7.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 51,076 | $342.6 萬 | 0.05% | +100+0.2% | 加碼 |
| Swiss Life Asset Management Ltd | 51,068 | $342.5 萬 | 0.02% | +11,398+28.7% | 加碼 |
| XTX Topco Ltd | 51,059 | $342.5 萬 | 0.06% | +41,553+437.1% | 加碼 |
| Baird Financial Group, Inc. | 50,752 | $340.4 萬 | 0.01% | −47,809−48.5% | 減碼 |
| Spahn Wealth & Retirement LLC | 50,662 | $339.8 萬 | 4.32% | 00.0% | 不變 |
| Sumitomo Life Insurance Co | 50,582 | $339.3 萬 | 0.08% | −7,968−13.6% | 減碼 |
| Mercer Global Advisors Inc | 50,353 | $337.7 萬 | 0.00% | +8,401+20.0% | 加碼 |
| Jefferies Financial Group Inc. | 49,769 | $333.8 萬 | 0.04% | +8,275+19.9% | 加碼 |
| Mackenzie Financial Corp | 49,692 | $333.3 萬 | 0.00% | +4,103+9.0% | 加碼 |
| JustInvest LLC | 49,556 | $332.4 萬 | 0.03% | +2,488+5.3% | 加碼 |
| State of Wyoming | 49,187 | $329.9 萬 | 0.39% | −165−0.3% | 減碼 |
| Kepler Cheuvreux (Suisse) SA | 48,250 | $323.6 萬 | 0.22% | +8,786+22.3% | 加碼 |
| Exchange Traded Concepts, LLC | 47,976 | $321.8 萬 | 0.02% | +38,023+382.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 47,896 | $321.2 萬 | 0.04% | +47,896 | 新進 |
| Umb Bank N A | 47,821 | $320.7 萬 | 0.04% | +46,832+4,735.3% | 加碼 |
| Kestra Advisory Services, LLC | 47,782 | $320.5 萬 | 0.01% | −742−1.5% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 47,744 | $320.1 萬 | 0.00% | −131,605−73.4% | 減碼 |
| Mutual of America Capital Management LLC | 47,373 | $317.7 萬 | 0.04% | −451−0.9% | 減碼 |
| Horizon Investments, LLC | 47,256 | $316.9 萬 | 0.04% | −7,166−13.2% | 減碼 |
| OP Asset Management Ltd | 45,930 | $308.1 萬 | 0.03% | −2,441−5.0% | 減碼 |
| TD Private Client Wealth LLC | 45,301 | $303.8 萬 | 0.06% | −1,844−3.9% | 減碼 |
| Davenport & Co LLC | 45,295 | $303.8 萬 | 0.02% | +3,562+8.5% | 加碼 |
| US Bancorp | 44,966 | $301.6 萬 | 0.00% | −12,517−21.8% | 減碼 |
| Eurizon Capital SGR S.p.A. | 44,964 | $301.6 萬 | 0.01% | +15,087+50.5% | 加碼 |
| Value Partners Investments Inc. | 44,793 | $300.1 萬 | 0.23% | +2,889+6.9% | 加碼 |
| Triasima Portfolio Management inc. | 44,450 | $298.1 萬 | 0.45% | +6,025+15.7% | 加碼 |
| State of Alaska, Department of Revenue | 44,137 | $296.0 萬 | 0.03% | +260+0.6% | 加碼 |
| Insight Wealth Strategies, LLC | 43,894 | $294.4 萬 | 0.33% | +589+1.4% | 加碼 |
| Uncommon Cents Investing LLC | 43,765 | $293.5 萬 | 0.68% | +350+0.8% | 加碼 |
| Anderson Hoagland & Co | 43,456 | $291.5 萬 | 0.25% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 43,413 | $291.2 萬 | 0.05% | −2,331−5.1% | 減碼 |
| Ethic Inc. | 43,149 | $289.4 萬 | 0.05% | +226+0.5% | 加碼 |
| Public Employees Retirement Association of Colorado | 43,060 | $288.8 萬 | 0.01% | 00.0% | 不變 |
| Alberta Investment Management Corp | 43,000 | $288.4 萬 | 0.02% | −22,700−34.6% | 減碼 |
| Yousif Capital Management, LLC | 42,858 | $287.4 萬 | 0.03% | −1,935−4.3% | 減碼 |
| Silver Oak Securities, Inc | 42,457 | $284.8 萬 | 0.21% | +849+2.0% | 加碼 |
| Left Brain Wealth Management, LLC | 42,455 | $284.7 萬 | 1.12% | +42,455 | 新進 |
| Sovran Advisors, LLC | 35,105 | $279.1 萬 | 0.22% | +4,649+15.3% | 加碼 |
| Cim, LLC | 41,476 | $278.2 萬 | 0.40% | −3,107−7.0% | 減碼 |
| Lecap Asset Management Ltd | 40,651 | $272.6 萬 | 1.03% | +40,651 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 40,221 | $272.5 萬 | 0.01% | −529,663−92.9% | 減碼 |
| Griffin Asset Management, Inc. | 40,284 | $270.2 萬 | 0.30% | 00.0% | 不變 |
| ION Fund Management Ltd | 40,000 | $268.3 萬 | 0.41% | −30,000−42.9% | 減碼 |
| Endure Capital Management, LLC | 39,200 | $262.9 萬 | 1.83% | +39,200 | 新進 |
| Central Trust Co | 38,915 | $261.0 萬 | 0.05% | +4,257+12.3% | 加碼 |
| Edgestream Partners, L.P. | 37,399 | $250.8 萬 | 0.08% | −46,803−55.6% | 減碼 |
| Independent Solutions Wealth Management, LLC | 37,298 | $250.2 萬 | 0.37% | −1,148−3.0% | 減碼 |
| Macquarie Group Ltd | 35,906 | $240.8 萬 | 0.01% | −23,393−39.4% | 減碼 |
| Omers Administration Corp | 35,891 | $240.7 萬 | 0.02% | +7,850+28.0% | 加碼 |
| Colony Group, LLC | 35,318 | $236.9 萬 | 0.00% | +9,751+38.1% | 加碼 |
| Capitolis Liquid Global Markets LLC | 35,176 | $235.9 萬 | 0.02% | +35,176 | 新進 |
| IMC-Chicago, LLC | 35,153 | $235.8 萬 | 0.04% | +35,153 | 新進 |
| Standard Life Aberdeen plc | 35,027 | $234.9 萬 | 0.00% | +7,501+27.3% | 加碼 |
| Van Eck Associates Corp | 35,014 | $234.8 萬 | 0.00% | +264+0.8% | 加碼 |
| Vontobel Holding Ltd. | 34,904 | $234.1 萬 | 0.01% | +2,175+6.6% | 加碼 |
| Gulf International Bank (UK) Ltd | 34,425 | $230.9 萬 | 0.05% | +11,935+53.1% | 加碼 |
| Oppenheimer & Co Inc | 34,396 | $230.7 萬 | 0.03% | +23,730+222.5% | 加碼 |
| Candriam Luxembourg S.C.A. | 34,321 | $230.2 萬 | 0.01% | −4,287−11.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 34,301 | $230.0 萬 | 0.02% | 00.0% | 不變 |
| Harfst & Associates, Inc. | 34,153 | $229.1 萬 | 0.41% | +1,420+4.3% | 加碼 |
| Swedbank AB | 34,080 | $228.6 萬 | 0.00% | 00.0% | 不變 |
| Cerity Partners LLC | 33,721 | $226.2 萬 | 0.00% | +12,762+60.9% | 加碼 |
| Martingale Asset Management L P | 33,705 | $226.1 萬 | 0.06% | −30,746−47.7% | 減碼 |
| Scotia Capital Inc. | 33,155 | $222.4 萬 | 0.01% | −2,254−6.4% | 減碼 |
| Schroder Investment Management Group | 34,505 | $219.8 萬 | 0.00% | +10,578+44.2% | 加碼 |
| Gardner Lewis Asset Management L P | 32,275 | $216.5 萬 | 0.47% | +1,490+4.8% | 加碼 |
| Fiduciary Family Office, LLC | 31,948 | $214.3 萬 | 0.61% | −2,341−6.8% | 減碼 |
| Advisory Services Network, LLC | 31,907 | $214.0 萬 | 0.03% | +8,918+38.8% | 加碼 |
| M&T Bank Corp | 31,839 | $213.5 萬 | 0.01% | +2,137+7.2% | 加碼 |
| Vestcor Inc | 31,806 | $213.3 萬 | 0.06% | 00.0% | 不變 |
| Investment House LLC | 31,775 | $213.1 萬 | 0.11% | −33,138−51.0% | 減碼 |
| Element Squared LLC | 31,696 | $212.6 萬 | 1.20% | +31,696 | 新進 |
| Gladstone Institutional Advisory LLC | 31,687 | $212.5 萬 | 0.08% | +31,687 | 新進 |
| Catalyst Capital Advisors LLC | 31,500 | $211.3 萬 | 0.04% | +31,500 | 新進 |
| Dumont & Blake Investment Advisors LLC | 31,457 | $211.0 萬 | 0.53% | −763−2.4% | 減碼 |
| Hanseatic Management Services Inc | 31,417 | $210.7 萬 | 2.02% | +31,417 | 新進 |
| Florida Financial Advisors, LLC | 31,188 | $209.2 萬 | 0.50% | +5,624+22.0% | 加碼 |
| Nisa Investment Advisors, LLC | 30,728 | $206.1 萬 | 0.01% | −2,481−7.5% | 減碼 |
| Empowered Funds, LLC | 30,726 | $206.1 萬 | 0.01% | −98,197−76.2% | 減碼 |
| Captrust Financial Advisors | 30,712 | $206.0 萬 | 0.00% | +1,543+5.3% | 加碼 |
| Spire Wealth Management | 30,457 | $204.3 萬 | 0.07% | +4,641+18.0% | 加碼 |
| Convergence Investment Partners, LLC | 30,048 | $201.5 萬 | 0.33% | −4,859−13.9% | 減碼 |
| Chase Investment Counsel Corp | 30,000 | $201.2 萬 | 0.53% | −6,000−16.7% | 減碼 |
| J. Safra Sarasin Holding AG | 29,925 | $200.5 萬 | 0.03% | −2,053−6.4% | 減碼 |
| Manchester Financial Inc | 29,313 | $196.6 萬 | 0.38% | +120.0% | 加碼 |
| Inspire Advisors, LLC | 29,195 | $195.8 萬 | 0.16% | +205+0.7% | 加碼 |
| Osmosis Investment Management UK Ltd | 29,056 | $194.9 萬 | 0.05% | +12,982+80.8% | 加碼 |
| Moore Capital Management, LP | 29,026 | $194.7 萬 | 0.07% | −71,933−71.2% | 減碼 |
| Altshuler Shaham Ltd | 28,933 | $194.1 萬 | 0.04% | +12,933+80.8% | 加碼 |