Interactive Brokers Group, Inc.

IBKR

交易所: Nasdaq
產業: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0001381197

SEC 申報列表（在新分頁開啟）

近 90 天，Interactive Brokers Group, Inc. 內部人申報 3 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 2 季與 2026 年第 1 季比較

持有 Interactive Brokers Group, Inc. 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人 2026 年第 1 季全部持有人

IBKR 的 13F 持有人：2026 年第 1 季與 2026 年第 2 季比較
項目	2026 年第 1 季	其中尚未申報 2026 年第 2 季	2026 年第 2 季	變化
持有家數	1,001	12	1,119	+130
股數	3.79 億	31.8 萬	3.88 億	+842.7 萬 (+2.2%)
市值	$254.2 億	$2,133 萬	$337.4 億	+$83.4 億 (+32.9%)

12 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（197 家）

2026 年第 2 季季末持有 Interactive Brokers Group, Inc.、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 197 家。

2026 年第 2 季新進 IBKR 的機構
機構	股數	市值	佔組合 %
Norges Bank	6,334,173	$5.51 億	0.05%
Ninety One UK Ltd	5,258,689	$4.58 億	1.02%
Agf Management Ltd	1,451,924	$1.26 億	0.49%
Axxion S.A.	660,000	$5,745 萬	4.11%
Lone Pine Capital LLC大師孤松資本	577,666	$5,028 萬	0.31%
Freestone Grove Partners LP	518,245	$4,511 萬	0.30%
GFI Investment Counsel Ltd.	339,184	$2,952 萬	4.00%
Keystone Investors Pte Ltd	296,158	$2,578 萬	1.38%
Balyasny Asset Management LLC	274,516	$2,389 萬	0.04%
Blue Sparrow, LLC	200,000	$1,741 萬	0.17%
Longbow Finance SA	160,508	$1,397 萬	1.79%
Evelyn Partners Group Ltd	159,819	$1,391 萬	0.26%
Nykredit A/S	148,930	$1,296 萬	0.05%
Zurich Insurance Group Ltd	148,474	$1,292 萬	0.09%
Howard Capital Management Inc.	113,281	$986.0 萬	0.12%
iA Global Asset Management Inc.	103,220	$898.4 萬	0.11%
Headlands Technologies LLC	101,115	$880.1 萬	0.93%
Jupiter Topco LLC	95,294	$829.5 萬	0.00%
Marvin & Palmer Associates Inc	90,809	$790.4 萬	4.97%
Connor, Clark & Lunn Investment Management Ltd.	76,689	$667.5 萬	0.01%
VMS Asset Management Limited	75,375	$656.1 萬	2.08%
Ninety One SA (PTY) Ltd	74,305	$654.3 萬	0.35%
Jupiter Asset Management Ltd	72,246	$628.8 萬	0.03%
Union Bancaire Privee, UBP SA	75,375	$537.5 萬	0.08%
Ninety One North America, Inc.	60,896	$530.0 萬	0.25%
Stonebridge Financial Group, LLC	53,458	$465.3 萬	0.64%
Maltese Capital Management LLC	51,700	$450.0 萬	0.82%
Gillson Capital LP	51,500	$448.3 萬	0.26%
Axecap Investments, LLC	50,155	$436.5 萬	2.41%
Schonfeld Strategic Advisors LLC	49,081	$427.2 萬	0.02%
Campbell & CO Investment Adviser LLC	41,050	$357.3 萬	0.19%
Alyeska Investment Group, L.P.	28,841	$251.0 萬	0.01%
Dakota Wealth Management	28,506	$248.1 萬	0.05%
Kentucky Retirement Systems	27,072	$235.6 萬	0.06%
Cumberland Partners Ltd	26,880	$234.0 萬	0.15%
Graham Capital Management, L.P.	25,371	$220.8 萬	0.06%
Centiva Capital, LP	25,248	$219.8 萬	0.07%
Fideuram Asset Management (Ireland) dac	23,293	$218.2 萬	0.04%
Walleye Trading LLC	24,813	$216.0 萬	0.03%
Grantham, Mayo, Van Otterloo & Co. LLC	21,049	$183.2 萬	0.00%
Highview Capital Management LLC	20,547	$178.8 萬	0.51%
DJE Kapital AG	17,737	$178.7 萬	0.03%
Sphera Management Technology Funds Ltd	20,000	$174.1 萬	0.61%
Arrow Capital Pty Ltd	19,402	$168.9 萬	1.44%
Logan Capital Management Inc	19,316	$168.1 萬	0.06%
TriaGen Wealth Management LLC	16,528	$143.9 萬	0.36%
Novem Group	16,196	$141.0 萬	0.14%
Pittenger & Anderson Inc	12,565	$109.4 萬	0.04%
Tokio Marine Asset Management Co Ltd	12,534	$109.1 萬	0.03%
Algert Global LLC	10,550	$91.8 萬	0.01%
Marshall Financial Group LLC	10,196	$88.7 萬	0.13%
Global Retirement Partners, LLC	10,018	$87.2 萬	0.01%
Lake Hills Wealth Management, LLC	9,832	$85.6 萬	0.39%
Central Pacific Bank - Trust Division	9,755	$84.9 萬	0.09%
R Squared Ltd	9,662	$84.1 萬	0.44%
Providence First Trust Co	9,046	$78.7 萬	0.22%
Alpine Woods Capital Investors, LLC	8,227	$71.6 萬	0.16%
Roberts Glore & Co Inc	7,997	$69.6 萬	0.17%
Formula Growth Ltd	7,600	$66.2 萬	0.23%
Capstone Investment Advisors, LLC	7,581	$66.0 萬	0.00%
Blackstone Group Inc.	7,397	$64.4 萬	0.00%
Bancreek Capital Management, LP	7,238	$63.0 萬	2.38%
Compass Financial Management LLC	7,024	$61.2 萬	0.07%
Sienna Gestion	6,386	$57.0 萬	0.03%
Blueshift Asset Management, LLC	6,508	$56.6 萬	0.13%
Pacific Excel Wealth Advisors, Inc.	6,491	$56.5 萬	0.22%
Polymer Capital Management (US) LLC	6,158	$53.6 萬	0.08%
Mirabella Financial Services LLP	6,139	$53.4 萬	0.05%
Sykon Capital LLC	6,042	$52.6 萬	0.16%
Interchange Capital Partners, LLC	5,987	$52.1 萬	0.10%
Stirlingshire Investments, Inc.	5,771	$50.2 萬	0.37%
Marex Group plc	5,602	$48.8 萬	0.00%
Oak Thistle LLC	5,240	$45.6 萬	0.04%
Ground Swell Capital, LLC	5,026	$43.7 萬	0.47%
Ramiah Investment Group	4,870	$42.4 萬	0.32%
Dockside LLC	4,828	$42.0 萬	0.10%
Wexford Capital LP	4,192	$36.5 萬	0.05%
Turtle Creek Wealth Advisors, LLC	4,094	$35.7 萬	0.02%
Concentric Capital Strategies, LP	4,071	$35.4 萬	0.02%
Fourth Dimension Wealth, LLC	3,987	$34.7 萬	0.11%
Stratos Wealth Partners, LTD.	3,904	$34.0 萬	0.00%
nVerses Capital, LLC	3,801	$33.1 萬	0.51%
ISAM Funds (UK) Ltd	3,800	$33.1 萬	0.23%
Alps Advisors Inc	3,707	$32.3 萬	0.00%
Indivisible Partners	3,700	$32.2 萬	0.02%
Quantum Financial Partners LLC	3,645	$31.7 萬	0.16%
Arrowstreet Capital, Limited Partnership	3,585	$31.2 萬	0.00%
Ninepoint Partners LP	3,562	$31.0 萬	0.03%
Crestwood Advisors Group LLC	3,263	$28.4 萬	0.00%
Plan A Wealth LLC	3,111	$27.1 萬	0.12%
Snowden Capital Advisors LLC	3,070	$26.7 萬	0.01%
Miracle Mile Advisors, LLC	3,069	$26.7 萬	0.00%
Savant Capital, LLC	3,012	$26.4 萬	0.00%
Mutual Advisors, LLC	3,020	$26.3 萬	0.00%
Great Valley Advisor Group, Inc.	3,011	$26.2 萬	0.00%
Americana Partners, LLC	3,003	$26.1 萬	0.01%
Caption Management, LLC	3,000	$26.1 萬	0.01%
Modern Wealth Management, LLC	2,985	$26.0 萬	0.00%
Dorsey & Whitney Trust CO LLC	2,973	$25.9 萬	0.01%
First International Bank of Israel Ltd.	2,973	$25.9 萬	0.07%

清倉機構（67 家）

2026 年第 1 季季末持有 Interactive Brokers Group, Inc.、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 IBKR 的機構
機構	2026 年第 1 季股數	2026 年第 1 季市值
Azora Capital LP	211,418	$1,418 萬
Capital Impact Advisors, LLC	166,843	$1,119 萬
GFS Advisors, LLC	60,627	$1,057 萬
CSM Advisors, LLC	69,834	$468.4 萬
Y-Intercept (Hong Kong) Ltd	65,834	$441.5 萬
Capitolis Liquid Global Markets LLC	35,176	$235.9 萬
Virtus Investment Advisers, Inc.	25,142	$168.6 萬
PMC FIG Opportunities LLC	24,307	$163.0 萬
Highland Capital Management, LLC	20,834	$139.7 萬
Integrated Quantitative Investments LLC	19,453	$130.5 萬
Occudo Quantitative Strategies LP	15,869	$126.2 萬
Susquehanna Portfolio Strategies, LLC	16,540	$110.9 萬
Friedenthal Financial	14,848	$99.6 萬
ING Groep NV	14,189	$95.2 萬
Sparta 24 Ltd.	14,000	$93.9 萬
Intercapital, LLC	13,000	$87.2 萬
Caisse des Depots Et Consignations	12,158	$81.5 萬
Clark Financial Services Group Inc	11,295	$75.8 萬
ASR Vermogensbeheer N.V.	10,831	$72.6 萬
Mount Lucas Management LP	10,369	$69.5 萬
Winton Group Ltd	10,143	$68.0 萬
Ieq Capital, LLC	7,323	$49.1 萬
Alta Wealth Advisors LLC	6,954	$46.6 萬
Lebenthal Global Advisors, LLC	6,713	$45.0 萬
SmartHarvest Portfolios, LLC	6,373	$42.7 萬
Stevens Capital Management LP	5,221	$35.0 萬
Dynamic Technology Lab Private Ltd	5,004	$33.6 萬
GTS Securities LLC	4,716	$31.6 萬
Strategic Blueprint, LLC	4,705	$31.6 萬
Virtu Financial LLC	4,693	$31.5 萬
Foundations Investment Advisors, LLC	4,610	$30.9 萬
Legato Capital Management LLC	4,502	$30.2 萬
Advisor Resource Council	4,500	$30.2 萬
Gallacher Capital Management LLC	4,374	$29.3 萬
TABR Capital Management, LLC	4,327	$29.0 萬
PUREfi Wealth, LLC	4,188	$28.1 萬
Plato Investment Management Ltd	4,070	$27.3 萬
Fieldview Capital Management, LLC	3,989	$26.8 萬
Oasis Advisors, LLC	3,815	$25.6 萬
Patton Fund Management, Inc.	3,683	$24.7 萬
Evolve Private Wealth, LLC	3,613	$24.2 萬
Quantitative Investment Management, LLC	3,429	$22.9 萬
111 Capital	3,395	$22.8 萬
Goldstein Advisors, LLC	3,374	$22.6 萬
Buckingham Strategic Partners	3,361	$22.5 萬
Zacks Investment Management	3,361	$22.5 萬
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	3,281	$22.0 萬
Autumn Glory Partners, LLC	3,025	$20.3 萬
Bayforest Capital Ltd	2,314	$15.5 萬
AlphaCentric Advisors LLC	1,637	$11.0 萬
Root Financial Partners, LLC	1,250	$8.38 萬
Wall Street Financial Group, Inc.	716	$4.80 萬
Annis Gardner Whiting Capital Advisors, LLC	534	$3.58 萬
Twin Peaks Wealth Advisors, LLC	409	$2.74 萬
First Pacific Financial	269	$1.80 萬
Innovative Asset Advisors Group, LLC	266	$1.78 萬
POM Investment Strategies, LLC	208	$1.40 萬
Timothy G. Youngquist 2020 Irrevocable Trust	155	$1.04 萬
Bokf, NA	146	$9,792
Boreal Capital Management LLC	100	$6,707
Hamrick Investment Counsel, llc	100	$6,707
Vermillion Wealth Management, Inc.	36	$2,415
Aspect Partners, LLC	26	$1,744
TopTier Wealth Management, LLC	26	$1,744
Portus Wealth Advisors, LLC	15	$1,006
Ameriflex Group, Inc.	4	$268
Curio Wealth, LLC	1	$67

尚未申報 2026 年第 2 季的機構（12 家）

2026 年第 1 季季末持有 Interactive Brokers Group, Inc.、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2026 年第 1 季持有 IBKR、尚未申報 2026 年第 2 季的機構
機構	2026 年第 1 季股數	2026 年第 1 季市值
Evelyn Partners Investment Management LLP	148,042	$992.9 萬
Janus Henderson Group PLC	85,766	$575.2 萬
Millington Securities, LLC	28,852	$193.5 萬
Skopos Labs, Inc.	27,277	$182.9 萬
CWM, LLC	10,288	$69.0 萬
Journey Strategic Wealth LLC	7,656	$51.3 萬
U.S. Capital Wealth Advisors, LLC	5,229	$35.1 萬
Bey-Douglas LLC	3,748	$25.1 萬
Evelyn Partners Investment Management (Europe) Ltd	598	$4.01 萬
Evelyn Partners Investment Management Services Ltd	317	$2.13 萬
McIlrath & Eck, LLC	101	$6,762
Sunbelt Securities, Inc.	93	$6,243