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 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 13F 持有人
Interactive Brokers Group, Inc. 在 2026/6/30 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
- 1,119
- 較 2026 年第 1 季 +130 家
- 持有股數
- 3.88 億
- 較 2026 年第 1 季 +842.7 萬 (+2.2%)
- 總市值
- $337.4 億
- 較 2026 年第 1 季 +$83.4 億 (+32.9%)
- 新進機構
- 197
- 另有 397 家加碼
- 清倉機構
- 67
- 另有 385 家減碼
另有 12 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 1,224 | $10.7 萬 | 0.02% | 00.0% | 不變 |
| LRI Investments, LLC | 1,226 | $10.7 萬 | 0.01% | +92+8.1% | 加碼 |
| Quest 10 Wealth Builders, Inc. | 1,247 | $10.9 萬 | 0.08% | −60−4.6% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 1,264 | $11.0 萬 | 0.00% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 1,282 | $11.2 萬 | 0.00% | +1,282 | 新進 |
| Valued Wealth Advisors LLC | 1,290 | $11.2 萬 | 0.04% | 00.0% | 不變 |
| Trust Co of Toledo NA | 1,356 | $11.8 萬 | 0.01% | −388−22.2% | 減碼 |
| SBI Securities Co., Ltd. | 1,388 | $12.1 萬 | 0.00% | −57−3.9% | 減碼 |
| Bay Harbor Wealth Management, LLC | 1,394 | $12.1 萬 | 0.03% | −163−10.5% | 減碼 |
| Smartleaf Asset Management LLC | 1,395 | $12.3 萬 | 0.00% | 00.0% | 不變 |
| Atlantic Edge Private Wealth Management, LLC | 1,487 | $12.9 萬 | 0.03% | +1,437+2,874.0% | 加碼 |
| Strategic Advocates LLC | 1,581 | $13.8 萬 | 0.53% | +376+31.2% | 加碼 |
| Whittier Trust Co | 1,448 | $13.9 萬 | 0.00% | +45+3.2% | 加碼 |
| Westpac Banking Corp | 1,664 | $14.5 萬 | 0.01% | +144+9.5% | 加碼 |
| Smithfield Trust Co | 1,700 | $14.8 萬 | 0.01% | 00.0% | 不變 |
| NVWM, LLC | 1,810 | $15.8 萬 | 0.03% | −5−0.3% | 減碼 |
| Accent Capital Management, LLC | 1,920 | $16.7 萬 | 0.07% | 00.0% | 不變 |
| Investment Partners Asset Management, Inc. | 2,007 | $17.5 萬 | 0.10% | +2,007 | 新進 |
| Volterra Technologies LP | 2,018 | $17.6 萬 | 0.11% | −6,728−76.9% | 減碼 |
| Versant Capital Management, Inc | 2,138 | $18.6 萬 | 0.02% | −385−15.3% | 減碼 |
| Larson Financial Group LLC | 2,211 | $19.2 萬 | 0.01% | +200+9.9% | 加碼 |
| Northwest & Ethical Investments L.P. | 2,232 | $19.7 萬 | 0.00% | −3,675−62.2% | 減碼 |
| M1 Capital Management LLC | 2,300 | $20.0 萬 | 0.07% | +2,300 | 新進 |
| Greenleaf Trust | 2,316 | $20.2 萬 | 0.00% | +2,316 | 新進 |
| Florida Financial Advisors, LLC | 2,337 | $20.4 萬 | 0.03% | −28,851−92.5% | 減碼 |
| Independent Financial Group, LLC | 2,340 | $20.4 萬 | 0.00% | −7,620−76.5% | 減碼 |
| Huntington National Bank | 2,357 | $20.5 萬 | 0.00% | +248+11.8% | 加碼 |
| Genesis Private Wealth, LLC | 2,358 | $20.5 萬 | 0.06% | −693−22.7% | 減碼 |
| Connecticut Wealth Management, LLC | 2,386 | $20.8 萬 | 0.01% | +2,386 | 新進 |
| Capital Asset Advisory Services LLC | 2,398 | $20.9 萬 | 0.01% | −72−2.9% | 減碼 |
| Greenspring Advisors, LLC | 2,399 | $20.9 萬 | 0.01% | +2,399 | 新進 |
| Foronjy Financial LLC | 2,412 | $21.0 萬 | 0.08% | +2,412 | 新進 |
| KLCM Advisors, Inc. | 2,416 | $21.0 萬 | 0.02% | +2,416 | 新進 |
| Kovitz Investment Group Partners, LLC | 2,428 | $21.1 萬 | 0.00% | +2,428 | 新進 |
| Farringdon Capital, Ltd. | 2,429 | $21.1 萬 | 0.10% | +2,429 | 新進 |
| Empirical Asset Management, LLC | 2,433 | $21.2 萬 | 0.05% | +2,433 | 新進 |
| Cooper Financial Group | 2,440 | $21.2 萬 | 0.02% | +2,440 | 新進 |
| Sapient Capital LLC | 2,456 | $21.4 萬 | 0.00% | +2,456 | 新進 |
| Tower Wealth Partners, Inc. | 2,458 | $21.4 萬 | 0.11% | +2,458 | 新進 |
| WealthPlan Investment Management, LLC | 2,468 | $21.5 萬 | 0.01% | +2,468 | 新進 |
| Retirement Planning Group | 2,469 | $21.5 萬 | 0.01% | +2,469 | 新進 |
| Greenline Wealth Management LLC | 2,475 | $21.5 萬 | 0.18% | +2,475 | 新進 |
| Sagewood Asset Management LP | 2,496 | $21.7 萬 | 0.05% | +2,496 | 新進 |
| GHP Investment Advisors, Inc. | 2,501 | $21.8 萬 | 0.01% | 00.0% | 不變 |
| United Community Bank | 2,515 | $21.9 萬 | 0.07% | +10+0.4% | 加碼 |
| StoneX Group Inc. | 2,516 | $21.9 萬 | 0.01% | +2,516 | 新進 |
| Essex Financial Services, Inc. | 2,539 | $22.1 萬 | 0.01% | +2,539 | 新進 |
| Curated Wealth Partners LLC | 2,539 | $22.1 萬 | 0.03% | −669−20.9% | 減碼 |
| Storgate, LLC | 2,568 | $22.4 萬 | 0.05% | +2,568 | 新進 |
| Alphadyne Asset Management LP | 2,582 | $22.5 萬 | 0.01% | +2,582 | 新進 |
| Entropy Technologies, LP | 2,592 | $22.6 萬 | 0.01% | +2,592 | 新進 |
| Abel Hall, LLC | 2,600 | $22.6 萬 | 0.04% | +2,600 | 新進 |
| Founders Financial Alliance, LLC | 2,612 | $22.7 萬 | 0.03% | +2,612 | 新進 |
| Range Advisory, LLC | 2,614 | $22.8 萬 | 0.03% | +2,614 | 新進 |
| Benchmark Financial Wealth Advisors, LLC | 2,623 | $22.8 萬 | 0.06% | +2,623 | 新進 |
| MQS Management LLC | 2,635 | $22.9 萬 | 0.28% | +2,635 | 新進 |
| Jump Financial, LLC | 2,640 | $23.0 萬 | 0.00% | −134,148−98.1% | 減碼 |
| Colonial River Wealth Management, LLC | 2,655 | $23.1 萬 | 0.07% | +2,655 | 新進 |
| Old National Bancorp | 2,670 | $23.2 萬 | 0.00% | +2,670 | 新進 |
| Vann Equity Management LLC | 2,676 | $23.3 萬 | 0.14% | +2,676 | 新進 |
| Oxford Asset Management LLP | 2,686 | $23.4 萬 | 0.11% | −4,591−63.1% | 減碼 |
| Keebeck Wealth Management, LLC | 2,693 | $23.4 萬 | 0.02% | +2,693 | 新進 |
| Cascade Financial Partners, LLC | 2,700 | $23.5 萬 | 0.02% | +2,700 | 新進 |
| Anchor Investment Management, LLC | 2,702 | $23.5 萬 | 0.02% | 00.0% | 不變 |
| Diametric Capital, LP | 2,705 | $23.5 萬 | 0.03% | +2,705 | 新進 |
| Lowe Brockenbrough & Co Inc | 2,724 | $23.7 萬 | 0.01% | +2,724 | 新進 |
| McAdam, LLC | 2,739 | $23.8 萬 | 0.01% | +2,739 | 新進 |
| Flynn Zito Capital Management, LLC | 2,753 | $24.0 萬 | 0.07% | +2,753 | 新進 |
| Wulff, Hansen & Co. | 2,760 | $24.0 萬 | 0.18% | +2,760 | 新進 |
| Aster Capital Management (DIFC) Ltd | 2,761 | $24.0 萬 | 0.05% | +2,761 | 新進 |
| Quent Capital, LLC | 2,777 | $24.2 萬 | 0.01% | +50+1.8% | 加碼 |
| Bull Harbor Capital LLC | 2,786 | $24.2 萬 | 0.05% | +2,786 | 新進 |
| Strategy Asset Managers LLC | 2,789 | $24.3 萬 | 0.04% | +2,789 | 新進 |
| Savvy Advisors, Inc. | 2,819 | $24.5 萬 | 0.01% | +2,819 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 2,823 | $24.6 萬 | 0.01% | +2,823 | 新進 |
| Argent Trust Co | 2,836 | $24.7 萬 | 0.01% | +2,836 | 新進 |
| National Asset Management, Inc. | 2,799 | $24.7 萬 | 0.01% | +2,799 | 新進 |
| Teacher Retirement System of Texas | 2,839 | $24.7 萬 | 0.00% | −3,802−57.3% | 減碼 |
| KDT Advisors, LLC | 2,840 | $24.7 萬 | 0.34% | +2,840 | 新進 |
| AlphaCore Capital LLC | 2,846 | $24.8 萬 | 0.00% | +2,846 | 新進 |
| Supplemental Annuity Collective Trust of NJ | 2,857 | $24.9 萬 | 0.06% | −159−5.3% | 減碼 |
| GeoWealth Management, LLC | 2,873 | $25.0 萬 | 0.01% | −229−7.4% | 減碼 |
| IFP Advisors, Inc | 2,875 | $25.0 萬 | 0.00% | +5+0.2% | 加碼 |
| Pavion Blue Capital, LLC | 2,896 | $25.2 萬 | 0.10% | +2,896 | 新進 |
| MJP Associates Inc | 2,917 | $25.4 萬 | 0.03% | +2,917 | 新進 |
| Forty-three Eighteen Advisors, LLC | 2,945 | $25.6 萬 | 0.17% | +2,945 | 新進 |
| Twinbeech Capital LP | 2,973 | $25.9 萬 | 0.05% | −2,040−40.7% | 減碼 |
| First International Bank of Israel Ltd. | 2,973 | $25.9 萬 | 0.07% | +2,973 | 新進 |
| Dorsey & Whitney Trust CO LLC | 2,973 | $25.9 萬 | 0.01% | +2,973 | 新進 |
| Modern Wealth Management, LLC | 2,985 | $26.0 萬 | 0.00% | +2,985 | 新進 |
| Patten Group, Inc. | 3,000 | $26.1 萬 | 0.04% | −114−3.7% | 減碼 |
| Caption Management, LLC | 3,000 | $26.1 萬 | 0.01% | +3,000 | 新進 |
| Americana Partners, LLC | 3,003 | $26.1 萬 | 0.01% | +3,003 | 新進 |
| Great Valley Advisor Group, Inc. | 3,011 | $26.2 萬 | 0.00% | +3,011 | 新進 |
| Legacy Financial Advisors, Inc. | 3,012 | $26.2 萬 | 0.03% | −62−2.0% | 減碼 |
| Mutual Advisors, LLC | 3,020 | $26.3 萬 | 0.00% | +3,020 | 新進 |
| Savant Capital, LLC | 3,012 | $26.4 萬 | 0.00% | +3,012 | 新進 |
| Miracle Mile Advisors, LLC | 3,069 | $26.7 萬 | 0.00% | +3,069 | 新進 |
| Snowden Capital Advisors LLC | 3,070 | $26.7 萬 | 0.01% | +3,070 | 新進 |
| Clearstead Advisors, LLC | 3,083 | $26.8 萬 | 0.00% | +206+7.2% | 加碼 |