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 |
|---|---|---|---|---|---|
| Brown Miller Wealth Management, LLC | 5,375 | $46.8 萬 | 0.12% | +403+8.1% | 加碼 |
| Visionary Horizons, LLC | 5,405 | $47.0 萬 | 0.20% | −3,821−41.4% | 減碼 |
| FourThought Financial Partners, LLC | 5,413 | $47.1 萬 | 0.04% | −58−1.1% | 減碼 |
| Commons Capital, LLC | 5,442 | $47.4 萬 | 0.33% | +102+1.9% | 加碼 |
| Premier Path Wealth Partners, LLC | 5,454 | $47.5 萬 | 0.05% | −113−2.0% | 減碼 |
| Ponta Wealth Partners, LLC | 5,473 | $47.6 萬 | 0.25% | 00.0% | 不變 |
| Independent Advisor Alliance | 5,494 | $47.8 萬 | 0.01% | +365+7.1% | 加碼 |
| Leeward Financial Partners, LLC | 5,527 | $48.1 萬 | 0.13% | −29−0.5% | 減碼 |
| Marex Group plc | 5,602 | $48.8 萬 | 0.00% | +5,602 | 新進 |
| Fundamentun, LLC | 5,689 | $49.5 萬 | 0.02% | −12−0.2% | 減碼 |
| Fulton Bank, N.A. | 5,759 | $50.1 萬 | 0.02% | −12−0.2% | 減碼 |
| Stirlingshire Investments, Inc. | 5,771 | $50.2 萬 | 0.37% | +5,771 | 新進 |
| Advisor OS, LLC | 5,810 | $50.6 萬 | 0.03% | −1,397−19.4% | 減碼 |
| Citizens Financial Group Inc | 5,953 | $51.8 萬 | 0.01% | +2,159+56.9% | 加碼 |
| Freestone Capital Holdings, LLC | 5,972 | $52.0 萬 | 0.01% | +121+2.1% | 加碼 |
| Interchange Capital Partners, LLC | 5,987 | $52.1 萬 | 0.10% | +5,987 | 新進 |
| Sykon Capital LLC | 6,042 | $52.6 萬 | 0.16% | +6,042 | 新進 |
| Mirabella Financial Services LLP | 6,139 | $53.4 萬 | 0.05% | +6,139 | 新進 |
| Polymer Capital Management (US) LLC | 6,158 | $53.6 萬 | 0.08% | +6,158 | 新進 |
| EP Wealth Advisors, LLC | 6,221 | $54.2 萬 | 0.00% | +3,152+102.7% | 加碼 |
| Matisse Capital | 6,300 | $54.8 萬 | 0.22% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 6,345 | $55.2 萬 | 0.06% | +506+8.7% | 加碼 |
| Sagespring Wealth Partners, LLC | 6,477 | $56.4 萬 | 0.01% | +228+3.6% | 加碼 |
| ABLE Financial Group, LLC | 6,480 | $56.4 萬 | 0.09% | −1,380−17.6% | 減碼 |
| Heritage Family Offices, LLP | 6,491 | $56.5 萬 | 0.22% | −2,300−26.2% | 減碼 |
| Pacific Excel Wealth Advisors, Inc. | 6,491 | $56.5 萬 | 0.22% | +6,491 | 新進 |
| Fragasso Group Inc. | 6,498 | $56.6 萬 | 0.03% | −1,801−21.7% | 減碼 |
| Blueshift Asset Management, LLC | 6,508 | $56.6 萬 | 0.13% | +6,508 | 新進 |
| Sienna Gestion | 6,386 | $57.0 萬 | 0.03% | +6,386 | 新進 |
| Leonteq Securities AG | 6,582 | $57.3 萬 | 0.03% | −14,553−68.9% | 減碼 |
| Howe & Rusling Inc | 6,716 | $58.5 萬 | 0.03% | −382−5.4% | 減碼 |
| Kornitzer Capital Management Inc | 6,725 | $58.5 萬 | 0.01% | 00.0% | 不變 |
| Spirepoint Private Client, LLC | 6,732 | $58.6 萬 | 0.05% | −95−1.4% | 減碼 |
| Synergy Financial Group, LTD | 6,779 | $59.0 萬 | 0.42% | −259−3.7% | 減碼 |
| Meyer Handelman Co | 6,800 | $59.2 萬 | 0.02% | 00.0% | 不變 |
| Heartland Advisors Inc | 6,839 | $59.5 萬 | 0.03% | −1,653−19.5% | 減碼 |
| TruNorth Capital Management, LLC | 6,867 | $59.8 萬 | 0.10% | 00.0% | 不變 |
| Skba Capital Management LLC | 6,872 | $59.8 萬 | 0.10% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 6,872 | $59.8 萬 | 0.01% | +1,704+33.0% | 加碼 |
| Leuthold Group, LLC | 6,904 | $60.1 萬 | 0.06% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 6,806 | $60.4 萬 | 0.01% | +1,871+37.9% | 加碼 |
| Allworth Financial LP | 6,968 | $60.6 萬 | 0.00% | +988+16.5% | 加碼 |
| Custom Index Systems, LLC | 6,991 | $60.8 萬 | 0.22% | +148+2.2% | 加碼 |
| Ballentine Partners, LLC | 7,016 | $61.1 萬 | 0.01% | +522+8.0% | 加碼 |
| Wealth Alliance | 7,018 | $61.1 萬 | 0.05% | −1,062−13.1% | 減碼 |
| Compass Financial Management LLC | 7,024 | $61.2 萬 | 0.07% | +7,024 | 新進 |
| Qtron Investments LLC | 7,041 | $61.3 萬 | 0.08% | 00.0% | 不變 |
| Parallel Advisors, LLC | 7,071 | $61.5 萬 | 0.01% | −688−8.9% | 減碼 |
| KG&L Capital Management,LLC | 7,113 | $61.9 萬 | 0.37% | +3,868+119.2% | 加碼 |
| DRW Securities, LLC | 7,204 | $62.7 萬 | 0.04% | −956−11.7% | 減碼 |
| Bancreek Capital Management, LP | 7,238 | $63.0 萬 | 2.38% | +7,238 | 新進 |
| Impact Capital Partners LLC | 7,244 | $63.1 萬 | 0.17% | −6,874−48.7% | 減碼 |
| Global Financial Private Client, LLC | 7,257 | $63.2 萬 | 0.17% | +993+15.9% | 加碼 |
| Lombard Odier Asset Management (USA) Corp | 7,283 | $63.4 萬 | 0.57% | +3,783+108.1% | 加碼 |
| Meeder Advisory Services, Inc. | 7,327 | $63.8 萬 | 0.02% | +1,175+19.1% | 加碼 |
| Fisher Asset Management, LLC | 7,387 | $64.3 萬 | 0.00% | −42−0.6% | 減碼 |
| Blackstone Group Inc. | 7,397 | $64.4 萬 | 0.00% | +7,397 | 新進 |
| Siemens Fonds Invest GmbH | 7,421 | $64.6 萬 | 0.03% | −282−3.7% | 減碼 |
| Glenmede Trust Co NA | 7,435 | $64.7 萬 | 0.00% | +653+9.6% | 加碼 |
| Great Lakes Advisors, LLC | 7,466 | $65.0 萬 | 0.00% | −358−4.6% | 減碼 |
| Prelude Capital Management, LLC | 7,494 | $65.2 萬 | 0.05% | +2,623+53.8% | 加碼 |
| HighPoint Advisor Group LLC | 7,562 | $65.8 萬 | 0.02% | −276−3.5% | 減碼 |
| Capstone Investment Advisors, LLC | 7,581 | $66.0 萬 | 0.00% | +7,581 | 新進 |
| Formula Growth Ltd | 7,600 | $66.2 萬 | 0.23% | +7,600 | 新進 |
| Deltec Asset Management LLC | 7,630 | $66.4 萬 | 0.10% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 7,711 | $67.1 萬 | 0.09% | −721−8.6% | 減碼 |
| L2 Asset Management, LLC | 7,721 | $67.2 萬 | 0.07% | −16,494−68.1% | 減碼 |
| Prosperity Consulting Group, LLC | 7,796 | $67.9 萬 | 0.03% | +3,247+71.4% | 加碼 |
| Principal Securities, Inc. | 7,848 | $68.3 萬 | 0.01% | −207−2.6% | 減碼 |
| Hantz Financial Services, Inc. | 7,860 | $68.4 萬 | 0.01% | +173+2.3% | 加碼 |
| Fifth Third Wealth Advisors LLC | 7,888 | $68.7 萬 | 0.02% | +497+6.7% | 加碼 |
| Thompson Siegel & Walmsley LLC | 8,000 | $69.6 萬 | 0.01% | 00.0% | 不變 |
| Roberts Glore & Co Inc | 7,997 | $69.6 萬 | 0.17% | +7,997 | 新進 |
| Venturi Wealth Management, LLC | 8,024 | $69.8 萬 | 0.03% | −69−0.9% | 減碼 |
| Laird Norton Trust Company, LLC | 8,023 | $69.8 萬 | 0.01% | +37+0.5% | 加碼 |
| Bannerstone Capital Management, LLC | 8,119 | $70.7 萬 | 0.59% | +20.0% | 加碼 |
| Alpine Woods Capital Investors, LLC | 8,227 | $71.6 萬 | 0.16% | +8,227 | 新進 |
| Putney Financial Group LLC | 8,230 | $71.6 萬 | 0.65% | −160−1.9% | 減碼 |
| Cambria Investment Management, L.P. | 8,278 | $72.1 萬 | 0.04% | −163−1.9% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 8,328 | $72.5 萬 | 0.01% | +70+0.8% | 加碼 |
| Silphium Asset Management Ltd | 8,417 | $73.3 萬 | 0.25% | +870+11.5% | 加碼 |
| Hanlon Investment Management, Inc. | 8,657 | $75.4 萬 | 0.40% | −310−3.5% | 減碼 |
| International Assets Investment Management, LLC | 8,116 | $75.7 萬 | 0.05% | −262−3.1% | 減碼 |
| BAM Wealth Management, LLC | 8,706 | $75.8 萬 | 0.47% | −2,777−24.2% | 減碼 |
| Himension Fund | 8,758 | $76.2 萬 | 0.05% | −2,738−23.8% | 減碼 |
| Wedmont Private Capital | 8,125 | $76.4 萬 | 0.02% | +735+9.9% | 加碼 |
| ArrowMark Colorado Holdings LLC | 8,800 | $76.6 萬 | 0.03% | 00.0% | 不變 |
| Severin Investments, LLC | 8,813 | $76.7 萬 | 0.58% | +657+8.1% | 加碼 |
| Formidable Asset Management, LLC | 8,826 | $76.8 萬 | 0.12% | −4,000−31.2% | 減碼 |
| Oppenheimer & Co Inc | 8,839 | $76.9 萬 | 0.01% | −25,557−74.3% | 減碼 |
| Mission Wealth Management, LP | 8,858 | $77.1 萬 | 0.01% | +868+10.9% | 加碼 |
| Fiduciary Trust Co | 8,904 | $77.5 萬 | 0.01% | −977−9.9% | 減碼 |
| Everpar Advisors LLC | 9,021 | $78.5 萬 | 0.22% | −718−7.4% | 減碼 |
| Providence First Trust Co | 9,046 | $78.7 萬 | 0.22% | +9,046 | 新進 |
| Tema ETFs LLC | 9,050 | $78.8 萬 | 0.03% | +870+10.6% | 加碼 |
| Studio Investment Management LLC | 9,064 | $78.9 萬 | 0.13% | −543−5.7% | 減碼 |
| Merit Financial Group, LLC | 9,077 | $79.0 萬 | 0.00% | −165−1.8% | 減碼 |
| Costello Asset Management, INC | 9,218 | $80.2 萬 | 0.24% | +260+2.9% | 加碼 |
| Park Capital Management, LLC | 9,230 | $80.3 萬 | 0.47% | +310+3.5% | 加碼 |
| Matrix Trust Co | 9,244 | $80.5 萬 | 0.12% | −49−0.5% | 減碼 |