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 |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,289 | $80.9 萬 | 0.01% | −44−0.5% | 減碼 |
| Bullock Wealth Management Group | 8,679 | $80.9 萬 | 0.35% | +3,393+64.2% | 加碼 |
| Malaga Cove Capital, LLC | 9,304 | $81.0 萬 | 0.26% | −976−9.5% | 減碼 |
| Ameliora Wealth Management Ltd. | 9,352 | $81.4 萬 | 0.24% | +100+1.1% | 加碼 |
| Ashton Thomas Securities, LLC | 8,736 | $82.1 萬 | 0.12% | +3,496+66.7% | 加碼 |
| WCM Investment Management, LLC | 9,340 | $82.4 萬 | 0.00% | +382+4.3% | 加碼 |
| GAM Holding AG | 9,578 | $83.4 萬 | 0.06% | 00.0% | 不變 |
| R Squared Ltd | 9,662 | $84.1 萬 | 0.44% | +9,662 | 新進 |
| Brevan Howard Capital Management LP | 9,713 | $84.5 萬 | 0.01% | −104,233−91.5% | 減碼 |
| Central Pacific Bank - Trust Division | 9,755 | $84.9 萬 | 0.09% | +9,755 | 新進 |
| Keybank National Association | 9,767 | $85.0 萬 | 0.00% | +5,592+133.9% | 加碼 |
| Advyzon Investment Management, LLC | 9,767 | $85.0 萬 | 0.06% | +5,405+123.9% | 加碼 |
| Apollon Wealth Management, LLC | 9,814 | $85.4 萬 | 0.01% | +3,574+57.3% | 加碼 |
| Lake Hills Wealth Management, LLC | 9,832 | $85.6 萬 | 0.39% | +9,832 | 新進 |
| Blair William & Co | 9,853 | $85.8 萬 | 0.00% | +5,404+121.5% | 加碼 |
| Philadelphia Investment Partners, LLC | 9,857 | $85.8 萬 | 0.53% | −351−3.4% | 減碼 |
| Joel Isaacson & Co., LLC | 9,980 | $86.9 萬 | 0.03% | +9+0.1% | 加碼 |
| American Investment Services, Inc. | 10,000 | $87.0 萬 | 0.18% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 10,018 | $87.2 萬 | 0.01% | +10,018 | 新進 |
| Bleakley Financial Group, LLC | 10,030 | $87.3 萬 | 0.01% | −893−8.2% | 減碼 |
| Gateway Investment Advisers LLC | 10,134 | $88.2 萬 | 0.01% | +1,943+23.7% | 加碼 |
| Harvest Fund Management Co., Ltd | 10,186 | $88.7 萬 | 0.03% | 00.0% | 不變 |
| Marshall Financial Group LLC | 10,196 | $88.7 萬 | 0.13% | +10,196 | 新進 |
| Crewe Advisors LLC | 10,232 | $89.1 萬 | 0.06% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 10,249 | $89.2 萬 | 0.01% | +234+2.3% | 加碼 |
| CAPROCK Group, Inc. | 10,384 | $90.4 萬 | 0.02% | +30.0% | 加碼 |
| Measured Wealth Private Client Group, LLC | 10,538 | $91.7 萬 | 0.22% | −370−3.4% | 減碼 |
| Algert Global LLC | 10,550 | $91.8 萬 | 0.01% | +10,550 | 新進 |
| Farther Finance Advisors, LLC | 10,562 | $91.9 萬 | 0.01% | +3,490+49.3% | 加碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 10,581 | $92.1 萬 | 0.03% | −596−5.3% | 減碼 |
| Simplicity Wealth,LLC | 10,584 | $92.1 萬 | 0.03% | +5,122+93.8% | 加碼 |
| United Capital Financial Advisers, LLC | 10,585 | $92.1 萬 | 0.01% | +141+1.4% | 加碼 |
| Metis Global Partners, LLC | 10,636 | $92.6 萬 | 0.02% | −1,994−15.8% | 減碼 |
| Fayez Sarofim & Co | 10,736 | $93.4 萬 | 0.00% | 00.0% | 不變 |
| Baader Bank INC | 10,764 | $93.7 萬 | 0.08% | −1,491−12.2% | 減碼 |
| Strategic Investment Advisors | 10,907 | $94.9 萬 | 0.06% | −2,442−18.3% | 減碼 |
| Eagle Strategies LLC | 10,911 | $95.0 萬 | 0.09% | −6,186−36.2% | 減碼 |
| IMC-Chicago, LLC | 11,066 | $96.3 萬 | 0.01% | −24,087−68.5% | 減碼 |
| LVW Advisors, LLC | 11,086 | $96.5 萬 | 0.08% | −2,375−17.6% | 減碼 |
| E. Ohman J:or Asset Management AB | 11,195 | $97.4 萬 | 0.02% | 00.0% | 不變 |
| Petra Financial Advisors Inc | 11,199 | $97.5 萬 | 0.45% | +846+8.2% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 11,234 | $97.8 萬 | 0.06% | −51−0.5% | 減碼 |
| Precision Wealth Strategies, LLC | 11,266 | $98.1 萬 | 0.30% | −4,252−27.4% | 減碼 |
| Intech Investment Management LLC | 11,313 | $98.5 萬 | 0.01% | +4,547+67.2% | 加碼 |
| Caitlin John, LLC | 11,337 | $98.7 萬 | 0.54% | +11,234+10,906.8% | 加碼 |
| Maridea Wealth Management LLC | 11,462 | $99.8 萬 | 0.11% | +2,729+31.2% | 加碼 |
| Groupama Asset Managment | 11,437 | $100.9 萬 | 0.01% | 00.0% | 不變 |
| Inceptionr LLC | 11,934 | $103.9 萬 | 0.26% | −3,635−23.3% | 減碼 |
| J. Safra Sarasin Holding AG | 14,125 | $104.5 萬 | 0.01% | −15,800−52.8% | 減碼 |
| Avanza Fonder AB | 12,093 | $105.3 萬 | 0.02% | 00.0% | 不變 |
| NBC Securities, Inc. | 12,109 | $105.4 萬 | 0.07% | −625−4.9% | 減碼 |
| Penserra Capital Management LLC | 12,118 | $105.4 萬 | 0.01% | +9,703+401.8% | 加碼 |
| Pitcairn Wealth Advisors LLC | 12,152 | $105.8 萬 | 0.12% | −256−2.1% | 減碼 |
| Axxcess Wealth Management, LLC | 12,180 | $106.0 萬 | 0.02% | +1,965+19.2% | 加碼 |
| Wellspring Financial Advisors, LLC | 12,305 | $107.1 萬 | 0.07% | −20−0.2% | 減碼 |
| Securian Asset Management, Inc | 11,865 | $107.4 萬 | 0.04% | −145−1.2% | 減碼 |
| Yorktown Management & Research Co Inc | 12,400 | $107.9 萬 | 0.66% | 00.0% | 不變 |
| Quinn Opportunity Partners LLC | 12,500 | $108.8 萬 | 0.05% | −79,500−86.4% | 減碼 |
| Owls Nest Partners IA, LLC | 12,500 | $108.8 萬 | 0.35% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 12,534 | $109.1 萬 | 0.03% | +12,534 | 新進 |
| Pittenger & Anderson Inc | 12,565 | $109.4 萬 | 0.04% | +12,565 | 新進 |
| Brown Brothers Harriman & Co | 12,681 | $110.4 萬 | 0.00% | +4,197+49.5% | 加碼 |
| North Dakota State Investment Board | 12,751 | $111.0 萬 | 0.05% | +356+2.9% | 加碼 |
| Navellier & Associates Inc | 12,807 | $111.5 萬 | 0.09% | +1,903+17.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 12,999 | $113.1 萬 | 0.01% | −46,341−78.1% | 減碼 |
| HB Wealth Management, LLC | 13,075 | $113.8 萬 | 0.01% | +702+5.7% | 加碼 |
| Prudential PLC | 13,091 | $113.9 萬 | 0.01% | +4,679+55.6% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 13,174 | $114.7 萬 | 0.02% | +632+5.0% | 加碼 |
| Van Eck Associates Corp | 13,236 | $115.2 萬 | 0.00% | −21,778−62.2% | 減碼 |
| Elo Mutual Pension Insurance Co | 13,335 | $116.1 萬 | 0.01% | −10,953−45.1% | 減碼 |
| PFG Investments, LLC | 13,361 | $116.3 萬 | 0.05% | 00.0% | 不變 |
| MUFG Securities Americas Inc. | 13,418 | $116.8 萬 | 0.06% | +1,095+8.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 13,466 | $117.2 萬 | 0.00% | −1,651−10.9% | 減碼 |
| VestGen Advisors, LLC | 13,636 | $118.7 萬 | 0.03% | −137−1.0% | 減碼 |
| Osmosis Investment Management UK Ltd | 13,756 | $119.7 萬 | 0.06% | −15,300−52.7% | 減碼 |
| Marks Group Wealth Management, Inc | 13,881 | $120.8 萬 | 0.11% | −13,838−49.9% | 減碼 |
| Caldwell Investment Management Ltd. | 13,900 | $120.9 萬 | 0.79% | 00.0% | 不變 |
| Yarbrough Capital, LLC | 13,962 | $121.5 萬 | 0.04% | −147−1.0% | 減碼 |
| Csenge Advisory Group | 14,102 | $122.7 萬 | 0.05% | −5,735−28.9% | 減碼 |
| Coldstream Capital Management Inc | 14,180 | $123.4 萬 | 0.02% | +280+2.0% | 加碼 |
| Martingale Asset Management L P | 14,272 | $124.2 萬 | 0.03% | −19,433−57.7% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 14,283 | $124.3 萬 | 0.01% | +33+0.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 14,304 | $124.5 萬 | 0.01% | +3,966+38.4% | 加碼 |
| GAMMA Investing LLC | 14,396 | $125.3 萬 | 0.05% | +1,688+13.3% | 加碼 |
| Kepler Cheuvreux (Suisse) SA | 14,519 | $126.4 萬 | 0.07% | −33,731−69.9% | 減碼 |
| Equitable Holdings, Inc. | 14,544 | $126.6 萬 | 0.01% | −484−3.2% | 減碼 |
| Brown Advisory Inc | 14,788 | $128.7 萬 | 0.00% | −356−2.4% | 減碼 |
| Straightline Group LLC | 14,821 | $129.0 萬 | 0.61% | +1,598+12.1% | 加碼 |
| Park Avenue Securities LLC | 14,828 | $129.1 萬 | 0.01% | +1,020+7.4% | 加碼 |
| Integrated Wealth Concepts LLC | 14,833 | $129.1 萬 | 0.01% | +1,249+9.2% | 加碼 |
| Coerente Capital Management | 14,840 | $129.2 萬 | 0.24% | 00.0% | 不變 |
| Summit Financial, LLC | 14,889 | $129.6 萬 | 0.01% | +666+4.7% | 加碼 |
| Sterling Capital Management LLC | 15,101 | $131.4 萬 | 0.02% | +13,784+1,046.6% | 加碼 |
| Rockefeller Capital Management L.P. | 15,265 | $132.9 萬 | 0.00% | −3,047−16.6% | 減碼 |
| Wright Investors Service Inc | 15,482 | $134.8 萬 | 0.37% | +6,167+66.2% | 加碼 |
| Benjamin Edwards Inc | 15,788 | $137.4 萬 | 0.01% | +620+4.1% | 加碼 |
| Delta Investment Management, LLC | 15,901 | $138.4 萬 | 0.23% | +1,026+6.9% | 加碼 |
| Banque Cantonale Vaudoise | 15,924 | $138.6 萬 | 0.05% | +7,760+95.1% | 加碼 |
| SkyView Investment Advisors, LLC | 16,000 | $139.3 萬 | 1.09% | −110,074−87.3% | 減碼 |
| AE Wealth Management LLC | 16,014 | $139.4 萬 | 0.01% | −3,677−18.7% | 減碼 |