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 |
|---|---|---|---|---|---|
| Novem Group | 16,196 | $141.0 萬 | 0.14% | +16,196 | 新進 |
| Kingswood Wealth Advisors, LLC | 16,332 | $142.2 萬 | 0.06% | −523−3.1% | 減碼 |
| Change Path, LLC | 16,365 | $142.4 萬 | 0.03% | −4,248−20.6% | 減碼 |
| Gamco Investors, Inc. Et Al | 16,475 | $143.4 萬 | 0.01% | −1,000−5.7% | 減碼 |
| TriaGen Wealth Management LLC | 16,528 | $143.9 萬 | 0.36% | +16,528 | 新進 |
| Two Sigma Securities, LLC | 16,633 | $144.8 萬 | 0.12% | −3,777−18.5% | 減碼 |
| Lecap Asset Management Ltd | 16,984 | $147.8 萬 | 0.63% | −23,667−58.2% | 減碼 |
| Aspire Private Capital, LLC | 17,243 | $150.1 萬 | 0.31% | −5,883−25.4% | 減碼 |
| PFG Advisors | 17,408 | $151.5 萬 | 0.08% | +2,968+20.6% | 加碼 |
| MBM Wealth Consultants, LLC | 17,492 | $152.3 萬 | 0.29% | +1,372+8.5% | 加碼 |
| Evergreen Capital Management LLC | 17,672 | $153.8 萬 | 0.03% | +219+1.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 17,777 | $154.7 萬 | 0.04% | −10,556−37.3% | 減碼 |
| Morse Asset Management, Inc | 17,823 | $155.1 萬 | 0.26% | +6,214+53.5% | 加碼 |
| Private Advisory Group LLC | 17,826 | $155.2 萬 | 0.09% | +3,547+24.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 17,905 | $155.8 萬 | 0.02% | +8,247+85.4% | 加碼 |
| We Are One Seven, LLC | 17,933 | $156.1 萬 | 0.03% | +644+3.7% | 加碼 |
| Voleon Capital Management LP | 17,958 | $156.3 萬 | 0.03% | +5,303+41.9% | 加碼 |
| NWF Advisory Services Inc. | 17,982 | $156.5 萬 | 0.15% | −851−4.5% | 減碼 |
| Callan Family Office, LLC | 18,156 | $158.0 萬 | 0.03% | +8,822+94.5% | 加碼 |
| Mount Yale Investment Advisors, LLC | 18,189 | $158.3 萬 | 0.03% | −375−2.0% | 減碼 |
| Cresset Asset Management, LLC | 18,266 | $159.0 萬 | 0.01% | −39,666−68.5% | 減碼 |
| Aviso Financial Inc. | 18,293 | $159.2 萬 | 0.06% | −821−4.3% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 18,302 | $159.3 萬 | 0.04% | 00.0% | 不變 |
| Cross Staff Investments Inc | 18,311 | $159.4 萬 | 0.95% | +30.0% | 加碼 |
| Roundview Capital LLC | 18,348 | $159.7 萬 | 0.09% | +6,939+60.8% | 加碼 |
| Canada Post Corp Registered Pension Plan | 18,370 | $159.9 萬 | 0.06% | +6,600+56.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 18,400 | $160.2 萬 | 0.00% | +268+1.5% | 加碼 |
| Western Financial Corp | 18,625 | $162.1 萬 | 0.47% | −58−0.3% | 減碼 |
| Thrivent Financial for Lutherans | 18,750 | $163.2 萬 | 0.00% | −440−2.3% | 減碼 |
| Pullen Investment Management, LLC | 18,788 | $163.5 萬 | 0.76% | −335−1.8% | 減碼 |
| TownSquare Capital, LLC | 19,170 | $166.9 萬 | 0.31% | −150−0.8% | 減碼 |
| Private Advisor Group, LLC | 19,273 | $167.8 萬 | 0.01% | −6,334−24.7% | 減碼 |
| Logan Capital Management Inc | 19,316 | $168.1 萬 | 0.06% | +19,316 | 新進 |
| Arrow Capital Pty Ltd | 19,402 | $168.9 萬 | 1.44% | +19,402 | 新進 |
| Bridgeway Capital Management, LLC | 19,600 | $170.6 萬 | 0.03% | −7,300−27.1% | 減碼 |
| Fisher Funds Management LTD | 19,810 | $172.4 萬 | 0.05% | 00.0% | 不變 |
| Burney Co | 19,946 | $173.6 萬 | 0.05% | +4,091+25.8% | 加碼 |
| Chase Investment Counsel Corp | 20,000 | $174.0 萬 | 0.37% | −10,000−33.3% | 減碼 |
| Monetta Financial Services Inc | 20,000 | $174.1 萬 | 1.17% | 00.0% | 不變 |
| Miura Global Management, LLC | 20,000 | $174.1 萬 | 6.90% | 00.0% | 不變 |
| Sphera Management Technology Funds Ltd | 20,000 | $174.1 萬 | 0.61% | +20,000 | 新進 |
| DJE Kapital AG | 17,737 | $178.7 萬 | 0.03% | +17,737 | 新進 |
| Highview Capital Management LLC | 20,547 | $178.8 萬 | 0.51% | +20,547 | 新進 |
| Smith Group Asset Management, LLC | 20,749 | $180.6 萬 | 0.07% | +2,375+12.9% | 加碼 |
| Quantbot Technologies LP | 20,978 | $182.6 萬 | 0.07% | +5,875+38.9% | 加碼 |
| GWM Advisors LLC | 21,042 | $183.1 萬 | 0.01% | +6,058+40.4% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 21,049 | $183.2 萬 | 0.00% | +21,049 | 新進 |
| Fox Run Management, L.L.C. | 21,586 | $187.9 萬 | 0.31% | +15,490+254.1% | 加碼 |
| Successful Portfolios LLC | 19,939 | $188.9 萬 | 0.88% | −263−1.3% | 減碼 |
| Mainstream Capital Management LLC | 21,923 | $190.8 萬 | 1.15% | +109+0.5% | 加碼 |
| Catalyst Funds Management Pty Ltd | 21,950 | $191.1 萬 | 0.11% | +10,350+89.2% | 加碼 |
| SRS Capital Advisors, Inc. | 22,108 | $192.4 萬 | 0.01% | +20,681+1,449.3% | 加碼 |
| New Mexico Educational Retirement Board | 22,200 | $193.2 萬 | 0.05% | +1,900+9.4% | 加碼 |
| Ritholtz Wealth Management | 22,395 | $194.9 萬 | 0.03% | +13,072+140.2% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 22,492 | $195.8 萬 | 0.07% | +1,595+7.6% | 加碼 |
| Midwest Professional Planners, LTD. | 22,672 | $197.3 萬 | 0.39% | +2,874+14.5% | 加碼 |
| Louisiana State Employees Retirement System | 22,800 | $198.5 萬 | 0.03% | +100+0.4% | 加碼 |
| Atomi Financial Group, Inc. | 23,429 | $203.9 萬 | 0.05% | +454+2.0% | 加碼 |
| Abn Amro Investment Solutions | 23,440 | $204.0 萬 | 0.02% | +7,263+44.9% | 加碼 |
| Gsa Capital Partners LLP | 23,582 | $205.3 萬 | 0.13% | +8,558+57.0% | 加碼 |
| Advisors Asset Management, Inc. | 23,691 | $206.2 萬 | 0.03% | +511+2.2% | 加碼 |
| Maryland State Retirement & Pension System | 23,694 | $206.2 萬 | 0.04% | +2,312+10.8% | 加碼 |
| Mariner, LLC | 23,767 | $206.9 萬 | 0.00% | −28,250−54.3% | 減碼 |
| Concurrent Investment Advisors, LLC | 24,085 | $209.6 萬 | 0.02% | −3,558−12.9% | 減碼 |
| New Age Alpha Advisors, LLC | 24,138 | $210.1 萬 | 0.09% | −511−2.1% | 減碼 |
| Lido Advisors, LLC | 24,179 | $210.5 萬 | 0.01% | +6,484+36.6% | 加碼 |
| Kestra Investment Management, LLC | 24,280 | $211.3 萬 | 0.04% | +4,403+22.2% | 加碼 |
| Aigen Investment Management, LP | 24,322 | $211.7 萬 | 0.58% | +17,013+232.8% | 加碼 |
| Jefferies Financial Group Inc. | 24,405 | $212.4 萬 | 0.02% | −25,364−51.0% | 減碼 |
| Hartford Investment Management Co | 24,487 | $213.1 萬 | 0.06% | −980−3.8% | 減碼 |
| Walleye Trading LLC | 24,813 | $216.0 萬 | 0.03% | +24,813 | 新進 |
| Fideuram Asset Management (Ireland) dac | 23,293 | $218.2 萬 | 0.04% | +23,293 | 新進 |
| Centiva Capital, LP | 25,248 | $219.8 萬 | 0.07% | +25,248 | 新進 |
| Graham Capital Management, L.P. | 25,371 | $220.8 萬 | 0.06% | +25,371 | 新進 |
| Everence Capital Management Inc | 25,416 | $221.2 萬 | 0.12% | 00.0% | 不變 |
| Titan Investment Solutions Ltd | 25,469 | $221.7 萬 | 0.25% | +1,692+7.1% | 加碼 |
| Jain Global LLC | 25,569 | $222.6 萬 | 0.03% | −207,136−89.0% | 減碼 |
| Mystic Asset Management, Inc. | 25,700 | $223.7 萬 | 0.48% | −2,500−8.9% | 減碼 |
| Pacific Capital Partners Ltd | 25,861 | $225.1 萬 | 1.95% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 26,182 | $227.9 萬 | 0.02% | +3,227+14.1% | 加碼 |
| Sowell Financial Services LLC | 26,868 | $233.9 萬 | 0.08% | +1,215+4.7% | 加碼 |
| Cumberland Partners Ltd | 26,880 | $234.0 萬 | 0.15% | +26,880 | 新進 |
| Kentucky Retirement Systems | 27,072 | $235.6 萬 | 0.06% | +27,072 | 新進 |
| Brinker Capital Investments, LLC | 27,425 | $238.7 萬 | 0.02% | −43,131−61.1% | 減碼 |
| Omers Administration Corp | 27,439 | $238.8 萬 | 0.01% | −8,452−23.5% | 減碼 |
| Fairfield Financial Advisors, LTD | 27,665 | $240.8 萬 | 0.95% | +17,260+165.9% | 加碼 |
| Quadrant Capital Group LLC | 28,012 | $243.8 萬 | 0.07% | −646−2.3% | 減碼 |
| Landscape Capital Management, L.L.C. | 28,124 | $244.8 萬 | 0.16% | +13,818+96.6% | 加碼 |
| Dakota Wealth Management | 28,506 | $248.1 萬 | 0.05% | +28,506 | 新進 |
| Mitchell & Pahl Private Wealth, LLC | 28,516 | $248.2 萬 | 0.91% | −63−0.2% | 減碼 |
| Manchester Financial Inc | 28,659 | $249.4 萬 | 0.44% | −654−2.2% | 減碼 |
| Spire Wealth Management | 28,641 | $249.5 萬 | 0.08% | −1,816−6.0% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 28,674 | $249.6 萬 | 0.15% | +146+0.5% | 加碼 |
| Alyeska Investment Group, L.P. | 28,841 | $251.0 萬 | 0.01% | +28,841 | 新進 |
| Coronation Fund Managers Ltd. | 28,844 | $251.1 萬 | 0.10% | 00.0% | 不變 |
| Vise Technologies, Inc. | 28,986 | $252.3 萬 | 0.03% | +4,777+19.7% | 加碼 |
| Gator Capital Management, LLC | 29,000 | $252.4 萬 | 0.54% | −39,800−57.8% | 減碼 |
| Altshuler Shaham Ltd | 29,318 | $255.2 萬 | 0.03% | +385+1.3% | 加碼 |
| MUFG Securities EMEA plc | 29,439 | $256.2 萬 | 0.03% | +11,165+61.1% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 29,467 | $256.5 萬 | 0.58% | −1,990−6.3% | 減碼 |