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 2 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 |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 6,139 | $53.4 萬 | 0.05% | +6,139 | 新進 |
| Sykon Capital LLC | 6,042 | $52.6 萬 | 0.16% | +6,042 | 新進 |
| Interchange Capital Partners, LLC | 5,987 | $52.1 萬 | 0.10% | +5,987 | 新進 |
| Freestone Capital Holdings, LLC | 5,972 | $52.0 萬 | 0.01% | +121+2.1% | 加碼 |
| Citizens Financial Group Inc | 5,953 | $51.8 萬 | 0.01% | +2,159+56.9% | 加碼 |
| Advisor OS, LLC | 5,810 | $50.6 萬 | 0.03% | −1,397−19.4% | 減碼 |
| Stirlingshire Investments, Inc. | 5,771 | $50.2 萬 | 0.37% | +5,771 | 新進 |
| Fulton Bank, N.A. | 5,759 | $50.1 萬 | 0.02% | −12−0.2% | 減碼 |
| Fundamentun, LLC | 5,689 | $49.5 萬 | 0.02% | −12−0.2% | 減碼 |
| Marex Group plc | 5,602 | $48.8 萬 | 0.00% | +5,602 | 新進 |
| Leeward Financial Partners, LLC | 5,527 | $48.1 萬 | 0.13% | −29−0.5% | 減碼 |
| Independent Advisor Alliance | 5,494 | $47.8 萬 | 0.01% | +365+7.1% | 加碼 |
| Ponta Wealth Partners, LLC | 5,473 | $47.6 萬 | 0.25% | 00.0% | 不變 |
| Premier Path Wealth Partners, LLC | 5,454 | $47.5 萬 | 0.05% | −113−2.0% | 減碼 |
| Commons Capital, LLC | 5,442 | $47.4 萬 | 0.33% | +102+1.9% | 加碼 |
| FourThought Financial Partners, LLC | 5,413 | $47.1 萬 | 0.04% | −58−1.1% | 減碼 |
| Visionary Horizons, LLC | 5,405 | $47.0 萬 | 0.20% | −3,821−41.4% | 減碼 |
| Brown Miller Wealth Management, LLC | 5,375 | $46.8 萬 | 0.12% | +403+8.1% | 加碼 |
| Raleigh Capital Management Inc. | 5,241 | $45.6 萬 | 0.15% | −2,543−32.7% | 減碼 |
| Oak Thistle LLC | 5,240 | $45.6 萬 | 0.04% | +5,240 | 新進 |
| Worldquant Millennium Advisors LLC | 5,171 | $45.0 萬 | 0.00% | −354,824−98.6% | 減碼 |
| Frec Markets, Inc. | 5,169 | $45.0 萬 | 0.04% | +2,097+68.3% | 加碼 |
| MAI Capital Management | 5,114 | $44.5 萬 | 0.00% | −440−7.9% | 減碼 |
| Ground Swell Capital, LLC | 5,026 | $43.7 萬 | 0.47% | +5,026 | 新進 |
| Edmond de Rothschild Holding S.A. | 5,008 | $43.6 萬 | 0.01% | 00.0% | 不變 |
| Oxford Wealth Group, LLC | 4,997 | $43.5 萬 | 0.19% | −515−9.3% | 減碼 |
| Everhart Financial Group, Inc. | 4,976 | $43.3 萬 | 0.03% | +1,785+55.9% | 加碼 |
| Warren Averett Asset Management, LLC | 4,959 | $43.2 萬 | 0.00% | +821+19.8% | 加碼 |
| Signaturefd, LLC | 4,951 | $43.1 萬 | 0.01% | +627+14.5% | 加碼 |
| Ostrum Asset Management | 4,947 | $43.1 萬 | 0.02% | 00.0% | 不變 |
| Richard W. Paul & Associates, LLC | 4,912 | $42.8 萬 | 0.13% | −2,129−30.2% | 減碼 |
| Trust Asset Management LLC | 4,884 | $42.5 萬 | 0.03% | 00.0% | 不變 |
| Ramiah Investment Group | 4,870 | $42.4 萬 | 0.32% | +4,870 | 新進 |
| IHT Wealth Management, LLC | 4,865 | $42.3 萬 | 0.01% | −976−16.7% | 減碼 |
| Nemes Rush Group LLC | 4,859 | $42.3 萬 | 0.03% | +136+2.9% | 加碼 |
| Atticus Wealth Management, LLC | 4,829 | $42.0 萬 | 0.10% | +60+1.3% | 加碼 |
| Dockside LLC | 4,828 | $42.0 萬 | 0.10% | +4,828 | 新進 |
| V-Square Quantitative Management LLC | 4,827 | $42.0 萬 | 0.04% | −977−16.8% | 減碼 |
| Legacy Wealth Advisors, LLC | 4,803 | $41.8 萬 | 0.18% | +49+1.0% | 加碼 |
| Boothbay Fund Management, LLC | 4,795 | $41.7 萬 | 0.01% | −65,081−93.1% | 減碼 |
| Palisade Asset Management, LLC | 4,779 | $41.6 萬 | 0.04% | 00.0% | 不變 |
| Bank of Nova Scotia Trust Co | 4,758 | $41.4 萬 | 0.03% | −910−16.1% | 減碼 |
| Syon Capital LLC | 4,751 | $41.4 萬 | 0.02% | +259+5.8% | 加碼 |
| American Trust | 4,731 | $41.2 萬 | 0.03% | +20+0.4% | 加碼 |
| Vinva Investment Management Ltd | 4,588 | $40.5 萬 | 0.00% | −66,653−93.6% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 4,622 | $40.2 萬 | 0.05% | +302+7.0% | 加碼 |
| Chemistry Wealth Management LLC | 4,601 | $40.0 萬 | 0.06% | 00.0% | 不變 |
| Lombard Odier Asset Management (Switzerland) SA | 4,600 | $40.0 萬 | 0.01% | +200+4.5% | 加碼 |
| Gryphon Financial Partners LLC | 4,572 | $39.8 萬 | 0.04% | +13+0.3% | 加碼 |
| Resurgent Financial Advisors LLC | 4,562 | $39.7 萬 | 0.11% | +1,088+31.3% | 加碼 |
| Revisor Wealth Management LLC | 4,532 | $39.5 萬 | 0.09% | −1,639−26.6% | 減碼 |
| Grandview Asset Management LLC | 4,522 | $39.4 萬 | 0.10% | −124−2.7% | 減碼 |
| AlphaGrep UK Ltd | 4,493 | $39.1 萬 | 0.12% | +895+24.9% | 加碼 |
| Aaron Wealth Advisors | 4,465 | $38.9 萬 | 0.02% | −104−2.3% | 減碼 |
| Aureus Asset Management, LLC | 4,414 | $38.4 萬 | 0.02% | −1,625−26.9% | 減碼 |
| DekaBank Deutsche Girozentrale | 6,043 | $38.3 萬 | 0.00% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 4,381 | $38.2 萬 | 0.00% | −145−3.2% | 減碼 |
| Valeo Financial Advisors, LLC | 4,344 | $37.8 萬 | 0.01% | −151−3.4% | 減碼 |
| Ausdal Financial Partners, Inc. | 4,324 | $37.6 萬 | 0.01% | −109−2.5% | 減碼 |
| Paragon Financial Partners, Inc. | 4,206 | $37.0 萬 | 0.20% | +60+1.4% | 加碼 |
| Index Technologies Group LLC | 4,209 | $36.6 萬 | 0.29% | +115+2.8% | 加碼 |
| Koshinski Asset Management, Inc. | 4,208 | $36.6 萬 | 0.02% | −1,273−23.2% | 減碼 |
| Vancity Investment Management Ltd | 4,208 | $36.6 萬 | 0.05% | 00.0% | 不變 |
| Assetmark, Inc | 4,204 | $36.6 萬 | 0.00% | +366+9.5% | 加碼 |
| Avestar Capital, LLC | 4,199 | $36.5 萬 | 0.02% | +1,169+38.6% | 加碼 |
| Wexford Capital LP | 4,192 | $36.5 萬 | 0.05% | +4,192 | 新進 |
| Prospera Financial Services Inc | 4,167 | $36.3 萬 | 0.01% | +44+1.1% | 加碼 |
| Meadowbrook Advisors Group, LLC | 4,150 | $36.1 萬 | 0.19% | +98+2.4% | 加碼 |
| Fidelis Capital Partners, LLC | 4,133 | $36.0 萬 | 0.02% | −640−13.4% | 減碼 |
| Permanent Capital Management, LP | 4,128 | $35.9 萬 | 0.05% | 00.0% | 不變 |
| Turtle Creek Wealth Advisors, LLC | 4,094 | $35.7 萬 | 0.02% | +4,094 | 新進 |
| Cigna Investments Inc | 4,098 | $35.6 萬 | 0.05% | −90−2.1% | 減碼 |
| Concentric Capital Strategies, LP | 4,071 | $35.4 萬 | 0.02% | +4,071 | 新進 |
| Hazlett, Burt & Watson, Inc. | 4,039 | $35.3 萬 | 0.09% | −20.0% | 減碼 |
| Profund Advisors LLC | 4,016 | $35.0 萬 | 0.01% | −104−2.5% | 減碼 |
| Fourth Dimension Wealth, LLC | 3,987 | $34.7 萬 | 0.11% | +3,987 | 新進 |
| CVA Family Office, LLC | 3,986 | $34.7 萬 | 0.03% | +28+0.7% | 加碼 |
| Citizens Business Bank | 3,984 | $34.7 萬 | 0.05% | 00.0% | 不變 |
| Fiduciary Financial Group, LLC | 3,968 | $34.5 萬 | 0.04% | +118+3.1% | 加碼 |
| Stephens Inc | 3,954 | $34.4 萬 | 0.00% | −1,442−26.7% | 減碼 |
| Sigma Planning Corp | 3,914 | $34.1 萬 | 0.01% | +742+23.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 3,904 | $34.0 萬 | 0.00% | +3,904 | 新進 |
| Ameritas Investment Partners, Inc. | 3,828 | $33.3 萬 | 0.01% | −158−4.0% | 減碼 |
| Pension & Wealth Management Advisors, Inc. | 3,824 | $33.3 萬 | 0.09% | +767+25.1% | 加碼 |
| Aviance Capital Partners, LLC | 3,820 | $33.2 萬 | 0.03% | 00.0% | 不變 |
| Norden Group LLC | 3,805 | $33.1 萬 | 0.03% | +330+9.5% | 加碼 |
| nVerses Capital, LLC | 3,801 | $33.1 萬 | 0.51% | +3,801 | 新進 |
| ISAM Funds (UK) Ltd | 3,800 | $33.1 萬 | 0.23% | +3,800 | 新進 |
| Insigneo Advisory Services, LLC | 3,779 | $32.9 萬 | 0.01% | −723−16.1% | 減碼 |
| Aspen Grove Capital, LLC | 3,751 | $32.6 萬 | 0.05% | −210−5.3% | 減碼 |
| Alps Advisors Inc | 3,707 | $32.3 萬 | 0.00% | +3,707 | 新進 |
| Indivisible Partners | 3,700 | $32.2 萬 | 0.02% | +3,700 | 新進 |
| Rehmann Capital Advisory Group | 3,658 | $31.9 萬 | 0.01% | −30−0.8% | 減碼 |
| LGT Fund Management Co Ltd. | 3,650 | $31.8 萬 | 0.01% | 00.0% | 不變 |
| Quantum Financial Partners LLC | 3,645 | $31.7 萬 | 0.16% | +3,645 | 新進 |
| HM Payson & Co | 3,605 | $31.4 萬 | 0.00% | +1,294+56.0% | 加碼 |
| Cornerstone Capital, Inc. | 3,600 | $31.3 萬 | 0.03% | 00.0% | 不變 |
| Net Worth Advisory Group | 3,589 | $31.2 萬 | 0.08% | −241−6.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 3,585 | $31.2 萬 | 0.00% | +3,585 | 新進 |
| Parallax Volatility Advisers, L.P. | 3,584 | $31.2 萬 | 0.01% | +3,583+358,300.0% | 加碼 |