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。
2021 年第 2 季 13F 持有人
Interactive Brokers Group, Inc. 在 2021/6/30 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
- 319
- 較 2021 年第 1 季 0 家
- 持有股數
- 8,033 萬
- 較 2021 年第 1 季 +113.9 萬 (+1.4%)
- 總市值
- $52.8 億
- 較 2021 年第 1 季 −$5.04 億 (−8.7%)
- 新進機構
- 46
- 另有 134 家加碼
- 清倉機構
- 46
- 另有 84 家減碼
另有 1 家機構在 2021 年第 1 季持有、還沒有申報 2021 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 |
2021 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 8,752,100 | $5.75 億 | 1.42% | +358,129+4.3% | 加碼 |
| Greenwich Wealth Management LLC | 7,518,444 | $4.94 億 | 42.17% | −1,261,729−14.4% | 減碼 |
| BlackRock Inc. | 7,308,467 | $4.80 億 | 0.01% | +446,204+6.5% | 加碼 |
| Vanguard Group Inc | 7,262,687 | $4.77 億 | 0.01% | +284,002+4.1% | 加碼 |
| Bares Capital Management, Inc. | 5,097,799 | $3.35 億 | 5.96% | −342,156−6.3% | 減碼 |
| Select Equity Group, L.P. | 4,312,129 | $2.83 億 | 0.97% | +1,942,287+82.0% | 加碼 |
| Cantillon Capital Management LLC | 2,359,066 | $1.55 億 | 1.04% | −38,212−1.6% | 減碼 |
| State Street Corp | 2,036,746 | $1.34 億 | 0.01% | +241,373+13.4% | 加碼 |
| Jarislowsky, Fraser Ltd | 1,746,855 | $1.15 億 | 0.54% | +134,023+8.3% | 加碼 |
| Ancient Art, L.P. | 1,735,593 | $1.14 億 | 10.88% | −52,380−2.9% | 減碼 |
| Goldman Sachs Group Inc | 1,384,180 | $9,098 萬 | 0.02% | +526,921+61.5% | 加碼 |
| Marshall Wace, LLP | 1,347,923 | $8,860 萬 | 0.47% | +679,700+101.7% | 加碼 |
| Renaissance Technologies LLC | 1,085,658 | $7,136 萬 | 0.09% | +449,458+70.6% | 加碼 |
| Millennium Management LLC | 1,075,763 | $7,071 萬 | 0.09% | +695,169+182.7% | 加碼 |
| Geode Capital Management, LLC | 1,026,722 | $6,749 萬 | 0.01% | +59,035+6.1% | 加碼 |
| 1832 Asset Management L.P. | 1,003,972 | $6,635 萬 | 0.13% | +165,333+19.7% | 加碼 |
| Marshall Wace Asia Ltd | 994,993 | $6,540 萬 | 1.38% | +581,424+140.6% | 加碼 |
| Thunderbird Partners LLP | 889,268 | $5,845 萬 | 5.25% | −262,489−22.8% | 減碼 |
| Bronte Capital Management Pty Ltd. | 852,162 | $5,601 萬 | 8.41% | −1,789−0.2% | 減碼 |
| Wells Fargo & Company | 802,857 | $5,277 萬 | 0.01% | −340,936−29.8% | 減碼 |
| Antipodes Partners Ltd | 781,927 | $5,140 萬 | 1.85% | −126,965−14.0% | 減碼 |
| Bank of New York Mellon Corp | 765,714 | $5,033 萬 | 0.01% | +16,797+2.2% | 加碼 |
| Norges Bank | 700,041 | $4,601 萬 | 0.01% | −32,685−4.5% | 減碼 |
| Northern Trust Corp | 655,460 | $4,308 萬 | 0.01% | +5,130+0.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 643,923 | $4,233 萬 | 0.05% | +203,191+46.1% | 加碼 |
| Citadel Advisors LLC | 626,798 | $4,120 萬 | 0.04% | −183,680−22.7% | 減碼 |
| Personal Capital Advisors Corp | 618,693 | $4,067 萬 | 0.21% | +82,990+15.5% | 加碼 |
| Bank of Montreal | 545,468 | $3,617 萬 | 0.02% | +539,506+9,049.1% | 加碼 |
| Ensign Peak Advisors, Inc | 547,012 | $3,595 萬 | 0.07% | −25,988−4.5% | 減碼 |
| Invesco Ltd. | 447,336 | $2,940 萬 | 0.01% | +9,110+2.1% | 加碼 |
| Charles Schwab Investment Management Inc | 438,963 | $2,885 萬 | 0.01% | +19,687+4.7% | 加碼 |
| Morgan Stanley | 409,013 | $2,689 萬 | 0.00% | +246,151+151.1% | 加碼 |
| Assenagon Asset Management S.A. | 399,659 | $2,627 萬 | 0.11% | +342,015+593.3% | 加碼 |
| Dimensional Fund Advisors LP | 376,370 | $2,474 萬 | 0.01% | −113,499−23.2% | 減碼 |
| Montrusco Bolton Investments Inc. | 373,803 | $2,457 萬 | 0.74% | +373,803 | 新進 |
| Los Angeles Capital Management LLC | 362,066 | $2,380 萬 | 0.10% | +309,126+583.9% | 加碼 |
| Royal Bank of Canada | 343,606 | $2,259 萬 | 0.01% | +136,423+65.8% | 加碼 |
| Balyasny Asset Management LLC | 331,577 | $2,180 萬 | 0.12% | +331,577 | 新進 |
| Natixis | 330,200 | $2,170 萬 | 0.09% | +301,400+1,046.5% | 加碼 |
| Park West Asset Management LLC | 316,081 | $2,078 萬 | 0.61% | 00.0% | 不變 |
| Barclays PLC | 306,617 | $2,015 萬 | 0.02% | +39,943+15.0% | 加碼 |
| Raymond James & Associates | 298,090 | $1,959 萬 | 0.02% | +44,086+17.4% | 加碼 |
| Principal Financial Group Inc | 281,117 | $1,848 萬 | 0.01% | +3,919+1.4% | 加碼 |
| Majedie Asset Management Ltd | 277,425 | $1,824 萬 | 1.20% | +161,716+139.8% | 加碼 |
| Owls Nest Partners IA, LLC | 272,800 | $1,793 萬 | 8.26% | +42,500+18.5% | 加碼 |
| Man Group plc | 267,423 | $1,758 萬 | 0.06% | +136,261+103.9% | 加碼 |
| Oakcliff Capital Partners, LP | 261,847 | $1,721 萬 | 7.41% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 253,153 | $1,664 萬 | 0.03% | +42,441+20.1% | 加碼 |
| Stifel Financial Corp | 245,301 | $1,612 萬 | 0.02% | +11,534+4.9% | 加碼 |
| Ameriprise Financial Inc | 238,631 | $1,569 萬 | 0.00% | −4,165−1.7% | 減碼 |
| Nuveen Asset Management, LLC | 236,952 | $1,558 萬 | 0.00% | +2,057+0.9% | 加碼 |
| Jacobs Levy Equity Management, Inc | 230,523 | $1,515 萬 | 0.10% | +86,163+59.7% | 加碼 |
| Deutsche Bank AG | 228,490 | $1,502 萬 | 0.01% | +134,266+142.5% | 加碼 |
| Susquehanna International Group, LLP | 221,071 | $1,453 萬 | 0.02% | +216,210+4,447.9% | 加碼 |
| Cubist Systematic Strategies, LLC | 211,261 | $1,389 萬 | 0.16% | +70,748+50.3% | 加碼 |
| Rhumbline Advisers | 195,753 | $1,287 萬 | 0.02% | +1,984+1.0% | 加碼 |
| Marshall Wace North America L.P. | 195,197 | $1,283 萬 | 0.05% | +106,970+121.2% | 加碼 |
| California Public Employees Retirement System | 180,271 | $1,185 萬 | 0.01% | +3,994+2.3% | 加碼 |
| Swiss National Bank | 180,100 | $1,184 萬 | 0.01% | +3,900+2.2% | 加碼 |
| PenderFund Capital Management Ltd. | 134,000 | $1,092 萬 | 2.56% | −5,600−4.0% | 減碼 |
| Envestnet Asset Management Inc | 160,651 | $1,056 萬 | 0.01% | +14,801+10.1% | 加碼 |
| Putnam Investments LLC | 155,200 | $1,020 萬 | 0.02% | −583,950−79.0% | 減碼 |
| HSBC Holdings PLC | 153,480 | $1,009 萬 | 0.01% | +21,904+16.6% | 加碼 |
| Gabelli Funds LLC | 143,974 | $946.3 萬 | 0.06% | −375−0.3% | 減碼 |
| Boston Financial Mangement LLC | 143,642 | $944.2 萬 | 0.38% | +2,580+1.8% | 加碼 |
| American International Group, Inc. | 143,577 | $943.7 萬 | 0.04% | −2,753−1.9% | 減碼 |
| Brooktree Capital Management | 136,800 | $899.2 萬 | 5.77% | +1,334+1.0% | 加碼 |
| California State Teachers Retirement System | 136,641 | $898.1 萬 | 0.01% | +9,011+7.1% | 加碼 |
| JPMorgan Chase & Co | 131,837 | $866.4 萬 | 0.00% | −59,574−31.1% | 減碼 |
| UBS Asset Management Americas Inc | 126,329 | $830.4 萬 | 0.00% | +15,643+14.1% | 加碼 |
| Alliancebernstein L.P. | 124,223 | $816.5 萬 | 0.00% | −340−0.3% | 減碼 |
| Allianz Asset Management GmbH | 122,605 | $805.9 萬 | 0.01% | +122,605 | 新進 |
| Squarepoint Ops LLC | 119,047 | $782.5 萬 | 0.06% | −44,136−27.0% | 減碼 |
| Credit Suisse AG | 116,479 | $765.7 萬 | 0.01% | −7,876−6.3% | 減碼 |
| Bank of America Corp | 114,831 | $754.7 萬 | 0.00% | +2,900+2.6% | 加碼 |
| Legal & General Group Plc | 111,338 | $731.8 萬 | 0.00% | −16,102−12.6% | 減碼 |
| Russell Investments Group, Ltd. | 110,536 | $726.4 萬 | 0.01% | −34,963−24.0% | 減碼 |
| Retirement Systems of Alabama | 105,299 | $692.1 萬 | 0.02% | −155−0.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 101,726 | $668.6 萬 | 0.01% | +11,687+13.0% | 加碼 |
| Federated Hermes, Inc. | 98,430 | $647.0 萬 | 0.01% | +82,318+510.9% | 加碼 |
| Van Den Berg Management I, Inc | 94,583 | $621.7 萬 | 1.22% | −2,886−3.0% | 減碼 |
| Jupiter Asset Management Ltd | 94,453 | $620.6 萬 | 0.06% | +94,453 | 新進 |
| Janney Montgomery Scott LLC | 90,755 | $596.5 萬 | 0.03% | +4,317+5.0% | 加碼 |
| New York State Common Retirement Fund | 90,000 | $591.6 萬 | 0.01% | −20,593−18.6% | 減碼 |
| Prana Capital Management, LP | 89,448 | $587.9 萬 | 0.40% | +89,448 | 新進 |
| Manufacturers Life Insurance Company, The | 88,462 | $581.5 萬 | 0.00% | −2,140−2.4% | 減碼 |
| Daiwa Securities Group Inc. | 86,111 | $566.0 萬 | 0.04% | +22,800+36.0% | 加碼 |
| Tudor Investment Corp Et Al | 82,709 | $543.6 萬 | 0.11% | −16,707−16.8% | 減碼 |
| Duality Advisers, LP | 81,779 | $537.5 萬 | 0.48% | +70,628+633.4% | 加碼 |
| TownSquare Capital, LLC | 81,219 | $523.9 萬 | 0.17% | +15,091+22.8% | 加碼 |
| Qube Research & Technologies Ltd | 79,546 | $522.9 萬 | 0.07% | −25,405−24.2% | 減碼 |
| Quantbot Technologies LP | 74,989 | $492.9 萬 | 0.39% | +60,414+414.5% | 加碼 |
| Parametric Portfolio Associates LLC | 74,116 | $487.2 萬 | 0.00% | −14,260−16.1% | 減碼 |
| Mutual of America Capital Management LLC | 71,363 | $469.1 萬 | 0.05% | −1,659−2.3% | 減碼 |
| Capstone Investment Advisors, LLC | 71,247 | $468.3 萬 | 0.11% | +71,247 | 新進 |
| SEI Investments Co | 70,138 | $461.0 萬 | 0.01% | +10,157+16.9% | 加碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 67,074 | $440.9 萬 | 0.34% | +45,000+203.9% | 加碼 |
| Atria Investments LLC | 65,685 | $431.7 萬 | 0.08% | +7,320+12.5% | 加碼 |
| Amalgamated Bank | 63,505 | $417.4 萬 | 0.03% | +59,702+1,569.9% | 加碼 |
| Texas Permanent School Fund | 60,234 | $395.9 萬 | 0.05% | −127−0.2% | 減碼 |