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 3 季 13F 持有人
Interactive Brokers Group, Inc. 在 2021/9/30 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
- 309
- 較 2021 年第 2 季 −7 家
- 持有股數
- 8,208 萬
- 較 2021 年第 2 季 +175.8 萬 (+2.2%)
- 總市值
- $51.2 億
- 較 2021 年第 2 季 −$1.59 億 (−3.0%)
- 新進機構
- 42
- 另有 135 家加碼
- 清倉機構
- 49
- 另有 76 家減碼
另有 3 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 8,704,994 | $5.43 億 | 1.32% | −47,106−0.5% | 減碼 |
| Greenwich Wealth Management LLC | 8,145,983 | $5.08 億 | 42.27% | +627,539+8.3% | 加碼 |
| Vanguard Group Inc | 7,803,498 | $4.86 億 | 0.01% | +540,811+7.4% | 加碼 |
| BlackRock Inc. | 7,554,979 | $4.71 億 | 0.01% | +246,512+3.4% | 加碼 |
| Select Equity Group, L.P. | 5,796,473 | $3.61 億 | 1.21% | +1,484,344+34.4% | 加碼 |
| Bares Capital Management, Inc. | 5,189,194 | $3.23 億 | 5.80% | +91,395+1.8% | 加碼 |
| Cantillon Capital Management LLC | 2,325,818 | $1.45 億 | 0.99% | −33,248−1.4% | 減碼 |
| Jarislowsky, Fraser Ltd | 2,192,743 | $1.37 億 | 0.67% | +445,888+25.5% | 加碼 |
| State Street Corp | 2,145,376 | $1.34 億 | 0.01% | +108,630+5.3% | 加碼 |
| Ancient Art, L.P. | 1,735,593 | $1.08 億 | 11.64% | 00.0% | 不變 |
| Marshall Wace, LLP | 1,733,841 | $1.08 億 | 0.54% | +385,918+28.6% | 加碼 |
| Marshall Wace Asia Ltd | 1,627,635 | $1.01 億 | 2.40% | +632,642+63.6% | 加碼 |
| 1832 Asset Management L.P. | 1,029,120 | $6,699 萬 | 0.13% | +25,148+2.5% | 加碼 |
| Geode Capital Management, LLC | 1,067,362 | $6,654 萬 | 0.01% | +40,640+4.0% | 加碼 |
| Montrusco Bolton Investments Inc. | 925,812 | $5,772 萬 | 1.57% | +552,009+147.7% | 加碼 |
| Thunderbird Partners LLP | 912,676 | $5,690 萬 | 6.82% | +23,408+2.6% | 加碼 |
| Goldman Sachs Group Inc | 878,573 | $5,477 萬 | 0.01% | −505,607−36.5% | 減碼 |
| Bronte Capital Management Pty Ltd. | 868,725 | $5,416 萬 | 7.81% | +16,563+1.9% | 加碼 |
| Wells Fargo & Company | 820,076 | $5,112 萬 | 0.01% | +17,219+2.1% | 加碼 |
| Bank of New York Mellon Corp | 812,407 | $5,065 萬 | 0.01% | +46,693+6.1% | 加碼 |
| Antipodes Partners Ltd | 809,159 | $5,044 萬 | 1.72% | +27,232+3.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 796,119 | $4,963 萬 | 0.06% | +152,196+23.6% | 加碼 |
| Norges Bank | 757,661 | $4,723 萬 | 0.01% | +57,620+8.2% | 加碼 |
| Citadel Advisors LLC | 697,743 | $4,350 萬 | 0.05% | +70,945+11.3% | 加碼 |
| Northern Trust Corp | 675,385 | $4,210 萬 | 0.01% | +19,925+3.0% | 加碼 |
| Personal Capital Advisors Corp | 662,987 | $4,133 萬 | 0.21% | +44,294+7.2% | 加碼 |
| Millennium Management LLC | 609,027 | $3,797 萬 | 0.05% | −466,736−43.4% | 減碼 |
| Ensign Peak Advisors, Inc | 568,017 | $3,541 萬 | 0.07% | +21,005+3.8% | 加碼 |
| Renaissance Technologies LLC | 528,300 | $3,293 萬 | 0.04% | −557,358−51.3% | 減碼 |
| Charles Schwab Investment Management Inc | 488,347 | $3,044 萬 | 0.01% | +49,384+11.3% | 加碼 |
| Owls Nest Partners IA, LLC | 365,777 | $2,280 萬 | 9.55% | +92,977+34.1% | 加碼 |
| Dimensional Fund Advisors LP | 363,016 | $2,263 萬 | 0.01% | −13,354−3.5% | 減碼 |
| Los Angeles Capital Management LLC | 346,296 | $2,159 萬 | 0.10% | −15,770−4.4% | 減碼 |
| Majedie Asset Management Ltd | 336,763 | $2,100 萬 | 1.59% | +59,338+21.4% | 加碼 |
| Raymond James & Associates | 322,854 | $2,013 萬 | 0.02% | +24,764+8.3% | 加碼 |
| Park West Asset Management LLC | 316,081 | $1,970 萬 | 0.56% | 00.0% | 不變 |
| Barclays PLC | 305,992 | $1,908 萬 | 0.01% | −625−0.2% | 減碼 |
| Principal Financial Group Inc | 301,405 | $1,879 萬 | 0.01% | +20,288+7.2% | 加碼 |
| Bank of Montreal | 271,935 | $1,769 萬 | 0.01% | −273,533−50.1% | 減碼 |
| Oakcliff Capital Partners, LP | 261,847 | $1,632 萬 | 7.23% | 00.0% | 不變 |
| Man Group plc | 254,904 | $1,589 萬 | 0.06% | −12,519−4.7% | 減碼 |
| Stifel Financial Corp | 253,172 | $1,578 萬 | 0.02% | +7,871+3.2% | 加碼 |
| TimesSquare Capital Management, LLC | 253,000 | $1,577 萬 | 0.14% | +253,000 | 新進 |
| Royal Bank of Canada | 237,547 | $1,481 萬 | 0.00% | −106,059−30.9% | 減碼 |
| Nuveen Asset Management, LLC | 230,599 | $1,438 萬 | 0.00% | −6,353−2.7% | 減碼 |
| Samlyn Capital, LLC | 209,067 | $1,303 萬 | 0.19% | +209,067 | 新進 |
| Invesco Ltd. | 206,021 | $1,284 萬 | 0.00% | −241,315−53.9% | 減碼 |
| Morgan Stanley | 204,393 | $1,274 萬 | 0.00% | −204,620−50.0% | 減碼 |
| Rhumbline Advisers | 198,790 | $1,239 萬 | 0.02% | +3,037+1.6% | 加碼 |
| California Public Employees Retirement System | 180,773 | $1,127 萬 | 0.01% | +502+0.3% | 加碼 |
| Swiss National Bank | 180,600 | $1,126 萬 | 0.01% | +500+0.3% | 加碼 |
| Susquehanna International Group, LLP | 179,156 | $1,117 萬 | 0.01% | −41,915−19.0% | 減碼 |
| PenderFund Capital Management Ltd. | 133,300 | $1,053 萬 | 2.75% | −700−0.5% | 減碼 |
| Prana Capital Management, LP | 167,558 | $1,045 萬 | 0.92% | +78,110+87.3% | 加碼 |
| Envestnet Asset Management Inc | 166,044 | $1,035 萬 | 0.01% | +5,393+3.4% | 加碼 |
| Bank of Nova Scotia | 158,020 | $984.7 萬 | 0.02% | +158,020 | 新進 |
| Gabelli Funds LLC | 152,749 | $952.2 萬 | 0.06% | +8,775+6.1% | 加碼 |
| American International Group, Inc. | 150,353 | $937.3 萬 | 0.05% | +6,776+4.7% | 加碼 |
| UBS Group AG | 146,804 | $915.1 萬 | 0.00% | +96,795+193.6% | 加碼 |
| Twin Tree Management, LP | 146,391 | $912.6 萬 | 0.27% | +146,391 | 新進 |
| Cubist Systematic Strategies, LLC | 143,411 | $894.0 萬 | 0.11% | −67,850−32.1% | 減碼 |
| Brooktree Capital Management | 138,997 | $866.5 萬 | 5.52% | +2,197+1.6% | 加碼 |
| Azora Capital LP | 138,321 | $862.3 萬 | 1.02% | +138,321 | 新進 |
| California State Teachers Retirement System | 136,126 | $848.6 萬 | 0.01% | −515−0.4% | 減碼 |
| Nomura Holdings Inc | 127,500 | $821.8 萬 | 0.06% | +127,500 | 新進 |
| Legal & General Group Plc | 130,466 | $813.4 萬 | 0.00% | +19,128+17.2% | 加碼 |
| Alliancebernstein L.P. | 129,432 | $806.9 萬 | 0.00% | +5,209+4.2% | 加碼 |
| Federated Hermes, Inc. | 128,136 | $798.8 萬 | 0.02% | +29,706+30.2% | 加碼 |
| UBS Asset Management Americas Inc | 127,299 | $793.6 萬 | 0.00% | +970+0.8% | 加碼 |
| Ameriprise Financial Inc | 123,379 | $769.2 萬 | 0.00% | −115,252−48.3% | 減碼 |
| JPMorgan Chase & Co | 118,522 | $738.8 萬 | 0.00% | −13,315−10.1% | 減碼 |
| Retirement Systems of Alabama | 113,098 | $705.1 萬 | 0.03% | +7,799+7.4% | 加碼 |
| Credit Suisse AG | 108,467 | $677.2 萬 | 0.01% | −8,012−6.9% | 減碼 |
| HSBC Holdings PLC | 104,195 | $650.7 萬 | 0.01% | −49,285−32.1% | 減碼 |
| Bank of America Corp | 102,845 | $641.1 萬 | 0.00% | −11,986−10.4% | 減碼 |
| Daiwa Securities Group Inc. | 100,761 | $628.1 萬 | 0.04% | +14,650+17.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 100,499 | $626.5 萬 | 0.01% | −1,227−1.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 100,412 | $626.0 萬 | 0.01% | +11,950+13.5% | 加碼 |
| New York State Common Retirement Fund | 96,680 | $602.7 萬 | 0.01% | +6,680+7.4% | 加碼 |
| Van Den Berg Management I, Inc | 96,177 | $599.6 萬 | 1.17% | +1,594+1.7% | 加碼 |
| Janney Montgomery Scott LLC | 93,634 | $583.7 萬 | 0.02% | +2,879+3.2% | 加碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 87,074 | $542.8 萬 | 0.41% | +20,000+29.8% | 加碼 |
| Assenagon Asset Management S.A. | 86,175 | $537.2 萬 | 0.02% | −313,484−78.4% | 減碼 |
| TownSquare Capital, LLC | 83,483 | $520.5 萬 | 0.15% | +2,264+2.8% | 加碼 |
| Parametric Portfolio Associates LLC | 78,162 | $487.3 萬 | 0.00% | +4,046+5.5% | 加碼 |
| Mutual of America Capital Management LLC | 76,926 | $479.6 萬 | 0.05% | +5,563+7.8% | 加碼 |
| Heartland Advisors Inc | 75,770 | $472.4 萬 | 0.28% | +75,770 | 新進 |
| SEI Investments Co | 70,485 | $439.4 萬 | 0.01% | +347+0.5% | 加碼 |
| Voloridge Investment Management, LLC | 68,867 | $429.3 萬 | 0.03% | +65,298+1,829.6% | 加碼 |
| Victory Capital Management Inc | 67,744 | $422.3 萬 | 0.00% | +8,371+14.1% | 加碼 |
| Texas Permanent School Fund | 64,614 | $402.8 萬 | 0.05% | +4,380+7.3% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 63,225 | $394.1 萬 | 0.27% | +5,105+8.8% | 加碼 |
| Russell Investments Group, Ltd. | 61,182 | $381.3 萬 | 0.01% | −49,354−44.6% | 減碼 |
| Amalgamated Bank | 61,031 | $380.5 萬 | 0.03% | −2,474−3.9% | 減碼 |
| Great West Life Assurance Co | 58,108 | $364.8 萬 | 0.01% | +15,718+37.1% | 加碼 |
| Quinn Opportunity Partners LLC | 57,330 | $357.4 萬 | 0.23% | +57,330 | 新進 |
| Atria Investments LLC | 55,619 | $346.7 萬 | 0.06% | −10,066−15.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 52,299 | $326.0 萬 | 0.01% | −1,931−3.6% | 減碼 |
| State of Tennessee, Treasury Department | 51,585 | $321.6 萬 | 0.01% | −5,138−9.1% | 減碼 |
| Harbor Advisors LLC | 49,558 | $308.9 萬 | 0.62% | 00.0% | 不變 |