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。
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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 5,609 | $35.0 萬 | 0.04% | +5,609 | 新進 |
| Atom Investors LP | 5,725 | $35.7 萬 | 0.07% | +5,725 | 新進 |
| Capula Management Ltd | 5,805 | $36.2 萬 | 0.03% | +2,105+56.9% | 加碼 |
| Brown Advisory Inc | 6,045 | $37.7 萬 | 0.00% | −58−1.0% | 減碼 |
| Maryland State Retirement & Pension System | 5,840 | $37.9 萬 | 0.01% | 00.0% | 不變 |
| Jump Financial, LLC | 6,242 | $38.9 萬 | 0.03% | −31,658−83.5% | 減碼 |
| Hyman Charles D | 7,158 | $44.6 萬 | 0.03% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 7,250 | $45.2 萬 | 0.34% | 00.0% | 不變 |
| Quantamental Technologies LLC | 7,286 | $45.4 萬 | 0.30% | −3,564−32.8% | 減碼 |
| AlphaCrest Capital Management LLC | 7,300 | $45.5 萬 | 0.02% | −30,316−80.6% | 減碼 |
| First Trust Advisors LP | 7,425 | $46.3 萬 | 0.00% | +7,425 | 新進 |
| IndexIQ Advisors LLC | 7,557 | $47.1 萬 | 0.02% | +707+10.3% | 加碼 |
| SG Americas Securities, LLC | 7,629 | $47.6 萬 | 0.00% | −10,638−58.2% | 減碼 |
| Qube Research & Technologies Ltd | 7,661 | $47.8 萬 | 0.01% | −71,885−90.4% | 減碼 |
| Advisor OS, LLC | 7,765 | $48.3 萬 | 0.11% | +1,168+17.7% | 加碼 |
| Securian Asset Management, Inc | 7,833 | $48.8 萬 | 0.01% | +405+5.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,066 | $50.3 萬 | 0.00% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 8,308 | $51.8 萬 | 0.01% | −4,516−35.2% | 減碼 |
| Precision Wealth Strategies, LLC | 8,436 | $52.6 萬 | 0.41% | +2,231+36.0% | 加碼 |
| Gamco Investors, Inc. Et Al | 8,525 | $53.1 萬 | 0.00% | −2,500−22.7% | 減碼 |
| PEAK6 Investments LLC | 8,615 | $53.7 萬 | 0.01% | −1,020−10.6% | 減碼 |
| Capital Asset Advisory Services LLC | 8,838 | $55.1 萬 | 0.06% | +273+3.2% | 加碼 |
| Engineers Gate Manager LP | 8,991 | $56.0 萬 | 0.03% | −13,243−59.6% | 減碼 |
| Prudential Financial Inc | 9,367 | $57.6 萬 | 0.00% | −453−4.6% | 減碼 |
| ETF Managers Group, LLC | 8,928 | $57.8 萬 | 0.01% | +704+8.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 9,300 | $58.0 萬 | 0.01% | +10+0.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 9,468 | $59.0 萬 | 0.02% | +1,815+23.7% | 加碼 |
| Xponance, Inc. | 9,734 | $60.7 萬 | 0.01% | +326+3.5% | 加碼 |
| State of Wisconsin Investment Board | 10,058 | $62.7 萬 | 0.00% | +465+4.8% | 加碼 |
| LVW Advisors, LLC | 10,179 | $63.5 萬 | 0.11% | +128+1.3% | 加碼 |
| Boston Financial Mangement LLC | 10,383 | $64.7 萬 | 0.03% | −133,259−92.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 10,765 | $67.1 萬 | 0.00% | 00.0% | 不變 |
| Centiva Capital, LP | 11,412 | $71.1 萬 | 0.06% | +11,412 | 新進 |
| Teachers Retirement System of the State of Kentucky | 11,437 | $71.3 萬 | 0.01% | 00.0% | 不變 |
| Wealthsource Partners, LLC | 11,773 | $73.4 萬 | 0.06% | +1,495+14.5% | 加碼 |
| Dana Investment Advisors, Inc. | 12,592 | $78.5 萬 | 0.04% | +881+7.5% | 加碼 |
| Teacher Retirement System of Texas | 13,159 | $82.0 萬 | 0.00% | +3,432+35.3% | 加碼 |
| BIT Capital GmbH | 13,335 | $83.1 萬 | 0.05% | +135+1.0% | 加碼 |
| State of Alaska, Department of Revenue | 13,408 | $83.5 萬 | 0.01% | +879+7.0% | 加碼 |
| Voya Investment Management LLC | 13,462 | $84.0 萬 | 0.00% | −66−0.5% | 減碼 |
| ProShare Advisors LLC | 13,535 | $84.4 萬 | 0.00% | +538+4.1% | 加碼 |
| Kemnay Advisory Services Inc. | 14,064 | $87.7 萬 | 0.12% | +14,064 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 14,429 | $90.0 萬 | 0.02% | +968+7.2% | 加碼 |
| Squarepoint Ops LLC | 14,624 | $91.2 萬 | 0.01% | −104,423−87.7% | 減碼 |
| Virtu Financial LLC | 15,227 | $94.9 萬 | 0.08% | +15,227 | 新進 |
| Algert Global LLC | 15,641 | $97.5 萬 | 0.13% | +15,641 | 新進 |
| Metropolitan Life Insurance Co | 15,806 | $98.5 萬 | 0.01% | +545+3.6% | 加碼 |
| FDx Advisors, Inc. | 16,404 | $102.3 萬 | 0.03% | +2,861+21.1% | 加碼 |
| NewEdge Wealth, LLC | 16,508 | $102.9 萬 | 0.06% | +1,667+11.2% | 加碼 |
| New Mexico Educational Retirement Board | 16,760 | $104.5 萬 | 0.04% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 17,069 | $106.4 萬 | 0.01% | +17,069 | 新進 |
| Baker Tilly Wealth Management, LLC | 17,125 | $106.8 萬 | 0.14% | +1,521+9.7% | 加碼 |
| Uncommon Cents Investing LLC | 17,325 | $108.0 萬 | 0.44% | 00.0% | 不變 |
| NN Investment Partners Holdings N.V. | 17,900 | $111.6 萬 | 0.01% | 00.0% | 不變 |
| Verition Fund Management LLC | 18,124 | $113.0 萬 | 0.02% | −9,843−35.2% | 減碼 |
| LPL Financial LLC | 18,217 | $113.6 萬 | 0.00% | +7,362+67.8% | 加碼 |
| Noked Capital LTD | 18,400 | $114.7 萬 | 0.27% | +18,400 | 新進 |
| Noked Israel Ltd | 18,400 | $114.7 萬 | 0.27% | +18,400 | 新進 |
| Credential Qtrade Securities Inc. | 19,151 | $119.4 萬 | 0.09% | +6,126+47.0% | 加碼 |
| Pin Oak Investment Advisors Inc | 20,455 | $127.5 萬 | 1.41% | 00.0% | 不變 |
| State of Michigan Retirement System | 21,834 | $136.1 萬 | 0.01% | +1,500+7.4% | 加碼 |
| Arizona State Retirement System | 22,264 | $138.8 萬 | 0.01% | +58+0.3% | 加碼 |
| Louisiana State Employees Retirement System | 22,300 | $139.0 萬 | 0.03% | +1,300+6.2% | 加碼 |
| Walleye Trading LLC | 22,455 | $140.0 萬 | 0.03% | +13,963+164.4% | 加碼 |
| KB Financial Partners, LLC | 22,637 | $141.1 萬 | 0.52% | +3,494+18.3% | 加碼 |
| Thrivent Financial for Lutherans | 22,831 | $142.3 萬 | 0.00% | +1,375+6.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 23,138 | $144.2 萬 | 0.05% | +1,292+5.9% | 加碼 |
| FJ Capital Management LLC | 24,000 | $147.1 萬 | 0.13% | +24,000 | 新進 |
| Brown Brothers Harriman & Co | 24,089 | $150.2 萬 | 0.01% | 00.0% | 不變 |
| Gabelli & Co Investment Advisers, Inc. | 24,280 | $151.4 萬 | 0.18% | +230+1.0% | 加碼 |
| M&T Bank Corp | 24,725 | $154.2 萬 | 0.01% | −122−0.5% | 減碼 |
| Oregon Public Employees Retirement Fund | 27,228 | $169.7 萬 | 0.02% | −359−1.3% | 減碼 |
| Price T Rowe Associates Inc | 27,601 | $172.1 萬 | 0.00% | −1,363−4.7% | 減碼 |
| Simplex Trading, LLC | 26,384 | $174.6 萬 | 0.06% | −90.0% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,857 | $179.9 萬 | 0.02% | +1,931+7.2% | 加碼 |
| Treasurer of the State of North Carolina | 28,912 | $180.2 萬 | 0.01% | +969+3.5% | 加碼 |
| Deutsche Bank AG | 29,420 | $183.5 萬 | 0.00% | −199,070−87.1% | 減碼 |
| Prelude Capital Management, LLC | 29,688 | $185.1 萬 | 0.10% | +20.0% | 加碼 |
| Neuberger Berman Group LLC | 29,852 | $186.1 萬 | 0.00% | +5,283+21.5% | 加碼 |
| Cumberland Partners Ltd | 30,000 | $187.0 萬 | 0.15% | +1,500+5.3% | 加碼 |
| Banco Santander, S.A. | 30,261 | $188.6 萬 | 0.01% | +21,513+245.9% | 加碼 |
| Palouse Capital Management, Inc. | 30,750 | $191.7 萬 | 0.85% | +1,848+6.4% | 加碼 |
| Advisor Group Holdings, Inc. | 30,919 | $192.8 萬 | 0.00% | +1,347+4.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 32,540 | $202.9 萬 | 0.02% | +9,521+41.4% | 加碼 |
| TD Private Client Wealth LLC | 32,701 | $203.9 萬 | 0.09% | −532−1.6% | 減碼 |
| Citigroup Inc | 32,806 | $204.5 萬 | 0.00% | −2,669−7.5% | 減碼 |
| Bridges Investment Management Inc | 33,800 | $210.7 萬 | 0.07% | 00.0% | 不變 |
| Guggenheim Capital LLC | 34,452 | $214.8 萬 | 0.01% | +3,671+11.9% | 加碼 |
| Winton Group Ltd | 34,536 | $215.3 萬 | 0.12% | −450−1.3% | 減碼 |
| Occudo Quantitative Strategies LP | 34,627 | $215.9 萬 | 0.26% | +29,555+582.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 34,673 | $216.2 萬 | 0.01% | −218,480−86.3% | 減碼 |
| APG Asset Management N.V. | 41,200 | $221.6 萬 | 0.00% | +11,400+38.3% | 加碼 |
| Vontobel Holding Ltd. | 36,322 | $226.5 萬 | 0.02% | +36,322 | 新進 |
| US Bancorp | 38,242 | $238.4 萬 | 0.00% | −1,456−3.7% | 減碼 |
| New York State Teachers Retirement System | 38,473 | $239.8 萬 | 0.01% | −2,548−6.2% | 減碼 |
| Rafferty Asset Management, LLC | 38,554 | $240.3 萬 | 0.02% | −6,911−15.2% | 減碼 |
| Janus Henderson Group PLC | 38,715 | $241.3 萬 | 0.00% | +34,881+909.8% | 加碼 |
| SkyView Investment Advisors, LLC | 40,051 | $249.7 萬 | 0.70% | +23,506+142.1% | 加碼 |
| MetLife Investment Management | 41,962 | $261.6 萬 | 0.02% | +1,575+3.9% | 加碼 |
| AWH Capital, L.P. | 42,000 | $261.8 萬 | 2.75% | 00.0% | 不變 |