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 4 季 13F 持有人
Interactive Brokers Group, Inc. 在 2021/12/31 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
- 339
- 較 2021 年第 3 季 +34 家
- 持有股數
- 8,560 萬
- 較 2021 年第 3 季 +515.6 萬 (+6.4%)
- 總市值
- $68.0 億
- 較 2021 年第 3 季 +$17.8 億 (+35.5%)
- 新進機構
- 68
- 另有 123 家加碼
- 清倉機構
- 34
- 另有 96 家減碼
另有 4 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 8,687,278 | $6.90 億 | 1.59% | −17,716−0.2% | 減碼 |
| Vanguard Group Inc | 7,855,179 | $6.24 億 | 0.01% | +51,681+0.7% | 加碼 |
| BlackRock Inc. | 7,372,486 | $5.86 億 | 0.01% | −182,493−2.4% | 減碼 |
| Greenwich Wealth Management LLC | 5,717,949 | $4.54 億 | 37.11% | −2,428,034−29.8% | 減碼 |
| Select Equity Group, L.P. | 5,705,858 | $4.53 億 | 1.35% | −90,615−1.6% | 減碼 |
| Bares Capital Management, Inc. | 5,187,311 | $4.12 億 | 8.24% | −1,8830.0% | 減碼 |
| Marshall Wace, LLP | 4,359,441 | $3.46 億 | 0.69% | +2,625,600+151.4% | 加碼 |
| State Street Corp | 2,230,431 | $1.77 億 | 0.01% | +85,055+4.0% | 加碼 |
| Jarislowsky, Fraser Ltd | 2,217,166 | $1.76 億 | 0.82% | +24,423+1.1% | 加碼 |
| Cantillon Capital Management LLC | 2,162,492 | $1.72 億 | 1.13% | −163,326−7.0% | 減碼 |
| Samlyn Capital, LLC | 1,768,263 | $1.40 億 | 2.15% | +1,559,196+745.8% | 加碼 |
| Citadel Advisors LLC | 1,529,024 | $1.21 億 | 0.13% | +831,281+119.1% | 加碼 |
| Orbis Allan Gray Ltd | 1,250,207 | $9,929 萬 | 0.73% | +1,250,207 | 新進 |
| D. E. Shaw & Co., Inc. | 1,203,954 | $9,562 萬 | 0.12% | +407,835+51.2% | 加碼 |
| Ancient Art, L.P. | 1,136,000 | $9,022 萬 | 10.32% | −599,593−34.5% | 減碼 |
| Geode Capital Management, LLC | 1,120,200 | $8,897 萬 | 0.01% | +52,838+5.0% | 加碼 |
| 1832 Asset Management L.P. | 1,030,512 | $8,330 萬 | 0.15% | +1,392+0.1% | 加碼 |
| Thunderbird Partners LLP | 925,664 | $7,352 萬 | 8.48% | +12,988+1.4% | 加碼 |
| Wells Fargo & Company | 893,419 | $7,096 萬 | 0.02% | +73,343+8.9% | 加碼 |
| Bronte Capital Management Pty Ltd. | 856,785 | $6,805 萬 | 8.83% | −11,940−1.4% | 減碼 |
| Bank of New York Mellon Corp | 797,845 | $6,337 萬 | 0.01% | −14,562−1.8% | 減碼 |
| Norges Bank | 757,661 | $6,017 萬 | 0.01% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 733,519 | $5,826 萬 | 0.01% | −145,054−16.5% | 減碼 |
| Victory Capital Management Inc | 688,823 | $5,471 萬 | 0.05% | +621,079+916.8% | 加碼 |
| Personal Capital Advisors Corp | 682,601 | $5,429 萬 | 0.25% | +19,614+3.0% | 加碼 |
| TimesSquare Capital Management, LLC | 677,100 | $5,378 萬 | 0.48% | +424,100+167.6% | 加碼 |
| Northern Trust Corp | 660,552 | $5,246 萬 | 0.01% | −14,833−2.2% | 減碼 |
| Antipodes Partners Ltd | 640,421 | $5,086 萬 | 1.83% | −168,738−20.9% | 減碼 |
| Ensign Peak Advisors, Inc | 529,607 | $4,206 萬 | 0.08% | −38,410−6.8% | 減碼 |
| Charles Schwab Investment Management Inc | 508,090 | $4,035 萬 | 0.01% | +19,743+4.0% | 加碼 |
| Bank of Montreal | 488,225 | $3,951 萬 | 0.02% | +216,290+79.5% | 加碼 |
| Renaissance Technologies LLC | 478,600 | $3,801 萬 | 0.05% | −49,700−9.4% | 減碼 |
| Millennium Management LLC | 474,968 | $3,772 萬 | 0.04% | −134,059−22.0% | 減碼 |
| Prana Capital Management, LP | 432,670 | $3,436 萬 | 2.71% | +265,112+158.2% | 加碼 |
| Alyeska Investment Group, L.P. | 431,009 | $3,423 萬 | 0.39% | +431,009 | 新進 |
| Schonfeld Strategic Advisors LLC | 412,300 | $3,275 萬 | 0.32% | +412,300 | 新進 |
| Raymond James & Associates | 374,987 | $2,978 萬 | 0.02% | +52,133+16.1% | 加碼 |
| Montrusco Bolton Investments Inc. | 373,772 | $2,969 萬 | 0.70% | −552,040−59.6% | 減碼 |
| Owls Nest Partners IA, LLC | 352,523 | $2,800 萬 | 10.68% | −13,254−3.6% | 減碼 |
| Majedie Asset Management Ltd | 342,688 | $2,725 萬 | 2.07% | +5,925+1.8% | 加碼 |
| Los Angeles Capital Management LLC | 342,636 | $2,721 萬 | 0.10% | −3,660−1.1% | 減碼 |
| Twin Tree Management, LP | 335,753 | $2,667 萬 | 0.65% | +189,362+129.4% | 加碼 |
| Dimensional Fund Advisors LP | 328,426 | $2,608 萬 | 0.01% | −34,590−9.5% | 減碼 |
| Park West Asset Management LLC | 316,081 | $2,510 萬 | 0.73% | 00.0% | 不變 |
| Principal Financial Group Inc | 296,453 | $2,354 萬 | 0.01% | −4,952−1.6% | 減碼 |
| Royal Bank of Canada | 291,768 | $2,317 萬 | 0.01% | +54,221+22.8% | 加碼 |
| Azora Capital LP | 268,963 | $2,136 萬 | 3.34% | +130,642+94.4% | 加碼 |
| Man Group plc | 267,954 | $2,128 萬 | 0.07% | +13,050+5.1% | 加碼 |
| Stifel Financial Corp | 267,572 | $2,125 萬 | 0.03% | +14,400+5.7% | 加碼 |
| Oakcliff Capital Partners, LP | 261,847 | $2,080 萬 | 9.50% | 00.0% | 不變 |
| Barclays PLC | 216,902 | $1,723 萬 | 0.01% | −89,090−29.1% | 減碼 |
| Nuveen Asset Management, LLC | 217,104 | $1,661 萬 | 0.00% | −13,495−5.9% | 減碼 |
| Rhumbline Advisers | 206,485 | $1,640 萬 | 0.02% | +7,695+3.9% | 加碼 |
| HSBC Holdings PLC | 200,462 | $1,604 萬 | 0.02% | +96,267+92.4% | 加碼 |
| Swiss National Bank | 194,400 | $1,544 萬 | 0.01% | +13,800+7.6% | 加碼 |
| Envestnet Asset Management Inc | 182,338 | $1,448 萬 | 0.01% | +16,294+9.8% | 加碼 |
| California Public Employees Retirement System | 172,843 | $1,373 萬 | 0.01% | −7,930−4.4% | 減碼 |
| PenderFund Capital Management Ltd. | 129,500 | $1,301 萬 | 2.95% | −3,800−2.9% | 減碼 |
| Susquehanna International Group, LLP | 157,005 | $1,247 萬 | 0.02% | −22,151−12.4% | 減碼 |
| Gabelli Funds LLC | 148,249 | $1,177 萬 | 0.07% | −4,500−2.9% | 減碼 |
| American International Group, Inc. | 147,684 | $1,173 萬 | 0.06% | −2,669−1.8% | 減碼 |
| Brooktree Capital Management | 140,132 | $1,113 萬 | 6.80% | +1,135+0.8% | 加碼 |
| Legal & General Group Plc | 138,831 | $1,103 萬 | 0.00% | +8,365+6.4% | 加碼 |
| Bank of Nova Scotia | 135,595 | $1,078 萬 | 0.02% | −22,425−14.2% | 減碼 |
| Heartland Advisors Inc | 134,077 | $1,065 萬 | 0.62% | +58,307+77.0% | 加碼 |
| Federated Hermes, Inc. | 129,916 | $1,032 萬 | 0.02% | +1,780+1.4% | 加碼 |
| Alliancebernstein L.P. | 129,677 | $1,030 萬 | 0.00% | +245+0.2% | 加碼 |
| Invesco Ltd. | 125,153 | $994.0 萬 | 0.00% | −80,868−39.3% | 減碼 |
| UBS Asset Management Americas Inc | 122,427 | $972.3 萬 | 0.00% | −4,872−3.8% | 減碼 |
| Ameriprise Financial Inc | 121,862 | $967.9 萬 | 0.00% | −1,517−1.2% | 減碼 |
| JPMorgan Chase & Co | 120,354 | $955.9 萬 | 0.00% | +1,832+1.5% | 加碼 |
| California State Teachers Retirement System | 118,761 | $943.2 萬 | 0.01% | −17,365−12.8% | 減碼 |
| FMR LLC | 114,477 | $909.1 萬 | 0.00% | +69,106+152.3% | 加碼 |
| Retirement Systems of Alabama | 114,414 | $908.7 萬 | 0.03% | +1,316+1.2% | 加碼 |
| One01 Capital, LP | 112,719 | $895.2 萬 | 3.65% | +112,719 | 新進 |
| Daiwa Securities Group Inc. | 108,261 | $859.8 萬 | 0.05% | +7,500+7.4% | 加碼 |
| Bank of America Corp | 105,452 | $837.5 萬 | 0.00% | +2,607+2.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 99,895 | $793.4 萬 | 0.01% | −604−0.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 98,690 | $783.8 萬 | 0.00% | −1,722−1.7% | 減碼 |
| Credit Suisse AG | 97,566 | $774.9 萬 | 0.01% | −10,901−10.1% | 減碼 |
| New York State Common Retirement Fund | 96,692 | $767.9 萬 | 0.01% | +120.0% | 加碼 |
| Van Den Berg Management I, Inc | 94,954 | $754.1 萬 | 1.37% | −1,223−1.3% | 減碼 |
| Janney Montgomery Scott LLC | 94,071 | $747.1 萬 | 0.03% | +437+0.5% | 加碼 |
| Cubist Systematic Strategies, LLC | 90,289 | $717.1 萬 | 0.07% | −53,122−37.0% | 減碼 |
| Morgan Stanley | 89,752 | $712.8 萬 | 0.00% | −114,641−56.1% | 減碼 |
| Coronation Fund Managers Ltd. | 87,174 | $692.3 萬 | 0.25% | +87,174 | 新進 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 87,074 | $691.5 萬 | 0.48% | 00.0% | 不變 |
| TownSquare Capital, LLC | 86,823 | $689.7 萬 | 0.17% | +3,340+4.0% | 加碼 |
| Parametric Portfolio Associates LLC | 84,541 | $671.4 萬 | 0.00% | +6,379+8.2% | 加碼 |
| Quinn Opportunity Partners LLC | 81,433 | $646.7 萬 | 0.39% | +24,103+42.0% | 加碼 |
| Mutual of America Capital Management LLC | 78,142 | $620.6 萬 | 0.06% | +1,216+1.6% | 加碼 |
| Point72 Asset Management, L.P. | 75,700 | $601.2 萬 | 0.03% | +75,700 | 新進 |
| SEI Investments Co | 68,227 | $541.7 萬 | 0.01% | −2,258−3.2% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 67,841 | $538.8 萬 | 0.30% | +4,616+7.3% | 加碼 |
| Texas Permanent School Fund | 63,270 | $502.5 萬 | 0.06% | −1,344−2.1% | 減碼 |
| Great West Life Assurance Co | 62,252 | $493.6 萬 | 0.01% | +4,144+7.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 58,036 | $460.9 萬 | 0.01% | +5,737+11.0% | 加碼 |
| Amalgamated Bank | 55,253 | $438.8 萬 | 0.03% | −5,778−9.5% | 減碼 |
| UBS Group AG | 54,878 | $435.8 萬 | 0.00% | −91,926−62.6% | 減碼 |
| Truist Financial Corp | 53,236 | $422.8 萬 | 0.01% | +4,147+8.4% | 加碼 |