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 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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 4,401 | $35.0 萬 | 0.00% | +4,401 | 新進 |
| Profund Advisors LLC | 4,478 | $35.6 萬 | 0.01% | −362−7.5% | 減碼 |
| MML Investors Services, LLC | 4,544 | $36.1 萬 | 0.00% | +308+7.3% | 加碼 |
| AlphaCrest Capital Management LLC | 4,622 | $36.7 萬 | 0.01% | −2,678−36.7% | 減碼 |
| swisspartners Ltd. | 4,600 | $37.0 萬 | 0.26% | 00.0% | 不變 |
| Shelton Capital Management | 4,672 | $37.1 萬 | 0.01% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 4,678 | $37.2 萬 | 0.01% | −5,705−54.9% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 4,817 | $38.3 萬 | 0.00% | +4,817 | 新進 |
| Manteio Capital LLC | 4,946 | $39.3 萬 | 0.51% | +4,946 | 新進 |
| National Bank of Canada | 5,116 | $40.6 萬 | 0.00% | +5,116 | 新進 |
| FourThought Financial, LLC | 5,352 | $42.5 萬 | 0.05% | −274−4.9% | 減碼 |
| First Citizens Bank & Trust Co | 5,408 | $43.0 萬 | 0.02% | +1,169+27.6% | 加碼 |
| Pictet Asset Management SA | 5,426 | $43.1 萬 | 0.00% | +26+0.5% | 加碼 |
| Graham Capital Management, L.P. | 5,473 | $43.4 萬 | 0.02% | +5,473 | 新進 |
| Algert Global LLC | 5,632 | $44.7 萬 | 0.06% | −10,009−64.0% | 減碼 |
| CenterBook Partners LP | 5,836 | $46.3 萬 | 0.27% | +5,836 | 新進 |
| Maryland State Retirement & Pension System | 5,840 | $46.4 萬 | 0.01% | 00.0% | 不變 |
| Sciencast Management LP | 5,944 | $47.8 萬 | 0.08% | +5,944 | 新進 |
| Gotham Asset Management, LLC | 6,032 | $47.9 萬 | 0.02% | +2,185+56.8% | 加碼 |
| Brown Advisory Inc | 6,045 | $48.0 萬 | 0.00% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 6,100 | $48.4 萬 | 0.00% | −2,425−28.4% | 減碼 |
| Prelude Capital Management, LLC | 6,296 | $50.0 萬 | 0.02% | −23,392−78.8% | 減碼 |
| Ergoteles LLC | 6,439 | $51.1 萬 | 0.02% | +6,439 | 新進 |
| Russell Investments Group, Ltd. | 6,502 | $51.6 萬 | 0.00% | −54,680−89.4% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 6,606 | $52.5 萬 | 0.11% | +2,856+76.2% | 加碼 |
| Paloma Partners Management Co | 6,674 | $53.0 萬 | 0.02% | +6,674 | 新進 |
| CWM Advisors, LLC | 6,772 | $53.8 萬 | 0.06% | +1,163+20.7% | 加碼 |
| First Republic Investment Management, Inc. | 6,959 | $55.3 萬 | 0.00% | +6,959 | 新進 |
| Hyman Charles D | 7,158 | $56.8 萬 | 0.04% | 00.0% | 不變 |
| Jane Street Group, LLC | 7,177 | $57.0 萬 | 0.00% | +3,386+89.3% | 加碼 |
| IndexIQ Advisors LLC | 7,260 | $57.6 萬 | 0.02% | −297−3.9% | 減碼 |
| Yorktown Management & Research Co Inc | 7,250 | $57.6 萬 | 0.39% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 7,374 | $58.6 萬 | 0.04% | +7,374 | 新進 |
| Amundi | 7,917 | $59.9 萬 | 0.00% | +6,840+635.1% | 加碼 |
| Gsa Capital Partners LLP | 7,640 | $60.7 萬 | 0.08% | +3,845+101.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 7,760 | $61.6 萬 | 0.01% | −1,540−16.6% | 減碼 |
| Verition Fund Management LLC | 7,802 | $62.0 萬 | 0.01% | −10,322−57.0% | 減碼 |
| Securian Asset Management, Inc | 7,833 | $62.2 萬 | 0.01% | 00.0% | 不變 |
| Prudential Financial Inc | 8,663 | $64.6 萬 | 0.00% | −704−7.5% | 減碼 |
| Dynamic Technology Lab Private Ltd | 8,170 | $64.9 萬 | 0.07% | +8,170 | 新進 |
| Advisor OS, LLC | 8,569 | $68.2 萬 | 0.14% | +804+10.4% | 加碼 |
| Precision Wealth Strategies, LLC | 8,949 | $71.1 萬 | 0.51% | +513+6.1% | 加碼 |
| Pacer Advisors, Inc. | 9,020 | $71.6 萬 | 0.01% | +712+8.6% | 加碼 |
| ETF Managers Group, LLC | 9,372 | $75.1 萬 | 0.01% | +444+5.0% | 加碼 |
| Capital Asset Advisory Services LLC | 9,469 | $75.2 萬 | 0.08% | +631+7.1% | 加碼 |
| Xponance, Inc. | 9,637 | $76.5 萬 | 0.01% | −97−1.0% | 減碼 |
| Mystic Asset Management, Inc. | 9,650 | $76.6 萬 | 0.36% | +9,650 | 新進 |
| SG Americas Securities, LLC | 9,738 | $77.3 萬 | 0.01% | +2,109+27.6% | 加碼 |
| Stonnington Group, LLC | 10,000 | $77.4 萬 | 0.17% | +10,000 | 新進 |
| State of Wisconsin Investment Board | 9,766 | $77.6 萬 | 0.00% | −292−2.9% | 減碼 |
| LVW Advisors, LLC | 10,109 | $80.3 萬 | 0.14% | −70−0.7% | 減碼 |
| Wealthsource Partners, LLC | 10,213 | $81.1 萬 | 0.06% | −1,560−13.3% | 減碼 |
| Central Trust Co | 10,324 | $82.0 萬 | 0.02% | +7,712+295.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 10,765 | $85.5 萬 | 0.00% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 11,437 | $90.8 萬 | 0.01% | 00.0% | 不變 |
| Voya Investment Management LLC | 11,708 | $92.9 萬 | 0.00% | −1,754−13.0% | 減碼 |
| Astrantus Ltd | 11,850 | $94.1 萬 | 0.70% | +11,850 | 新進 |
| First Trust Advisors LP | 11,934 | $94.8 萬 | 0.00% | +4,509+60.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,292 | $97.6 萬 | 0.00% | +4,226+52.4% | 加碼 |
| Walleye Trading LLC | 12,632 | $100.3 萬 | 0.02% | −9,823−43.7% | 減碼 |
| State of Alaska, Department of Revenue | 12,648 | $100.4 萬 | 0.01% | −760−5.7% | 減碼 |
| Dana Investment Advisors, Inc. | 13,178 | $104.7 萬 | 0.05% | +586+4.7% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 14,484 | $115.0 萬 | 0.02% | +55+0.4% | 加碼 |
| Assenagon Asset Management S.A. | 14,903 | $118.4 萬 | 0.00% | −71,272−82.7% | 減碼 |
| First Capital Advisors Group, LLC. | 15,099 | $119.9 萬 | 0.66% | +15,099 | 新進 |
| Maven Securities LTD | 15,161 | $120.4 萬 | 0.15% | +15,161 | 新進 |
| ProShare Advisors LLC | 15,398 | $122.3 萬 | 0.00% | +1,863+13.8% | 加碼 |
| Metropolitan Life Insurance Co | 15,492 | $123.0 萬 | 0.02% | −314−2.0% | 減碼 |
| Capitolis Advisors LLC | 15,587 | $123.8 萬 | 0.01% | +15,587 | 新進 |
| LPL Financial LLC | 16,279 | $129.3 萬 | 0.00% | −1,938−10.6% | 減碼 |
| New Mexico Educational Retirement Board | 16,760 | $133.1 萬 | 0.04% | 00.0% | 不變 |
| Walleye Capital LLC | 16,758 | $133.1 萬 | 0.04% | +16,758 | 新進 |
| PEAK6 Investments LLC | 16,924 | $134.4 萬 | 0.04% | +8,309+96.4% | 加碼 |
| NewEdge Wealth, LLC | 17,002 | $135.0 萬 | 0.06% | +494+3.0% | 加碼 |
| Baker Tilly Wealth Management, LLC | 17,232 | $136.9 萬 | 0.15% | +107+0.6% | 加碼 |
| Teacher Retirement System of Texas | 17,282 | $137.3 萬 | 0.01% | +4,123+31.3% | 加碼 |
| Uncommon Cents Investing LLC | 17,325 | $137.6 萬 | 0.52% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 17,442 | $138.5 萬 | 0.12% | −17,185−49.6% | 減碼 |
| Jump Financial, LLC | 17,461 | $138.7 萬 | 0.09% | +11,219+179.7% | 加碼 |
| FDx Advisors, Inc. | 17,679 | $140.4 萬 | 0.04% | +1,275+7.8% | 加碼 |
| Pin Oak Investment Advisors Inc | 17,915 | $142.3 萬 | 1.44% | −2,540−12.4% | 減碼 |
| APG Asset Management N.V. | 20,500 | $143.2 萬 | 0.00% | −20,700−50.2% | 減碼 |
| KB Financial Partners, LLC | 18,178 | $144.4 萬 | 0.41% | −4,459−19.7% | 減碼 |
| Gillson Capital LP | 18,747 | $148.9 萬 | 0.10% | +18,747 | 新進 |
| Credential Qtrade Securities Inc. | 19,833 | $157.5 萬 | 0.11% | +682+3.6% | 加碼 |
| Palouse Capital Management, Inc. | 19,881 | $157.9 萬 | 0.67% | −10,869−35.3% | 減碼 |
| Tudor Investment Corp Et Al | 20,858 | $165.7 萬 | 0.03% | +20,858 | 新進 |
| Guggenheim Capital LLC | 21,074 | $167.4 萬 | 0.01% | −13,378−38.8% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 21,750 | $172.7 萬 | 0.23% | −2,530−10.4% | 減碼 |
| Paragon Capital Management Inc | 21,894 | $173.9 萬 | 1.49% | +21,894 | 新進 |
| State of Michigan Retirement System | 22,134 | $175.8 萬 | 0.01% | +300+1.4% | 加碼 |
| Louisiana State Employees Retirement System | 22,500 | $178.7 萬 | 0.04% | +200+0.9% | 加碼 |
| Thrivent Financial for Lutherans | 23,038 | $183.0 萬 | 0.00% | +207+0.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 23,138 | $183.8 萬 | 0.06% | 00.0% | 不變 |
| Squarepoint Ops LLC | 23,366 | $185.6 萬 | 0.01% | +8,742+59.8% | 加碼 |
| Vontobel Holding Ltd. | 23,443 | $187.7 萬 | 0.02% | −12,879−35.5% | 減碼 |
| Arizona State Retirement System | 23,773 | $188.8 萬 | 0.01% | +1,509+6.8% | 加碼 |
| Brown Brothers Harriman & Co | 24,089 | $191.3 萬 | 0.01% | 00.0% | 不變 |
| M&T Bank Corp | 24,208 | $192.3 萬 | 0.01% | −517−2.1% | 減碼 |
| Banco Santander, S.A. | 24,446 | $194.2 萬 | 0.01% | −5,815−19.2% | 減碼 |