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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 24,906 | $197.8 萬 | 0.00% | +24,151+3,198.8% | 加碼 |
| Pinebridge Investments, L.P. | 25,109 | $199.4 萬 | 0.02% | +8,040+47.1% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 25,513 | $202.6 萬 | 0.00% | +25,000+4,873.3% | 加碼 |
| Price T Rowe Associates Inc | 26,033 | $206.8 萬 | 0.00% | −1,568−5.7% | 減碼 |
| Oregon Public Employees Retirement Fund | 28,428 | $225.8 萬 | 0.02% | +1,200+4.4% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,969 | $230.1 萬 | 0.02% | +112+0.4% | 加碼 |
| Noked Capital LTD | 29,100 | $231.1 萬 | 0.57% | +10,700+58.2% | 加碼 |
| Noked Israel Ltd | 29,100 | $231.1 萬 | 0.57% | +10,700+58.2% | 加碼 |
| Treasurer of the State of North Carolina | 29,112 | $231.2 萬 | 0.01% | +200+0.7% | 加碼 |
| Neuberger Berman Group LLC | 30,428 | $236.5 萬 | 0.00% | +576+1.9% | 加碼 |
| TD Private Client Wealth LLC | 31,570 | $250.7 萬 | 0.10% | −1,131−3.5% | 減碼 |
| Advisor Group Holdings, Inc. | 32,288 | $256.6 萬 | 0.00% | +1,369+4.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 33,669 | $267.4 萬 | 0.03% | +1,129+3.5% | 加碼 |
| Bridges Investment Management Inc | 33,800 | $268.4 萬 | 0.08% | 00.0% | 不變 |
| Comerica Bank | 41,409 | $272.1 萬 | 0.02% | +1,374+3.4% | 加碼 |
| Handelsbanken Fonder AB | 34,914 | $277.3 萬 | 0.01% | −7,558−17.8% | 減碼 |
| Crestline Management, LP | 35,066 | $278.5 萬 | 0.21% | +35,066 | 新進 |
| Citigroup Inc | 36,029 | $286.1 萬 | 0.00% | +3,223+9.8% | 加碼 |
| BIT Capital GmbH | 39,258 | $311.8 萬 | 0.24% | +25,923+194.4% | 加碼 |
| US Bancorp | 39,829 | $316.2 萬 | 0.00% | +1,587+4.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 40,574 | $322.2 萬 | 0.01% | +5,901+17.0% | 加碼 |
| SkyView Investment Advisors, LLC | 32,330 | $325.4 萬 | 0.73% | −7,721−19.3% | 減碼 |
| Quantbot Technologies LP | 41,591 | $330.3 萬 | 0.27% | −4,586−9.9% | 減碼 |
| MetLife Investment Management | 42,342 | $336.3 萬 | 0.03% | +380+0.9% | 加碼 |
| Rafferty Asset Management, LLC | 42,359 | $336.4 萬 | 0.02% | +3,805+9.9% | 加碼 |
| Deutsche Bank AG | 42,999 | $341.6 萬 | 0.00% | +13,579+46.2% | 加碼 |
| Public Employees Retirement System of Ohio | 43,845 | $348.2 萬 | 0.01% | −1,483−3.3% | 減碼 |
| HRT Financial LP | 44,792 | $355.7 萬 | 0.02% | +44,792 | 新進 |
| AWH Capital, L.P. | 45,000 | $357.4 萬 | 3.31% | +3,000+7.1% | 加碼 |
| Yousif Capital Management, LLC | 46,581 | $369.9 萬 | 0.04% | +46,581 | 新進 |
| Janus Henderson Group PLC | 48,262 | $383.3 萬 | 0.00% | +9,547+24.7% | 加碼 |
| New York State Teachers Retirement System | 48,629 | $386.2 萬 | 0.01% | +10,156+26.4% | 加碼 |
| Marks Group Wealth Management, Inc | 49,149 | $390.4 萬 | 0.48% | +1,572+3.3% | 加碼 |
| Winton Group Ltd | 49,173 | $390.5 萬 | 0.24% | +14,637+42.4% | 加碼 |
| Harbor Advisors LLC | 49,558 | $393.6 萬 | 0.73% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 50,212 | $398.8 萬 | 0.01% | +2,967+6.3% | 加碼 |
| State of Tennessee, Treasury Department | 51,585 | $409.7 萬 | 0.02% | 00.0% | 不變 |
| Atria Investments LLC | 52,898 | $420.1 萬 | 0.07% | −2,721−4.9% | 減碼 |
| Truist Financial Corp | 53,236 | $422.8 萬 | 0.01% | +4,147+8.4% | 加碼 |
| UBS Group AG | 54,878 | $435.8 萬 | 0.00% | −91,926−62.6% | 減碼 |
| Amalgamated Bank | 55,253 | $438.8 萬 | 0.03% | −5,778−9.5% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 58,036 | $460.9 萬 | 0.01% | +5,737+11.0% | 加碼 |
| Great West Life Assurance Co | 62,252 | $493.6 萬 | 0.01% | +4,144+7.1% | 加碼 |
| Texas Permanent School Fund | 63,270 | $502.5 萬 | 0.06% | −1,344−2.1% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 67,841 | $538.8 萬 | 0.30% | +4,616+7.3% | 加碼 |
| SEI Investments Co | 68,227 | $541.7 萬 | 0.01% | −2,258−3.2% | 減碼 |
| Point72 Asset Management, L.P. | 75,700 | $601.2 萬 | 0.03% | +75,700 | 新進 |
| Mutual of America Capital Management LLC | 78,142 | $620.6 萬 | 0.06% | +1,216+1.6% | 加碼 |
| Quinn Opportunity Partners LLC | 81,433 | $646.7 萬 | 0.39% | +24,103+42.0% | 加碼 |
| Parametric Portfolio Associates LLC | 84,541 | $671.4 萬 | 0.00% | +6,379+8.2% | 加碼 |
| TownSquare Capital, LLC | 86,823 | $689.7 萬 | 0.17% | +3,340+4.0% | 加碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 87,074 | $691.5 萬 | 0.48% | 00.0% | 不變 |
| Coronation Fund Managers Ltd. | 87,174 | $692.3 萬 | 0.25% | +87,174 | 新進 |
| Morgan Stanley | 89,752 | $712.8 萬 | 0.00% | −114,641−56.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 90,289 | $717.1 萬 | 0.07% | −53,122−37.0% | 減碼 |
| Janney Montgomery Scott LLC | 94,071 | $747.1 萬 | 0.03% | +437+0.5% | 加碼 |
| Van Den Berg Management I, Inc | 94,954 | $754.1 萬 | 1.37% | −1,223−1.3% | 減碼 |
| New York State Common Retirement Fund | 96,692 | $767.9 萬 | 0.01% | +120.0% | 加碼 |
| Credit Suisse AG | 97,566 | $774.9 萬 | 0.01% | −10,901−10.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 98,690 | $783.8 萬 | 0.00% | −1,722−1.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 99,895 | $793.4 萬 | 0.01% | −604−0.6% | 減碼 |
| Bank of America Corp | 105,452 | $837.5 萬 | 0.00% | +2,607+2.5% | 加碼 |
| Daiwa Securities Group Inc. | 108,261 | $859.8 萬 | 0.05% | +7,500+7.4% | 加碼 |
| One01 Capital, LP | 112,719 | $895.2 萬 | 3.65% | +112,719 | 新進 |
| Retirement Systems of Alabama | 114,414 | $908.7 萬 | 0.03% | +1,316+1.2% | 加碼 |
| FMR LLC | 114,477 | $909.1 萬 | 0.00% | +69,106+152.3% | 加碼 |
| California State Teachers Retirement System | 118,761 | $943.2 萬 | 0.01% | −17,365−12.8% | 減碼 |
| JPMorgan Chase & Co | 120,354 | $955.9 萬 | 0.00% | +1,832+1.5% | 加碼 |
| Ameriprise Financial Inc | 121,862 | $967.9 萬 | 0.00% | −1,517−1.2% | 減碼 |
| UBS Asset Management Americas Inc | 122,427 | $972.3 萬 | 0.00% | −4,872−3.8% | 減碼 |
| Invesco Ltd. | 125,153 | $994.0 萬 | 0.00% | −80,868−39.3% | 減碼 |
| Alliancebernstein L.P. | 129,677 | $1,030 萬 | 0.00% | +245+0.2% | 加碼 |
| Federated Hermes, Inc. | 129,916 | $1,032 萬 | 0.02% | +1,780+1.4% | 加碼 |
| Heartland Advisors Inc | 134,077 | $1,065 萬 | 0.62% | +58,307+77.0% | 加碼 |
| Bank of Nova Scotia | 135,595 | $1,078 萬 | 0.02% | −22,425−14.2% | 減碼 |
| Legal & General Group Plc | 138,831 | $1,103 萬 | 0.00% | +8,365+6.4% | 加碼 |
| Brooktree Capital Management | 140,132 | $1,113 萬 | 6.80% | +1,135+0.8% | 加碼 |
| American International Group, Inc. | 147,684 | $1,173 萬 | 0.06% | −2,669−1.8% | 減碼 |
| Gabelli Funds LLC | 148,249 | $1,177 萬 | 0.07% | −4,500−2.9% | 減碼 |
| Susquehanna International Group, LLP | 157,005 | $1,247 萬 | 0.02% | −22,151−12.4% | 減碼 |
| PenderFund Capital Management Ltd. | 129,500 | $1,301 萬 | 2.95% | −3,800−2.9% | 減碼 |
| California Public Employees Retirement System | 172,843 | $1,373 萬 | 0.01% | −7,930−4.4% | 減碼 |
| Envestnet Asset Management Inc | 182,338 | $1,448 萬 | 0.01% | +16,294+9.8% | 加碼 |
| Swiss National Bank | 194,400 | $1,544 萬 | 0.01% | +13,800+7.6% | 加碼 |
| HSBC Holdings PLC | 200,462 | $1,604 萬 | 0.02% | +96,267+92.4% | 加碼 |
| Rhumbline Advisers | 206,485 | $1,640 萬 | 0.02% | +7,695+3.9% | 加碼 |
| Nuveen Asset Management, LLC | 217,104 | $1,661 萬 | 0.00% | −13,495−5.9% | 減碼 |
| Barclays PLC | 216,902 | $1,723 萬 | 0.01% | −89,090−29.1% | 減碼 |
| Oakcliff Capital Partners, LP | 261,847 | $2,080 萬 | 9.50% | 00.0% | 不變 |
| Stifel Financial Corp | 267,572 | $2,125 萬 | 0.03% | +14,400+5.7% | 加碼 |
| Man Group plc | 267,954 | $2,128 萬 | 0.07% | +13,050+5.1% | 加碼 |
| Azora Capital LP | 268,963 | $2,136 萬 | 3.34% | +130,642+94.4% | 加碼 |
| Royal Bank of Canada | 291,768 | $2,317 萬 | 0.01% | +54,221+22.8% | 加碼 |
| Principal Financial Group Inc | 296,453 | $2,354 萬 | 0.01% | −4,952−1.6% | 減碼 |
| Park West Asset Management LLC | 316,081 | $2,510 萬 | 0.73% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 328,426 | $2,608 萬 | 0.01% | −34,590−9.5% | 減碼 |
| Twin Tree Management, LP | 335,753 | $2,667 萬 | 0.65% | +189,362+129.4% | 加碼 |
| Los Angeles Capital Management LLC | 342,636 | $2,721 萬 | 0.10% | −3,660−1.1% | 減碼 |
| Majedie Asset Management Ltd | 342,688 | $2,725 萬 | 2.07% | +5,925+1.8% | 加碼 |
| Owls Nest Partners IA, LLC | 352,523 | $2,800 萬 | 10.68% | −13,254−3.6% | 減碼 |