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 |
|---|---|---|---|---|---|
| Montrusco Bolton Investments Inc. | 373,772 | $2,969 萬 | 0.70% | −552,040−59.6% | 減碼 |
| Raymond James & Associates | 374,987 | $2,978 萬 | 0.02% | +52,133+16.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 412,300 | $3,275 萬 | 0.32% | +412,300 | 新進 |
| Alyeska Investment Group, L.P. | 431,009 | $3,423 萬 | 0.39% | +431,009 | 新進 |
| Prana Capital Management, LP | 432,670 | $3,436 萬 | 2.71% | +265,112+158.2% | 加碼 |
| Millennium Management LLC | 474,968 | $3,772 萬 | 0.04% | −134,059−22.0% | 減碼 |
| Renaissance Technologies LLC | 478,600 | $3,801 萬 | 0.05% | −49,700−9.4% | 減碼 |
| Bank of Montreal | 488,225 | $3,951 萬 | 0.02% | +216,290+79.5% | 加碼 |
| Charles Schwab Investment Management Inc | 508,090 | $4,035 萬 | 0.01% | +19,743+4.0% | 加碼 |
| Ensign Peak Advisors, Inc | 529,607 | $4,206 萬 | 0.08% | −38,410−6.8% | 減碼 |
| Antipodes Partners Ltd | 640,421 | $5,086 萬 | 1.83% | −168,738−20.9% | 減碼 |
| Northern Trust Corp | 660,552 | $5,246 萬 | 0.01% | −14,833−2.2% | 減碼 |
| TimesSquare Capital Management, LLC | 677,100 | $5,378 萬 | 0.48% | +424,100+167.6% | 加碼 |
| Personal Capital Advisors Corp | 682,601 | $5,429 萬 | 0.25% | +19,614+3.0% | 加碼 |
| Victory Capital Management Inc | 688,823 | $5,471 萬 | 0.05% | +621,079+916.8% | 加碼 |
| Goldman Sachs Group Inc | 733,519 | $5,826 萬 | 0.01% | −145,054−16.5% | 減碼 |
| Norges Bank | 757,661 | $6,017 萬 | 0.01% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 797,845 | $6,337 萬 | 0.01% | −14,562−1.8% | 減碼 |
| Bronte Capital Management Pty Ltd. | 856,785 | $6,805 萬 | 8.83% | −11,940−1.4% | 減碼 |
| Wells Fargo & Company | 893,419 | $7,096 萬 | 0.02% | +73,343+8.9% | 加碼 |
| Thunderbird Partners LLP | 925,664 | $7,352 萬 | 8.48% | +12,988+1.4% | 加碼 |
| 1832 Asset Management L.P. | 1,030,512 | $8,330 萬 | 0.15% | +1,392+0.1% | 加碼 |
| Geode Capital Management, LLC | 1,120,200 | $8,897 萬 | 0.01% | +52,838+5.0% | 加碼 |
| Ancient Art, L.P. | 1,136,000 | $9,022 萬 | 10.32% | −599,593−34.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,203,954 | $9,562 萬 | 0.12% | +407,835+51.2% | 加碼 |
| Orbis Allan Gray Ltd | 1,250,207 | $9,929 萬 | 0.73% | +1,250,207 | 新進 |
| Citadel Advisors LLC | 1,529,024 | $1.21 億 | 0.13% | +831,281+119.1% | 加碼 |
| Samlyn Capital, LLC | 1,768,263 | $1.40 億 | 2.15% | +1,559,196+745.8% | 加碼 |
| Cantillon Capital Management LLC | 2,162,492 | $1.72 億 | 1.13% | −163,326−7.0% | 減碼 |
| Jarislowsky, Fraser Ltd | 2,217,166 | $1.76 億 | 0.82% | +24,423+1.1% | 加碼 |
| State Street Corp | 2,230,431 | $1.77 億 | 0.01% | +85,055+4.0% | 加碼 |
| Marshall Wace, LLP | 4,359,441 | $3.46 億 | 0.69% | +2,625,600+151.4% | 加碼 |
| Bares Capital Management, Inc. | 5,187,311 | $4.12 億 | 8.24% | −1,8830.0% | 減碼 |
| Select Equity Group, L.P. | 5,705,858 | $4.53 億 | 1.35% | −90,615−1.6% | 減碼 |
| Greenwich Wealth Management LLC | 5,717,949 | $4.54 億 | 37.11% | −2,428,034−29.8% | 減碼 |
| BlackRock Inc. | 7,372,486 | $5.86 億 | 0.01% | −182,493−2.4% | 減碼 |
| Vanguard Group Inc | 7,855,179 | $6.24 億 | 0.01% | +51,681+0.7% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 8,687,278 | $6.90 億 | 1.59% | −17,716−0.2% | 減碼 |
| IFP Advisors, Inc | 1 | – | – | +1 | 新進 |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −127,500−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −68,867−100.0% | 清倉 |
| Diametric Capital, LP | 0 | $0 | 0.00% | −48,724−100.0% | 清倉 |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −24,000−100.0% | 清倉 |
| NN Investment Partners Holdings N.V. | 0 | $0 | 0.00% | −17,900−100.0% | 清倉 |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −14,064−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,412−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,991−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −7,661−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −5,805−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −5,725−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,438−100.0% | 清倉 |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −5,351−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −4,184−100.0% | 清倉 |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −3,444−100.0% | 清倉 |
| Haverford Trust Co | 0 | $0 | 0.00% | −3,429−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,344−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,934−100.0% | 清倉 |
| Exane Derivatives | 0 | $0 | 0.00% | −796−100.0% | 清倉 |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −669−100.0% | 清倉 |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −363−100.0% | 清倉 |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −305−100.0% | 清倉 |
| Leonteq Securities AG | 0 | $0 | 0.00% | −330−100.0% | 清倉 |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −298−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −146−100.0% | 清倉 |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −145−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −77−100.0% | 清倉 |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Cordant, Inc. | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Marshall Wace Asia Ltd | – | – | – | – | 本季未申報 |
| Heritage Wealth Management, LLC | – | – | – | – | 本季未申報 |
| BBVA USA | – | – | – | – | 本季未申報 |
| Berman Capital Advisors, LLC | – | – | – | – | 本季未申報 |