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。
2022 年第 1 季 13F 持有人
Interactive Brokers Group, Inc. 在 2022/3/31 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
- 347
- 較 2021 年第 4 季 +11 家
- 持有股數
- 8,690 萬
- 較 2021 年第 4 季 +130.4 萬 (+1.5%)
- 總市值
- $57.3 億
- 較 2021 年第 4 季 −$10.7 億 (−15.8%)
- 新進機構
- 54
- 另有 144 家加碼
- 清倉機構
- 43
- 另有 101 家減碼
另有 3 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 8,494,604 | $5.60 億 | 1.49% | −192,674−2.2% | 減碼 |
| Vanguard Group Inc | 8,307,988 | $5.48 億 | 0.01% | +452,809+5.8% | 加碼 |
| BlackRock Inc. | 7,277,972 | $4.80 億 | 0.01% | −94,514−1.3% | 減碼 |
| Select Equity Group, L.P. | 6,038,789 | $3.98 億 | 1.30% | +332,931+5.8% | 加碼 |
| Marshall Wace, LLP | 4,493,494 | $2.96 億 | 0.62% | +134,053+3.1% | 加碼 |
| Bares Capital Management, Inc. | 4,000,911 | $2.64 億 | 6.14% | −1,186,400−22.9% | 減碼 |
| Greenwich Wealth Management LLC | 3,732,994 | $2.46 億 | 25.12% | −1,984,955−34.7% | 減碼 |
| Jarislowsky, Fraser Ltd | 2,345,683 | $1.55 億 | 0.82% | +128,517+5.8% | 加碼 |
| State Street Corp | 2,261,234 | $1.49 億 | 0.01% | +30,803+1.4% | 加碼 |
| Cantillon Capital Management LLC | 2,224,503 | $1.47 億 | 1.05% | +62,011+2.9% | 加碼 |
| Samlyn Capital, LLC | 2,101,352 | $1.39 億 | 2.09% | +333,089+18.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,438,192 | $9,479 萬 | 0.12% | +234,238+19.5% | 加碼 |
| Millennium Management LLC | 1,372,984 | $9,049 萬 | 0.11% | +898,016+189.1% | 加碼 |
| Orbis Allan Gray Ltd | 1,238,691 | $8,164 萬 | 0.60% | −11,516−0.9% | 減碼 |
| Geode Capital Management, LLC | 1,160,899 | $7,651 萬 | 0.01% | +40,699+3.6% | 加碼 |
| 1832 Asset Management L.P. | 1,133,939 | $7,371 萬 | 0.12% | +103,427+10.0% | 加碼 |
| Wells Fargo & Company | 1,082,822 | $7,137 萬 | 0.02% | +189,403+21.2% | 加碼 |
| Antipodes Partners Ltd | 1,076,678 | $7,096 萬 | 2.52% | +436,257+68.1% | 加碼 |
| Ancient Art, L.P. | 1,010,349 | $6,659 萬 | 8.81% | −125,651−11.1% | 減碼 |
| TimesSquare Capital Management, LLC | 930,800 | $6,135 萬 | 0.69% | +253,700+37.5% | 加碼 |
| Morgan Stanley | 868,304 | $5,723 萬 | 0.01% | +778,552+867.4% | 加碼 |
| Park West Asset Management LLC | 867,581 | $5,718 萬 | 2.03% | +551,500+174.5% | 加碼 |
| Bank of New York Mellon Corp | 805,507 | $5,309 萬 | 0.01% | +7,662+1.0% | 加碼 |
| Bronte Capital Management Pty Ltd. | 784,456 | $5,170 萬 | 7.30% | −72,329−8.4% | 減碼 |
| Victory Capital Management Inc | 780,751 | $5,096 萬 | 0.05% | +91,928+13.3% | 加碼 |
| Norges Bank | 757,661 | $4,994 萬 | 0.01% | 00.0% | 不變 |
| Personal Capital Advisors Corp | 719,723 | $4,744 萬 | 0.22% | +37,122+5.4% | 加碼 |
| Northern Trust Corp | 652,742 | $4,302 萬 | 0.01% | −7,810−1.2% | 減碼 |
| Citadel Advisors LLC | 636,460 | $4,195 萬 | 0.05% | −892,564−58.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 629,400 | $4,148 萬 | 0.46% | +217,100+52.7% | 加碼 |
| Montrusco Bolton Investments Inc. | 627,203 | $4,134 萬 | 0.95% | +253,431+67.8% | 加碼 |
| Prana Capital Management, LP | 530,977 | $3,500 萬 | 2.79% | +98,307+22.7% | 加碼 |
| Charles Schwab Investment Management Inc | 525,741 | $3,465 萬 | 0.01% | +17,651+3.5% | 加碼 |
| Azora Capital LP | 517,770 | $3,413 萬 | 5.69% | +248,807+92.5% | 加碼 |
| Ensign Peak Advisors, Inc | 389,937 | $2,570 萬 | 0.05% | −139,670−26.4% | 減碼 |
| Bank of Nova Scotia | 376,974 | $2,485 萬 | 0.04% | +241,379+178.0% | 加碼 |
| Los Angeles Capital Management LLC | 373,758 | $2,463 萬 | 0.10% | +31,122+9.1% | 加碼 |
| Majedie Asset Management Ltd | 362,847 | $2,386 萬 | 1.96% | +20,159+5.9% | 加碼 |
| Assenagon Asset Management S.A. | 332,397 | $2,191 萬 | 0.07% | +317,494+2,130.4% | 加碼 |
| LMR Partners LLP | 328,757 | $2,167 萬 | 0.32% | +328,757 | 新進 |
| Dimensional Fund Advisors LP | 317,283 | $2,091 萬 | 0.01% | −11,143−3.4% | 減碼 |
| Goldman Sachs Group Inc | 309,588 | $2,041 萬 | 0.01% | −423,931−57.8% | 減碼 |
| M.D. Sass Investors Services, Inc. | 305,423 | $2,013 萬 | 3.44% | +305,423 | 新進 |
| Oakcliff Capital Partners, LP | 299,847 | $1,976 萬 | 10.25% | +38,000+14.5% | 加碼 |
| Owls Nest Partners IA, LLC | 296,600 | $1,955 萬 | 8.76% | −55,923−15.9% | 減碼 |
| Principal Financial Group Inc | 296,429 | $1,954 萬 | 0.01% | −240.0% | 減碼 |
| Renaissance Technologies LLC | 277,300 | $1,828 萬 | 0.02% | −201,300−42.1% | 減碼 |
| Royal Bank of Canada | 259,218 | $1,709 萬 | 0.00% | −32,550−11.2% | 減碼 |
| Stifel Financial Corp | 252,876 | $1,667 萬 | 0.02% | −14,696−5.5% | 減碼 |
| Alliancebernstein L.P. | 223,031 | $1,470 萬 | 0.01% | +93,354+72.0% | 加碼 |
| Alyeska Investment Group, L.P. | 222,495 | $1,467 萬 | 0.16% | −208,514−48.4% | 減碼 |
| Man Group plc | 220,855 | $1,456 萬 | 0.05% | −47,099−17.6% | 減碼 |
| Susquehanna International Group, LLP | 216,609 | $1,428 萬 | 0.02% | +59,604+38.0% | 加碼 |
| Nuveen Asset Management, LLC | 215,049 | $1,407 萬 | 0.00% | −2,055−0.9% | 減碼 |
| Rhumbline Advisers | 212,722 | $1,402 萬 | 0.02% | +6,237+3.0% | 加碼 |
| Swiss National Bank | 208,900 | $1,377 萬 | 0.01% | +14,500+7.5% | 加碼 |
| Envestnet Asset Management Inc | 206,613 | $1,362 萬 | 0.01% | +24,275+13.3% | 加碼 |
| Gillson Capital LP | 199,772 | $1,317 萬 | 1.05% | +181,025+965.6% | 加碼 |
| Bridgewater Associates, LP | 192,548 | $1,269 萬 | 0.05% | +192,548 | 新進 |
| Brooktree Capital Management | 181,522 | $1,196 萬 | 7.80% | +41,390+29.5% | 加碼 |
| Heartland Advisors Inc | 175,144 | $1,154 萬 | 0.72% | +41,067+30.6% | 加碼 |
| Quinn Opportunity Partners LLC | 174,838 | $1,152 萬 | 0.68% | +93,405+114.7% | 加碼 |
| Legal & General Group Plc | 170,505 | $1,124 萬 | 0.00% | +31,674+22.8% | 加碼 |
| Noked Capital LTD | 166,650 | $1,098 萬 | 3.34% | +137,550+472.7% | 加碼 |
| Noked Israel Ltd | 166,650 | $1,098 萬 | 3.34% | +137,550+472.7% | 加碼 |
| California Public Employees Retirement System | 164,646 | $1,085 萬 | 0.01% | −8,197−4.7% | 減碼 |
| JPMorgan Chase & Co | 160,658 | $1,059 萬 | 0.00% | +40,304+33.5% | 加碼 |
| FMR LLC | 150,909 | $994.7 萬 | 0.00% | +36,432+31.8% | 加碼 |
| Gabelli Funds LLC | 150,249 | $990.3 萬 | 0.07% | +2,000+1.3% | 加碼 |
| American International Group, Inc. | 147,941 | $975.1 萬 | 0.05% | +257+0.2% | 加碼 |
| Full18 Capital LLC | 139,563 | $930.7 萬 | 2.15% | +139,563 | 新進 |
| State of Wisconsin Investment Board | 139,092 | $916.8 萬 | 0.02% | +129,326+1,324.2% | 加碼 |
| PenderFund Capital Management Ltd. | 110,700 | $912.1 萬 | 2.23% | −18,800−14.5% | 減碼 |
| Balyasny Asset Management LLC | 137,696 | $907.6 萬 | 0.04% | +137,696 | 新進 |
| Canada Pension Plan Investment Board | 135,800 | $895.1 萬 | 0.01% | +133,048+4,834.6% | 加碼 |
| Invesco Ltd. | 135,687 | $894.3 萬 | 0.00% | +10,534+8.4% | 加碼 |
| UBS Asset Management Americas Inc | 132,688 | $874.5 萬 | 0.00% | +10,261+8.4% | 加碼 |
| Federated Hermes, Inc. | 132,386 | $872.5 萬 | 0.02% | +2,470+1.9% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 130,239 | $858.4 萬 | 0.03% | +104,726+410.5% | 加碼 |
| Ameriprise Financial Inc | 116,314 | $766.8 萬 | 0.00% | −5,548−4.6% | 減碼 |
| Retirement Systems of Alabama | 114,644 | $755.6 萬 | 0.03% | +230+0.2% | 加碼 |
| California State Teachers Retirement System | 109,968 | $724.8 萬 | 0.01% | −8,793−7.4% | 減碼 |
| Coronation Fund Managers Ltd. | 106,190 | $699.9 萬 | 0.27% | +19,016+21.8% | 加碼 |
| Credit Suisse AG | 105,261 | $693.8 萬 | 0.01% | +7,695+7.9% | 加碼 |
| Daiwa Securities Group Inc. | 103,261 | $680.6 萬 | 0.04% | −5,000−4.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 99,175 | $653.7 萬 | 0.01% | −720−0.7% | 減碼 |
| Raymond James & Associates | 96,853 | $638.4 萬 | 0.01% | −278,134−74.2% | 減碼 |
| Parametric Portfolio Associates LLC | 96,432 | $635.6 萬 | 0.00% | +11,891+14.1% | 加碼 |
| Interval Partners, LP | 96,275 | $634.5 萬 | 0.48% | +96,275 | 新進 |
| EULAV Asset Management | 95,000 | $626.1 萬 | 0.19% | +95,000 | 新進 |
| New York State Common Retirement Fund | 93,979 | $619.4 萬 | 0.01% | −2,713−2.8% | 減碼 |
| HSBC Holdings PLC | 91,083 | $598.6 萬 | 0.01% | −109,379−54.6% | 減碼 |
| Janney Montgomery Scott LLC | 89,195 | $587.9 萬 | 0.03% | −4,876−5.2% | 減碼 |
| Bank of America Corp | 88,050 | $580.4 萬 | 0.00% | −17,402−16.5% | 減碼 |
| SEI Investments Co | 84,632 | $557.7 萬 | 0.01% | +16,405+24.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 81,459 | $536.9 萬 | 0.01% | +40,885+100.8% | 加碼 |
| Mutual of America Capital Management LLC | 79,674 | $525.1 萬 | 0.06% | +1,532+2.0% | 加碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 79,074 | $521.2 萬 | 0.39% | −8,000−9.2% | 減碼 |
| BIT Capital GmbH | 78,349 | $516.4 萬 | 0.53% | +39,091+99.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 73,869 | $486.9 萬 | 0.00% | −24,821−25.2% | 減碼 |