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。
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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 4,200 | $27.7 萬 | 0.00% | 00.0% | 不變 |
| Utah Retirement Systems | 4,200 | $27.7 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 4,199 | $27.8 萬 | 0.00% | +532+14.5% | 加碼 |
| Simplex Trading, LLC | 4,224 | $27.8 萬 | 0.01% | +924+28.0% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 4,275 | $28.2 萬 | 0.18% | +828+24.0% | 加碼 |
| Axxcess Wealth Management, LLC | 4,407 | $29.0 萬 | 0.02% | −2,967−40.2% | 減碼 |
| First Citizens Bank & Trust Co | 4,603 | $30.3 萬 | 0.01% | −805−14.9% | 減碼 |
| swisspartners Ltd. | 4,600 | $30.3 萬 | 0.24% | 00.0% | 不變 |
| Profund Advisors LLC | 4,628 | $30.5 萬 | 0.01% | +150+3.3% | 加碼 |
| Shelton Capital Management | 4,672 | $30.8 萬 | 0.01% | 00.0% | 不變 |
| Doliver Advisors, LP | 4,935 | $32.5 萬 | 0.10% | +4,935 | 新進 |
| Heritage Wealth Management, LLC | 5,041 | $33.2 萬 | 0.09% | +5,041 | 新進 |
| DCM Advisors, LLC | 5,067 | $33.4 萬 | 0.12% | +1,732+51.9% | 加碼 |
| Campbell & CO Investment Adviser LLC | 5,159 | $34.0 萬 | 0.09% | +5,159 | 新進 |
| MML Investors Services, LLC | 5,260 | $34.7 萬 | 0.00% | +716+15.8% | 加碼 |
| FourThought Financial, LLC | 5,527 | $36.4 萬 | 0.05% | +175+3.3% | 加碼 |
| CenterBook Partners LP | 5,702 | $37.6 萬 | 0.13% | −134−2.3% | 減碼 |
| Maryland State Retirement & Pension System | 5,840 | $38.5 萬 | 0.01% | 00.0% | 不變 |
| Pictet Asset Management SA | 5,866 | $38.7 萬 | 0.00% | +440+8.1% | 加碼 |
| Ibex Investors LLC | 6,000 | $39.5 萬 | 0.29% | +6,000 | 新進 |
| Engineers Gate Manager LP | 6,293 | $41.5 萬 | 0.02% | +6,293 | 新進 |
| Prelude Capital Management, LLC | 6,389 | $42.1 萬 | 0.02% | +93+1.5% | 加碼 |
| CWM Advisors, LLC | 6,595 | $43.5 萬 | 0.05% | −177−2.6% | 減碼 |
| Boothbay Fund Management, LLC | 6,595 | $43.5 萬 | 0.01% | +6,595 | 新進 |
| Amundi | 6,840 | $43.7 萬 | 0.00% | −1,077−13.6% | 減碼 |
| Maven Securities LTD | 6,661 | $43.9 萬 | 0.09% | −8,500−56.1% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 6,672 | $44.0 萬 | 0.10% | +66+1.0% | 加碼 |
| DRW Securities, LLC | 7,000 | $46.1 萬 | 0.12% | +7,000 | 新進 |
| Hyman Charles D | 7,158 | $47.2 萬 | 0.03% | 00.0% | 不變 |
| Yorktown Management & Research Co Inc | 7,250 | $47.8 萬 | 0.41% | 00.0% | 不變 |
| Advisory Services Network, LLC | 7,765 | $51.1 萬 | 0.02% | +7,765 | 新進 |
| Central Trust Co | 7,784 | $51.3 萬 | 0.01% | −2,540−24.6% | 減碼 |
| Securian Asset Management, Inc | 7,833 | $51.6 萬 | 0.01% | 00.0% | 不變 |
| Prudential Financial Inc | 7,897 | $52.0 萬 | 0.00% | −766−8.8% | 減碼 |
| Precision Wealth Strategies, LLC | 8,139 | $53.6 萬 | 0.32% | −810−9.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 8,181 | $53.9 萬 | 0.01% | +421+5.4% | 加碼 |
| Gamco Investors, Inc. Et Al | 8,300 | $54.7 萬 | 0.00% | +2,200+36.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 8,650 | $57.0 萬 | 0.14% | +4,670+117.3% | 加碼 |
| LVW Advisors, LLC | 9,300 | $61.3 萬 | 0.11% | −809−8.0% | 減碼 |
| Dana Investment Advisors, Inc. | 9,341 | $61.6 萬 | 0.03% | −3,837−29.1% | 減碼 |
| Gyon Technologies Capital Management, LP | 9,355 | $61.7 萬 | 0.43% | +5,912+171.7% | 加碼 |
| SG Americas Securities, LLC | 9,471 | $62.4 萬 | 0.01% | −267−2.7% | 減碼 |
| Xponance, Inc. | 9,475 | $62.4 萬 | 0.01% | −162−1.7% | 減碼 |
| Psagot Value Holdings Ltd. / (Israel) | 9,480 | $62.5 萬 | 0.14% | +9,480 | 新進 |
| Mystic Asset Management, Inc. | 9,650 | $63.6 萬 | 0.34% | 00.0% | 不變 |
| Advisor OS, LLC | 9,639 | $63.6 萬 | 0.18% | +1,070+12.5% | 加碼 |
| ETF Managers Group, LLC | 9,544 | $64.3 萬 | 0.01% | +172+1.8% | 加碼 |
| Duality Advisers, LP | 10,149 | $66.9 萬 | 0.07% | +10,149 | 新進 |
| Algert Global LLC | 10,217 | $67.3 萬 | 0.04% | +4,585+81.4% | 加碼 |
| Natixis Advisors, L.P. | 10,608 | $69.9 萬 | 0.00% | +10,608 | 新進 |
| Teachers Retirement System of the State of Kentucky | 10,637 | $70.1 萬 | 0.01% | −800−7.0% | 減碼 |
| Walleye Capital LLC | 10,660 | $70.3 萬 | 0.02% | −6,098−36.4% | 減碼 |
| Public Employees Retirement Association of Colorado | 10,765 | $71.0 萬 | 0.00% | 00.0% | 不變 |
| Wealthsource Partners, LLC | 10,954 | $72.2 萬 | 0.05% | +741+7.3% | 加碼 |
| Capital Asset Advisory Services LLC | 10,998 | $72.5 萬 | 0.08% | +1,529+16.1% | 加碼 |
| Perpetual Investment Management Ltd | 11,000 | $72.5 萬 | 0.09% | +11,000 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 11,106 | $73.2 萬 | 0.00% | +6,289+130.6% | 加碼 |
| Gotham Asset Management, LLC | 11,123 | $73.3 萬 | 0.02% | +5,091+84.4% | 加碼 |
| First Capital Advisors Group, LLC. | 11,457 | $75.5 萬 | 0.50% | −3,642−24.1% | 減碼 |
| Voya Investment Management LLC | 11,711 | $77.2 萬 | 0.00% | +30.0% | 加碼 |
| State of Alaska, Department of Revenue | 12,283 | $80.9 萬 | 0.01% | −365−2.9% | 減碼 |
| Baker Tilly Wealth Management, LLC | 12,696 | $83.7 萬 | 0.09% | −4,536−26.3% | 減碼 |
| Integrated Advisors Network LLC | 12,847 | $84.7 萬 | 0.05% | +12,847 | 新進 |
| LPL Financial LLC | 13,288 | $87.6 萬 | 0.00% | −2,991−18.4% | 減碼 |
| American Century Companies Inc | 13,796 | $90.9 萬 | 0.00% | +9,395+213.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,830 | $91.2 萬 | 0.00% | +1,538+12.5% | 加碼 |
| ProShare Advisors LLC | 14,136 | $93.2 萬 | 0.00% | −1,262−8.2% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 14,512 | $95.6 萬 | 0.02% | +28+0.2% | 加碼 |
| Graham Capital Management, L.P. | 15,255 | $100.5 萬 | 0.05% | +9,782+178.7% | 加碼 |
| Quantbot Technologies LP | 15,481 | $102.0 萬 | 0.09% | −26,110−62.8% | 減碼 |
| Deutsche Bank AG | 15,968 | $105.3 萬 | 0.00% | −27,031−62.9% | 減碼 |
| Russell Investments Group, Ltd. | 16,146 | $106.3 萬 | 0.00% | +9,644+148.3% | 加碼 |
| New Mexico Educational Retirement Board | 16,760 | $110.5 萬 | 0.04% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 17,265 | $113.8 萬 | 1.22% | −650−3.6% | 減碼 |
| Uncommon Cents Investing LLC | 17,325 | $114.2 萬 | 0.41% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 17,995 | $118.6 萬 | 0.01% | +713+4.1% | 加碼 |
| USS Investment Management Ltd | 18,258 | $120.3 萬 | 0.01% | +18,258 | 新進 |
| PEAK6 Investments LLC | 18,715 | $123.4 萬 | 0.04% | +1,791+10.6% | 加碼 |
| Gabelli & Co Investment Advisers, Inc. | 18,750 | $123.6 萬 | 0.16% | −3,000−13.8% | 減碼 |
| FDx Advisors, Inc. | 18,958 | $125.0 萬 | 0.04% | +1,279+7.2% | 加碼 |
| M&T Bank Corp | 19,006 | $125.3 萬 | 0.01% | −5,202−21.5% | 減碼 |
| NewEdge Wealth, LLC | 19,303 | $127.2 萬 | 0.06% | +2,301+13.5% | 加碼 |
| Palouse Capital Management, Inc. | 19,355 | $127.6 萬 | 0.56% | −526−2.6% | 減碼 |
| Summit Global Investments | 20,396 | $134.4 萬 | 0.10% | +20,396 | 新進 |
| Janus Henderson Group PLC | 21,405 | $141.1 萬 | 0.00% | −26,857−55.6% | 減碼 |
| KB Financial Partners, LLC | 21,762 | $143.4 萬 | 0.40% | +3,584+19.7% | 加碼 |
| FJ Capital Management LLC | 22,050 | $145.3 萬 | 0.12% | +22,050 | 新進 |
| State of Michigan Retirement System | 22,179 | $146.2 萬 | 0.01% | +45+0.2% | 加碼 |
| Guggenheim Capital LLC | 22,571 | $148.8 萬 | 0.01% | +1,497+7.1% | 加碼 |
| Thrivent Financial for Lutherans | 22,832 | $150.5 萬 | 0.00% | −206−0.9% | 減碼 |
| Louisiana State Employees Retirement System | 22,900 | $152.1 萬 | 0.04% | +400+1.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 23,138 | $152.5 萬 | 0.05% | 00.0% | 不變 |
| Credential Qtrade Securities Inc. | 23,296 | $153.5 萬 | 0.10% | +3,463+17.5% | 加碼 |
| Vontobel Holding Ltd. | 23,085 | $155.4 萬 | 0.01% | −358−1.5% | 減碼 |
| HRT Financial LP | 23,701 | $156.2 萬 | 0.01% | −21,091−47.1% | 減碼 |
| Arizona State Retirement System | 23,884 | $157.4 萬 | 0.01% | +111+0.5% | 加碼 |
| Citigroup Inc | 24,091 | $158.8 萬 | 0.00% | −11,938−33.1% | 減碼 |
| Brown Brothers Harriman & Co | 24,099 | $158.8 萬 | 0.01% | +100.0% | 加碼 |
| Pinebridge Investments, L.P. | 25,270 | $166.6 萬 | 0.02% | +161+0.6% | 加碼 |
| Crestline Management, LP | 25,735 | $169.6 萬 | 0.21% | −9,331−26.6% | 減碼 |