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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 26,244 | $173.0 萬 | 0.03% | +26,244 | 新進 |
| Oregon Public Employees Retirement Fund | 27,891 | $183.8 萬 | 0.02% | −537−1.9% | 減碼 |
| Price T Rowe Associates Inc | 29,140 | $192.1 萬 | 0.00% | +3,107+11.9% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 30,100 | $198.4 萬 | 0.04% | +30,100 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 32,022 | $211.1 萬 | 0.02% | +3,053+10.5% | 加碼 |
| Handelsbanken Fonder AB | 33,019 | $217.6 萬 | 0.01% | −1,895−5.4% | 減碼 |
| Neuberger Berman Group LLC | 33,206 | $218.8 萬 | 0.00% | +2,778+9.1% | 加碼 |
| Treasurer of the State of North Carolina | 33,361 | $219.9 萬 | 0.01% | +4,249+14.6% | 加碼 |
| TD Private Client Wealth LLC | 33,571 | $221.3 萬 | 0.09% | +2,001+6.3% | 加碼 |
| SkyView Investment Advisors, LLC | 35,650 | $222.6 萬 | 0.53% | +3,320+10.3% | 加碼 |
| Bridges Investment Management Inc | 33,800 | $222.8 萬 | 0.07% | 00.0% | 不變 |
| US Bancorp | 33,968 | $223.9 萬 | 0.00% | −5,861−14.7% | 減碼 |
| Verition Fund Management LLC | 36,651 | $241.6 萬 | 0.05% | +28,849+369.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 38,789 | $255.7 萬 | 0.02% | +5,120+15.2% | 加碼 |
| Winton Group Ltd | 39,343 | $259.3 萬 | 0.14% | −9,830−20.0% | 減碼 |
| UBS Group AG | 39,576 | $260.8 萬 | 0.00% | −15,302−27.9% | 減碼 |
| Eaton Vance Management | 39,982 | $263.6 萬 | 0.00% | +37,155+1,314.3% | 加碼 |
| Rafferty Asset Management, LLC | 40,397 | $266.3 萬 | 0.02% | −1,962−4.6% | 減碼 |
| Comerica Bank | 41,229 | $273.9 萬 | 0.02% | −180−0.4% | 減碼 |
| Advisor Group Holdings, Inc. | 37,026 | $280.1 萬 | 0.01% | +4,738+14.7% | 加碼 |
| Public Employees Retirement System of Ohio | 42,514 | $280.2 萬 | 0.01% | −1,331−3.0% | 減碼 |
| Yousif Capital Management, LLC | 46,637 | $307.4 萬 | 0.03% | +56+0.1% | 加碼 |
| New York State Teachers Retirement System | 48,629 | $320.5 萬 | 0.01% | 00.0% | 不變 |
| Harbor Advisors LLC | 49,558 | $326.6 萬 | 0.67% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 50,212 | $330.9 萬 | 0.01% | 00.0% | 不變 |
| TownSquare Capital, LLC | 50,924 | $335.6 萬 | 0.09% | −35,899−41.3% | 減碼 |
| Amalgamated Bank | 52,991 | $349.3 萬 | 0.03% | −2,262−4.1% | 減碼 |
| Amalgamated Financial Corp. | 52,991 | $349.3 萬 | 0.03% | +52,991 | 新進 |
| Atria Investments LLC | 53,513 | $352.7 萬 | 0.06% | +615+1.2% | 加碼 |
| First Trust Advisors LP | 54,370 | $358.4 萬 | 0.00% | +42,436+355.6% | 加碼 |
| Marks Group Wealth Management, Inc | 54,443 | $358.8 萬 | 0.45% | +5,294+10.8% | 加碼 |
| Brookfield Asset Management Inc. | 54,967 | $362.3 萬 | 0.01% | +54,967 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 55,665 | $366.9 萬 | 0.01% | −2,371−4.1% | 減碼 |
| MetLife Investment Management | 56,364 | $371.5 萬 | 0.02% | +14,022+33.1% | 加碼 |
| AWH Capital, L.P. | 56,500 | $372.4 萬 | 3.84% | +11,500+25.6% | 加碼 |
| Bank of Montreal | 55,793 | $375.9 萬 | 0.00% | −432,432−88.6% | 減碼 |
| State of Tennessee, Treasury Department | 61,585 | $405.9 萬 | 0.02% | +10,000+19.4% | 加碼 |
| Texas Permanent School Fund | 61,944 | $408.3 萬 | 0.06% | −1,326−2.1% | 減碼 |
| Truist Financial Corp | 63,799 | $420.5 萬 | 0.01% | +10,563+19.8% | 加碼 |
| Twin Tree Management, LP | 64,617 | $425.9 萬 | 0.08% | −271,136−80.8% | 減碼 |
| National Bank of Canada | 67,405 | $444.2 萬 | 0.02% | +62,289+1,217.5% | 加碼 |
| Great West Life Assurance Co | 65,808 | $449.8 萬 | 0.01% | +3,556+5.7% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 69,094 | $455.4 萬 | 0.26% | +1,253+1.8% | 加碼 |
| Barclays PLC | 69,860 | $460.5 萬 | 0.00% | −147,042−67.8% | 減碼 |
| Jane Street Group, LLC | 71,632 | $472.1 萬 | 0.01% | +64,455+898.1% | 加碼 |
| Cubist Systematic Strategies, LLC | 73,140 | $482.1 萬 | 0.04% | −17,149−19.0% | 減碼 |
| Van Den Berg Management I, Inc | 73,844 | $486.7 萬 | 1.09% | −21,110−22.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 73,869 | $486.9 萬 | 0.00% | −24,821−25.2% | 減碼 |
| BIT Capital GmbH | 78,349 | $516.4 萬 | 0.53% | +39,091+99.6% | 加碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 79,074 | $521.2 萬 | 0.39% | −8,000−9.2% | 減碼 |
| Mutual of America Capital Management LLC | 79,674 | $525.1 萬 | 0.06% | +1,532+2.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 81,459 | $536.9 萬 | 0.01% | +40,885+100.8% | 加碼 |
| SEI Investments Co | 84,632 | $557.7 萬 | 0.01% | +16,405+24.0% | 加碼 |
| Bank of America Corp | 88,050 | $580.4 萬 | 0.00% | −17,402−16.5% | 減碼 |
| Janney Montgomery Scott LLC | 89,195 | $587.9 萬 | 0.03% | −4,876−5.2% | 減碼 |
| HSBC Holdings PLC | 91,083 | $598.6 萬 | 0.01% | −109,379−54.6% | 減碼 |
| New York State Common Retirement Fund | 93,979 | $619.4 萬 | 0.01% | −2,713−2.8% | 減碼 |
| EULAV Asset Management | 95,000 | $626.1 萬 | 0.19% | +95,000 | 新進 |
| Interval Partners, LP | 96,275 | $634.5 萬 | 0.48% | +96,275 | 新進 |
| Parametric Portfolio Associates LLC | 96,432 | $635.6 萬 | 0.00% | +11,891+14.1% | 加碼 |
| Raymond James & Associates | 96,853 | $638.4 萬 | 0.01% | −278,134−74.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 99,175 | $653.7 萬 | 0.01% | −720−0.7% | 減碼 |
| Daiwa Securities Group Inc. | 103,261 | $680.6 萬 | 0.04% | −5,000−4.6% | 減碼 |
| Credit Suisse AG | 105,261 | $693.8 萬 | 0.01% | +7,695+7.9% | 加碼 |
| Coronation Fund Managers Ltd. | 106,190 | $699.9 萬 | 0.27% | +19,016+21.8% | 加碼 |
| California State Teachers Retirement System | 109,968 | $724.8 萬 | 0.01% | −8,793−7.4% | 減碼 |
| Retirement Systems of Alabama | 114,644 | $755.6 萬 | 0.03% | +230+0.2% | 加碼 |
| Ameriprise Financial Inc | 116,314 | $766.8 萬 | 0.00% | −5,548−4.6% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 130,239 | $858.4 萬 | 0.03% | +104,726+410.5% | 加碼 |
| Federated Hermes, Inc. | 132,386 | $872.5 萬 | 0.02% | +2,470+1.9% | 加碼 |
| UBS Asset Management Americas Inc | 132,688 | $874.5 萬 | 0.00% | +10,261+8.4% | 加碼 |
| Invesco Ltd. | 135,687 | $894.3 萬 | 0.00% | +10,534+8.4% | 加碼 |
| Canada Pension Plan Investment Board | 135,800 | $895.1 萬 | 0.01% | +133,048+4,834.6% | 加碼 |
| Balyasny Asset Management LLC | 137,696 | $907.6 萬 | 0.04% | +137,696 | 新進 |
| PenderFund Capital Management Ltd. | 110,700 | $912.1 萬 | 2.23% | −18,800−14.5% | 減碼 |
| State of Wisconsin Investment Board | 139,092 | $916.8 萬 | 0.02% | +129,326+1,324.2% | 加碼 |
| Full18 Capital LLC | 139,563 | $930.7 萬 | 2.15% | +139,563 | 新進 |
| American International Group, Inc. | 147,941 | $975.1 萬 | 0.05% | +257+0.2% | 加碼 |
| Gabelli Funds LLC | 150,249 | $990.3 萬 | 0.07% | +2,000+1.3% | 加碼 |
| FMR LLC | 150,909 | $994.7 萬 | 0.00% | +36,432+31.8% | 加碼 |
| JPMorgan Chase & Co | 160,658 | $1,059 萬 | 0.00% | +40,304+33.5% | 加碼 |
| California Public Employees Retirement System | 164,646 | $1,085 萬 | 0.01% | −8,197−4.7% | 減碼 |
| 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 |
| Legal & General Group Plc | 170,505 | $1,124 萬 | 0.00% | +31,674+22.8% | 加碼 |
| Quinn Opportunity Partners LLC | 174,838 | $1,152 萬 | 0.68% | +93,405+114.7% | 加碼 |
| Heartland Advisors Inc | 175,144 | $1,154 萬 | 0.72% | +41,067+30.6% | 加碼 |
| Brooktree Capital Management | 181,522 | $1,196 萬 | 7.80% | +41,390+29.5% | 加碼 |
| Bridgewater Associates, LP | 192,548 | $1,269 萬 | 0.05% | +192,548 | 新進 |
| Gillson Capital LP | 199,772 | $1,317 萬 | 1.05% | +181,025+965.6% | 加碼 |
| Envestnet Asset Management Inc | 206,613 | $1,362 萬 | 0.01% | +24,275+13.3% | 加碼 |
| Swiss National Bank | 208,900 | $1,377 萬 | 0.01% | +14,500+7.5% | 加碼 |
| Rhumbline Advisers | 212,722 | $1,402 萬 | 0.02% | +6,237+3.0% | 加碼 |
| Nuveen Asset Management, LLC | 215,049 | $1,407 萬 | 0.00% | −2,055−0.9% | 減碼 |
| Susquehanna International Group, LLP | 216,609 | $1,428 萬 | 0.02% | +59,604+38.0% | 加碼 |
| Man Group plc | 220,855 | $1,456 萬 | 0.05% | −47,099−17.6% | 減碼 |
| Alyeska Investment Group, L.P. | 222,495 | $1,467 萬 | 0.16% | −208,514−48.4% | 減碼 |
| Alliancebernstein L.P. | 223,031 | $1,470 萬 | 0.01% | +93,354+72.0% | 加碼 |
| Stifel Financial Corp | 252,876 | $1,667 萬 | 0.02% | −14,696−5.5% | 減碼 |
| Royal Bank of Canada | 259,218 | $1,709 萬 | 0.00% | −32,550−11.2% | 減碼 |