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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 277,300 | $1,828 萬 | 0.02% | −201,300−42.1% | 減碼 |
| Principal Financial Group Inc | 296,429 | $1,954 萬 | 0.01% | −240.0% | 減碼 |
| Owls Nest Partners IA, LLC | 296,600 | $1,955 萬 | 8.76% | −55,923−15.9% | 減碼 |
| Oakcliff Capital Partners, LP | 299,847 | $1,976 萬 | 10.25% | +38,000+14.5% | 加碼 |
| M.D. Sass Investors Services, Inc. | 305,423 | $2,013 萬 | 3.44% | +305,423 | 新進 |
| Goldman Sachs Group Inc | 309,588 | $2,041 萬 | 0.01% | −423,931−57.8% | 減碼 |
| Dimensional Fund Advisors LP | 317,283 | $2,091 萬 | 0.01% | −11,143−3.4% | 減碼 |
| LMR Partners LLP | 328,757 | $2,167 萬 | 0.32% | +328,757 | 新進 |
| Assenagon Asset Management S.A. | 332,397 | $2,191 萬 | 0.07% | +317,494+2,130.4% | 加碼 |
| Majedie Asset Management Ltd | 362,847 | $2,386 萬 | 1.96% | +20,159+5.9% | 加碼 |
| Los Angeles Capital Management LLC | 373,758 | $2,463 萬 | 0.10% | +31,122+9.1% | 加碼 |
| Bank of Nova Scotia | 376,974 | $2,485 萬 | 0.04% | +241,379+178.0% | 加碼 |
| Ensign Peak Advisors, Inc | 389,937 | $2,570 萬 | 0.05% | −139,670−26.4% | 減碼 |
| Azora Capital LP | 517,770 | $3,413 萬 | 5.69% | +248,807+92.5% | 加碼 |
| Charles Schwab Investment Management Inc | 525,741 | $3,465 萬 | 0.01% | +17,651+3.5% | 加碼 |
| Prana Capital Management, LP | 530,977 | $3,500 萬 | 2.79% | +98,307+22.7% | 加碼 |
| Montrusco Bolton Investments Inc. | 627,203 | $4,134 萬 | 0.95% | +253,431+67.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 629,400 | $4,148 萬 | 0.46% | +217,100+52.7% | 加碼 |
| Citadel Advisors LLC | 636,460 | $4,195 萬 | 0.05% | −892,564−58.4% | 減碼 |
| Northern Trust Corp | 652,742 | $4,302 萬 | 0.01% | −7,810−1.2% | 減碼 |
| Personal Capital Advisors Corp | 719,723 | $4,744 萬 | 0.22% | +37,122+5.4% | 加碼 |
| Norges Bank | 757,661 | $4,994 萬 | 0.01% | 00.0% | 不變 |
| Victory Capital Management Inc | 780,751 | $5,096 萬 | 0.05% | +91,928+13.3% | 加碼 |
| Bronte Capital Management Pty Ltd. | 784,456 | $5,170 萬 | 7.30% | −72,329−8.4% | 減碼 |
| Bank of New York Mellon Corp | 805,507 | $5,309 萬 | 0.01% | +7,662+1.0% | 加碼 |
| Park West Asset Management LLC | 867,581 | $5,718 萬 | 2.03% | +551,500+174.5% | 加碼 |
| Morgan Stanley | 868,304 | $5,723 萬 | 0.01% | +778,552+867.4% | 加碼 |
| TimesSquare Capital Management, LLC | 930,800 | $6,135 萬 | 0.69% | +253,700+37.5% | 加碼 |
| Ancient Art, L.P. | 1,010,349 | $6,659 萬 | 8.81% | −125,651−11.1% | 減碼 |
| Antipodes Partners Ltd | 1,076,678 | $7,096 萬 | 2.52% | +436,257+68.1% | 加碼 |
| Wells Fargo & Company | 1,082,822 | $7,137 萬 | 0.02% | +189,403+21.2% | 加碼 |
| 1832 Asset Management L.P. | 1,133,939 | $7,371 萬 | 0.12% | +103,427+10.0% | 加碼 |
| Geode Capital Management, LLC | 1,160,899 | $7,651 萬 | 0.01% | +40,699+3.6% | 加碼 |
| Orbis Allan Gray Ltd | 1,238,691 | $8,164 萬 | 0.60% | −11,516−0.9% | 減碼 |
| Millennium Management LLC | 1,372,984 | $9,049 萬 | 0.11% | +898,016+189.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,438,192 | $9,479 萬 | 0.12% | +234,238+19.5% | 加碼 |
| Samlyn Capital, LLC | 2,101,352 | $1.39 億 | 2.09% | +333,089+18.8% | 加碼 |
| Cantillon Capital Management LLC | 2,224,503 | $1.47 億 | 1.05% | +62,011+2.9% | 加碼 |
| State Street Corp | 2,261,234 | $1.49 億 | 0.01% | +30,803+1.4% | 加碼 |
| Jarislowsky, Fraser Ltd | 2,345,683 | $1.55 億 | 0.82% | +128,517+5.8% | 加碼 |
| Greenwich Wealth Management LLC | 3,732,994 | $2.46 億 | 25.12% | −1,984,955−34.7% | 減碼 |
| Bares Capital Management, Inc. | 4,000,911 | $2.64 億 | 6.14% | −1,186,400−22.9% | 減碼 |
| Marshall Wace, LLP | 4,493,494 | $2.96 億 | 0.62% | +134,053+3.1% | 加碼 |
| Select Equity Group, L.P. | 6,038,789 | $3.98 億 | 1.30% | +332,931+5.8% | 加碼 |
| BlackRock Inc. | 7,277,972 | $4.80 億 | 0.01% | −94,514−1.3% | 減碼 |
| Vanguard Group Inc | 8,307,988 | $5.48 億 | 0.01% | +452,809+5.8% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 8,494,604 | $5.60 億 | 1.49% | −192,674−2.2% | 減碼 |
| Thunderbird Partners LLP | 0 | $0 | 0.00% | −925,664−100.0% | 清倉 |
| One01 Capital, LP | 0 | $0 | 0.00% | −112,719−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −75,700−100.0% | 清倉 |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −24,446−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −23,366−100.0% | 清倉 |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −21,894−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −20,858−100.0% | 清倉 |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −20,500−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −17,461−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −17,442−100.0% | 清倉 |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −15,587−100.0% | 清倉 |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −15,492−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −12,632−100.0% | 清倉 |
| Astrantus Ltd | 0 | $0 | 0.00% | −11,850−100.0% | 清倉 |
| Stonnington Group, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −9,020−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,170−100.0% | 清倉 |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −6,959−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −6,674−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −6,439−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,944−100.0% | 清倉 |
| Manteio Capital LLC | 0 | $0 | 0.00% | −4,946−100.0% | 清倉 |
| Boston Financial Mangement LLC | 0 | $0 | 0.00% | −4,678−100.0% | 清倉 |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −3,847−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,703−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,509−100.0% | 清倉 |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −3,300−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,214−100.0% | 清倉 |
| Creative Planning | 0 | $0 | 0.00% | −3,195−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −3,115−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,987−100.0% | 清倉 |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −2,772−100.0% | 清倉 |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −2,410−100.0% | 清倉 |
| American Portfolios Advisors | 0 | $0 | 0.00% | −2,292−100.0% | 清倉 |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −1,895−100.0% | 清倉 |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −1,660−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −738−100.0% | 清倉 |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −596−100.0% | 清倉 |
| Vestcor Inc | 0 | $0 | 0.00% | −547−100.0% | 清倉 |
| Washington Trust Co | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −46−100.0% | 清倉 |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Markston International LLC | – | – | – | – | 本季未申報 |
| Reilly Financial Advisors, LLC | – | – | – | – | 本季未申報 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |