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 |
|---|---|---|---|---|---|
| Van Den Berg Management I, Inc | 73,844 | $486.7 萬 | 1.09% | −21,110−22.2% | 減碼 |
| Cubist Systematic Strategies, LLC | 73,140 | $482.1 萬 | 0.04% | −17,149−19.0% | 減碼 |
| Jane Street Group, LLC | 71,632 | $472.1 萬 | 0.01% | +64,455+898.1% | 加碼 |
| Barclays PLC | 69,860 | $460.5 萬 | 0.00% | −147,042−67.8% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 69,094 | $455.4 萬 | 0.26% | +1,253+1.8% | 加碼 |
| Great West Life Assurance Co | 65,808 | $449.8 萬 | 0.01% | +3,556+5.7% | 加碼 |
| National Bank of Canada | 67,405 | $444.2 萬 | 0.02% | +62,289+1,217.5% | 加碼 |
| Twin Tree Management, LP | 64,617 | $425.9 萬 | 0.08% | −271,136−80.8% | 減碼 |
| Truist Financial Corp | 63,799 | $420.5 萬 | 0.01% | +10,563+19.8% | 加碼 |
| Texas Permanent School Fund | 61,944 | $408.3 萬 | 0.06% | −1,326−2.1% | 減碼 |
| State of Tennessee, Treasury Department | 61,585 | $405.9 萬 | 0.02% | +10,000+19.4% | 加碼 |
| Bank of Montreal | 55,793 | $375.9 萬 | 0.00% | −432,432−88.6% | 減碼 |
| AWH Capital, L.P. | 56,500 | $372.4 萬 | 3.84% | +11,500+25.6% | 加碼 |
| MetLife Investment Management | 56,364 | $371.5 萬 | 0.02% | +14,022+33.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 55,665 | $366.9 萬 | 0.01% | −2,371−4.1% | 減碼 |
| Brookfield Asset Management Inc. | 54,967 | $362.3 萬 | 0.01% | +54,967 | 新進 |
| Marks Group Wealth Management, Inc | 54,443 | $358.8 萬 | 0.45% | +5,294+10.8% | 加碼 |
| First Trust Advisors LP | 54,370 | $358.4 萬 | 0.00% | +42,436+355.6% | 加碼 |
| Atria Investments LLC | 53,513 | $352.7 萬 | 0.06% | +615+1.2% | 加碼 |
| 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 |
| TownSquare Capital, LLC | 50,924 | $335.6 萬 | 0.09% | −35,899−41.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 50,212 | $330.9 萬 | 0.01% | 00.0% | 不變 |
| Harbor Advisors LLC | 49,558 | $326.6 萬 | 0.67% | 00.0% | 不變 |
| New York State Teachers Retirement System | 48,629 | $320.5 萬 | 0.01% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 46,637 | $307.4 萬 | 0.03% | +56+0.1% | 加碼 |
| Public Employees Retirement System of Ohio | 42,514 | $280.2 萬 | 0.01% | −1,331−3.0% | 減碼 |
| Advisor Group Holdings, Inc. | 37,026 | $280.1 萬 | 0.01% | +4,738+14.7% | 加碼 |
| Comerica Bank | 41,229 | $273.9 萬 | 0.02% | −180−0.4% | 減碼 |
| Rafferty Asset Management, LLC | 40,397 | $266.3 萬 | 0.02% | −1,962−4.6% | 減碼 |
| Eaton Vance Management | 39,982 | $263.6 萬 | 0.00% | +37,155+1,314.3% | 加碼 |
| UBS Group AG | 39,576 | $260.8 萬 | 0.00% | −15,302−27.9% | 減碼 |
| Winton Group Ltd | 39,343 | $259.3 萬 | 0.14% | −9,830−20.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 38,789 | $255.7 萬 | 0.02% | +5,120+15.2% | 加碼 |
| Verition Fund Management LLC | 36,651 | $241.6 萬 | 0.05% | +28,849+369.8% | 加碼 |
| US Bancorp | 33,968 | $223.9 萬 | 0.00% | −5,861−14.7% | 減碼 |
| Bridges Investment Management Inc | 33,800 | $222.8 萬 | 0.07% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 35,650 | $222.6 萬 | 0.53% | +3,320+10.3% | 加碼 |
| TD Private Client Wealth LLC | 33,571 | $221.3 萬 | 0.09% | +2,001+6.3% | 加碼 |
| Treasurer of the State of North Carolina | 33,361 | $219.9 萬 | 0.01% | +4,249+14.6% | 加碼 |
| Neuberger Berman Group LLC | 33,206 | $218.8 萬 | 0.00% | +2,778+9.1% | 加碼 |
| Handelsbanken Fonder AB | 33,019 | $217.6 萬 | 0.01% | −1,895−5.4% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 32,022 | $211.1 萬 | 0.02% | +3,053+10.5% | 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 |
| Price T Rowe Associates Inc | 29,140 | $192.1 萬 | 0.00% | +3,107+11.9% | 加碼 |
| Oregon Public Employees Retirement Fund | 27,891 | $183.8 萬 | 0.02% | −537−1.9% | 減碼 |
| Exchange Traded Concepts, LLC | 26,244 | $173.0 萬 | 0.03% | +26,244 | 新進 |
| Crestline Management, LP | 25,735 | $169.6 萬 | 0.21% | −9,331−26.6% | 減碼 |
| Pinebridge Investments, L.P. | 25,270 | $166.6 萬 | 0.02% | +161+0.6% | 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 |
| Arizona State Retirement System | 23,884 | $157.4 萬 | 0.01% | +111+0.5% | 加碼 |
| HRT Financial LP | 23,701 | $156.2 萬 | 0.01% | −21,091−47.1% | 減碼 |
| Vontobel Holding Ltd. | 23,085 | $155.4 萬 | 0.01% | −358−1.5% | 減碼 |
| Credential Qtrade Securities Inc. | 23,296 | $153.5 萬 | 0.10% | +3,463+17.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 23,138 | $152.5 萬 | 0.05% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 22,900 | $152.1 萬 | 0.04% | +400+1.8% | 加碼 |
| Thrivent Financial for Lutherans | 22,832 | $150.5 萬 | 0.00% | −206−0.9% | 減碼 |
| Guggenheim Capital LLC | 22,571 | $148.8 萬 | 0.01% | +1,497+7.1% | 加碼 |
| State of Michigan Retirement System | 22,179 | $146.2 萬 | 0.01% | +45+0.2% | 加碼 |
| FJ Capital Management LLC | 22,050 | $145.3 萬 | 0.12% | +22,050 | 新進 |
| KB Financial Partners, LLC | 21,762 | $143.4 萬 | 0.40% | +3,584+19.7% | 加碼 |
| Janus Henderson Group PLC | 21,405 | $141.1 萬 | 0.00% | −26,857−55.6% | 減碼 |
| Summit Global Investments | 20,396 | $134.4 萬 | 0.10% | +20,396 | 新進 |
| Palouse Capital Management, Inc. | 19,355 | $127.6 萬 | 0.56% | −526−2.6% | 減碼 |
| NewEdge Wealth, LLC | 19,303 | $127.2 萬 | 0.06% | +2,301+13.5% | 加碼 |
| M&T Bank Corp | 19,006 | $125.3 萬 | 0.01% | −5,202−21.5% | 減碼 |
| FDx Advisors, Inc. | 18,958 | $125.0 萬 | 0.04% | +1,279+7.2% | 加碼 |
| Gabelli & Co Investment Advisers, Inc. | 18,750 | $123.6 萬 | 0.16% | −3,000−13.8% | 減碼 |
| PEAK6 Investments LLC | 18,715 | $123.4 萬 | 0.04% | +1,791+10.6% | 加碼 |
| USS Investment Management Ltd | 18,258 | $120.3 萬 | 0.01% | +18,258 | 新進 |
| Teacher Retirement System of Texas | 17,995 | $118.6 萬 | 0.01% | +713+4.1% | 加碼 |
| Uncommon Cents Investing LLC | 17,325 | $114.2 萬 | 0.41% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 17,265 | $113.8 萬 | 1.22% | −650−3.6% | 減碼 |
| New Mexico Educational Retirement Board | 16,760 | $110.5 萬 | 0.04% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 16,146 | $106.3 萬 | 0.00% | +9,644+148.3% | 加碼 |
| Deutsche Bank AG | 15,968 | $105.3 萬 | 0.00% | −27,031−62.9% | 減碼 |
| Quantbot Technologies LP | 15,481 | $102.0 萬 | 0.09% | −26,110−62.8% | 減碼 |
| Graham Capital Management, L.P. | 15,255 | $100.5 萬 | 0.05% | +9,782+178.7% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 14,512 | $95.6 萬 | 0.02% | +28+0.2% | 加碼 |
| ProShare Advisors LLC | 14,136 | $93.2 萬 | 0.00% | −1,262−8.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,830 | $91.2 萬 | 0.00% | +1,538+12.5% | 加碼 |
| American Century Companies Inc | 13,796 | $90.9 萬 | 0.00% | +9,395+213.5% | 加碼 |
| LPL Financial LLC | 13,288 | $87.6 萬 | 0.00% | −2,991−18.4% | 減碼 |
| Integrated Advisors Network LLC | 12,847 | $84.7 萬 | 0.05% | +12,847 | 新進 |
| Baker Tilly Wealth Management, LLC | 12,696 | $83.7 萬 | 0.09% | −4,536−26.3% | 減碼 |
| State of Alaska, Department of Revenue | 12,283 | $80.9 萬 | 0.01% | −365−2.9% | 減碼 |
| Voya Investment Management LLC | 11,711 | $77.2 萬 | 0.00% | +30.0% | 加碼 |
| First Capital Advisors Group, LLC. | 11,457 | $75.5 萬 | 0.50% | −3,642−24.1% | 減碼 |
| Gotham Asset Management, LLC | 11,123 | $73.3 萬 | 0.02% | +5,091+84.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 11,106 | $73.2 萬 | 0.00% | +6,289+130.6% | 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 |
| Wealthsource Partners, LLC | 10,954 | $72.2 萬 | 0.05% | +741+7.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 10,765 | $71.0 萬 | 0.00% | 00.0% | 不變 |
| Walleye Capital LLC | 10,660 | $70.3 萬 | 0.02% | −6,098−36.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 10,637 | $70.1 萬 | 0.01% | −800−7.0% | 減碼 |
| Natixis Advisors, L.P. | 10,608 | $69.9 萬 | 0.00% | +10,608 | 新進 |
| Algert Global LLC | 10,217 | $67.3 萬 | 0.04% | +4,585+81.4% | 加碼 |
| Duality Advisers, LP | 10,149 | $66.9 萬 | 0.07% | +10,149 | 新進 |