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 2 季 13F 持有人
Interactive Brokers Group, Inc. 在 2022/6/30 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
- 345
- 較 2022 年第 1 季 +7 家
- 持有股數
- 8,663 萬
- 較 2022 年第 1 季 +38.9 萬 (+0.5%)
- 總市值
- $47.8 億
- 較 2022 年第 1 季 −$9.08 億 (−16.0%)
- 新進機構
- 43
- 另有 149 家加碼
- 清倉機構
- 36
- 另有 104 家減碼
另有 9 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,442,850 | $4.64 億 | 0.01% | +134,862+1.6% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 7,985,168 | $4.39 億 | 1.39% | −509,436−6.0% | 減碼 |
| BlackRock Inc. | 7,415,549 | $4.08 億 | 0.01% | +137,577+1.9% | 加碼 |
| Select Equity Group, L.P. | 6,350,882 | $3.49 億 | 1.30% | +312,093+5.2% | 加碼 |
| Marshall Wace, LLP | 3,815,712 | $2.10 億 | 0.48% | −677,782−15.1% | 減碼 |
| Orbis Allan Gray Ltd | 3,534,154 | $1.94 億 | 1.56% | +2,295,463+185.3% | 加碼 |
| Bares Capital Management, Inc. | 3,223,240 | $1.77 億 | 6.48% | −777,671−19.4% | 減碼 |
| Cantillon Capital Management LLC | 2,492,911 | $1.37 億 | 1.14% | +268,408+12.1% | 加碼 |
| Greenwich Wealth Management LLC | 2,491,008 | $1.37 億 | 18.17% | −1,241,986−33.3% | 減碼 |
| Jarislowsky, Fraser Ltd | 2,410,199 | $1.33 億 | 0.84% | +64,516+2.8% | 加碼 |
| State Street Corp | 2,296,201 | $1.26 億 | 0.01% | +34,967+1.5% | 加碼 |
| Millennium Management LLC | 1,636,108 | $9,000 萬 | 0.12% | +263,124+19.2% | 加碼 |
| Antipodes Partners Ltd | 1,361,156 | $7,488 萬 | 3.12% | +284,478+26.4% | 加碼 |
| Bridgewater Associates, LP | 1,238,721 | $6,814 萬 | 0.29% | +1,046,173+543.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,212,521 | $6,670 萬 | 0.11% | −225,671−15.7% | 減碼 |
| Geode Capital Management, LLC | 1,199,961 | $6,601 萬 | 0.01% | +39,062+3.4% | 加碼 |
| Montrusco Bolton Investments Inc. | 1,197,062 | $6,585 萬 | 1.75% | +569,859+90.9% | 加碼 |
| 1832 Asset Management L.P. | 1,131,266 | $6,223 萬 | 0.13% | −2,673−0.2% | 減碼 |
| TimesSquare Capital Management, LLC | 1,094,100 | $6,019 萬 | 0.84% | +163,300+17.5% | 加碼 |
| Wells Fargo & Company | 1,041,880 | $5,731 萬 | 0.02% | −40,942−3.8% | 減碼 |
| Ancient Art, L.P. | 1,010,349 | $5,558 萬 | 8.61% | 00.0% | 不變 |
| Park West Asset Management LLC | 940,581 | $5,174 萬 | 3.12% | +73,000+8.4% | 加碼 |
| Norges Bank | 916,534 | $5,042 萬 | 0.01% | +158,873+21.0% | 加碼 |
| Bronte Capital Management Pty Ltd. | 888,328 | $4,887 萬 | 5.90% | +103,872+13.2% | 加碼 |
| Victory Capital Management Inc | 848,998 | $4,670 萬 | 0.05% | +68,247+8.7% | 加碼 |
| Bank of New York Mellon Corp | 807,377 | $4,441 萬 | 0.01% | +1,870+0.2% | 加碼 |
| Personal Capital Advisors Corp | 757,088 | $4,165 萬 | 0.22% | +37,365+5.2% | 加碼 |
| Northern Trust Corp | 660,654 | $3,634 萬 | 0.01% | +7,912+1.2% | 加碼 |
| Goldman Sachs Group Inc | 549,895 | $3,025 萬 | 0.01% | +240,307+77.6% | 加碼 |
| Charles Schwab Investment Management Inc | 527,827 | $2,904 萬 | 0.01% | +2,086+0.4% | 加碼 |
| Ensign Peak Advisors, Inc | 385,720 | $2,122 萬 | 0.05% | −4,217−1.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 384,800 | $2,117 萬 | 0.22% | −244,600−38.9% | 減碼 |
| Prana Capital Management, LP | 384,133 | $2,113 萬 | 1.60% | −146,844−27.7% | 減碼 |
| Los Angeles Capital Management LLC | 374,083 | $2,058 萬 | 0.10% | +325+0.1% | 加碼 |
| Owls Nest Partners IA, LLC | 371,701 | $2,045 萬 | 10.30% | +75,101+25.3% | 加碼 |
| Coronation Fund Managers Ltd. | 364,820 | $2,007 萬 | 1.11% | +258,630+243.6% | 加碼 |
| Oakcliff Capital Partners, LP | 361,247 | $1,987 萬 | 14.65% | +61,400+20.5% | 加碼 |
| Alyeska Investment Group, L.P. | 349,536 | $1,923 萬 | 0.22% | +127,041+57.1% | 加碼 |
| Principal Financial Group Inc | 344,912 | $1,897 萬 | 0.01% | +48,483+16.4% | 加碼 |
| Morgan Stanley | 326,321 | $1,795 萬 | 0.00% | −541,983−62.4% | 減碼 |
| M.D. Sass Investors Services, Inc. | 325,853 | $1,793 萬 | 3.39% | +20,430+6.7% | 加碼 |
| Azora Capital LP | 322,612 | $1,775 萬 | 4.35% | −195,158−37.7% | 減碼 |
| Point72 Asset Management, L.P. | 307,102 | $1,689 萬 | 0.08% | +307,102 | 新進 |
| Dimensional Fund Advisors LP | 298,424 | $1,642 萬 | 0.01% | −18,859−5.9% | 減碼 |
| Barclays PLC | 275,314 | $1,514 萬 | 0.02% | +205,454+294.1% | 加碼 |
| Renaissance Technologies LLC | 272,500 | $1,499 萬 | 0.02% | −4,800−1.7% | 減碼 |
| Liontrust Investment Partners LLP | 262,847 | $1,446 萬 | 0.20% | +262,847 | 新進 |
| Royal Bank of Canada | 253,686 | $1,396 萬 | 0.00% | −5,532−2.1% | 減碼 |
| Stifel Financial Corp | 249,365 | $1,372 萬 | 0.02% | −3,511−1.4% | 減碼 |
| Rhumbline Advisers | 245,473 | $1,350 萬 | 0.02% | +32,751+15.4% | 加碼 |
| Susquehanna International Group, LLP | 233,064 | $1,282 萬 | 0.03% | +16,455+7.6% | 加碼 |
| Nuveen Asset Management, LLC | 232,227 | $1,278 萬 | 0.00% | +17,178+8.0% | 加碼 |
| Quinn Opportunity Partners LLC | 226,049 | $1,244 萬 | 1.15% | +51,211+29.3% | 加碼 |
| Swiss National Bank | 219,800 | $1,209 萬 | 0.01% | +10,900+5.2% | 加碼 |
| Heartland Advisors Inc | 211,050 | $1,161 萬 | 0.81% | +35,906+20.5% | 加碼 |
| Envestnet Asset Management Inc | 211,003 | $1,161 萬 | 0.01% | +4,390+2.1% | 加碼 |
| Assenagon Asset Management S.A. | 205,178 | $1,129 萬 | 0.05% | −127,219−38.3% | 減碼 |
| National Bank of Canada | 201,055 | $1,115 萬 | 0.06% | +133,650+198.3% | 加碼 |
| LMR Partners LLP | 200,615 | $1,104 萬 | 0.23% | −128,142−39.0% | 減碼 |
| ExodusPoint Capital Management, LP | 196,768 | $1,082 萬 | 0.15% | +196,768 | 新進 |
| Legal & General Group Plc | 193,728 | $1,066 萬 | 0.00% | +23,223+13.6% | 加碼 |
| JPMorgan Chase & Co | 186,662 | $1,027 萬 | 0.00% | +26,004+16.2% | 加碼 |
| Brooktree Capital Management | 185,546 | $1,021 萬 | 7.67% | +4,024+2.2% | 加碼 |
| Invesco Ltd. | 180,553 | $993.2 萬 | 0.00% | +44,866+33.1% | 加碼 |
| Natixis | 178,000 | $979.2 萬 | 0.04% | +178,000 | 新進 |
| Man Group plc | – | $977.2 萬 | 0.04% | – | – |
| Gabelli Funds LLC | 168,249 | $925.5 萬 | 0.07% | +18,000+12.0% | 加碼 |
| Bank of Nova Scotia | 167,647 | $922.8 萬 | 0.02% | −209,327−55.5% | 減碼 |
| Phase 2 Partners, LLC | 163,744 | $900.8 萬 | 4.63% | +163,744 | 新進 |
| Weiss Multi-Strategy Advisers LLC | 160,000 | $880.2 萬 | 0.27% | +160,000 | 新進 |
| State of Wisconsin Investment Board | 155,882 | $857.5 萬 | 0.02% | +16,790+12.1% | 加碼 |
| California Public Employees Retirement System | 154,038 | $847.4 萬 | 0.01% | −10,608−6.4% | 減碼 |
| Hudson Bay Capital Management LP | 150,000 | $825.2 萬 | 0.08% | +150,000 | 新進 |
| FMR LLC | 145,635 | $801.1 萬 | 0.00% | −5,274−3.5% | 減碼 |
| American International Group, Inc. | 144,547 | $795.2 萬 | 0.05% | −3,394−2.3% | 減碼 |
| SG Americas Securities, LLC | 143,963 | $791.9 萬 | 0.11% | +134,492+1,420.0% | 加碼 |
| Alliancebernstein L.P. | 132,061 | $726.5 萬 | 0.00% | −90,970−40.8% | 減碼 |
| UBS Asset Management Americas Inc | 129,845 | $714.3 萬 | 0.00% | −2,843−2.1% | 減碼 |
| PenderFund Capital Management Ltd. | 99,960 | $707.8 萬 | 1.96% | −10,740−9.7% | 減碼 |
| Federated Hermes, Inc. | 124,131 | $682.9 萬 | 0.02% | −8,255−6.2% | 減碼 |
| Citadel Advisors LLC | 122,863 | $675.9 萬 | 0.01% | −513,597−80.7% | 減碼 |
| Ameriprise Financial Inc | 119,715 | $658.5 萬 | 0.00% | +3,401+2.9% | 加碼 |
| California State Teachers Retirement System | 119,561 | $657.7 萬 | 0.01% | +9,593+8.7% | 加碼 |
| Retirement Systems of Alabama | 115,204 | $633.7 萬 | 0.03% | +560+0.5% | 加碼 |
| Raymond James & Associates | 106,237 | $584.4 萬 | 0.01% | +9,384+9.7% | 加碼 |
| Credit Suisse AG | 104,605 | $575.6 萬 | 0.01% | −656−0.6% | 減碼 |
| New York State Common Retirement Fund | 103,576 | $569.8 萬 | 0.01% | +9,597+10.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 96,395 | $530.3 萬 | 0.01% | −2,780−2.8% | 減碼 |
| Daiwa Securities Group Inc. | 95,961 | $527.9 萬 | 0.04% | −7,300−7.1% | 減碼 |
| SEI Investments Co | 95,591 | $525.8 萬 | 0.01% | +10,959+12.9% | 加碼 |
| Verition Fund Management LLC | 91,618 | $504.0 萬 | 0.11% | +54,967+150.0% | 加碼 |
| Cubist Systematic Strategies, LLC | 85,178 | $468.6 萬 | 0.03% | +12,038+16.5% | 加碼 |
| Bank of America Corp | 84,493 | $464.8 萬 | 0.00% | −3,557−4.0% | 減碼 |
| Janney Montgomery Scott LLC | 84,173 | $463.0 萬 | 0.02% | −5,022−5.6% | 減碼 |
| Van Den Berg Management I, Inc | 83,284 | $458.1 萬 | 1.22% | +9,440+12.8% | 加碼 |
| HSBC Holdings PLC | 81,049 | $445.2 萬 | 0.01% | −10,034−11.0% | 減碼 |
| Jane Street Group, LLC | 77,723 | $427.5 萬 | 0.01% | +6,091+8.5% | 加碼 |
| EULAV Asset Management | 77,000 | $423.6 萬 | 0.17% | −18,000−18.9% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 77,003 | $423.6 萬 | 0.24% | +7,909+11.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 73,491 | $404.3 萬 | 0.00% | −378−0.5% | 減碼 |