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 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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 4,642 | $25.6 萬 | 0.00% | +676+17.0% | 加碼 |
| Shelton Capital Management | 4,672 | $25.7 萬 | 0.01% | 00.0% | 不變 |
| swisspartners Ltd. | 4,600 | $26.1 萬 | 0.25% | 00.0% | 不變 |
| Utah Retirement Systems | 4,800 | $26.4 萬 | 0.00% | +600+14.3% | 加碼 |
| Doliver Advisors, LP | 5,035 | $27.7 萬 | 0.10% | +100+2.0% | 加碼 |
| Mirabella Financial Services LLP | 5,190 | $28.6 萬 | 0.03% | +5,190 | 新進 |
| MML Investors Services, LLC | 5,312 | $29.2 萬 | 0.00% | +52+1.0% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 5,378 | $29.6 萬 | 0.21% | +1,103+25.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,524 | $30.4 萬 | 0.01% | +2,639+91.5% | 加碼 |
| Ibex Investors LLC | 5,600 | $30.8 萬 | 0.26% | −400−6.7% | 減碼 |
| Neo Ivy Capital Management | 5,827 | $32.0 萬 | 0.86% | +4,689+412.0% | 加碼 |
| Heritage Wealth Management, LLC | 5,845 | $32.2 萬 | 0.11% | +804+15.9% | 加碼 |
| Pictet Asset Management SA | 5,866 | $32.3 萬 | 0.00% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 5,935 | $32.6 萬 | 0.01% | −660−10.0% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 6,575 | $36.2 萬 | 0.10% | −97−1.5% | 減碼 |
| CWM Advisors, LLC | 6,670 | $36.7 萬 | 0.05% | +75+1.1% | 加碼 |
| FourThought Financial, LLC | 6,691 | $36.8 萬 | 0.05% | +1,164+21.1% | 加碼 |
| Mystic Asset Management, Inc. | 7,150 | $39.3 萬 | 0.24% | −2,500−25.9% | 減碼 |
| Maryland State Retirement & Pension System | 7,146 | $39.3 萬 | 0.01% | +1,306+22.4% | 加碼 |
| Hyman Charles D | 7,158 | $39.4 萬 | 0.03% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 7,187 | $39.5 萬 | 0.00% | −1,113−13.4% | 減碼 |
| Yorktown Management & Research Co Inc | 7,250 | $39.9 萬 | 0.51% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 7,399 | $40.7 萬 | 0.20% | +7,399 | 新進 |
| American Century Companies Inc | 7,674 | $42.2 萬 | 0.00% | −6,122−44.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 7,660 | $42.2 萬 | 0.01% | −521−6.4% | 減碼 |
| Advisory Services Network, LLC | 7,708 | $42.4 萬 | 0.01% | −57−0.7% | 減碼 |
| Securian Asset Management, Inc | 7,972 | $43.9 萬 | 0.01% | +139+1.8% | 加碼 |
| XTX Topco Ltd | 8,106 | $44.6 萬 | 0.18% | +8,106 | 新進 |
| Graham Capital Management, L.P. | 8,169 | $44.9 萬 | 0.02% | −7,086−46.5% | 減碼 |
| EverSource Wealth Advisors, LLC | 8,763 | $48.2 萬 | 0.12% | +113+1.3% | 加碼 |
| Precision Wealth Strategies, LLC | 8,894 | $48.3 萬 | 0.38% | +755+9.3% | 加碼 |
| LPL Financial LLC | 9,359 | $51.5 萬 | 0.00% | −3,929−29.6% | 減碼 |
| Quantbot Technologies LP | 9,683 | $53.2 萬 | 0.05% | −5,798−37.5% | 減碼 |
| LVW Advisors, LLC | 9,754 | $53.7 萬 | 0.11% | +454+4.9% | 加碼 |
| Simplex Trading, LLC | 9,786 | $53.8 萬 | 0.02% | +5,562+131.7% | 加碼 |
| Gyon Technologies Capital Management, LP | 9,815 | $54.0 萬 | 0.15% | +460+4.9% | 加碼 |
| Jefferies Group LLC | 9,952 | $54.7 萬 | 0.02% | +9,952 | 新進 |
| ETF Managers Group, LLC | 9,993 | $57.0 萬 | 0.02% | +449+4.7% | 加碼 |
| Advisor OS, LLC | 10,562 | $58.1 萬 | 0.17% | +923+9.6% | 加碼 |
| Xponance, Inc. | 10,575 | $58.2 萬 | 0.01% | +1,100+11.6% | 加碼 |
| Twin Tree Management, LP | 10,636 | $58.5 萬 | 0.01% | −53,981−83.5% | 減碼 |
| Public Employees Retirement Association of Colorado | 10,765 | $59.2 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 10,999 | $60.5 萬 | 0.00% | −3,137−22.2% | 減碼 |
| Wealthsource Partners, LLC | 11,026 | $60.7 萬 | 0.04% | +72+0.7% | 加碼 |
| PEAK6 Investments LLC | 11,191 | $61.6 萬 | 0.01% | −7,524−40.2% | 減碼 |
| Capital Asset Advisory Services LLC | 11,625 | $63.9 萬 | 0.07% | +627+5.7% | 加碼 |
| First Capital Advisors Group, LLC. | 11,627 | $64.0 萬 | 0.44% | +170+1.5% | 加碼 |
| Maven Securities LTD | 11,800 | $64.9 萬 | 0.11% | +5,139+77.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,940 | $65.7 萬 | 0.00% | −1,890−13.7% | 減碼 |
| Voya Investment Management LLC | 12,249 | $67.4 萬 | 0.00% | +538+4.6% | 加碼 |
| Quantamental Technologies LLC | 12,299 | $67.7 萬 | 0.31% | +12,299 | 新進 |
| Baker Tilly Wealth Management, LLC | 12,470 | $68.6 萬 | 0.09% | −226−1.8% | 減碼 |
| State of Alaska, Department of Revenue | 12,563 | $69.1 萬 | 0.01% | +280+2.3% | 加碼 |
| Dana Investment Advisors, Inc. | 12,716 | $70.0 萬 | 0.04% | +3,375+36.1% | 加碼 |
| First Trust Advisors LP | 12,945 | $71.2 萬 | 0.00% | −41,425−76.2% | 減碼 |
| New Mexico Educational Retirement Board | 13,760 | $75.7 萬 | 0.04% | −3,000−17.9% | 減碼 |
| CenterBook Partners LP | 14,020 | $77.1 萬 | 0.17% | +8,318+145.9% | 加碼 |
| Wellington Management Group LLP | 14,055 | $77.3 萬 | 0.00% | +14,055 | 新進 |
| Integrated Advisors Network LLC | 14,078 | $77.4 萬 | 0.05% | +1,231+9.6% | 加碼 |
| Tudor Investment Corp Et Al | 14,082 | $77.5 萬 | 0.02% | +14,082 | 新進 |
| Deutsche Bank AG | 14,269 | $78.6 萬 | 0.00% | −1,699−10.6% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 14,638 | $80.5 萬 | 0.02% | +126+0.9% | 加碼 |
| Teacher Retirement System of Texas | 14,757 | $81.2 萬 | 0.01% | −3,238−18.0% | 減碼 |
| Baader Bank INC | 15,672 | $86.2 萬 | 0.09% | +15,672 | 新進 |
| STRS Ohio | 16,036 | $88.2 萬 | 0.00% | +16,036 | 新進 |
| Russell Investments Group, Ltd. | 16,146 | $88.6 萬 | 0.00% | 00.0% | 不變 |
| KB Financial Partners, LLC | 16,732 | $92.0 萬 | 0.32% | −5,030−23.1% | 減碼 |
| Exchange Traded Concepts, LLC | 16,898 | $93.0 萬 | 0.03% | −9,346−35.6% | 減碼 |
| Prudential Financial Inc | 16,416 | $93.6 萬 | 0.00% | +8,519+107.9% | 加碼 |
| Pin Oak Investment Advisors Inc | 17,040 | $93.7 萬 | 1.15% | −225−1.3% | 減碼 |
| Uncommon Cents Investing LLC | 17,325 | $95.3 萬 | 0.38% | 00.0% | 不變 |
| Walleye Capital LLC | 17,700 | $97.4 萬 | 0.03% | +7,040+66.0% | 加碼 |
| USS Investment Management Ltd | 18,258 | $100.5 萬 | 0.01% | 00.0% | 不變 |
| Palouse Capital Management, Inc. | 18,888 | $103.9 萬 | 0.52% | −467−2.4% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 18,970 | $104.4 萬 | 0.13% | +220+1.2% | 加碼 |
| FDx Advisors, Inc. | 19,135 | $105.3 萬 | 0.04% | +177+0.9% | 加碼 |
| Brown Brothers Harriman & Co | 19,822 | $109.0 萬 | 0.01% | −4,277−17.7% | 減碼 |
| M&T Bank Corp | 20,297 | $110.5 萬 | 0.01% | +1,291+6.8% | 加碼 |
| Summit Global Investments | 20,397 | $112.2 萬 | 0.10% | +10.0% | 加碼 |
| Guggenheim Capital LLC | 20,563 | $113.1 萬 | 0.01% | −2,008−8.9% | 減碼 |
| Gotham Asset Management, LLC | 22,126 | $121.7 萬 | 0.04% | +11,003+98.9% | 加碼 |
| Citigroup Inc | 22,143 | $121.8 萬 | 0.00% | −1,948−8.1% | 減碼 |
| State of Michigan Retirement System | 22,279 | $122.6 萬 | 0.01% | +100+0.5% | 加碼 |
| FJ Capital Management LLC | 22,000 | $122.7 萬 | 0.12% | −50−0.2% | 減碼 |
| Thrivent Financial for Lutherans | 22,944 | $126.2 萬 | 0.00% | +112+0.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 23,138 | $127.2 萬 | 0.05% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 23,000 | $131.7 萬 | 0.04% | +100+0.4% | 加碼 |
| Perpetual Investment Management Ltd | 24,000 | $132.0 萬 | 0.19% | +13,000+118.2% | 加碼 |
| Noked Capital LTD | 24,020 | $132.1 萬 | 0.30% | −142,630−85.6% | 減碼 |
| Noked Israel Ltd | 24,020 | $132.1 萬 | 0.30% | −142,630−85.6% | 減碼 |
| Janus Henderson Group PLC | 25,016 | $137.6 萬 | 0.00% | +3,611+16.9% | 加碼 |
| Oregon Public Employees Retirement Fund | 25,141 | $138.3 萬 | 0.02% | −2,750−9.9% | 減碼 |
| Arizona State Retirement System | 25,275 | $139.0 萬 | 0.01% | +1,391+5.8% | 加碼 |
| Credential Qtrade Securities Inc. | 26,339 | $144.9 萬 | 0.10% | +3,043+13.1% | 加碼 |
| Qube Research & Technologies Ltd | 26,887 | $147.9 萬 | 0.01% | +26,887 | 新進 |
| Vontobel Holding Ltd. | 26,535 | $151.3 萬 | 0.02% | +3,450+14.9% | 加碼 |
| Gsa Capital Partners LLP | 27,581 | $151.7 萬 | 0.23% | +24,085+688.9% | 加碼 |
| Price T Rowe Associates Inc | 28,764 | $158.2 萬 | 0.00% | −376−1.3% | 減碼 |
| Rafferty Asset Management, LLC | 29,490 | $162.2 萬 | 0.01% | −10,907−27.0% | 減碼 |
| Crestline Management, LP | 29,924 | $164.6 萬 | 0.22% | +4,189+16.3% | 加碼 |