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 |
|---|---|---|---|---|---|
| Barclays PLC | 275,314 | $1,514 萬 | 0.02% | +205,454+294.1% | 加碼 |
| Dimensional Fund Advisors LP | 298,424 | $1,642 萬 | 0.01% | −18,859−5.9% | 減碼 |
| Point72 Asset Management, L.P. | 307,102 | $1,689 萬 | 0.08% | +307,102 | 新進 |
| Azora Capital LP | 322,612 | $1,775 萬 | 4.35% | −195,158−37.7% | 減碼 |
| M.D. Sass Investors Services, Inc. | 325,853 | $1,793 萬 | 3.39% | +20,430+6.7% | 加碼 |
| Morgan Stanley | 326,321 | $1,795 萬 | 0.00% | −541,983−62.4% | 減碼 |
| Principal Financial Group Inc | 344,912 | $1,897 萬 | 0.01% | +48,483+16.4% | 加碼 |
| Alyeska Investment Group, L.P. | 349,536 | $1,923 萬 | 0.22% | +127,041+57.1% | 加碼 |
| Oakcliff Capital Partners, LP | 361,247 | $1,987 萬 | 14.65% | +61,400+20.5% | 加碼 |
| Coronation Fund Managers Ltd. | 364,820 | $2,007 萬 | 1.11% | +258,630+243.6% | 加碼 |
| Owls Nest Partners IA, LLC | 371,701 | $2,045 萬 | 10.30% | +75,101+25.3% | 加碼 |
| Los Angeles Capital Management LLC | 374,083 | $2,058 萬 | 0.10% | +325+0.1% | 加碼 |
| Prana Capital Management, LP | 384,133 | $2,113 萬 | 1.60% | −146,844−27.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 384,800 | $2,117 萬 | 0.22% | −244,600−38.9% | 減碼 |
| Ensign Peak Advisors, Inc | 385,720 | $2,122 萬 | 0.05% | −4,217−1.1% | 減碼 |
| Charles Schwab Investment Management Inc | 527,827 | $2,904 萬 | 0.01% | +2,086+0.4% | 加碼 |
| Goldman Sachs Group Inc | 549,895 | $3,025 萬 | 0.01% | +240,307+77.6% | 加碼 |
| Northern Trust Corp | 660,654 | $3,634 萬 | 0.01% | +7,912+1.2% | 加碼 |
| Personal Capital Advisors Corp | 757,088 | $4,165 萬 | 0.22% | +37,365+5.2% | 加碼 |
| Bank of New York Mellon Corp | 807,377 | $4,441 萬 | 0.01% | +1,870+0.2% | 加碼 |
| Victory Capital Management Inc | 848,998 | $4,670 萬 | 0.05% | +68,247+8.7% | 加碼 |
| Bronte Capital Management Pty Ltd. | 888,328 | $4,887 萬 | 5.90% | +103,872+13.2% | 加碼 |
| Norges Bank | 916,534 | $5,042 萬 | 0.01% | +158,873+21.0% | 加碼 |
| Park West Asset Management LLC | 940,581 | $5,174 萬 | 3.12% | +73,000+8.4% | 加碼 |
| Ancient Art, L.P. | 1,010,349 | $5,558 萬 | 8.61% | 00.0% | 不變 |
| Wells Fargo & Company | 1,041,880 | $5,731 萬 | 0.02% | −40,942−3.8% | 減碼 |
| TimesSquare Capital Management, LLC | 1,094,100 | $6,019 萬 | 0.84% | +163,300+17.5% | 加碼 |
| 1832 Asset Management L.P. | 1,131,266 | $6,223 萬 | 0.13% | −2,673−0.2% | 減碼 |
| Montrusco Bolton Investments Inc. | 1,197,062 | $6,585 萬 | 1.75% | +569,859+90.9% | 加碼 |
| Geode Capital Management, LLC | 1,199,961 | $6,601 萬 | 0.01% | +39,062+3.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,212,521 | $6,670 萬 | 0.11% | −225,671−15.7% | 減碼 |
| Bridgewater Associates, LP | 1,238,721 | $6,814 萬 | 0.29% | +1,046,173+543.3% | 加碼 |
| Antipodes Partners Ltd | 1,361,156 | $7,488 萬 | 3.12% | +284,478+26.4% | 加碼 |
| Millennium Management LLC | 1,636,108 | $9,000 萬 | 0.12% | +263,124+19.2% | 加碼 |
| State Street Corp | 2,296,201 | $1.26 億 | 0.01% | +34,967+1.5% | 加碼 |
| Jarislowsky, Fraser Ltd | 2,410,199 | $1.33 億 | 0.84% | +64,516+2.8% | 加碼 |
| Greenwich Wealth Management LLC | 2,491,008 | $1.37 億 | 18.17% | −1,241,986−33.3% | 減碼 |
| Cantillon Capital Management LLC | 2,492,911 | $1.37 億 | 1.14% | +268,408+12.1% | 加碼 |
| Bares Capital Management, Inc. | 3,223,240 | $1.77 億 | 6.48% | −777,671−19.4% | 減碼 |
| Orbis Allan Gray Ltd | 3,534,154 | $1.94 億 | 1.56% | +2,295,463+185.3% | 加碼 |
| Marshall Wace, LLP | 3,815,712 | $2.10 億 | 0.48% | −677,782−15.1% | 減碼 |
| Select Equity Group, L.P. | 6,350,882 | $3.49 億 | 1.30% | +312,093+5.2% | 加碼 |
| BlackRock Inc. | 7,415,549 | $4.08 億 | 0.01% | +137,577+1.9% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 7,985,168 | $4.39 億 | 1.39% | −509,436−6.0% | 減碼 |
| Vanguard Group Inc | 8,442,850 | $4.64 億 | 0.01% | +134,862+1.6% | 加碼 |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −2,101,352−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −137,696−100.0% | 清倉 |
| BIT Capital GmbH | 0 | $0 | 0.00% | −78,349−100.0% | 清倉 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −54,967−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −23,701−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −11,106−100.0% | 清倉 |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −10,608−100.0% | 清倉 |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −9,480−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −6,293−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,159−100.0% | 清倉 |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −5,067−100.0% | 清倉 |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −4,407−100.0% | 清倉 |
| JustInvest LLC | 0 | $0 | 0.00% | −4,056−100.0% | 清倉 |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −3,837−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −3,810−100.0% | 清倉 |
| Synergy Financial Group, LTD | 0 | $0 | 0.00% | −3,593−100.0% | 清倉 |
| Brown Advisory Inc | 0 | $0 | 0.00% | −3,505−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −3,414−100.0% | 清倉 |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −3,291−100.0% | 清倉 |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −3,064−100.0% | 清倉 |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −1,309−100.0% | 清倉 |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −988−100.0% | 清倉 |
| KBC Group NV | 0 | $0 | 0.00% | −914−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −922−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −344−100.0% | 清倉 |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −310−100.0% | 清倉 |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −137−100.0% | 清倉 |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −58−100.0% | 清倉 |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −59−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| TCWP LLC | 0 | $0 | 0.00% | −34−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Glassman Wealth Services | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Cordant, Inc. | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Majedie Asset Management Ltd | – | – | – | – | 本季未申報 |
| Full18 Capital LLC | – | – | – | – | 本季未申報 |
| Parametric Portfolio Associates LLC | – | – | – | – | 本季未申報 |
| Amalgamated Financial Corp. | – | – | – | – | 本季未申報 |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | 本季未申報 |
| IndexIQ Advisors LLC | – | – | – | – | 本季未申報 |
| First Quadrant L P | – | – | – | – | 本季未申報 |
| Kings Point Capital Management | – | – | – | – | 本季未申報 |
| SJS Investment Consulting Inc. | – | – | – | – | 本季未申報 |