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 3 季 13F 持有人
Interactive Brokers Group, Inc. 在 2022/9/30 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
- 339
- 較 2022 年第 2 季 −4 家
- 持有股數
- 9,225 萬
- 較 2022 年第 2 季 +562.5 萬 (+6.5%)
- 總市值
- $59.0 億
- 較 2022 年第 2 季 +$11.2 億 (+23.5%)
- 新進機構
- 45
- 另有 159 家加碼
- 清倉機構
- 49
- 另有 94 家減碼
另有 2 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,035,116 | $5.77 億 | 0.02% | +592,266+7.0% | 加碼 |
| BlackRock Inc. | 8,359,280 | $5.34 億 | 0.02% | +943,731+12.7% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 7,857,903 | $5.02 億 | 1.67% | −127,265−1.6% | 減碼 |
| Select Equity Group, L.P. | 5,604,283 | $3.58 億 | 1.48% | −746,599−11.8% | 減碼 |
| Greenwich Wealth Management LLC | 5,088,775 | $3.25 億 | 34.69% | +2,597,767+104.3% | 加碼 |
| Orbis Allan Gray Ltd | 3,609,736 | $2.31 億 | 1.89% | +75,582+2.1% | 加碼 |
| Marshall Wace, LLP | 3,191,985 | $2.04 億 | 0.51% | −623,727−16.3% | 減碼 |
| Bares Capital Management, Inc. | 3,151,054 | $2.01 億 | 7.85% | −72,186−2.2% | 減碼 |
| State Street Corp | 2,636,489 | $1.68 億 | 0.01% | +340,288+14.8% | 加碼 |
| Cantillon Capital Management LLC | 2,470,872 | $1.58 億 | 1.43% | −22,039−0.9% | 減碼 |
| Jarislowsky, Fraser Ltd | 2,437,326 | $1.56 億 | 1.08% | +27,127+1.1% | 加碼 |
| Millennium Management LLC | 1,985,572 | $1.27 億 | 0.16% | +349,464+21.4% | 加碼 |
| Montrusco Bolton Investments Inc. | 1,382,401 | $8,835 萬 | 2.33% | +185,339+15.5% | 加碼 |
| Geode Capital Management, LLC | 1,346,696 | $8,607 萬 | 0.01% | +146,735+12.2% | 加碼 |
| 1832 Asset Management L.P. | 1,145,406 | $7,320 萬 | 0.16% | +14,140+1.2% | 加碼 |
| Bridgewater Associates, LP | 1,134,268 | $7,249 萬 | 0.37% | −104,453−8.4% | 減碼 |
| TimesSquare Capital Management, LLC | 1,078,600 | $6,893 萬 | 0.96% | −15,500−1.4% | 減碼 |
| Victory Capital Management Inc | 1,063,780 | $6,799 萬 | 0.08% | +214,782+25.3% | 加碼 |
| Ancient Art, L.P. | 1,060,349 | $6,777 萬 | 12.64% | +50,000+4.9% | 加碼 |
| Wells Fargo & Company | 1,026,872 | $6,563 萬 | 0.02% | −15,008−1.4% | 減碼 |
| Norges Bank | 1,007,188 | $6,437 萬 | 0.02% | +90,654+9.9% | 加碼 |
| Bank of New York Mellon Corp | 907,578 | $5,800 萬 | 0.01% | +100,201+12.4% | 加碼 |
| Antipodes Partners Ltd | 897,875 | $5,738 萬 | 2.30% | −463,281−34.0% | 減碼 |
| Charles Schwab Investment Management Inc | 897,089 | $5,733 萬 | 0.02% | +369,262+70.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 883,629 | $5,647 萬 | 0.10% | −328,892−27.1% | 減碼 |
| Abrams Bison Investments, LLC | 870,000 | $5,560 萬 | 6.00% | +870,000 | 新進 |
| Park West Asset Management LLC | 864,581 | $5,526 萬 | 4.37% | −76,000−8.1% | 減碼 |
| Bronte Capital Management Pty Ltd. | 861,270 | $5,504 萬 | 6.86% | −27,058−3.0% | 減碼 |
| Northern Trust Corp | 728,489 | $4,656 萬 | 0.01% | +67,835+10.3% | 加碼 |
| Jacobs Levy Equity Management, Inc | 669,893 | $4,281 萬 | 0.34% | +669,893 | 新進 |
| Personal Capital Advisors Corp | 612,818 | $3,917 萬 | 0.21% | −144,270−19.1% | 減碼 |
| Goldman Sachs Group Inc | 512,086 | $3,273 萬 | 0.01% | −37,809−6.9% | 減碼 |
| Owls Nest Partners IA, LLC | 454,241 | $2,903 萬 | 11.66% | +82,540+22.2% | 加碼 |
| Prana Capital Management, LP | 435,706 | $2,785 萬 | 1.90% | +51,573+13.4% | 加碼 |
| Coronation Fund Managers Ltd. | 425,132 | $2,717 萬 | 1.46% | +60,312+16.5% | 加碼 |
| Raymond James & Associates | 417,212 | $2,666 萬 | 0.03% | +310,975+292.7% | 加碼 |
| Point72 Asset Management, L.P. | 400,000 | $2,556 萬 | 0.11% | +92,898+30.2% | 加碼 |
| Principal Financial Group Inc | 399,878 | $2,556 萬 | 0.02% | +54,966+15.9% | 加碼 |
| Alyeska Investment Group, L.P. | 376,959 | $2,409 萬 | 0.28% | +27,423+7.8% | 加碼 |
| Ensign Peak Advisors, Inc | 367,244 | $2,347 萬 | 0.06% | −18,476−4.8% | 減碼 |
| Oakcliff Capital Partners, LP | 361,247 | $2,309 萬 | 19.41% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 340,783 | $2,178 萬 | 0.11% | −33,300−8.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 330,812 | $2,114 萬 | 0.04% | +330,749+524,998.4% | 加碼 |
| Assenagon Asset Management S.A. | 330,583 | $2,113 萬 | 0.09% | +125,405+61.1% | 加碼 |
| Quinn Opportunity Partners LLC | 308,516 | $1,972 萬 | 2.27% | +82,467+36.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 300,959 | $1,923 萬 | 0.16% | −83,841−21.8% | 減碼 |
| Dimensional Fund Advisors LP | 299,841 | $1,916 萬 | 0.01% | +1,417+0.5% | 加碼 |
| Renaissance Technologies LLC | 294,800 | $1,884 萬 | 0.03% | +22,300+8.2% | 加碼 |
| ExodusPoint Capital Management, LP | 293,685 | $1,877 萬 | 0.26% | +96,917+49.3% | 加碼 |
| National Bank of Canada | 285,397 | $1,821 萬 | 0.11% | +84,342+41.9% | 加碼 |
| Rhumbline Advisers | 280,673 | $1,794 萬 | 0.03% | +35,200+14.3% | 加碼 |
| Morgan Stanley | 276,073 | $1,765 萬 | 0.00% | −50,248−15.4% | 減碼 |
| Royal Bank of Canada | 258,679 | $1,653 萬 | 0.01% | +4,993+2.0% | 加碼 |
| Natixis | 248,452 | $1,588 萬 | 0.08% | +70,452+39.6% | 加碼 |
| Stifel Financial Corp | 246,408 | $1,575 萬 | 0.03% | −2,957−1.2% | 減碼 |
| Heartland Advisors Inc | 245,252 | $1,567 萬 | 1.17% | +34,202+16.2% | 加碼 |
| Nuveen Asset Management, LLC | 238,891 | $1,527 萬 | 0.01% | +6,664+2.9% | 加碼 |
| Bank of Nova Scotia | 235,628 | $1,506 萬 | 0.05% | +67,981+40.6% | 加碼 |
| Invesco Ltd. | 221,764 | $1,417 萬 | 0.00% | +41,211+22.8% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 221,559 | $1,416 萬 | 0.39% | +61,559+38.5% | 加碼 |
| Swiss National Bank | 221,400 | $1,415 萬 | 0.01% | +1,600+0.7% | 加碼 |
| California Public Employees Retirement System | 216,151 | $1,381 萬 | 0.01% | +62,113+40.3% | 加碼 |
| Legal & General Group Plc | 213,587 | $1,365 萬 | 0.01% | +19,859+10.3% | 加碼 |
| Envestnet Asset Management Inc | 213,524 | $1,365 萬 | 0.01% | +2,521+1.2% | 加碼 |
| FMR LLC | 212,836 | $1,360 萬 | 0.00% | +67,201+46.1% | 加碼 |
| Brooktree Capital Management | 188,818 | $1,207 萬 | 9.94% | +3,272+1.8% | 加碼 |
| Two Sigma Investments, LP | 185,767 | $1,187 萬 | 0.04% | +185,767 | 新進 |
| Owl Creek Asset Management, L.P. | 185,154 | $1,183 萬 | 0.79% | +185,154 | 新進 |
| JPMorgan Chase & Co | 182,107 | $1,164 萬 | 0.00% | −4,555−2.4% | 減碼 |
| American International Group, Inc. | 162,189 | $1,037 萬 | 0.08% | +17,642+12.2% | 加碼 |
| Gabelli Funds LLC | 152,749 | $976.2 萬 | 0.08% | −15,500−9.2% | 減碼 |
| Russell Investments Group, Ltd. | 152,176 | $972.3 萬 | 0.02% | +136,030+842.5% | 加碼 |
| State of Wisconsin Investment Board | 150,102 | $959.3 萬 | 0.03% | −5,780−3.7% | 減碼 |
| Alliancebernstein L.P. | 146,696 | $937.5 萬 | 0.00% | +14,635+11.1% | 加碼 |
| Canada Pension Plan Investment Board | 146,540 | $936.5 萬 | 0.02% | +101,740+227.1% | 加碼 |
| Barclays PLC | 142,228 | $908.9 萬 | 0.01% | −133,086−48.3% | 減碼 |
| California State Teachers Retirement System | 141,732 | $905.8 萬 | 0.02% | +22,171+18.5% | 加碼 |
| Liontrust Investment Partners LLP | 138,201 | $883.2 萬 | 0.14% | −124,646−47.4% | 減碼 |
| Ameriprise Financial Inc | 135,179 | $863.9 萬 | 0.00% | +15,464+12.9% | 加碼 |
| Retirement Systems of Alabama | 134,641 | $860.5 萬 | 0.04% | +19,437+16.9% | 加碼 |
| Credit Suisse AG | 127,602 | $815.8 萬 | 0.01% | +22,997+22.0% | 加碼 |
| Federated Hermes, Inc. | 120,739 | $771.7 萬 | 0.02% | −3,392−2.7% | 減碼 |
| Cubist Systematic Strategies, LLC | 112,491 | $718.9 萬 | 0.05% | +27,313+32.1% | 加碼 |
| UBS Asset Management Americas Inc | 112,210 | $717.1 萬 | 0.00% | −17,635−13.6% | 減碼 |
| Two Sigma Advisers, LP | 111,200 | $710.7 萬 | 0.02% | +111,200 | 新進 |
| Bank of America Corp | 104,472 | $667.6 萬 | 0.00% | +19,979+23.6% | 加碼 |
| PenderFund Capital Management Ltd. | 74,148 | $654.6 萬 | 2.05% | −25,812−25.8% | 減碼 |
| New York State Common Retirement Fund | 99,175 | $633.8 萬 | 0.01% | −4,401−4.2% | 減碼 |
| Man Group plc | 98,785 | $631.3 萬 | 0.03% | – | – |
| Susquehanna International Group, LLP | 97,617 | $623.9 萬 | 0.01% | −135,447−58.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 96,395 | $616.1 萬 | 0.02% | 00.0% | 不變 |
| SEI Investments Co | 95,972 | $613.3 萬 | 0.01% | +381+0.4% | 加碼 |
| Jump Financial, LLC | 94,422 | $603.4 萬 | 0.23% | +94,422 | 新進 |
| M.D. Sass Investors Services, Inc. | 94,267 | $602.5 萬 | 1.10% | −231,586−71.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 93,351 | $596.6 萬 | 0.03% | +32,281+52.9% | 加碼 |
| Janney Montgomery Scott LLC | 85,144 | $544.2 萬 | 0.02% | +971+1.2% | 加碼 |
| Daiwa Securities Group Inc. | 85,094 | $543.8 萬 | 0.05% | −10,867−11.3% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 83,647 | $534.6 萬 | 0.30% | +6,644+8.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 83,252 | $532.1 萬 | 0.00% | +9,761+13.3% | 加碼 |
| Mutual of America Capital Management LLC | 82,425 | $526.8 萬 | 0.07% | +9,302+12.7% | 加碼 |