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。
2023 年第 1 季 13F 持有人
Interactive Brokers Group, Inc. 在 2023/3/31 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
- 433
- 較 2022 年第 4 季 +37 家
- 持有股數
- 9,174 萬
- 較 2022 年第 4 季 +21.6 萬 (+0.2%)
- 總市值
- $75.8 億
- 較 2022 年第 4 季 +$9.62 億 (+14.5%)
- 新進機構
- 79
- 另有 163 家加碼
- 清倉機構
- 42
- 另有 135 家減碼
另有 6 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,293,952 | $7.67 億 | 0.02% | +113,504+1.2% | 加碼 |
| BlackRock Inc. | 8,972,309 | $7.41 億 | 0.02% | +69,018+0.8% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 7,501,247 | $6.19 億 | 1.82% | −30,762−0.4% | 減碼 |
| Orbis Allan Gray Ltd | 7,164,239 | $5.91 億 | 4.65% | +2,918,748+68.7% | 加碼 |
| Cantillon Capital Management LLC | 3,604,400 | $2.98 億 | 2.42% | +384,186+11.9% | 加碼 |
| Greenwich Wealth Management LLC | 2,926,161 | $2.42 億 | 26.35% | −600,489−17.0% | 減碼 |
| State Street Corp | 2,742,120 | $2.26 億 | 0.01% | +46,055+1.7% | 加碼 |
| Bares Capital Management, Inc. | 2,596,671 | $2.14 億 | 7.59% | −468,149−15.3% | 減碼 |
| Jarislowsky, Fraser Ltd | 2,132,919 | $1.76 億 | 1.09% | −110,174−4.9% | 減碼 |
| Select Equity Group, L.P. | 2,131,174 | $1.76 億 | 0.66% | −1,019,851−32.4% | 減碼 |
| Bank of America Corp | 1,857,963 | $1.53 億 | 0.02% | +383,027+26.0% | 加碼 |
| Marshall Wace, LLP | 1,826,743 | $1.51 億 | 0.37% | −201,075−9.9% | 減碼 |
| Geode Capital Management, LLC | 1,437,671 | $1.19 億 | 0.02% | +44,776+3.2% | 加碼 |
| FIL Ltd | 1,085,246 | $8,960 萬 | 0.10% | −19,552−1.8% | 減碼 |
| Norges Bank | 1,069,367 | $8,829 萬 | 0.02% | −281,243−20.8% | 減碼 |
| Wells Fargo & Company | 1,030,652 | $8,509 萬 | 0.03% | +14,988+1.5% | 加碼 |
| Bank of New York Mellon Corp | 979,673 | $8,088 萬 | 0.02% | +20,292+2.1% | 加碼 |
| Abrams Bison Investments, LLC | 929,600 | $7,675 萬 | 7.67% | −16,400−1.7% | 減碼 |
| Charles Schwab Investment Management Inc | 927,452 | $7,657 萬 | 0.02% | +2,300+0.2% | 加碼 |
| Samlyn Capital, LLC | 858,859 | $7,091 萬 | 1.30% | −62,707−6.8% | 減碼 |
| 1832 Asset Management L.P. | 844,837 | $6,975 萬 | 0.14% | −253,765−23.1% | 減碼 |
| Bronte Capital Management Pty Ltd. | 824,672 | $6,808 萬 | 7.90% | −10,550−1.3% | 減碼 |
| TimesSquare Capital Management, LLC | 810,040 | $6,688 萬 | 0.98% | −136,660−14.4% | 減碼 |
| Bridgewater Associates, LP | 744,422 | $6,146 萬 | 0.38% | −274,112−26.9% | 減碼 |
| Jacobs Levy Equity Management, Inc | 737,637 | $6,090 萬 | 0.37% | −106,371−12.6% | 減碼 |
| Northern Trust Corp | 733,673 | $6,057 萬 | 0.01% | +4,428+0.6% | 加碼 |
| Victory Capital Management Inc | 706,922 | $5,836 萬 | 0.07% | −274,943−28.0% | 減碼 |
| Antipodes Partners Ltd | 663,725 | $5,480 萬 | 1.90% | +92,897+16.3% | 加碼 |
| Assenagon Asset Management S.A. | 619,881 | $5,118 萬 | 0.20% | −355,625−36.5% | 減碼 |
| Balyasny Asset Management LLC | 607,590 | $5,016 萬 | 0.16% | +448,567+282.1% | 加碼 |
| Ancient Art, L.P. | 578,378 | $4,775 萬 | 10.41% | −431,971−42.8% | 減碼 |
| Principal Financial Group Inc | 577,267 | $4,766 萬 | 0.03% | +79,715+16.0% | 加碼 |
| Cooper Investors Pty Ltd | 539,779 | $4,456 萬 | 3.80% | +539,779 | 新進 |
| Allspring Global Investments Holdings, LLC | 502,878 | $4,152 萬 | 0.07% | +41,903+9.1% | 加碼 |
| Empower Advisory Group, LLC | 503,501 | $4,150 萬 | 0.19% | +503,501 | 新進 |
| Raymond James & Associates | 478,129 | $3,947 萬 | 0.03% | +33,204+7.5% | 加碼 |
| Citadel Advisors LLC | 474,591 | $3,918 萬 | 0.04% | +474,591 | 新進 |
| Morgan Stanley | 462,654 | $3,820 萬 | 0.00% | +74,968+19.3% | 加碼 |
| Park West Asset Management LLC | 461,581 | $3,811 萬 | 3.54% | −114,500−19.9% | 減碼 |
| Junto Capital Management LP | 436,281 | $3,602 萬 | 1.01% | −398,228−47.7% | 減碼 |
| FMR LLC | 426,085 | $3,518 萬 | 0.00% | +234,766+122.7% | 加碼 |
| Ensign Peak Advisors, Inc | 376,584 | $3,109 萬 | 0.07% | +19,752+5.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 369,417 | $3,050 萬 | 0.05% | +95,801+35.0% | 加碼 |
| Oakcliff Capital Partners, LP | 339,647 | $2,804 萬 | 19.54% | 00.0% | 不變 |
| Owls Nest Partners IA, LLC | 338,778 | $2,797 萬 | 10.05% | −35,890−9.6% | 減碼 |
| Envestnet Asset Management Inc | 331,635 | $2,738 萬 | 0.01% | +97,106+41.4% | 加碼 |
| Goldman Sachs Group Inc | 321,428 | $2,654 萬 | 0.01% | −15,997−4.7% | 減碼 |
| Royal Bank of Canada | 299,213 | $2,470 萬 | 0.01% | −25,427−7.8% | 減碼 |
| Rhumbline Advisers | 290,052 | $2,395 萬 | 0.03% | −3,420−1.2% | 減碼 |
| Dimensional Fund Advisors LP | 283,547 | $2,341 萬 | 0.01% | −16,990−5.7% | 減碼 |
| JPMorgan Chase & Co | 266,510 | $2,200 萬 | 0.00% | +72,817+37.6% | 加碼 |
| Neuberger Berman Group LLC | 262,833 | $2,168 萬 | 0.02% | +233,258+788.7% | 加碼 |
| American Century Companies Inc | 260,069 | $2,147 萬 | 0.02% | +248,586+2,164.8% | 加碼 |
| Coronation Fund Managers Ltd. | 256,469 | $2,117 萬 | 0.56% | −39,222−13.3% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 240,400 | $1,985 萬 | 0.38% | +135,300+128.7% | 加碼 |
| Stifel Financial Corp | 240,005 | $1,981 萬 | 0.03% | −37,190−13.4% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 238,598 | $1,970 萬 | 0.48% | +151,317+173.4% | 加碼 |
| Nuveen Asset Management, LLC | 237,633 | $1,962 萬 | 0.01% | −1,226−0.5% | 減碼 |
| Alliancebernstein L.P. | 237,464 | $1,961 萬 | 0.01% | +160.0% | 加碼 |
| Legal & General Group Plc | 236,324 | $1,951 萬 | 0.01% | +7,704+3.4% | 加碼 |
| Cantor Fitzgerald, L. P. | 230,708 | $1,905 萬 | 0.41% | +24,198+11.7% | 加碼 |
| Federated Hermes, Inc. | 230,323 | $1,902 萬 | 0.05% | +110,899+92.9% | 加碼 |
| Susquehanna International Group, LLP | 225,827 | $1,864 萬 | 0.03% | +183,517+433.7% | 加碼 |
| Prana Capital Management, LP | 222,302 | $1,835 萬 | 1.55% | −166,856−42.9% | 減碼 |
| Renaissance Technologies LLC | 212,400 | $1,754 萬 | 0.02% | −47,500−18.3% | 減碼 |
| Swiss National Bank | 211,000 | $1,742 萬 | 0.01% | −24,900−10.6% | 減碼 |
| Bamco Inc | 207,000 | $1,709 萬 | 0.05% | +207,000 | 新進 |
| RV Capital GmbH | 203,747 | $1,682 萬 | 6.40% | +203,747 | 新進 |
| Deutsche Bank AG | 201,094 | $1,660 萬 | 0.01% | +169,521+536.9% | 加碼 |
| Cubist Systematic Strategies, LLC | 200,421 | $1,655 萬 | 0.15% | +53,536+36.4% | 加碼 |
| California Public Employees Retirement System | 192,505 | $1,589 萬 | 0.01% | −22,847−10.6% | 減碼 |
| Heartland Advisors Inc | 188,560 | $1,557 萬 | 0.96% | −49,393−20.8% | 減碼 |
| Barclays PLC | 183,270 | $1,513 萬 | 0.02% | +50,742+38.3% | 加碼 |
| Brooktree Capital Management | 177,971 | $1,469 萬 | 11.44% | −7,310−3.9% | 減碼 |
| Stony Point Capital LLC | 175,145 | $1,446 萬 | 5.15% | +102,676+141.7% | 加碼 |
| Sparta 24 Ltd. | 171,554 | $1,416 萬 | 12.13% | 00.0% | 不變 |
| Dana Investment Advisors, Inc. | 168,881 | $1,394 萬 | 0.71% | +67,069+65.9% | 加碼 |
| Invesco Ltd. | 167,666 | $1,384 萬 | 0.00% | −133,692−44.4% | 減碼 |
| Gillson Capital LP | 166,937 | $1,378 萬 | 1.14% | +87,924+111.3% | 加碼 |
| Janney Montgomery Scott LLC | 164,741 | $1,360 萬 | 0.06% | +80,068+94.6% | 加碼 |
| HSBC Holdings PLC | 162,960 | $1,347 萬 | 0.02% | +129,202+382.7% | 加碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 162,074 | $1,338 萬 | 1.31% | +146,000+908.3% | 加碼 |
| Russell Investments Group, Ltd. | 158,802 | $1,311 萬 | 0.03% | +2,751+1.8% | 加碼 |
| American International Group, Inc. | 158,630 | $1,310 萬 | 0.09% | −1,484−0.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 157,700 | $1,302 萬 | 0.13% | −204,500−56.5% | 減碼 |
| State of Wisconsin Investment Board | 154,324 | $1,274 萬 | 0.04% | +9,345+6.4% | 加碼 |
| Gabelli Funds LLC | 151,049 | $1,247 萬 | 0.09% | −4,000−2.6% | 減碼 |
| Los Angeles Capital Management LLC | 149,640 | $1,235 萬 | 0.05% | −150,857−50.2% | 減碼 |
| Alyeska Investment Group, L.P. | 149,504 | $1,234 萬 | 0.11% | −20,042−11.8% | 減碼 |
| California State Teachers Retirement System | 145,721 | $1,203 萬 | 0.02% | −1,468−1.0% | 減碼 |
| Man Group plc | – | $1,140 萬 | 0.04% | – | – |
| Canada Pension Plan Investment Board | 134,920 | $1,114 萬 | 0.02% | −39,300−22.6% | 減碼 |
| Retirement Systems of Alabama | 134,414 | $1,110 萬 | 0.05% | −1,174−0.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 132,572 | $1,095 萬 | 0.02% | +45,333+52.0% | 加碼 |
| Ameriprise Financial Inc | 130,287 | $1,076 萬 | 0.00% | −1,879−1.4% | 減碼 |
| SEI Investments Co | 129,515 | $1,069 萬 | 0.02% | +18,178+16.3% | 加碼 |
| UBS Asset Management Americas Inc | 126,735 | $1,046 萬 | 0.01% | −389−0.3% | 減碼 |
| Credit Suisse AG | 126,129 | $1,042 萬 | 0.01% | −5,758−4.4% | 減碼 |
| Truist Financial Corp | 126,142 | $1,041 萬 | 0.02% | +25,146+24.9% | 加碼 |
| Hudson Bay Capital Management LP | 100,000 | $825.6 萬 | 0.09% | 00.0% | 不變 |