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。
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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 60,229 | $497.3 萬 | 0.01% | 00.0% | 不變 |
| State of Tennessee, Treasury Department | 62,308 | $514.4 萬 | 0.02% | −4,068−6.1% | 減碼 |
| MetLife Investment Management | 62,875 | $519.1 萬 | 0.04% | −1,687−2.6% | 減碼 |
| Amalgamated Bank | 63,580 | $524.9 萬 | 0.04% | −15,210−19.3% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 64,904 | $535.8 萬 | 0.12% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 64,930 | $536.1 萬 | 0.01% | +11,036+20.5% | 加碼 |
| Fifth Third Bancorp | 65,641 | $541.9 萬 | 0.03% | +45,715+229.4% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 66,125 | $545.9 萬 | 0.01% | +12,430+23.1% | 加碼 |
| PenderFund Capital Management Ltd. | 49,178 | $548.7 萬 | 1.72% | −4,790−8.9% | 減碼 |
| Thrivent Financial for Lutherans | 66,752 | $550.3 萬 | 0.01% | +4,944+8.0% | 加碼 |
| KBC Group NV | 66,873 | $552.1 萬 | 0.02% | +59,484+805.0% | 加碼 |
| Bank of Montreal | 64,165 | $557.1 萬 | 0.00% | +8,796+15.9% | 加碼 |
| Algert Global LLC | 68,838 | $568.3 萬 | 0.27% | −21,308−23.6% | 減碼 |
| Taika Capital, LP | 69,330 | $572.4 萬 | 2.73% | +28,930+71.6% | 加碼 |
| TownSquare Capital, LLC | 70,220 | $579.7 萬 | 0.13% | +14,145+25.2% | 加碼 |
| Jump Financial, LLC | 71,456 | $589.9 萬 | 0.24% | +12,368+20.9% | 加碼 |
| Daiwa Securities Group Inc. | 74,244 | $613.0 萬 | 0.04% | −7,150−8.8% | 減碼 |
| Millennium Management LLC | 78,517 | $648.2 萬 | 0.01% | −1,243,457−94.1% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 78,745 | $650.1 萬 | 0.04% | +53,018+206.1% | 加碼 |
| AWH Capital, L.P. | 79,500 | $656.4 萬 | 6.70% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 79,791 | $658.8 萬 | 0.00% | −3,211−3.9% | 減碼 |
| Point72 Europe (London) LLP | 81,100 | $669.6 萬 | 2.01% | −51,800−39.0% | 減碼 |
| Voloridge Investment Management, LLC | 82,461 | $680.8 萬 | 0.03% | +82,461 | 新進 |
| Mutual of America Capital Management LLC | 82,570 | $681.7 萬 | 0.08% | −1,736−2.1% | 減碼 |
| Prudential Financial Inc | 83,503 | $689.4 萬 | 0.01% | +65,094+353.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 86,150 | $711.3 萬 | 0.31% | +382+0.4% | 加碼 |
| Great West Life Assurance Co | 86,728 | $716.0 萬 | 0.02% | −901−1.0% | 減碼 |
| Liontrust Investment Partners LLP | 88,559 | $731.1 萬 | 0.11% | +88,559 | 新進 |
| Texas Permanent School Fund | 92,256 | $761.7 萬 | 0.08% | +23,096+33.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 96,395 | $795.8 萬 | 0.02% | 00.0% | 不變 |
| Amundi | 99,639 | $797.6 萬 | 0.00% | +91,873+1,183.0% | 加碼 |
| New York State Common Retirement Fund | 97,733 | $806.9 萬 | 0.01% | −4,240−4.2% | 減碼 |
| Philadelphia Financial Management of San Francisco, LLC | 99,931 | $825.0 萬 | 3.07% | +99,931 | 新進 |
| Hudson Bay Capital Management LP | 100,000 | $825.6 萬 | 0.09% | 00.0% | 不變 |
| Truist Financial Corp | 126,142 | $1,041 萬 | 0.02% | +25,146+24.9% | 加碼 |
| Credit Suisse AG | 126,129 | $1,042 萬 | 0.01% | −5,758−4.4% | 減碼 |
| UBS Asset Management Americas Inc | 126,735 | $1,046 萬 | 0.01% | −389−0.3% | 減碼 |
| SEI Investments Co | 129,515 | $1,069 萬 | 0.02% | +18,178+16.3% | 加碼 |
| Ameriprise Financial Inc | 130,287 | $1,076 萬 | 0.00% | −1,879−1.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 132,572 | $1,095 萬 | 0.02% | +45,333+52.0% | 加碼 |
| Retirement Systems of Alabama | 134,414 | $1,110 萬 | 0.05% | −1,174−0.9% | 減碼 |
| Canada Pension Plan Investment Board | 134,920 | $1,114 萬 | 0.02% | −39,300−22.6% | 減碼 |
| Man Group plc | – | $1,140 萬 | 0.04% | – | – |
| California State Teachers Retirement System | 145,721 | $1,203 萬 | 0.02% | −1,468−1.0% | 減碼 |
| Alyeska Investment Group, L.P. | 149,504 | $1,234 萬 | 0.11% | −20,042−11.8% | 減碼 |
| Los Angeles Capital Management LLC | 149,640 | $1,235 萬 | 0.05% | −150,857−50.2% | 減碼 |
| Gabelli Funds LLC | 151,049 | $1,247 萬 | 0.09% | −4,000−2.6% | 減碼 |
| State of Wisconsin Investment Board | 154,324 | $1,274 萬 | 0.04% | +9,345+6.4% | 加碼 |
| Schonfeld Strategic Advisors LLC | 157,700 | $1,302 萬 | 0.13% | −204,500−56.5% | 減碼 |
| American International Group, Inc. | 158,630 | $1,310 萬 | 0.09% | −1,484−0.9% | 減碼 |
| Russell Investments Group, Ltd. | 158,802 | $1,311 萬 | 0.03% | +2,751+1.8% | 加碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 162,074 | $1,338 萬 | 1.31% | +146,000+908.3% | 加碼 |
| HSBC Holdings PLC | 162,960 | $1,347 萬 | 0.02% | +129,202+382.7% | 加碼 |
| Janney Montgomery Scott LLC | 164,741 | $1,360 萬 | 0.06% | +80,068+94.6% | 加碼 |
| Gillson Capital LP | 166,937 | $1,378 萬 | 1.14% | +87,924+111.3% | 加碼 |
| Invesco Ltd. | 167,666 | $1,384 萬 | 0.00% | −133,692−44.4% | 減碼 |
| Dana Investment Advisors, Inc. | 168,881 | $1,394 萬 | 0.71% | +67,069+65.9% | 加碼 |
| Sparta 24 Ltd. | 171,554 | $1,416 萬 | 12.13% | 00.0% | 不變 |
| Stony Point Capital LLC | 175,145 | $1,446 萬 | 5.15% | +102,676+141.7% | 加碼 |
| Brooktree Capital Management | 177,971 | $1,469 萬 | 11.44% | −7,310−3.9% | 減碼 |
| Barclays PLC | 183,270 | $1,513 萬 | 0.02% | +50,742+38.3% | 加碼 |
| Heartland Advisors Inc | 188,560 | $1,557 萬 | 0.96% | −49,393−20.8% | 減碼 |
| California Public Employees Retirement System | 192,505 | $1,589 萬 | 0.01% | −22,847−10.6% | 減碼 |
| Cubist Systematic Strategies, LLC | 200,421 | $1,655 萬 | 0.15% | +53,536+36.4% | 加碼 |
| Deutsche Bank AG | 201,094 | $1,660 萬 | 0.01% | +169,521+536.9% | 加碼 |
| RV Capital GmbH | 203,747 | $1,682 萬 | 6.40% | +203,747 | 新進 |
| Bamco Inc | 207,000 | $1,709 萬 | 0.05% | +207,000 | 新進 |
| Swiss National Bank | 211,000 | $1,742 萬 | 0.01% | −24,900−10.6% | 減碼 |
| Renaissance Technologies LLC | 212,400 | $1,754 萬 | 0.02% | −47,500−18.3% | 減碼 |
| Prana Capital Management, LP | 222,302 | $1,835 萬 | 1.55% | −166,856−42.9% | 減碼 |
| Susquehanna International Group, LLP | 225,827 | $1,864 萬 | 0.03% | +183,517+433.7% | 加碼 |
| Federated Hermes, Inc. | 230,323 | $1,902 萬 | 0.05% | +110,899+92.9% | 加碼 |
| Cantor Fitzgerald, L. P. | 230,708 | $1,905 萬 | 0.41% | +24,198+11.7% | 加碼 |
| Legal & General Group Plc | 236,324 | $1,951 萬 | 0.01% | +7,704+3.4% | 加碼 |
| Alliancebernstein L.P. | 237,464 | $1,961 萬 | 0.01% | +160.0% | 加碼 |
| Nuveen Asset Management, LLC | 237,633 | $1,962 萬 | 0.01% | −1,226−0.5% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 238,598 | $1,970 萬 | 0.48% | +151,317+173.4% | 加碼 |
| Stifel Financial Corp | 240,005 | $1,981 萬 | 0.03% | −37,190−13.4% | 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 |
| Coronation Fund Managers Ltd. | 256,469 | $2,117 萬 | 0.56% | −39,222−13.3% | 減碼 |
| American Century Companies Inc | 260,069 | $2,147 萬 | 0.02% | +248,586+2,164.8% | 加碼 |
| Neuberger Berman Group LLC | 262,833 | $2,168 萬 | 0.02% | +233,258+788.7% | 加碼 |
| JPMorgan Chase & Co | 266,510 | $2,200 萬 | 0.00% | +72,817+37.6% | 加碼 |
| Dimensional Fund Advisors LP | 283,547 | $2,341 萬 | 0.01% | −16,990−5.7% | 減碼 |
| Rhumbline Advisers | 290,052 | $2,395 萬 | 0.03% | −3,420−1.2% | 減碼 |
| Royal Bank of Canada | 299,213 | $2,470 萬 | 0.01% | −25,427−7.8% | 減碼 |
| Goldman Sachs Group Inc | 321,428 | $2,654 萬 | 0.01% | −15,997−4.7% | 減碼 |
| Envestnet Asset Management Inc | 331,635 | $2,738 萬 | 0.01% | +97,106+41.4% | 加碼 |
| Owls Nest Partners IA, LLC | 338,778 | $2,797 萬 | 10.05% | −35,890−9.6% | 減碼 |
| Oakcliff Capital Partners, LP | 339,647 | $2,804 萬 | 19.54% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 369,417 | $3,050 萬 | 0.05% | +95,801+35.0% | 加碼 |
| Ensign Peak Advisors, Inc | 376,584 | $3,109 萬 | 0.07% | +19,752+5.5% | 加碼 |
| FMR LLC | 426,085 | $3,518 萬 | 0.00% | +234,766+122.7% | 加碼 |
| Junto Capital Management LP | 436,281 | $3,602 萬 | 1.01% | −398,228−47.7% | 減碼 |
| Park West Asset Management LLC | 461,581 | $3,811 萬 | 3.54% | −114,500−19.9% | 減碼 |
| Morgan Stanley | 462,654 | $3,820 萬 | 0.00% | +74,968+19.3% | 加碼 |
| Citadel Advisors LLC | 474,591 | $3,918 萬 | 0.04% | +474,591 | 新進 |
| Raymond James & Associates | 478,129 | $3,947 萬 | 0.03% | +33,204+7.5% | 加碼 |
| Empower Advisory Group, LLC | 503,501 | $4,150 萬 | 0.19% | +503,501 | 新進 |
| Allspring Global Investments Holdings, LLC | 502,878 | $4,152 萬 | 0.07% | +41,903+9.1% | 加碼 |