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 |
|---|---|---|---|---|---|
| Philadelphia Financial Management of San Francisco, LLC | 99,931 | $825.0 萬 | 3.07% | +99,931 | 新進 |
| New York State Common Retirement Fund | 97,733 | $806.9 萬 | 0.01% | −4,240−4.2% | 減碼 |
| Amundi | 99,639 | $797.6 萬 | 0.00% | +91,873+1,183.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 96,395 | $795.8 萬 | 0.02% | 00.0% | 不變 |
| Texas Permanent School Fund | 92,256 | $761.7 萬 | 0.08% | +23,096+33.4% | 加碼 |
| Liontrust Investment Partners LLP | 88,559 | $731.1 萬 | 0.11% | +88,559 | 新進 |
| Great West Life Assurance Co | 86,728 | $716.0 萬 | 0.02% | −901−1.0% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 86,150 | $711.3 萬 | 0.31% | +382+0.4% | 加碼 |
| Prudential Financial Inc | 83,503 | $689.4 萬 | 0.01% | +65,094+353.6% | 加碼 |
| Mutual of America Capital Management LLC | 82,570 | $681.7 萬 | 0.08% | −1,736−2.1% | 減碼 |
| Voloridge Investment Management, LLC | 82,461 | $680.8 萬 | 0.03% | +82,461 | 新進 |
| Point72 Europe (London) LLP | 81,100 | $669.6 萬 | 2.01% | −51,800−39.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 79,791 | $658.8 萬 | 0.00% | −3,211−3.9% | 減碼 |
| AWH Capital, L.P. | 79,500 | $656.4 萬 | 6.70% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 78,745 | $650.1 萬 | 0.04% | +53,018+206.1% | 加碼 |
| Millennium Management LLC | 78,517 | $648.2 萬 | 0.01% | −1,243,457−94.1% | 減碼 |
| Daiwa Securities Group Inc. | 74,244 | $613.0 萬 | 0.04% | −7,150−8.8% | 減碼 |
| Jump Financial, LLC | 71,456 | $589.9 萬 | 0.24% | +12,368+20.9% | 加碼 |
| TownSquare Capital, LLC | 70,220 | $579.7 萬 | 0.13% | +14,145+25.2% | 加碼 |
| Taika Capital, LP | 69,330 | $572.4 萬 | 2.73% | +28,930+71.6% | 加碼 |
| Algert Global LLC | 68,838 | $568.3 萬 | 0.27% | −21,308−23.6% | 減碼 |
| Bank of Montreal | 64,165 | $557.1 萬 | 0.00% | +8,796+15.9% | 加碼 |
| KBC Group NV | 66,873 | $552.1 萬 | 0.02% | +59,484+805.0% | 加碼 |
| Thrivent Financial for Lutherans | 66,752 | $550.3 萬 | 0.01% | +4,944+8.0% | 加碼 |
| PenderFund Capital Management Ltd. | 49,178 | $548.7 萬 | 1.72% | −4,790−8.9% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 66,125 | $545.9 萬 | 0.01% | +12,430+23.1% | 加碼 |
| Fifth Third Bancorp | 65,641 | $541.9 萬 | 0.03% | +45,715+229.4% | 加碼 |
| Advisor Group Holdings, Inc. | 64,930 | $536.1 萬 | 0.01% | +11,036+20.5% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 64,904 | $535.8 萬 | 0.12% | 00.0% | 不變 |
| Amalgamated Bank | 63,580 | $524.9 萬 | 0.04% | −15,210−19.3% | 減碼 |
| MetLife Investment Management | 62,875 | $519.1 萬 | 0.04% | −1,687−2.6% | 減碼 |
| State of Tennessee, Treasury Department | 62,308 | $514.4 萬 | 0.02% | −4,068−6.1% | 減碼 |
| New York State Teachers Retirement System | 60,229 | $497.3 萬 | 0.01% | 00.0% | 不變 |
| Janus Henderson Group PLC | 58,002 | $478.8 萬 | 0.00% | +29,220+101.5% | 加碼 |
| Bank of Nova Scotia | 57,505 | $474.8 萬 | 0.01% | −20,489−26.3% | 減碼 |
| O'Brien Greene & Co. Inc | 57,112 | $471.5 萬 | 1.77% | +400+0.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 56,399 | $465.6 萬 | 0.02% | 00.0% | 不變 |
| CWM Advisors, LLC | 56,221 | $464.2 萬 | 0.59% | +5,504+10.9% | 加碼 |
| Allianz Asset Management GmbH | 56,012 | $462.4 萬 | 0.01% | +56,012 | 新進 |
| Yousif Capital Management, LLC | 52,325 | $432.0 萬 | 0.06% | −85−0.2% | 減碼 |
| Harbor Advisors LLC | 49,558 | $409.2 萬 | 0.96% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 49,146 | $405.7 萬 | 0.02% | +989+2.1% | 加碼 |
| Chase Investment Counsel Corp | 48,964 | $404.2 萬 | 2.24% | +11,767+31.6% | 加碼 |
| Public Employees Retirement System of Ohio | 48,042 | $396.6 萬 | 0.02% | +164+0.3% | 加碼 |
| Handelsbanken Fonder AB | 47,070 | $388.6 萬 | 0.02% | +7,412+18.7% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,334 | $382.5 萬 | 0.03% | +56+0.1% | 加碼 |
| LPL Financial LLC | 46,104 | $380.6 萬 | 0.00% | +19,048+70.4% | 加碼 |
| Winton Group Ltd | 43,607 | $360.0 萬 | 0.22% | +17,336+66.0% | 加碼 |
| Pinebridge Investments, L.P. | 43,380 | $358.1 萬 | 0.04% | −24,761−36.3% | 減碼 |
| UBS Group AG | 42,904 | $354.2 萬 | 0.00% | +10,911+34.1% | 加碼 |
| HRT Financial LP | 41,736 | $344.5 萬 | 0.04% | −101,334−70.8% | 減碼 |
| Price T Rowe Associates Inc | 41,718 | $344.5 萬 | 0.00% | +4,489+12.1% | 加碼 |
| Atria Investments LLC | 41,168 | $339.9 萬 | 0.06% | +388+1.0% | 加碼 |
| EAM Global Investors LLC | 40,874 | $337.5 萬 | 0.95% | +22,508+122.6% | 加碼 |
| Gotham Asset Management, LLC | 40,679 | $335.8 萬 | 0.08% | +4,069+11.1% | 加碼 |
| SkyView Investment Advisors, LLC | 38,036 | $314.0 萬 | 0.73% | +6,918+22.2% | 加碼 |
| NewEdge Wealth, LLC | 37,678 | $311.1 萬 | 0.12% | +566+1.5% | 加碼 |
| Chiron Investment Management, LLC | 37,158 | $306.8 萬 | 0.55% | +37,158 | 新進 |
| Prelude Capital Management, LLC | 36,384 | $300.4 萬 | 0.21% | +17,758+95.3% | 加碼 |
| Teacher Retirement System of Texas | 36,217 | $299.0 萬 | 0.02% | −70−0.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 36,093 | $298.0 萬 | 0.03% | +561+1.6% | 加碼 |
| EULAV Asset Management | 36,000 | $297.2 萬 | 0.12% | −10,000−21.7% | 減碼 |
| First Trust Advisors LP | 35,555 | $293.5 萬 | 0.00% | −13,869−28.1% | 減碼 |
| Nisa Investment Advisors, LLC | 33,192 | $274.0 萬 | 0.02% | −14,295−30.1% | 減碼 |
| M&T Bank Corp | 31,833 | $262.9 萬 | 0.01% | +8,543+36.7% | 加碼 |
| Ergoteles LLC | 31,832 | $262.8 萬 | 0.10% | +31,832 | 新進 |
| Epacria Capital Partners, LLC | 31,362 | $258.9 萬 | 2.03% | +5,272+20.2% | 加碼 |
| Wakefield Asset Management LLLP | 30,916 | $255.2 萬 | 1.06% | +30,916 | 新進 |
| AE Wealth Management LLC | 30,409 | $251.1 萬 | 0.02% | +25,854+567.6% | 加碼 |
| TD Private Client Wealth LLC | 30,361 | $250.7 萬 | 0.11% | −845−2.7% | 減碼 |
| Oregon Public Employees Retirement Fund | 30,109 | $248.6 萬 | 0.03% | −141−0.5% | 減碼 |
| Boothbay Fund Management, LLC | 30,100 | $248.5 萬 | 0.07% | +30,100 | 新進 |
| US Bancorp | 29,519 | $243.7 萬 | 0.00% | −878−2.9% | 減碼 |
| Arizona State Retirement System | 28,317 | $233.8 萬 | 0.02% | +748+2.7% | 加碼 |
| Louisiana State Employees Retirement System | 27,300 | $225.4 萬 | 0.06% | −200−0.7% | 減碼 |
| ArrowMark Colorado Holdings LLC | 27,200 | $224.6 萬 | 0.03% | +27,200 | 新進 |
| Engle Capital Management, L.P. | 27,000 | $222.9 萬 | 0.73% | +27,000 | 新進 |
| Redwood Investments, LLC | 26,440 | $218.3 萬 | 0.28% | +26,440 | 新進 |
| Ameritas Investment Partners, Inc. | 26,190 | $216.2 萬 | 0.09% | −259−1.0% | 減碼 |
| State of Michigan Retirement System | 25,979 | $214.5 萬 | 0.01% | −200−0.8% | 減碼 |
| Martingale Asset Management L P | 25,508 | $210.6 萬 | 0.04% | +25,508 | 新進 |
| Twinbeech Capital LP | 25,437 | $210.0 萬 | 0.04% | +25,437 | 新進 |
| Nordea Investment Management AB | 23,963 | $195.7 萬 | 0.00% | +23,963 | 新進 |
| WBI Investments | 23,656 | $195.3 萬 | 0.39% | +23,656 | 新進 |
| Trexquant Investment LP | 23,094 | $190.7 萬 | 0.05% | −6,734−22.6% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 22,822 | $188.4 萬 | 0.05% | +13,302+139.7% | 加碼 |
| USS Investment Management Ltd | 22,601 | $186.6 萬 | 0.03% | +1,629+7.8% | 加碼 |
| Jane Street Group, LLC | 22,177 | $183.1 萬 | 0.00% | +19,049+609.0% | 加碼 |
| Graham Capital Management, L.P. | 22,081 | $182.3 萬 | 0.06% | +9,903+81.3% | 加碼 |
| Credential Qtrade Securities Inc. | 21,599 | $178.3 萬 | 0.12% | −937−4.2% | 減碼 |
| Engineers Gate Manager LP | 20,661 | $170.6 萬 | 0.07% | +11,161+117.5% | 加碼 |
| ING Groep NV | 20,500 | $169.2 萬 | 0.02% | +20,500 | 新進 |
| Credit Agricole S A | 20,471 | $169.0 萬 | 0.07% | +3,315+19.3% | 加碼 |
| Jupiter Asset Management Ltd | 20,457 | $168.8 萬 | 0.02% | −2,172−9.6% | 減碼 |
| Two Sigma Investments, LP | 19,800 | $163.5 萬 | 0.00% | −33,678−63.0% | 減碼 |
| STRS Ohio | 19,460 | $160.6 萬 | 0.01% | +1,171+6.4% | 加碼 |
| Aquatic Capital Management LLC | 19,200 | $158.5 萬 | 0.10% | +7,900+69.9% | 加碼 |
| Resources Investment Advisors, LLC. | 18,870 | $155.8 萬 | 0.04% | +18,870 | 新進 |
| KB Financial Partners, LLC | 18,841 | $155.6 萬 | 0.46% | −817−4.2% | 減碼 |
| New Mexico Educational Retirement Board | 18,660 | $154.1 萬 | 0.08% | +2,600+16.2% | 加碼 |