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 3 季 13F 持有人
Interactive Brokers Group, Inc. 在 2023/9/30 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
- 436
- 較 2023 年第 2 季 +16 家
- 持有股數
- 9,318 萬
- 較 2023 年第 2 季 +186.0 萬 (+2.0%)
- 總市值
- $80.8 億
- 較 2023 年第 2 季 +$5.00 億 (+6.6%)
- 新進機構
- 67
- 另有 151 家加碼
- 清倉機構
- 51
- 另有 149 家減碼
另有 4 家機構在 2023 年第 2 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,566,830 | $8.28 億 | 0.02% | +308,236+3.3% | 加碼 |
| BlackRock Inc. | 9,007,138 | $7.80 億 | 0.02% | +249,209+2.8% | 加碼 |
| Orbis Allan Gray Ltd | 8,149,137 | $7.05 億 | 5.07% | +1,3470.0% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 6,371,599 | $5.52 億 | 1.57% | −1,197,661−15.8% | 減碼 |
| Cantillon Capital Management LLC | 3,819,629 | $3.31 億 | 2.45% | −14,839−0.4% | 減碼 |
| Greenwich Wealth Management LLC | 3,117,859 | $2.70 億 | 28.52% | +189,555+6.5% | 加碼 |
| State Street Corp | 2,964,780 | $2.57 億 | 0.01% | +145,965+5.2% | 加碼 |
| Bares Capital Management, Inc. | 2,566,395 | $2.22 億 | 9.49% | −4,904−0.2% | 減碼 |
| Marshall Wace, LLP | 2,541,679 | $2.20 億 | 0.47% | +94,140+3.8% | 加碼 |
| Bank of America Corp | 1,970,416 | $1.71 億 | 0.02% | −29,872−1.5% | 減碼 |
| Jarislowsky, Fraser Ltd | 1,828,073 | $1.58 億 | 1.03% | −315,332−14.7% | 減碼 |
| FMR LLC | 1,773,533 | $1.54 億 | 0.01% | +1,204,573+211.7% | 加碼 |
| Select Equity Group, L.P. | 1,745,169 | $1.51 億 | 0.62% | −492,007−22.0% | 減碼 |
| FIL Ltd | 1,634,101 | $1.41 億 | 0.17% | +580,700+55.1% | 加碼 |
| Geode Capital Management, LLC | 1,598,545 | $1.38 億 | 0.02% | +64,301+4.2% | 加碼 |
| Norges Bank | 1,155,293 | $1.00 億 | 0.02% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 985,585 | $8,531 萬 | 0.02% | +11,333+1.2% | 加碼 |
| Wells Fargo & Company | 955,524 | $8,271 萬 | 0.03% | −94,537−9.0% | 減碼 |
| Abrams Bison Investments, LLC | 929,600 | $8,047 萬 | 8.84% | 00.0% | 不變 |
| Coronation Fund Managers Ltd. | 922,825 | $7,988 萬 | 2.40% | −8,195−0.9% | 減碼 |
| Bronte Capital Management Pty Ltd. | 841,228 | $7,282 萬 | 7.33% | +4,777+0.6% | 加碼 |
| Morgan Stanley | 837,496 | $7,249 萬 | 0.01% | +91,020+12.2% | 加碼 |
| Neuberger Berman Group LLC | 785,072 | $6,803 萬 | 0.06% | +523,591+200.2% | 加碼 |
| TimesSquare Capital Management, LLC | 758,771 | $6,568 萬 | 1.02% | −43,124−5.4% | 減碼 |
| Jacobs Levy Equity Management, Inc | 749,643 | $6,489 萬 | 0.38% | −1,570−0.2% | 減碼 |
| Northern Trust Corp | 733,695 | $6,351 萬 | 0.01% | +5,163+0.7% | 加碼 |
| Charles Schwab Investment Management Inc | 723,962 | $6,267 萬 | 0.02% | −223,585−23.6% | 減碼 |
| 1832 Asset Management L.P. | 706,363 | $6,114 萬 | 0.13% | −642−0.1% | 減碼 |
| Principal Financial Group Inc | 574,519 | $4,973 萬 | 0.04% | +20,491+3.7% | 加碼 |
| Invesco Ltd. | 567,283 | $4,910 萬 | 0.01% | +397,729+234.6% | 加碼 |
| Cooper Investors Pty Ltd | 585,344 | $4,862 萬 | 3.88% | +585,344 | 新進 |
| Bamco Inc | 555,818 | $4,811 萬 | 0.14% | +139,101+33.4% | 加碼 |
| Ancient Art, L.P. | 550,174 | $4,762 萬 | 10.22% | −28,204−4.9% | 減碼 |
| Samlyn Capital, LLC | 533,629 | $4,619 萬 | 0.82% | +4,699+0.9% | 加碼 |
| Empower Advisory Group, LLC | 518,859 | $4,491 萬 | 0.20% | +6,584+1.3% | 加碼 |
| Junto Capital Management LP | 510,519 | $4,419 萬 | 1.05% | −5,148−1.0% | 減碼 |
| Antipodes Partners Ltd | 464,114 | $4,077 萬 | 1.31% | −163,630−26.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 449,516 | $3,891 萬 | 0.07% | −85,224−15.9% | 減碼 |
| Goldman Sachs Group Inc | 426,708 | $3,694 萬 | 0.01% | +176,097+70.3% | 加碼 |
| Millennium Management LLC | 423,514 | $3,666 萬 | 0.04% | +401,905+1,859.9% | 加碼 |
| Ensign Peak Advisors, Inc | 394,453 | $3,414 萬 | 0.07% | −1330.0% | 減碼 |
| Raymond James & Associates | 377,952 | $3,272 萬 | 0.03% | −105,442−21.8% | 減碼 |
| Royal Bank of Canada | 364,891 | $3,159 萬 | 0.01% | −24,697−6.3% | 減碼 |
| Holocene Advisors, LP | 351,843 | $3,046 萬 | 0.14% | +351,843 | 新進 |
| Cercano Management LLC | 351,758 | $3,045 萬 | 1.08% | 00.0% | 不變 |
| Oakcliff Capital Partners, LP | 339,647 | $2,940 萬 | 20.19% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 330,076 | $2,857 萬 | 0.04% | +330,076 | 新進 |
| Rhumbline Advisers | 309,731 | $2,681 萬 | 0.03% | +7,195+2.4% | 加碼 |
| JPMorgan Chase & Co | 292,533 | $2,532 萬 | 0.00% | −77,050−20.8% | 減碼 |
| RV Capital GmbH | 288,747 | $2,499 萬 | 7.63% | 00.0% | 不變 |
| STRS Ohio | 283,815 | $2,457 萬 | 0.11% | +164,680+138.2% | 加碼 |
| Envestnet Asset Management Inc | 280,808 | $2,431 萬 | 0.01% | +17,969+6.8% | 加碼 |
| Dimensional Fund Advisors LP | 272,475 | $2,359 萬 | 0.01% | +1,711+0.6% | 加碼 |
| Legal & General Group Plc | 267,854 | $2,319 萬 | 0.01% | +8,028+3.1% | 加碼 |
| Federated Hermes, Inc. | 263,731 | $2,283 萬 | 0.06% | −2,666−1.0% | 減碼 |
| Nuveen Asset Management, LLC | 257,681 | $2,230 萬 | 0.01% | +4,394+1.7% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 253,131 | $2,191 萬 | 0.45% | 00.0% | 不變 |
| Hudson Way Capital Management LLC | 249,623 | $2,161 萬 | 4.25% | +83,972+50.7% | 加碼 |
| Allianz Asset Management GmbH | 236,605 | $2,048 萬 | 0.04% | +22,972+10.8% | 加碼 |
| Cantor Fitzgerald, L. P. | 230,695 | $1,997 萬 | 0.54% | −130.0% | 減碼 |
| Owls Nest Partners IA, LLC | 230,278 | $1,993 萬 | 6.46% | −21,469−8.5% | 減碼 |
| Swiss National Bank | 226,400 | $1,960 萬 | 0.02% | +2,100+0.9% | 加碼 |
| Barclays PLC | 212,880 | $1,843 萬 | 0.01% | +56,932+36.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 210,841 | $1,825 萬 | 0.03% | +132,822+170.2% | 加碼 |
| Polar Capital Holdings Plc | 208,242 | $1,803 萬 | 0.13% | +208,242 | 新進 |
| California Public Employees Retirement System | 208,034 | $1,801 萬 | 0.02% | +17,604+9.2% | 加碼 |
| Man Group plc | – | $1,764 萬 | 0.05% | – | – |
| HSBC Holdings PLC | 202,093 | $1,747 萬 | 0.02% | +2,093+1.0% | 加碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 200,000 | $1,731 萬 | 1.41% | 00.0% | 不變 |
| Stifel Financial Corp | 192,940 | $1,670 萬 | 0.02% | −46,477−19.4% | 減碼 |
| Susquehanna International Group, LLP | 183,459 | $1,588 萬 | 0.02% | −703−0.4% | 減碼 |
| Janney Montgomery Scott LLC | 181,437 | $1,571 萬 | 0.06% | +326+0.2% | 加碼 |
| Stony Point Capital LLC | 172,457 | $1,493 萬 | 5.07% | −9,736−5.3% | 減碼 |
| Victory Capital Management Inc | 172,038 | $1,489 萬 | 0.02% | +72,574+73.0% | 加碼 |
| Brooktree Capital Management | 169,864 | $1,470 萬 | 12.28% | −1,799−1.0% | 減碼 |
| UBS Asset Management Americas Inc | 169,529 | $1,467 萬 | 0.01% | +42,794+33.8% | 加碼 |
| State of Wisconsin Investment Board | 169,177 | $1,464 萬 | 0.05% | +3,418+2.1% | 加碼 |
| Alliancebernstein L.P. | 168,686 | $1,460 萬 | 0.01% | −75,104−30.8% | 減碼 |
| Renaissance Technologies LLC | 167,100 | $1,446 萬 | 0.02% | −81,600−32.8% | 減碼 |
| Gillson Capital LP | 166,326 | $1,440 萬 | 1.07% | +73,374+78.9% | 加碼 |
| Dana Investment Advisors, Inc. | 165,487 | $1,432 萬 | 0.73% | +3,669+2.3% | 加碼 |
| Park West Asset Management LLC | 158,104 | $1,369 萬 | 1.26% | −16,896−9.7% | 減碼 |
| American International Group, Inc. | 150,663 | $1,304 萬 | 0.08% | −4,654−3.0% | 減碼 |
| Russell Investments Group, Ltd. | 150,146 | $1,300 萬 | 0.03% | −2,682−1.8% | 減碼 |
| American Century Companies Inc | 147,335 | $1,275 萬 | 0.01% | −13,569−8.4% | 減碼 |
| Credit Suisse AG | 145,075 | $1,256 萬 | 0.01% | −5,352−3.6% | 減碼 |
| Ameriprise Financial Inc | 142,650 | $1,235 萬 | 0.00% | −505−0.4% | 減碼 |
| Heartland Advisors Inc | 136,976 | $1,186 萬 | 0.67% | −37,250−21.4% | 減碼 |
| Gabelli Funds LLC | 135,370 | $1,172 萬 | 0.10% | −12,200−8.3% | 減碼 |
| Retirement Systems of Alabama | 133,567 | $1,156 萬 | 0.05% | +841+0.6% | 加碼 |
| SEI Investments Co | 126,357 | $1,094 萬 | 0.02% | −6,494−4.9% | 減碼 |
| Amundi | 127,463 | $1,085 萬 | 0.01% | +27,598+27.6% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 117,445 | $1,017 萬 | 0.25% | +99,227+544.7% | 加碼 |
| Prana Capital Management, LP | 115,891 | $1,003 萬 | 0.65% | −272,460−70.2% | 減碼 |
| California State Teachers Retirement System | 113,592 | $983.3 萬 | 0.02% | −10,532−8.5% | 減碼 |
| Truist Financial Corp | 102,551 | $887.7 萬 | 0.01% | −2,191−2.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 101,292 | $876.8 萬 | 0.02% | −397−0.4% | 減碼 |
| Agf Management Ltd | 100,000 | $865.6 萬 | 0.06% | +100,000 | 新進 |
| KBC Group NV | 95,526 | $826.9 萬 | 0.03% | +32,236+50.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 94,957 | $821.9 萬 | 0.02% | +520+0.6% | 加碼 |