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 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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 9,060 | $78.4 萬 | 0.02% | −115−1.3% | 減碼 |
| Global Endowment Management, LP | 9,182 | $79.5 萬 | 0.09% | +9,182 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 9,197 | $79.6 萬 | 0.05% | +700+8.2% | 加碼 |
| Qsemble Capital Management, LP | 9,400 | $81.4 萬 | 0.15% | +9,400 | 新進 |
| Formidable Asset Management, LLC | 9,483 | $82.1 萬 | 0.18% | 00.0% | 不變 |
| Credit Agricole S A | 9,725 | $84.2 萬 | 0.03% | −4,791−33.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 9,799 | $84.8 萬 | 0.00% | +120+1.2% | 加碼 |
| HighTower Advisors, LLC | 9,797 | $85.2 萬 | 0.00% | +2,092+27.2% | 加碼 |
| Advisor OS, LLC | 9,956 | $86.2 萬 | 0.13% | −2,794−21.9% | 減碼 |
| Glenmede Trust Co NA | 9,962 | $86.2 萬 | 0.00% | +9,962 | 新進 |
| Aspire Private Capital, LLC | 9,975 | $86.3 萬 | 0.28% | +749+8.1% | 加碼 |
| Portside Wealth Group, LLC | 10,022 | $86.7 萬 | 0.16% | −326−3.2% | 減碼 |
| Creative Planning | 10,024 | $86.8 萬 | 0.00% | +745+8.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 10,765 | $93.2 萬 | 0.00% | 00.0% | 不變 |
| Prescott Group Capital Management, L.L.C. | 10,919 | $94.5 萬 | 0.21% | +10,919 | 新進 |
| Wealthsource Partners, LLC | 11,346 | $98.2 萬 | 0.07% | −79−0.7% | 減碼 |
| Toroso Investments, LLC | 11,702 | $101.3 萬 | 0.03% | +133+1.1% | 加碼 |
| Jump Financial, LLC | 12,004 | $103.9 萬 | 0.04% | −25,852−68.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 12,066 | $104.4 萬 | 0.00% | +12,066 | 新進 |
| JustInvest LLC | 12,249 | $106.0 萬 | 0.03% | −30−0.2% | 減碼 |
| Pacer Advisors, Inc. | 12,340 | $106.8 萬 | 0.00% | −10,561−46.1% | 減碼 |
| State of Alaska, Department of Revenue | 12,711 | $110.0 萬 | 0.01% | −55−0.4% | 減碼 |
| Xponance, Inc. | 12,778 | $110.6 萬 | 0.02% | +349+2.8% | 加碼 |
| Independent Solutions Wealth Management, LLC | 12,824 | $111.0 萬 | 0.31% | +643+5.3% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 12,922 | $111.9 萬 | 0.11% | +12,922 | 新進 |
| CenterBook Partners LP | 13,206 | $114.3 萬 | 0.14% | −3,316−20.1% | 減碼 |
| Engineers Gate Manager LP | 13,324 | $115.3 萬 | 0.04% | +3,766+39.4% | 加碼 |
| State of Tennessee, Treasury Department | 13,508 | $116.9 萬 | 0.00% | −48,800−78.3% | 減碼 |
| Van Eck Associates Corp | 13,910 | $120.4 萬 | 0.00% | +13,910 | 新進 |
| Voya Investment Management LLC | 14,080 | $121.9 萬 | 0.00% | −116−0.8% | 減碼 |
| Citadel Advisors LLC | 14,105 | $122.1 萬 | 0.00% | +2,775+24.5% | 加碼 |
| Pin Oak Investment Advisors Inc | 14,665 | $126.9 萬 | 1.43% | −125−0.8% | 減碼 |
| Twin Tree Management, LP | 15,748 | $136.3 萬 | 0.05% | +15,748 | 新進 |
| National Bank of Canada | 16,373 | $140.9 萬 | 0.00% | +254+1.6% | 加碼 |
| Credential Qtrade Securities Inc. | 16,330 | $141.4 萬 | 0.09% | −4,934−23.2% | 減碼 |
| Uncommon Cents Investing LLC | 16,860 | $145.9 萬 | 0.54% | −465−2.7% | 減碼 |
| Natixis Advisors, L.P. | 17,162 | $148.6 萬 | 0.00% | +267+1.6% | 加碼 |
| Deutsche Bank AG | 17,285 | $149.6 萬 | 0.00% | −36,310−67.7% | 減碼 |
| Cetera Investment Advisers | 17,353 | $150.2 萬 | 0.01% | −82−0.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,024 | $156.0 萬 | 0.01% | +2,611+16.9% | 加碼 |
| Neo Ivy Capital Management | 18,516 | $160.3 萬 | 0.70% | +18,516 | 新進 |
| Vontobel Holding Ltd. | 18,804 | $162.8 萬 | 0.02% | +5,205+38.3% | 加碼 |
| Quantbot Technologies LP | 18,831 | $163.0 萬 | 0.11% | −5,060−21.2% | 減碼 |
| Insight Wealth Strategies, LLC | 19,668 | $170.2 萬 | 0.33% | +1,482+8.1% | 加碼 |
| Two Sigma Investments, LP | 19,800 | $171.4 萬 | 0.00% | 00.0% | 不變 |
| Cumberland Partners Ltd | 20,000 | $173.1 萬 | 0.17% | +3,500+21.2% | 加碼 |
| KB Financial Partners, LLC | 20,404 | $176.6 萬 | 0.51% | +176+0.9% | 加碼 |
| Fifth Third Bancorp | 20,447 | $177.0 萬 | 0.01% | −37,879−64.9% | 減碼 |
| Resources Investment Advisors, LLC. | 20,456 | $177.1 萬 | 0.04% | +191+0.9% | 加碼 |
| Darwin Advisors, LLC | 20,504 | $177.5 萬 | 0.48% | +20,504 | 新進 |
| Toronto Dominion Bank | 20,795 | $180.0 萬 | 0.00% | +19,910+2,249.7% | 加碼 |
| Vestcor Inc | 20,971 | $181.5 萬 | 0.07% | +7,654+57.5% | 加碼 |
| New Mexico Educational Retirement Board | 21,060 | $182.3 萬 | 0.08% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 21,152 | $183.1 萬 | 0.08% | −8,379−28.4% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,662 | $187.5 萬 | 0.02% | −28,124−56.5% | 減碼 |
| Wellington Management Group LLP | 22,083 | $191.2 萬 | 0.00% | +79+0.4% | 加碼 |
| Exchange Traded Concepts, LLC | 22,372 | $193.7 萬 | 0.05% | +8,281+58.8% | 加碼 |
| Dynamic Technology Lab Private Ltd | 22,580 | $195.5 萬 | 0.20% | +18,243+420.6% | 加碼 |
| Wealthfront Advisers LLC | 22,590 | $195.5 萬 | 0.01% | +12,852+132.0% | 加碼 |
| Hosking Partners LLP | 23,012 | $199.2 萬 | 0.09% | −542−2.3% | 減碼 |
| USS Investment Management Ltd | 23,247 | $201.2 萬 | 0.02% | +646+2.9% | 加碼 |
| Cozad Asset Management Inc | 23,535 | $203.7 萬 | 0.26% | −8,920−27.5% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 23,725 | $205.4 萬 | 0.06% | +836+3.7% | 加碼 |
| Ameritas Investment Partners, Inc. | 23,991 | $207.7 萬 | 0.08% | −1,729−6.7% | 減碼 |
| AE Wealth Management LLC | 25,092 | $217.2 萬 | 0.01% | +898+3.7% | 加碼 |
| State of Michigan Retirement System | 25,579 | $221.4 萬 | 0.01% | +200+0.8% | 加碼 |
| UBS Group AG | 25,801 | $223.3 萬 | 0.00% | −40,751−61.2% | 減碼 |
| Epacria Capital Partners, LLC | 26,019 | $225.2 萬 | 1.86% | 00.0% | 不變 |
| Prudential Financial Inc | 26,651 | $230.7 萬 | 0.00% | −262−1.0% | 減碼 |
| M&T Bank Corp | 26,698 | $231.1 萬 | 0.01% | −1,866−6.5% | 減碼 |
| Thrivent Financial for Lutherans | 26,785 | $231.9 萬 | 0.01% | +201+0.8% | 加碼 |
| Aquatic Capital Management LLC | 27,000 | $233.7 萬 | 0.10% | +27,000 | 新進 |
| Nordea Investment Management AB | 28,063 | $244.9 萬 | 0.00% | −2,332−7.7% | 減碼 |
| TriaGen Wealth Management LLC | 29,212 | $252.9 萬 | 1.29% | +19,745+208.6% | 加碼 |
| US Bancorp | 29,279 | $253.5 萬 | 0.00% | +1,017+3.6% | 加碼 |
| Arizona State Retirement System | 29,325 | $253.8 萬 | 0.02% | +395+1.4% | 加碼 |
| Martingale Asset Management L P | 29,463 | $255.0 萬 | 0.05% | +9,700+49.1% | 加碼 |
| Algert Global LLC | 29,488 | $255.2 萬 | 0.12% | −640−2.1% | 減碼 |
| Oregon Public Employees Retirement Fund | 29,992 | $259.6 萬 | 0.04% | +283+1.0% | 加碼 |
| EULAV Asset Management | 30,021 | $259.9 萬 | 0.10% | −2,979−9.0% | 減碼 |
| Los Angeles Capital Management LLC | 30,142 | $260.9 萬 | 0.01% | −40,296−57.2% | 減碼 |
| Louisiana State Employees Retirement System | 30,300 | $262.3 萬 | 0.06% | +200+0.7% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 30,680 | $265.6 萬 | 0.19% | −57,863−65.4% | 減碼 |
| NewEdge Wealth, LLC | 30,680 | $265.6 萬 | 0.08% | −8,551−21.8% | 減碼 |
| SkyView Investment Advisors, LLC | 31,345 | $271.3 萬 | 1.10% | −8,112−20.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 33,756 | $292.2 萬 | 0.03% | −5,028−13.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 35,170 | $304.4 萬 | 0.03% | +16,996+93.5% | 加碼 |
| Gotham Asset Management, LLC | 36,163 | $313.0 萬 | 0.06% | −105−0.3% | 減碼 |
| Redwood Investments, LLC | 36,792 | $318.5 萬 | 0.43% | −327−0.9% | 減碼 |
| Atria Investments LLC | 37,157 | $321.6 萬 | 0.06% | −3,064−7.6% | 減碼 |
| Bridgewater Associates, LP | 37,989 | $328.8 萬 | 0.02% | −434,821−92.0% | 減碼 |
| Teacher Retirement System of Texas | 40,624 | $351.6 萬 | 0.02% | +2,147+5.6% | 加碼 |
| Public Employees Retirement System of Ohio | 41,434 | $358.7 萬 | 0.02% | −3,993−8.8% | 減碼 |
| Bank of Nova Scotia | 43,371 | $375.4 萬 | 0.01% | −12,281−22.1% | 減碼 |
| Walleye Capital LLC | 43,764 | $378.8 萬 | 0.06% | +21,776+99.0% | 加碼 |
| Price T Rowe Associates Inc | 44,527 | $385.5 萬 | 0.00% | +2,001+4.7% | 加碼 |
| Graham Capital Management, L.P. | 44,762 | $387.5 萬 | 0.12% | +44,762 | 新進 |
| CWM Advisors, LLC | 44,842 | $388.2 萬 | 0.50% | −12,787−22.2% | 減碼 |
| Rockefeller Capital Management L.P. | 45,392 | $392.9 萬 | 0.02% | −67,359−59.7% | 減碼 |
| Jane Street Group, LLC | 46,877 | $405.8 萬 | 0.01% | −32,762−41.1% | 減碼 |