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 |
|---|---|---|---|---|---|
| Junto Capital Management LP | 510,519 | $4,419 萬 | 1.05% | −5,148−1.0% | 減碼 |
| Empower Advisory Group, LLC | 518,859 | $4,491 萬 | 0.20% | +6,584+1.3% | 加碼 |
| Samlyn Capital, LLC | 533,629 | $4,619 萬 | 0.82% | +4,699+0.9% | 加碼 |
| Ancient Art, L.P. | 550,174 | $4,762 萬 | 10.22% | −28,204−4.9% | 減碼 |
| Bamco Inc | 555,818 | $4,811 萬 | 0.14% | +139,101+33.4% | 加碼 |
| Cooper Investors Pty Ltd | 585,344 | $4,862 萬 | 3.88% | +585,344 | 新進 |
| Invesco Ltd. | 567,283 | $4,910 萬 | 0.01% | +397,729+234.6% | 加碼 |
| Principal Financial Group Inc | 574,519 | $4,973 萬 | 0.04% | +20,491+3.7% | 加碼 |
| 1832 Asset Management L.P. | 706,363 | $6,114 萬 | 0.13% | −642−0.1% | 減碼 |
| Charles Schwab Investment Management Inc | 723,962 | $6,267 萬 | 0.02% | −223,585−23.6% | 減碼 |
| Northern Trust Corp | 733,695 | $6,351 萬 | 0.01% | +5,163+0.7% | 加碼 |
| Jacobs Levy Equity Management, Inc | 749,643 | $6,489 萬 | 0.38% | −1,570−0.2% | 減碼 |
| TimesSquare Capital Management, LLC | 758,771 | $6,568 萬 | 1.02% | −43,124−5.4% | 減碼 |
| Neuberger Berman Group LLC | 785,072 | $6,803 萬 | 0.06% | +523,591+200.2% | 加碼 |
| Morgan Stanley | 837,496 | $7,249 萬 | 0.01% | +91,020+12.2% | 加碼 |
| Bronte Capital Management Pty Ltd. | 841,228 | $7,282 萬 | 7.33% | +4,777+0.6% | 加碼 |
| Coronation Fund Managers Ltd. | 922,825 | $7,988 萬 | 2.40% | −8,195−0.9% | 減碼 |
| Abrams Bison Investments, LLC | 929,600 | $8,047 萬 | 8.84% | 00.0% | 不變 |
| Wells Fargo & Company | 955,524 | $8,271 萬 | 0.03% | −94,537−9.0% | 減碼 |
| Bank of New York Mellon Corp | 985,585 | $8,531 萬 | 0.02% | +11,333+1.2% | 加碼 |
| Norges Bank | 1,155,293 | $1.00 億 | 0.02% | 00.0% | 不變 |
| Geode Capital Management, LLC | 1,598,545 | $1.38 億 | 0.02% | +64,301+4.2% | 加碼 |
| FIL Ltd | 1,634,101 | $1.41 億 | 0.17% | +580,700+55.1% | 加碼 |
| Select Equity Group, L.P. | 1,745,169 | $1.51 億 | 0.62% | −492,007−22.0% | 減碼 |
| FMR LLC | 1,773,533 | $1.54 億 | 0.01% | +1,204,573+211.7% | 加碼 |
| Jarislowsky, Fraser Ltd | 1,828,073 | $1.58 億 | 1.03% | −315,332−14.7% | 減碼 |
| Bank of America Corp | 1,970,416 | $1.71 億 | 0.02% | −29,872−1.5% | 減碼 |
| Marshall Wace, LLP | 2,541,679 | $2.20 億 | 0.47% | +94,140+3.8% | 加碼 |
| Bares Capital Management, Inc. | 2,566,395 | $2.22 億 | 9.49% | −4,904−0.2% | 減碼 |
| State Street Corp | 2,964,780 | $2.57 億 | 0.01% | +145,965+5.2% | 加碼 |
| Greenwich Wealth Management LLC | 3,117,859 | $2.70 億 | 28.52% | +189,555+6.5% | 加碼 |
| Cantillon Capital Management LLC | 3,819,629 | $3.31 億 | 2.45% | −14,839−0.4% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 6,371,599 | $5.52 億 | 1.57% | −1,197,661−15.8% | 減碼 |
| Orbis Allan Gray Ltd | 8,149,137 | $7.05 億 | 5.07% | +1,3470.0% | 加碼 |
| BlackRock Inc. | 9,007,138 | $7.80 億 | 0.02% | +249,209+2.8% | 加碼 |
| Vanguard Group Inc | 9,566,830 | $8.28 億 | 0.02% | +308,236+3.3% | 加碼 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −444,087−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −118,851−100.0% | 清倉 |
| Taika Capital, LP | 0 | $0 | 0.00% | −101,530−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −46,435−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −46,073−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −41,554−100.0% | 清倉 |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −30,525−100.0% | 清倉 |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −27,200−100.0% | 清倉 |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −26,506−100.0% | 清倉 |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −22,100−100.0% | 清倉 |
| ING Groep NV | 0 | $0 | 0.00% | −20,500−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −18,784−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −14,020−100.0% | 清倉 |
| Palouse Capital Management, Inc. | 0 | $0 | 0.00% | −12,772−100.0% | 清倉 |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −11,256−100.0% | 清倉 |
| Lynwood Capital Management Inc. | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,649−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,206−100.0% | 清倉 |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −4,530−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,169−100.0% | 清倉 |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −4,044−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −3,325−100.0% | 清倉 |
| Veritable, L.P. | 0 | $0 | 0.00% | −3,294−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,989−100.0% | 清倉 |
| Thrive Wealth Management, LLC | 0 | $0 | 0.00% | −2,791−100.0% | 清倉 |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −2,611−100.0% | 清倉 |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −2,600−100.0% | 清倉 |
| MJP Associates Inc | 0 | $0 | 0.00% | −2,586−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −1,096−100.0% | 清倉 |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −989−100.0% | 清倉 |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −904−100.0% | 清倉 |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −694−100.0% | 清倉 |
| AM Squared Ltd | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −320−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −246−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −201−100.0% | 清倉 |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −152−100.0% | 清倉 |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −113−100.0% | 清倉 |
| Independence Bank of Kentucky | 0 | $0 | 0.00% | −69−100.0% | 清倉 |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −66−100.0% | 清倉 |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| HM Payson & Co | 0 | $0 | 0.00% | −48−100.0% | 清倉 |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −83−100.0% | 清倉 |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Pictet Asset Management SA | – | – | – | – | 本季未申報 |
| First Capital Advisors Group, LLC. | – | – | – | – | 本季未申報 |
| Intercontinental Wealth Advisors, LLC | – | – | – | – | 本季未申報 |
| Kistler-Tiffany Companies, LLC | – | – | – | – | 本季未申報 |