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 4 季 13F 持有人
Interactive Brokers Group, Inc. 在 2023/12/31 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
- 456
- 較 2023 年第 3 季 +24 家
- 持有股數
- 9,319 萬
- 較 2023 年第 3 季 +3.62 萬 (0.0%)
- 總市值
- $77.2 億
- 較 2023 年第 3 季 −$3.56 億 (−4.4%)
- 新進機構
- 79
- 另有 154 家加碼
- 清倉機構
- 55
- 另有 159 家減碼
另有 4 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,690,056 | $8.03 億 | 0.02% | +123,226+1.3% | 加碼 |
| BlackRock Inc. | 9,020,185 | $7.48 億 | 0.02% | +13,047+0.1% | 加碼 |
| Orbis Allan Gray Ltd | 7,768,911 | $6.44 億 | 4.04% | −380,226−4.7% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 6,307,902 | $5.23 億 | 1.31% | −63,697−1.0% | 減碼 |
| Cantillon Capital Management LLC | 3,728,869 | $3.09 億 | 2.07% | −90,760−2.4% | 減碼 |
| Marshall Wace, LLP | 3,161,134 | $2.62 億 | 0.50% | +619,455+24.4% | 加碼 |
| Greenwich Wealth Management LLC | 3,118,176 | $2.58 億 | 25.53% | +3170.0% | 加碼 |
| State Street Corp | 3,094,951 | $2.57 億 | 0.01% | +130,171+4.4% | 加碼 |
| Bares Capital Management, Inc. | 2,545,588 | $2.11 億 | 8.28% | −20,807−0.8% | 減碼 |
| Jarislowsky, Fraser Ltd | 1,811,804 | $1.50 億 | 0.88% | −16,269−0.9% | 減碼 |
| FMR LLC | 1,775,469 | $1.47 億 | 0.01% | +1,936+0.1% | 加碼 |
| Geode Capital Management, LLC | 1,669,871 | $1.38 億 | 0.01% | +71,326+4.5% | 加碼 |
| JPMorgan Chase & Co | 1,386,029 | $1.15 億 | 0.01% | +1,093,496+373.8% | 加碼 |
| Neuberger Berman Group LLC | 1,220,475 | $1.01 億 | 0.09% | +435,403+55.5% | 加碼 |
| FIL Ltd | 1,211,542 | $1.00 億 | 0.11% | −422,559−25.9% | 減碼 |
| Coronation Fund Managers Ltd. | 1,196,179 | $9,916 萬 | 2.76% | +273,354+29.6% | 加碼 |
| Norges Bank | 1,175,821 | $9,748 萬 | 0.02% | +20,528+1.8% | 加碼 |
| Morgan Stanley | 979,623 | $8,121 萬 | 0.01% | +142,127+17.0% | 加碼 |
| Wells Fargo & Company | 968,669 | $8,030 萬 | 0.02% | +13,145+1.4% | 加碼 |
| Bank of New York Mellon Corp | 966,026 | $8,008 萬 | 0.02% | −19,559−2.0% | 減碼 |
| Goldman Sachs Group Inc | 951,211 | $7,886 萬 | 0.02% | +524,503+122.9% | 加碼 |
| Abrams Bison Investments, LLC | 912,000 | $7,560 萬 | 7.58% | −17,600−1.9% | 減碼 |
| Charles Schwab Investment Management Inc | 840,852 | $6,971 萬 | 0.02% | +116,890+16.1% | 加碼 |
| Bronte Capital Management Pty Ltd. | 836,194 | $6,932 萬 | 6.48% | −5,034−0.6% | 減碼 |
| TimesSquare Capital Management, LLC | 808,806 | $6,705 萬 | 0.99% | +50,035+6.6% | 加碼 |
| Northern Trust Corp | 765,247 | $6,344 萬 | 0.01% | +31,552+4.3% | 加碼 |
| Bamco Inc | 737,534 | $6,114 萬 | 0.16% | +181,716+32.7% | 加碼 |
| Jacobs Levy Equity Management, Inc | 730,143 | $6,053 萬 | 0.30% | −19,500−2.6% | 減碼 |
| Holocene Advisors, LP | 702,100 | $5,820 萬 | 0.23% | +350,257+99.5% | 加碼 |
| Bank of America Corp | 693,374 | $5,748 萬 | 0.01% | −1,277,042−64.8% | 減碼 |
| 1832 Asset Management L.P. | 675,002 | $5,596 萬 | 0.11% | −31,361−4.4% | 減碼 |
| Cooper Investors Pty Ltd | 590,526 | $4,895 萬 | 2.93% | +5,182+0.9% | 加碼 |
| Pictet Asset Management Holding SA | 587,627 | $4,871 萬 | 0.05% | +257,551+78.0% | 加碼 |
| Invesco Ltd. | 559,048 | $4,635 萬 | 0.01% | −8,235−1.5% | 減碼 |
| Ancient Art, L.P. | 550,174 | $4,561 萬 | 7.61% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 526,807 | $4,367 萬 | 0.17% | +7,948+1.5% | 加碼 |
| Royal Bank of Canada | 511,082 | $4,237 萬 | 0.01% | +146,191+40.1% | 加碼 |
| Principal Financial Group Inc | 481,049 | $3,988 萬 | 0.03% | −93,470−16.3% | 減碼 |
| Citadel Advisors LLC | 437,320 | $3,625 萬 | 0.04% | +423,215+3,000.5% | 加碼 |
| Balyasny Asset Management LLC | 404,631 | $3,354 萬 | 0.09% | +404,631 | 新進 |
| Raymond James & Associates | 390,183 | $3,235 萬 | 0.02% | +12,231+3.2% | 加碼 |
| Ensign Peak Advisors, Inc | 389,204 | $3,227 萬 | 0.06% | −5,249−1.3% | 減碼 |
| Antipodes Partners Ltd | 356,989 | $2,959 萬 | 0.92% | −107,125−23.1% | 減碼 |
| Cercano Management LLC | 351,758 | $2,916 萬 | 0.96% | 00.0% | 不變 |
| Millennium Management LLC | 340,596 | $2,824 萬 | 0.03% | −82,918−19.6% | 減碼 |
| Oakcliff Capital Partners, LP | 339,647 | $2,816 萬 | 17.72% | 00.0% | 不變 |
| RV Capital GmbH | 309,947 | $2,569 萬 | 7.43% | +21,200+7.3% | 加碼 |
| Rhumbline Advisers | 302,742 | $2,510 萬 | 0.03% | −6,989−2.3% | 減碼 |
| Envestnet Asset Management Inc | 285,838 | $2,370 萬 | 0.01% | +5,030+1.8% | 加碼 |
| Dimensional Fund Advisors LP | 276,180 | $2,290 萬 | 0.01% | +3,705+1.4% | 加碼 |
| Nuveen Asset Management, LLC | 262,917 | $2,180 萬 | 0.01% | +5,236+2.0% | 加碼 |
| Federated Hermes, Inc. | 258,755 | $2,145 萬 | 0.05% | −4,976−1.9% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 254,713 | $2,112 萬 | 0.40% | +1,582+0.6% | 加碼 |
| Legal & General Group Plc | 253,505 | $2,102 萬 | 0.01% | −14,349−5.4% | 減碼 |
| Assenagon Asset Management S.A. | 244,099 | $2,024 萬 | 0.06% | +175,194+254.3% | 加碼 |
| Select Equity Group, L.P. | 242,022 | $2,006 萬 | 0.07% | −1,503,147−86.1% | 減碼 |
| Polar Capital Holdings Plc | 237,284 | $1,967 萬 | 0.14% | +29,042+13.9% | 加碼 |
| Hudson Way Capital Management LLC | 221,348 | $1,835 萬 | 3.44% | −28,275−11.3% | 減碼 |
| Man Group plc | 209,881 | $1,740 萬 | 0.05% | – | – |
| HSBC Holdings PLC | 207,000 | $1,720 萬 | 0.02% | +4,907+2.4% | 加碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 207,000 | $1,716 萬 | 1.27% | +7,000+3.5% | 加碼 |
| California Public Employees Retirement System | 202,260 | $1,677 萬 | 0.01% | −5,774−2.8% | 減碼 |
| Swiss National Bank | 200,300 | $1,660 萬 | 0.01% | −26,100−11.5% | 減碼 |
| State of Wisconsin Investment Board | 196,564 | $1,630 萬 | 0.05% | +27,387+16.2% | 加碼 |
| Woodson Capital Management, LP | 193,000 | $1,600 萬 | 3.72% | +193,000 | 新進 |
| Stifel Financial Corp | 191,262 | $1,586 萬 | 0.02% | −1,678−0.9% | 減碼 |
| Bridgewater Associates, LP | 185,098 | $1,534 萬 | 0.09% | +147,109+387.2% | 加碼 |
| Jane Street Group, LLC | 180,761 | $1,499 萬 | 0.02% | +133,884+285.6% | 加碼 |
| Allianz Asset Management GmbH | 170,095 | $1,410 萬 | 0.03% | −66,510−28.1% | 減碼 |
| UBS Asset Management Americas Inc | 168,264 | $1,395 萬 | 0.01% | −1,265−0.7% | 減碼 |
| Alliancebernstein L.P. | 164,229 | $1,361 萬 | 0.01% | −4,457−2.6% | 減碼 |
| Hosking Partners LLP | 163,208 | $1,353 萬 | 0.57% | +140,196+609.2% | 加碼 |
| Smith Group Asset Management, LLC | 163,091 | $1,352 萬 | 0.79% | +163,091 | 新進 |
| American Century Companies Inc | 159,516 | $1,322 萬 | 0.01% | +12,181+8.3% | 加碼 |
| Brooktree Capital Management | 158,073 | $1,310 萬 | 10.59% | −11,791−6.9% | 減碼 |
| Dana Investment Advisors, Inc. | 155,710 | $1,291 萬 | 0.62% | −9,777−5.9% | 減碼 |
| Renaissance Technologies LLC | 150,700 | $1,249 萬 | 0.02% | −16,400−9.8% | 減碼 |
| Russell Investments Group, Ltd. | 148,398 | $1,230 萬 | 0.02% | −1,748−1.2% | 減碼 |
| Credit Suisse AG | 146,518 | $1,215 萬 | 0.01% | +1,443+1.0% | 加碼 |
| American International Group, Inc. | 144,524 | $1,198 萬 | 0.05% | −6,139−4.1% | 減碼 |
| Owls Nest Partners IA, LLC | 141,849 | $1,176 萬 | 3.07% | −88,429−38.4% | 減碼 |
| Victory Capital Management Inc | 140,502 | $1,165 萬 | 0.01% | −31,536−18.3% | 減碼 |
| Ameriprise Financial Inc | 135,246 | $1,121 萬 | 0.00% | −7,404−5.2% | 減碼 |
| Retirement Systems of Alabama | 134,030 | $1,111 萬 | 0.05% | +463+0.3% | 加碼 |
| Gabelli Funds LLC | 132,049 | $1,095 萬 | 0.08% | −3,321−2.5% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 169,846 | $1,092 萬 | 0.15% | +169,846 | 新進 |
| Unisphere Establishment | 122,500 | $1,016 萬 | 0.11% | +122,500 | 新進 |
| D. E. Shaw & Co., Inc. | 120,735 | $1,001 萬 | 0.01% | −90,106−42.7% | 減碼 |
| BlackBarn Capital Partners LP | 120,000 | $994.8 萬 | 6.57% | +120,000 | 新進 |
| First Trust Advisors LP | 116,557 | $966.3 萬 | 0.01% | +55,287+90.2% | 加碼 |
| Qube Research & Technologies Ltd | 115,508 | $957.6 萬 | 0.02% | +38,902+50.8% | 加碼 |
| SEI Investments Co | 114,132 | $946.1 萬 | 0.02% | −12,225−9.7% | 減碼 |
| California State Teachers Retirement System | 107,842 | $894.0 萬 | 0.01% | −5,750−5.1% | 減碼 |
| KBC Group NV | 102,400 | $848.9 萬 | 0.03% | +6,874+7.2% | 加碼 |
| Janus Henderson Group PLC | 99,119 | $821.8 萬 | 0.00% | +7,802+8.5% | 加碼 |
| Cubist Systematic Strategies, LLC | 99,039 | $821.0 萬 | 0.10% | +99,039 | 新進 |
| Agf Management Ltd | 97,805 | $810.8 萬 | 0.05% | −2,195−2.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 95,231 | $789.5 萬 | 0.02% | +274+0.3% | 加碼 |
| Squarepoint Ops LLC | 93,904 | $778.5 萬 | 0.03% | +93,904 | 新進 |
| Barclays PLC | 93,391 | $774.2 萬 | 0.00% | −119,489−56.1% | 減碼 |