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 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 |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 242,022 | $2,006 萬 | 0.07% | −1,503,147−86.1% | 減碼 |
| Assenagon Asset Management S.A. | 244,099 | $2,024 萬 | 0.06% | +175,194+254.3% | 加碼 |
| Legal & General Group Plc | 253,505 | $2,102 萬 | 0.01% | −14,349−5.4% | 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 |
| Federated Hermes, Inc. | 258,755 | $2,145 萬 | 0.05% | −4,976−1.9% | 減碼 |
| Nuveen Asset Management, LLC | 262,917 | $2,180 萬 | 0.01% | +5,236+2.0% | 加碼 |
| Dimensional Fund Advisors LP | 276,180 | $2,290 萬 | 0.01% | +3,705+1.4% | 加碼 |
| Envestnet Asset Management Inc | 285,838 | $2,370 萬 | 0.01% | +5,030+1.8% | 加碼 |
| Rhumbline Advisers | 302,742 | $2,510 萬 | 0.03% | −6,989−2.3% | 減碼 |
| RV Capital GmbH | 309,947 | $2,569 萬 | 7.43% | +21,200+7.3% | 加碼 |
| Oakcliff Capital Partners, LP | 339,647 | $2,816 萬 | 17.72% | 00.0% | 不變 |
| Millennium Management LLC | 340,596 | $2,824 萬 | 0.03% | −82,918−19.6% | 減碼 |
| Cercano Management LLC | 351,758 | $2,916 萬 | 0.96% | 00.0% | 不變 |
| Antipodes Partners Ltd | 356,989 | $2,959 萬 | 0.92% | −107,125−23.1% | 減碼 |
| Ensign Peak Advisors, Inc | 389,204 | $3,227 萬 | 0.06% | −5,249−1.3% | 減碼 |
| Raymond James & Associates | 390,183 | $3,235 萬 | 0.02% | +12,231+3.2% | 加碼 |
| Balyasny Asset Management LLC | 404,631 | $3,354 萬 | 0.09% | +404,631 | 新進 |
| Citadel Advisors LLC | 437,320 | $3,625 萬 | 0.04% | +423,215+3,000.5% | 加碼 |
| Principal Financial Group Inc | 481,049 | $3,988 萬 | 0.03% | −93,470−16.3% | 減碼 |
| Royal Bank of Canada | 511,082 | $4,237 萬 | 0.01% | +146,191+40.1% | 加碼 |
| Empower Advisory Group, LLC | 526,807 | $4,367 萬 | 0.17% | +7,948+1.5% | 加碼 |
| Ancient Art, L.P. | 550,174 | $4,561 萬 | 7.61% | 00.0% | 不變 |
| Invesco Ltd. | 559,048 | $4,635 萬 | 0.01% | −8,235−1.5% | 減碼 |
| Pictet Asset Management Holding SA | 587,627 | $4,871 萬 | 0.05% | +257,551+78.0% | 加碼 |
| Cooper Investors Pty Ltd | 590,526 | $4,895 萬 | 2.93% | +5,182+0.9% | 加碼 |
| 1832 Asset Management L.P. | 675,002 | $5,596 萬 | 0.11% | −31,361−4.4% | 減碼 |
| Bank of America Corp | 693,374 | $5,748 萬 | 0.01% | −1,277,042−64.8% | 減碼 |
| Holocene Advisors, LP | 702,100 | $5,820 萬 | 0.23% | +350,257+99.5% | 加碼 |
| Jacobs Levy Equity Management, Inc | 730,143 | $6,053 萬 | 0.30% | −19,500−2.6% | 減碼 |
| Bamco Inc | 737,534 | $6,114 萬 | 0.16% | +181,716+32.7% | 加碼 |
| Northern Trust Corp | 765,247 | $6,344 萬 | 0.01% | +31,552+4.3% | 加碼 |
| TimesSquare Capital Management, LLC | 808,806 | $6,705 萬 | 0.99% | +50,035+6.6% | 加碼 |
| Bronte Capital Management Pty Ltd. | 836,194 | $6,932 萬 | 6.48% | −5,034−0.6% | 減碼 |
| Charles Schwab Investment Management Inc | 840,852 | $6,971 萬 | 0.02% | +116,890+16.1% | 加碼 |
| Abrams Bison Investments, LLC | 912,000 | $7,560 萬 | 7.58% | −17,600−1.9% | 減碼 |
| Goldman Sachs Group Inc | 951,211 | $7,886 萬 | 0.02% | +524,503+122.9% | 加碼 |
| Bank of New York Mellon Corp | 966,026 | $8,008 萬 | 0.02% | −19,559−2.0% | 減碼 |
| Wells Fargo & Company | 968,669 | $8,030 萬 | 0.02% | +13,145+1.4% | 加碼 |
| Morgan Stanley | 979,623 | $8,121 萬 | 0.01% | +142,127+17.0% | 加碼 |
| Norges Bank | 1,175,821 | $9,748 萬 | 0.02% | +20,528+1.8% | 加碼 |
| Coronation Fund Managers Ltd. | 1,196,179 | $9,916 萬 | 2.76% | +273,354+29.6% | 加碼 |
| FIL Ltd | 1,211,542 | $1.00 億 | 0.11% | −422,559−25.9% | 減碼 |
| Neuberger Berman Group LLC | 1,220,475 | $1.01 億 | 0.09% | +435,403+55.5% | 加碼 |
| JPMorgan Chase & Co | 1,386,029 | $1.15 億 | 0.01% | +1,093,496+373.8% | 加碼 |
| Geode Capital Management, LLC | 1,669,871 | $1.38 億 | 0.01% | +71,326+4.5% | 加碼 |
| FMR LLC | 1,775,469 | $1.47 億 | 0.01% | +1,936+0.1% | 加碼 |
| Jarislowsky, Fraser Ltd | 1,811,804 | $1.50 億 | 0.88% | −16,269−0.9% | 減碼 |
| Bares Capital Management, Inc. | 2,545,588 | $2.11 億 | 8.28% | −20,807−0.8% | 減碼 |
| State Street Corp | 3,094,951 | $2.57 億 | 0.01% | +130,171+4.4% | 加碼 |
| Greenwich Wealth Management LLC | 3,118,176 | $2.58 億 | 25.53% | +3170.0% | 加碼 |
| Marshall Wace, LLP | 3,161,134 | $2.62 億 | 0.50% | +619,455+24.4% | 加碼 |
| Cantillon Capital Management LLC | 3,728,869 | $3.09 億 | 2.07% | −90,760−2.4% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 6,307,902 | $5.23 億 | 1.31% | −63,697−1.0% | 減碼 |
| Orbis Allan Gray Ltd | 7,768,911 | $6.44 億 | 4.04% | −380,226−4.7% | 減碼 |
| BlackRock Inc. | 9,020,185 | $7.48 億 | 0.02% | +13,047+0.1% | 加碼 |
| Vanguard Group Inc | 9,690,056 | $8.03 億 | 0.02% | +123,226+1.3% | 加碼 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −533,629−100.0% | 清倉 |
| Junto Capital Management LP | 0 | $0 | 0.00% | −510,519−100.0% | 清倉 |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −230,695−100.0% | 清倉 |
| Gillson Capital LP | 0 | $0 | 0.00% | −166,326−100.0% | 清倉 |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −158,104−100.0% | 清倉 |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −115,891−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −90,000−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −73,461−100.0% | 清倉 |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −56,600−100.0% | 清倉 |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −54,300−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −45,392−100.0% | 清倉 |
| Redwood Investments, LLC | 0 | $0 | 0.00% | −36,792−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −30,142−100.0% | 清倉 |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −29,212−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −18,516−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −15,748−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,922−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −9,400−100.0% | 清倉 |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −8,635−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −7,994−100.0% | 清倉 |
| Friedenthal Financial | 0 | $0 | 0.00% | −7,827−100.0% | 清倉 |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −7,790−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −7,535−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,140−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −5,809−100.0% | 清倉 |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −5,448−100.0% | 清倉 |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −4,979−100.0% | 清倉 |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −4,800−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,109−100.0% | 清倉 |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −3,495−100.0% | 清倉 |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −3,479−100.0% | 清倉 |
| Platte River Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,380−100.0% | 清倉 |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −2,967−100.0% | 清倉 |
| Leeward Financial Partners, LLC | 0 | $0 | 0.00% | −2,834−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −2,825−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,579−100.0% | 清倉 |
| DFPG Investments, LLC | 0 | $0 | 0.00% | −2,702−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −2,459−100.0% | 清倉 |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −2,184−100.0% | 清倉 |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −379−100.0% | 清倉 |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −173−100.0% | 清倉 |
| South State Corp. | 0 | $0 | 0.00% | −144−100.0% | 清倉 |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −114−100.0% | 清倉 |