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。
2024 年第 1 季 13F 持有人
Interactive Brokers Group, Inc. 在 2024/3/31 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
- 494
- 較 2023 年第 4 季 +41 家
- 持有股數
- 9,465 萬
- 較 2023 年第 4 季 +164.9 萬 (+1.8%)
- 總市值
- $105.7 億
- 較 2023 年第 4 季 +$28.6 億 (+37.1%)
- 新進機構
- 90
- 另有 162 家加碼
- 清倉機構
- 49
- 另有 172 家減碼
另有 3 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,677,465 | $10.8 億 | 0.02% | −12,591−0.1% | 減碼 |
| BlackRock Inc. | 9,091,283 | $10.2 億 | 0.02% | +71,098+0.8% | 加碼 |
| Orbis Allan Gray Ltd | 7,129,746 | $7.96 億 | 4.77% | −639,165−8.2% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 5,137,616 | $5.74 億 | 1.33% | −1,170,286−18.6% | 減碼 |
| JPMorgan Chase & Co | 3,702,768 | $4.14 億 | 0.04% | +2,316,739+167.1% | 加碼 |
| Cantillon Capital Management LLC | 3,655,704 | $4.08 億 | 2.57% | −73,165−2.0% | 減碼 |
| State Street Corp | 3,190,380 | $3.56 億 | 0.02% | +95,429+3.1% | 加碼 |
| Greenwich Wealth Management LLC | 2,971,334 | $3.32 億 | 26.44% | −146,842−4.7% | 減碼 |
| Egerton Capital (UK) LLP | 2,823,697 | $3.15 億 | 3.05% | +2,823,697 | 新進 |
| Bares Capital Management, Inc. | 2,810,131 | $3.14 億 | 12.46% | +264,543+10.4% | 加碼 |
| Marshall Wace, LLP | 2,025,233 | $2.26 億 | 0.37% | −1,135,901−35.9% | 減碼 |
| Geode Capital Management, LLC | 1,874,442 | $2.09 億 | 0.02% | +204,571+12.3% | 加碼 |
| Morgan Stanley | 1,830,018 | $2.04 億 | 0.02% | +850,395+86.8% | 加碼 |
| Jarislowsky, Fraser Ltd | 1,710,286 | $1.91 億 | 1.10% | −101,518−5.6% | 減碼 |
| Voya Investment Management LLC | 1,479,019 | $1.65 億 | 0.16% | +1,464,497+10,084.7% | 加碼 |
| Norges Bank | 1,451,993 | $1.62 億 | 0.03% | +276,172+23.5% | 加碼 |
| Neuberger Berman Group LLC | 1,249,652 | $1.40 億 | 0.12% | +29,177+2.4% | 加碼 |
| FIL Ltd | 1,060,741 | $1.18 億 | 0.12% | −150,801−12.4% | 減碼 |
| Bank of America Corp | 1,013,650 | $1.13 億 | 0.01% | +320,276+46.2% | 加碼 |
| Bank of New York Mellon Corp | 980,140 | $1.09 億 | 0.02% | +14,114+1.5% | 加碼 |
| Coronation Fund Managers Ltd. | 937,193 | $1.05 億 | 2.85% | −258,986−21.7% | 減碼 |
| Wells Fargo & Company | 918,857 | $1.03 億 | 0.03% | −49,812−5.1% | 減碼 |
| Bronte Capital Management Pty Ltd. | 842,425 | $9,411 萬 | 8.08% | +6,231+0.7% | 加碼 |
| Abrams Bison Investments, LLC | 813,000 | $9,082 萬 | 8.11% | −99,000−10.9% | 減碼 |
| Charles Schwab Investment Management Inc | 770,818 | $8,611 萬 | 0.02% | −70,034−8.3% | 減碼 |
| Bamco Inc | 764,968 | $8,545 萬 | 0.23% | +27,434+3.7% | 加碼 |
| FMR LLC | 742,895 | $8,299 萬 | 0.01% | −1,032,574−58.2% | 減碼 |
| Northern Trust Corp | 681,618 | $7,614 萬 | 0.01% | −83,629−10.9% | 減碼 |
| Empower Advisory Group, LLC | 679,253 | $7,588 萬 | 0.28% | +152,446+28.9% | 加碼 |
| 1832 Asset Management L.P. | 609,981 | $6,814 萬 | 0.12% | −65,021−9.6% | 減碼 |
| Royal Bank of Canada | 603,480 | $6,742 萬 | 0.02% | +92,398+18.1% | 加碼 |
| Cooper Investors Pty Ltd | 597,481 | $6,674 萬 | 3.85% | +6,955+1.2% | 加碼 |
| Principal Financial Group Inc | 559,901 | $6,255 萬 | 0.04% | +78,852+16.4% | 加碼 |
| Ancient Art, L.P. | 550,174 | $6,146 萬 | 12.42% | 00.0% | 不變 |
| Jacobs Levy Equity Management, Inc | 531,288 | $5,935 萬 | 0.27% | −198,855−27.2% | 減碼 |
| Agf Management Ltd | 527,855 | $5,897 萬 | 0.33% | +430,050+439.7% | 加碼 |
| Ensign Peak Advisors, Inc | 482,350 | $5,388 萬 | 0.10% | +93,146+23.9% | 加碼 |
| Invesco Ltd. | 481,276 | $5,376 萬 | 0.01% | −77,772−13.9% | 減碼 |
| Junto Capital Management LP | 477,044 | $5,329 萬 | 1.18% | +477,044 | 新進 |
| Pictet Asset Management Holding SA | 470,353 | $5,254 萬 | 0.06% | −117,274−20.0% | 減碼 |
| TimesSquare Capital Management, LLC | 423,815 | $4,734 萬 | 0.69% | −384,991−47.6% | 減碼 |
| Raymond James & Associates | 414,548 | $4,631 萬 | 0.03% | +24,365+6.2% | 加碼 |
| Renaissance Technologies LLC | 398,500 | $4,452 萬 | 0.07% | +247,800+164.4% | 加碼 |
| Citigroup Inc | 375,882 | $4,199 萬 | 0.05% | +325,916+652.3% | 加碼 |
| Polar Capital Holdings Plc | 354,480 | $3,960 萬 | 0.24% | +117,196+49.4% | 加碼 |
| Envestnet Asset Management Inc | 349,162 | $3,900 萬 | 0.01% | +63,324+22.2% | 加碼 |
| Hudson Way Capital Management LLC | 331,017 | $3,698 萬 | 6.75% | +109,669+49.5% | 加碼 |
| RV Capital GmbH | 309,947 | $3,462 萬 | 9.25% | 00.0% | 不變 |
| Oakcliff Capital Partners, LP | 302,647 | $3,381 萬 | 20.26% | −37,000−10.9% | 減碼 |
| Antipodes Partners Ltd | 298,322 | $3,333 萬 | 1.05% | −58,667−16.4% | 減碼 |
| Rhumbline Advisers | 291,674 | $3,258 萬 | 0.03% | −11,068−3.7% | 減碼 |
| Dimensional Fund Advisors LP | 274,067 | $3,062 萬 | 0.01% | −2,113−0.8% | 減碼 |
| Retirement Systems of Alabama | 265,511 | $2,966 萬 | 0.11% | +131,481+98.1% | 加碼 |
| Nuveen Asset Management, LLC | 265,160 | $2,962 萬 | 0.01% | +2,243+0.9% | 加碼 |
| Legal & General Group Plc | 263,869 | $2,948 萬 | 0.01% | +10,364+4.1% | 加碼 |
| Federated Hermes, Inc. | 260,285 | $2,908 萬 | 0.07% | +1,530+0.6% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 237,454 | $2,653 萬 | 0.62% | −17,259−6.8% | 減碼 |
| Balyasny Asset Management LLC | 227,352 | $2,540 萬 | 0.07% | −177,279−43.8% | 減碼 |
| Cercano Management LLC | 218,587 | $2,442 萬 | 0.68% | −133,171−37.9% | 減碼 |
| Goldman Sachs Group Inc | 218,181 | $2,437 萬 | 0.01% | −733,030−77.1% | 減碼 |
| HSBC Holdings PLC | 209,783 | $2,344 萬 | 0.02% | +2,783+1.3% | 加碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 209,747 | $2,343 萬 | 1.59% | +2,747+1.3% | 加碼 |
| California Public Employees Retirement System | 202,845 | $2,266 萬 | 0.02% | +585+0.3% | 加碼 |
| Swiss National Bank | 200,600 | $2,241 萬 | 0.02% | +300+0.1% | 加碼 |
| Hosking Partners LLP | 187,326 | $2,093 萬 | 0.77% | +24,118+14.8% | 加碼 |
| Woodson Capital Management, LP | 179,000 | $2,000 萬 | 3.65% | −14,000−7.3% | 減碼 |
| Stifel Financial Corp | 176,484 | $1,972 萬 | 0.02% | −14,778−7.7% | 減碼 |
| State of Wisconsin Investment Board | 173,235 | $1,935 萬 | 0.05% | −23,329−11.9% | 減碼 |
| UBS Asset Management Americas Inc | 165,002 | $1,843 萬 | 0.01% | −3,262−1.9% | 減碼 |
| Scout Investments, Inc. | 163,636 | $1,834 萬 | 0.45% | +163,636 | 新進 |
| Dana Investment Advisors, Inc. | 157,568 | $1,760 萬 | 0.59% | +1,858+1.2% | 加碼 |
| Brooktree Capital Management | 151,875 | $1,697 萬 | 13.08% | −6,198−3.9% | 減碼 |
| Ameriprise Financial Inc | 149,186 | $1,667 萬 | 0.00% | +13,940+10.3% | 加碼 |
| Alliancebernstein L.P. | 148,236 | $1,656 萬 | 0.01% | −15,993−9.7% | 減碼 |
| Credit Suisse AG | 145,835 | $1,629 萬 | 0.02% | −683−0.5% | 減碼 |
| American International Group, Inc. | 141,630 | $1,582 萬 | 0.06% | −2,894−2.0% | 減碼 |
| Governors Lane LP | 140,231 | $1,567 萬 | 2.52% | +140,231 | 新進 |
| Russell Investments Group, Ltd. | 139,991 | $1,564 萬 | 0.02% | −8,407−5.7% | 減碼 |
| Nomura Holdings Inc | 137,581 | $1,537 萬 | 0.12% | +137,581 | 新進 |
| Victory Capital Management Inc | 136,244 | $1,522 萬 | 0.01% | −4,258−3.0% | 減碼 |
| Gabelli Funds LLC | 132,149 | $1,476 萬 | 0.11% | +100+0.1% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 128,637 | $1,437 萬 | 0.67% | +103,362+408.9% | 加碼 |
| LPL Financial LLC | 118,133 | $1,320 萬 | 0.01% | +49,128+71.2% | 加碼 |
| Owls Nest Partners IA, LLC | 116,331 | $1,300 萬 | 3.44% | −25,518−18.0% | 減碼 |
| Citadel Advisors LLC | 115,418 | $1,289 萬 | 0.01% | −321,902−73.6% | 減碼 |
| Smith Group Asset Management, LLC | 115,287 | $1,288 萬 | 0.74% | −47,804−29.3% | 減碼 |
| Alyeska Investment Group, L.P. | 111,698 | $1,248 萬 | 0.08% | +111,698 | 新進 |
| Janus Henderson Group PLC | 108,977 | $1,217 萬 | 0.01% | +9,858+9.9% | 加碼 |
| Barclays PLC | 103,143 | $1,152 萬 | 0.01% | +9,752+10.4% | 加碼 |
| KBC Group NV | 103,089 | $1,152 萬 | 0.04% | +689+0.7% | 加碼 |
| California State Teachers Retirement System | 102,059 | $1,140 萬 | 0.01% | −5,783−5.4% | 減碼 |
| American Century Companies Inc | 94,247 | $1,053 萬 | 0.01% | −65,269−40.9% | 減碼 |
| Texas Permanent School Fund | 93,658 | $1,046 萬 | 0.08% | +1,212+1.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 93,094 | $1,040 萬 | 0.01% | +4,311+4.9% | 加碼 |
| O'Brien Greene & Co. Inc | 87,081 | $972.8 萬 | 3.20% | +931+1.1% | 加碼 |
| Allianz Asset Management GmbH | 85,538 | $955.5 萬 | 0.02% | −84,557−49.7% | 減碼 |
| Winmill & Co. Inc | 81,800 | $913.8 萬 | 2.60% | 00.0% | 不變 |
| SEI Investments Co | 79,745 | $890.9 萬 | 0.01% | −34,387−30.1% | 減碼 |
| Millennium Management LLC | 77,728 | $868.3 萬 | 0.01% | −262,868−77.2% | 減碼 |
| Lansing Management LP | 77,583 | $866.7 萬 | 8.42% | +55,771+255.7% | 加碼 |