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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 18,844 | $210.5 萬 | 0.00% | +4,875+34.9% | 加碼 |
| Deutsche Bank AG | 19,757 | $220.7 萬 | 0.00% | +1,481+8.1% | 加碼 |
| Resources Investment Advisors, LLC. | 20,432 | $228.2 萬 | 0.04% | +597+3.0% | 加碼 |
| Buck Wealth Strategies, LLC | 20,484 | $228.8 萬 | 0.79% | +20,484 | 新進 |
| TD Private Client Wealth LLC | 20,723 | $231.5 萬 | 0.08% | +106+0.5% | 加碼 |
| New Mexico Educational Retirement Board | 21,060 | $235.3 萬 | 0.08% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 22,101 | $246.9 萬 | 0.01% | −29,243−57.0% | 減碼 |
| Nordea Investment Management AB | 22,198 | $248.3 萬 | 0.00% | −3,400−13.3% | 減碼 |
| Pinebridge Investments, L.P. | 22,562 | $252.0 萬 | 0.02% | −36,120−61.6% | 減碼 |
| Entropy Technologies, LP | 22,720 | $253.8 萬 | 0.27% | +22,720 | 新進 |
| Prescott Group Capital Management, L.L.C. | 22,919 | $256.0 萬 | 0.41% | 00.0% | 不變 |
| Stony Point Capital LLC | 23,297 | $260.3 萬 | 0.85% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 23,629 | $264.0 萬 | 0.09% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 23,666 | $264.4 萬 | 0.03% | +22,882+2,918.6% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,672 | $264.4 萬 | 0.02% | +58+0.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 23,869 | $266.6 萬 | 0.07% | +61+0.3% | 加碼 |
| US Bancorp | 24,320 | $271.7 萬 | 0.00% | −4,440−15.4% | 減碼 |
| CenterBook Partners LP | 24,949 | $278.7 萬 | 0.19% | +1,802+7.8% | 加碼 |
| First Trust Advisors LP | 25,300 | $282.6 萬 | 0.00% | −91,257−78.3% | 減碼 |
| Epacria Capital Partners, LLC | 25,406 | $283.8 萬 | 2.06% | −613−2.4% | 減碼 |
| State of Tennessee, Treasury Department | 25,408 | $283.8 萬 | 0.01% | +800+3.3% | 加碼 |
| State of Michigan Retirement System | 26,279 | $293.6 萬 | 0.02% | +600+2.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 26,450 | $295.5 萬 | 0.06% | −3,742−12.4% | 減碼 |
| Thrivent Financial for Lutherans | 26,818 | $299.6 萬 | 0.01% | +84+0.3% | 加碼 |
| Handelsbanken Fonder AB | 27,494 | $307.1 萬 | 0.01% | −7,918−22.4% | 減碼 |
| Trexquant Investment LP | 27,940 | $312.1 萬 | 0.06% | −57,455−67.3% | 減碼 |
| Arizona State Retirement System | 27,940 | $312.1 萬 | 0.02% | −469−1.7% | 減碼 |
| USS Investment Management Ltd | 28,000 | $312.8 萬 | 0.03% | +4,753+20.4% | 加碼 |
| EULAV Asset Management | 28,000 | $312.8 萬 | 0.09% | −2,000−6.7% | 減碼 |
| Toroso Investments, LLC | 28,225 | $314.6 萬 | 0.05% | +16,609+143.0% | 加碼 |
| Warther Private Wealth, LLC | 28,330 | $316.5 萬 | 1.41% | −1,000−3.4% | 減碼 |
| Atom Investors LP | 28,902 | $322.9 萬 | 0.41% | +28,902 | 新進 |
| CWA Asset Management Group, LLC | 29,162 | $325.8 萬 | 0.20% | +29,162 | 新進 |
| Federation des caisses Desjardins du Quebec | 29,444 | $328.9 萬 | 0.02% | −262−0.9% | 減碼 |
| Factory Mutual Insurance Co | 30,000 | $335.1 萬 | 0.04% | +30,000 | 新進 |
| Louisiana State Employees Retirement System | 30,800 | $344.1 萬 | 0.07% | +700+2.3% | 加碼 |
| Heartland Advisors Inc | 30,810 | $344.2 萬 | 0.18% | −5,755−15.7% | 減碼 |
| Cozad Asset Management Inc | 32,378 | $361.7 萬 | 0.38% | +7,177+28.5% | 加碼 |
| Gotham Asset Management, LLC | 32,516 | $363.2 萬 | 0.05% | −55−0.2% | 減碼 |
| Atria Investments LLC | 32,573 | $363.9 萬 | 0.05% | −8,963−21.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 33,470 | $373.9 萬 | 0.03% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 34,126 | $381.2 萬 | 0.16% | +2,454+7.7% | 加碼 |
| SkyView Investment Advisors, LLC | 34,414 | $384.4 萬 | 0.71% | +8,722+33.9% | 加碼 |
| TownSquare Capital, LLC | 34,669 | $387.3 萬 | 0.06% | −43,040−55.4% | 減碼 |
| Miura Global Management, LLC | 35,000 | $391.0 萬 | 3.33% | +35,000 | 新進 |
| Bank of Nova Scotia | 37,128 | $413.6 萬 | 0.01% | −2,480−6.3% | 減碼 |
| NewEdge Wealth, LLC | 34,866 | $417.7 萬 | 0.09% | +3,058+9.6% | 加碼 |
| Exor Capital LLP | 39,009 | $435.8 萬 | 0.18% | +39,009 | 新進 |
| Public Employees Retirement System of Ohio | 39,938 | $446.1 萬 | 0.02% | −3,735−8.6% | 減碼 |
| Man Group plc | 40,061 | $447.5 萬 | 0.01% | −169,820−80.9% | 減碼 |
| Wellington Management Group LLP | 40,428 | $451.6 萬 | 0.00% | −9,540−19.1% | 減碼 |
| Martingale Asset Management L P | 41,597 | $464.7 萬 | 0.09% | −2,767−6.2% | 減碼 |
| Cetera Investment Advisers | 42,048 | $469.7 萬 | 0.01% | +24,648+141.7% | 加碼 |
| Jane Street Group, LLC | 42,627 | $476.2 萬 | 0.01% | −138,134−76.4% | 減碼 |
| Susquehanna International Group, LLP | 43,124 | $481.7 萬 | 0.01% | −43,663−50.3% | 減碼 |
| Van Eck Associates Corp | 43,711 | $488.3 萬 | 0.01% | +9,082+26.2% | 加碼 |
| Cinctive Capital Management LP | 44,486 | $497.0 萬 | 0.26% | +44,486 | 新進 |
| AWH Capital, L.P. | 45,000 | $502.7 萬 | 4.63% | −12,162−21.3% | 減碼 |
| Harbor Advisors LLC | 45,208 | $505.0 萬 | 0.93% | −4,350−8.8% | 減碼 |
| PenderFund Capital Management Ltd. | 35,138 | $531.7 萬 | 1.46% | −3,000−7.9% | 減碼 |
| Yousif Capital Management, LLC | 48,692 | $543.9 萬 | 0.06% | −1,093−2.2% | 減碼 |
| Bank of Montreal | 48,610 | $544.5 萬 | 0.00% | +8,271+20.5% | 加碼 |
| CWM Advisors, LLC | 49,279 | $550.5 萬 | 0.56% | +2,881+6.2% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 50,015 | $558.7 萬 | 0.67% | +50,015 | 新進 |
| Treasurer of the State of North Carolina | 50,438 | $563.4 萬 | 0.02% | +2,043+4.2% | 加碼 |
| Ellsworth Advisors, LLC | 51,097 | $564.1 萬 | 1.62% | +1,066+2.1% | 加碼 |
| Mawer Investment Management Ltd. | 51,017 | $569.9 萬 | 0.03% | +51,017 | 新進 |
| Scotia Capital Inc. | 51,772 | $578.3 萬 | 0.03% | +47,671+1,162.4% | 加碼 |
| Price T Rowe Associates Inc | 53,280 | $595.2 萬 | 0.00% | +3,326+6.7% | 加碼 |
| Comerica Bank | 53,436 | $596.9 萬 | 0.03% | +41+0.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 56,399 | $630.0 萬 | 0.02% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 57,877 | $646.5 萬 | 0.01% | +13,444+30.3% | 加碼 |
| Squarepoint Ops LLC | 58,296 | $651.2 萬 | 0.03% | −35,608−37.9% | 減碼 |
| MetLife Investment Management | 58,726 | $656.0 萬 | 0.04% | −1,550−2.6% | 減碼 |
| Rovida Advisors Inc. | 60,000 | $670.1 萬 | 2.33% | +60,000 | 新進 |
| BlackBarn Capital Partners LP | 60,000 | $670.3 萬 | 3.88% | −60,000−50.0% | 減碼 |
| Noked Israel Ltd | 60,000 | $670.3 萬 | 1.80% | +20,000+50.0% | 加碼 |
| Great West Life Assurance Co | 60,368 | $674.3 萬 | 0.01% | +660+1.1% | 加碼 |
| Cubist Systematic Strategies, LLC | 61,166 | $683.3 萬 | 0.08% | −37,873−38.2% | 減碼 |
| Mutual of America Capital Management LLC | 63,764 | $712.3 萬 | 0.08% | −2,137−3.2% | 減碼 |
| Tairen Capital Ltd | 63,963 | $714.5 萬 | 0.44% | +63,963 | 新進 |
| Crawford Fund Management, LLC | 66,200 | $739.5 萬 | 5.78% | +66,200 | 新進 |
| UBS Group AG | 67,652 | $755.7 萬 | 0.00% | −5,823−7.9% | 減碼 |
| New York State Teachers Retirement System | 68,648 | $766.9 萬 | 0.02% | +3,220+4.9% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 69,351 | $774.7 萬 | 0.01% | +1,897+2.8% | 加碼 |
| Truist Financial Corp | 70,284 | $785.1 萬 | 0.01% | −13,337−15.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 70,955 | $792.6 萬 | 0.01% | −49,780−41.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 71,002 | $793.2 萬 | 0.01% | −18,367−20.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 96,395 | $795.8 萬 | 0.02% | +1,164+1.2% | 加碼 |
| Amalgamated Bank | 71,711 | $801.1 萬 | 0.07% | +3,698+5.4% | 加碼 |
| Janney Montgomery Scott LLC | 71,746 | $801.5 萬 | 0.02% | +1,709+2.4% | 加碼 |
| New York State Common Retirement Fund | 75,196 | $840.0 萬 | 0.01% | −6,045−7.4% | 減碼 |
| Firetrail Investments Pty Ltd | 76,558 | $855.2 萬 | 7.04% | −1,341−1.7% | 減碼 |
| Verition Fund Management LLC | 77,076 | $861.0 萬 | 0.08% | +39,876+107.2% | 加碼 |
| Lansing Management LP | 77,583 | $866.7 萬 | 8.42% | +55,771+255.7% | 加碼 |
| Millennium Management LLC | 77,728 | $868.3 萬 | 0.01% | −262,868−77.2% | 減碼 |
| SEI Investments Co | 79,745 | $890.9 萬 | 0.01% | −34,387−30.1% | 減碼 |
| Winmill & Co. Inc | 81,800 | $913.8 萬 | 2.60% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 85,538 | $955.5 萬 | 0.02% | −84,557−49.7% | 減碼 |
| O'Brien Greene & Co. Inc | 87,081 | $972.8 萬 | 3.20% | +931+1.1% | 加碼 |