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。
2024 年第 2 季 13F 持有人
Interactive Brokers Group, Inc. 在 2024/6/30 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
- 548
- 較 2024 年第 1 季 +58 家
- 持有股數
- 9,336 萬
- 較 2024 年第 1 季 −110.0 萬 (−1.2%)
- 總市值
- $114.5 億
- 較 2024 年第 1 季 +$8.96 億 (+8.5%)
- 新進機構
- 101
- 另有 197 家加碼
- 清倉機構
- 43
- 另有 182 家減碼
另有 4 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,917,240 | $12.2 億 | 0.02% | +239,775+2.5% | 加碼 |
| BlackRock Inc. | 9,301,894 | $11.4 億 | 0.03% | +210,611+2.3% | 加碼 |
| Orbis Allan Gray Ltd | 6,961,727 | $8.54 億 | 5.32% | −168,019−2.4% | 減碼 |
| JPMorgan Chase & Co | 4,005,703 | $4.91 億 | 0.04% | +302,935+8.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 3,785,131 | $4.64 億 | 1.13% | −1,352,485−26.3% | 減碼 |
| Cantillon Capital Management LLC | 3,478,575 | $4.26 億 | 2.85% | −177,129−4.8% | 減碼 |
| State Street Corp | 3,169,224 | $3.89 億 | 0.02% | −21,156−0.7% | 減碼 |
| Egerton Capital (UK) LLP | 3,133,370 | $3.84 億 | 3.88% | +309,673+11.0% | 加碼 |
| Greenwich Wealth Management LLC | 2,979,372 | $3.65 億 | 26.68% | +8,038+0.3% | 加碼 |
| Bares Capital Management, Inc. | 2,532,665 | $3.11 億 | 14.93% | −277,466−9.9% | 減碼 |
| Marshall Wace, LLP | 2,507,059 | $3.07 億 | 0.43% | +481,826+23.8% | 加碼 |
| Geode Capital Management, LLC | 1,959,143 | $2.40 億 | 0.02% | +84,701+4.5% | 加碼 |
| Norges Bank | 1,648,852 | $2.02 億 | 0.03% | +196,859+13.6% | 加碼 |
| Jarislowsky, Fraser Ltd | 1,528,790 | $1.87 億 | 1.14% | −181,496−10.6% | 減碼 |
| Voya Investment Management LLC | 1,419,732 | $1.74 億 | 0.17% | −59,287−4.0% | 減碼 |
| Morgan Stanley | 1,417,830 | $1.74 億 | 0.01% | −412,188−22.5% | 減碼 |
| Neuberger Berman Group LLC | 1,231,014 | $1.51 億 | 0.12% | −18,638−1.5% | 減碼 |
| Bank of America Corp | 1,184,862 | $1.45 億 | 0.01% | +171,212+16.9% | 加碼 |
| Millennium Management LLC | 1,082,017 | $1.33 億 | 0.11% | +1,004,289+1,292.1% | 加碼 |
| FMR LLC | 975,411 | $1.20 億 | 0.01% | +232,516+31.3% | 加碼 |
| Bank of New York Mellon Corp | 928,267 | $1.14 億 | 0.02% | −51,873−5.3% | 減碼 |
| Wells Fargo & Company | 825,475 | $1.01 億 | 0.03% | −93,382−10.2% | 減碼 |
| Bronte Capital Management Pty Ltd. | 809,799 | $9,928 萬 | 7.77% | −32,626−3.9% | 減碼 |
| Bamco Inc | 784,968 | $9,624 萬 | 0.28% | +20,000+2.6% | 加碼 |
| Charles Schwab Investment Management Inc | 782,228 | $9,590 萬 | 0.02% | +11,410+1.5% | 加碼 |
| Northern Trust Corp | 773,541 | $9,484 萬 | 0.02% | +91,923+13.5% | 加碼 |
| Empower Advisory Group, LLC | 677,742 | $8,309 萬 | 0.31% | −1,511−0.2% | 減碼 |
| Jacobs Levy Equity Management, Inc | 646,535 | $7,927 萬 | 0.33% | +115,247+21.7% | 加碼 |
| 1832 Asset Management L.P. | 567,032 | $6,952 萬 | 0.13% | −42,949−7.0% | 減碼 |
| Royal Bank of Canada | 566,359 | $6,944 萬 | 0.02% | −37,121−6.2% | 減碼 |
| Agf Management Ltd | 546,471 | $6,700 萬 | 0.37% | +18,616+3.5% | 加碼 |
| Ancient Art, L.P. | 525,174 | $6,439 萬 | 16.49% | −25,000−4.5% | 減碼 |
| FIL Ltd | 511,988 | $6,277 萬 | 0.06% | −548,753−51.7% | 減碼 |
| Ensign Peak Advisors, Inc | 478,049 | $5,861 萬 | 0.11% | −4,301−0.9% | 減碼 |
| Invesco Ltd. | 471,007 | $5,775 萬 | 0.01% | −10,269−2.1% | 減碼 |
| Principal Financial Group Inc | 460,145 | $5,641 萬 | 0.03% | −99,756−17.8% | 減碼 |
| Raymond James & Associates | 430,795 | $5,282 萬 | 0.03% | +16,247+3.9% | 加碼 |
| TimesSquare Capital Management, LLC | 416,265 | $5,103 萬 | 0.80% | −7,550−1.8% | 減碼 |
| Hudson Way Capital Management LLC | 409,082 | $5,015 萬 | 6.92% | +78,065+23.6% | 加碼 |
| Abrams Bison Investments, LLC | 408,000 | $5,002 萬 | 4.91% | −405,000−49.8% | 減碼 |
| Pictet Asset Management Holding SA | 384,007 | $4,708 萬 | 0.05% | −86,346−18.4% | 減碼 |
| Coronation Fund Managers Ltd. | 380,690 | $4,667 萬 | 2.69% | −556,503−59.4% | 減碼 |
| Rhumbline Advisers | 364,635 | $4,470 萬 | 0.04% | +72,961+25.0% | 加碼 |
| Citigroup Inc | 360,236 | $4,416 萬 | 0.04% | −15,646−4.2% | 減碼 |
| Envestnet Asset Management Inc | 329,977 | $4,046 萬 | 0.01% | −19,185−5.5% | 減碼 |
| Legal & General Group Plc | 317,042 | $3,887 萬 | 0.01% | +53,173+20.2% | 加碼 |
| RV Capital GmbH | 309,947 | $3,800 萬 | 9.14% | 00.0% | 不變 |
| Marathon Asset Mgmt Ltd | 304,977 | $3,739 萬 | 1.17% | +304,977 | 新進 |
| Oakcliff Capital Partners, LP | 302,647 | $3,710 萬 | 19.84% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 301,688 | $3,699 萬 | 0.01% | +27,621+10.1% | 加碼 |
| UBS Asset Management Americas Inc | 286,950 | $3,518 萬 | 0.01% | +121,948+73.9% | 加碼 |
| Retirement Systems of Alabama | 263,327 | $3,228 萬 | 0.12% | −2,184−0.8% | 減碼 |
| Nuveen Asset Management, LLC | 262,829 | $3,222 萬 | 0.01% | −2,331−0.9% | 減碼 |
| Federated Hermes, Inc. | 262,162 | $3,214 萬 | 0.08% | +1,877+0.7% | 加碼 |
| Hosking Partners LLP | 261,717 | $3,209 萬 | 1.19% | +74,391+39.7% | 加碼 |
| Polar Capital Holdings Plc | 253,203 | $3,104 萬 | 0.18% | −101,277−28.6% | 減碼 |
| Antipodes Partners Ltd | 245,387 | $3,008 萬 | 1.09% | −52,935−17.7% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 242,551 | $2,974 萬 | 0.67% | +5,097+2.1% | 加碼 |
| Cercano Management LLC | 219,925 | $2,696 萬 | 0.72% | +1,338+0.6% | 加碼 |
| UBS Group AG | 216,503 | $2,654 萬 | 0.01% | +148,851+220.0% | 加碼 |
| Goldman Sachs Group Inc | 215,290 | $2,639 萬 | 0.01% | −2,891−1.3% | 減碼 |
| Citadel Advisors LLC | 214,326 | $2,628 萬 | 0.03% | +98,908+85.7% | 加碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 209,747 | $2,571 萬 | 1.61% | 00.0% | 不變 |
| HSBC Holdings PLC | 209,970 | $2,571 萬 | 0.02% | +187+0.1% | 加碼 |
| California Public Employees Retirement System | 204,549 | $2,508 萬 | 0.02% | +1,704+0.8% | 加碼 |
| Swiss National Bank | 200,200 | $2,454 萬 | 0.02% | −400−0.2% | 減碼 |
| Victory Capital Management Inc | 173,532 | $2,128 萬 | 0.02% | +37,288+27.4% | 加碼 |
| State of Wisconsin Investment Board | 167,757 | $2,057 萬 | 0.05% | −5,478−3.2% | 減碼 |
| Firetrail Investments Pty Ltd | 166,573 | $2,042 萬 | 6.19% | +90,015+117.6% | 加碼 |
| Renaissance Technologies LLC | 161,600 | $1,981 萬 | 0.03% | −236,900−59.4% | 減碼 |
| Stifel Financial Corp | 159,531 | $1,956 萬 | 0.02% | −16,953−9.6% | 減碼 |
| Ameriprise Financial Inc | 159,304 | $1,953 萬 | 0.01% | +10,118+6.8% | 加碼 |
| Scout Investments, Inc. | 151,146 | $1,853 萬 | 0.50% | −12,490−7.6% | 減碼 |
| Lansing Management LP | 148,898 | $1,825 萬 | 18.08% | +71,315+91.9% | 加碼 |
| Cooper Investors Pty Ltd | 148,076 | $1,815 萬 | 2.76% | −449,405−75.2% | 減碼 |
| Alliancebernstein L.P. | 143,131 | $1,755 萬 | 0.01% | −5,105−3.4% | 減碼 |
| Dana Investment Advisors, Inc. | 142,885 | $1,752 萬 | 0.59% | −14,683−9.3% | 減碼 |
| Governors Lane LP | 139,431 | $1,709 萬 | 2.66% | −800−0.6% | 減碼 |
| Brooktree Capital Management | 139,009 | $1,704 萬 | 14.57% | −12,866−8.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 137,405 | $1,685 萬 | 0.02% | +66,450+93.7% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 136,712 | $1,676 萬 | 0.39% | +8,075+6.3% | 加碼 |
| Corebridge Financial, Inc. | 135,455 | $1,661 萬 | 0.09% | +135,455 | 新進 |
| Owls Nest Partners IA, LLC | 133,794 | $1,640 萬 | 4.69% | +17,463+15.0% | 加碼 |
| Gabelli Funds LLC | 130,749 | $1,603 萬 | 0.12% | −1,400−1.1% | 減碼 |
| Russell Investments Group, Ltd. | 128,132 | $1,571 萬 | 0.03% | −11,859−8.5% | 減碼 |
| LPL Financial LLC | 127,203 | $1,560 萬 | 0.01% | +9,070+7.7% | 加碼 |
| Squarepoint Ops LLC | 125,833 | $1,543 萬 | 0.06% | +67,537+115.9% | 加碼 |
| Hengistbury Investment Partners LLP | 119,000 | $1,459 萬 | 6.12% | +119,000 | 新進 |
| Noked Israel Ltd | 115,000 | $1,410 萬 | 3.89% | +55,000+91.7% | 加碼 |
| Mawer Investment Management Ltd. | 113,405 | $1,390 萬 | 0.07% | +62,388+122.3% | 加碼 |
| Verition Fund Management LLC | 110,122 | $1,350 萬 | 0.10% | +33,046+42.9% | 加碼 |
| Allianz Asset Management GmbH | 107,498 | $1,318 萬 | 0.02% | +21,960+25.7% | 加碼 |
| KBC Group NV | 105,947 | $1,299 萬 | 0.04% | +2,858+2.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 100,030 | $1,226 萬 | 0.02% | +3,635+3.8% | 加碼 |
| Rovida Advisors Inc. | 100,000 | $1,226 萬 | 4.37% | +40,000+66.7% | 加碼 |
| California State Teachers Retirement System | 99,597 | $1,221 萬 | 0.01% | −2,462−2.4% | 減碼 |
| American Century Companies Inc | 95,230 | $1,168 萬 | 0.01% | +983+1.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 92,780 | $1,137 萬 | 0.01% | −314−0.3% | 減碼 |
| Great West Life Assurance Co | 89,632 | $1,099 萬 | 0.02% | +29,264+48.5% | 加碼 |
| O'Brien Greene & Co. Inc | 86,481 | $1,060 萬 | 3.36% | −600−0.7% | 減碼 |