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 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 |
|---|---|---|---|---|---|
| Aviso Financial Inc. | 10,870 | $133.2 萬 | 0.07% | +10,870 | 新進 |
| Chase Investment Counsel Corp | 11,000 | $134.8 萬 | 0.48% | 00.0% | 不變 |
| Inspire Advisors, LLC | 11,019 | $135.1 萬 | 0.18% | −963−8.0% | 減碼 |
| VCI Wealth Management LLC | 11,122 | $136.4 萬 | 0.67% | +3,209+40.6% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 11,343 | $139.1 萬 | 0.00% | +188+1.7% | 加碼 |
| Gould Capital, LLC | 11,390 | $139.6 萬 | 0.98% | −88−0.8% | 減碼 |
| D.A. Davidson & Co. | 11,432 | $140.2 萬 | 0.01% | −780−6.4% | 減碼 |
| M&T Bank Corp | 11,478 | $140.7 萬 | 0.00% | −6,913−37.6% | 減碼 |
| Mission Wealth Management, LP | 11,502 | $141.0 萬 | 0.04% | +11,502 | 新進 |
| Pathstone Holdings, LLC | 11,537 | $141.4 萬 | 0.01% | +2,446+26.9% | 加碼 |
| State of Alaska, Department of Revenue | 11,611 | $142.3 萬 | 0.02% | 00.0% | 不變 |
| Xponance, Inc. | 11,658 | $142.9 萬 | 0.01% | −1,495−11.4% | 減碼 |
| JustInvest LLC | 11,704 | $143.4 萬 | 0.03% | +326+2.9% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,485 | $152.3 萬 | 0.00% | +20.0% | 加碼 |
| SG Americas Securities, LLC | 12,464 | $152.8 萬 | 0.01% | +7,884+172.1% | 加碼 |
| Aspire Private Capital, LLC | 12,872 | $157.8 萬 | 0.41% | +842+7.0% | 加碼 |
| Itau Unibanco Holding S.A. | 13,174 | $161.5 萬 | 0.07% | +13,174 | 新進 |
| Credit Agricole S A | 13,209 | $161.9 萬 | 0.01% | +544+4.3% | 加碼 |
| Brown Brothers Harriman & Co | 13,243 | $162.4 萬 | 0.01% | 00.0% | 不變 |
| Algert Global LLC | 13,452 | $164.9 萬 | 0.05% | −1,636−10.8% | 減碼 |
| Independent Solutions Wealth Management, LLC | 13,611 | $166.9 萬 | 0.38% | +221+1.7% | 加碼 |
| Scientech Research LLC | 14,242 | $174.6 萬 | 0.36% | +12,033+544.7% | 加碼 |
| Commonwealth Equity Services, LLC | 14,255 | $174.8 萬 | 0.00% | +486+3.5% | 加碼 |
| Penserra Capital Management LLC | 14,376 | $176.2 萬 | 0.02% | +6,343+79.0% | 加碼 |
| Teacher Retirement System of Texas | 14,384 | $176.3 萬 | 0.01% | −3,526−19.7% | 減碼 |
| STRS Ohio | 14,452 | $177.2 萬 | 0.01% | −122−0.8% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 14,473 | $177.4 萬 | 0.00% | +511+3.7% | 加碼 |
| Lecap Asset Management Ltd | 14,613 | $179.2 萬 | 0.39% | +14,613 | 新進 |
| Vestcor Inc | 15,118 | $185.3 萬 | 0.06% | −920−5.7% | 減碼 |
| S&CO Inc | 15,375 | $188.4 萬 | 0.13% | +1,375+9.8% | 加碼 |
| Virtu Financial LLC | 15,621 | $191.5 萬 | 0.13% | +15,621 | 新進 |
| FJ Capital Management LLC | 15,809 | $193.8 萬 | 0.20% | +15,809 | 新進 |
| Walleye Capital LLC | 15,949 | $195.5 萬 | 0.02% | +8,225+106.5% | 加碼 |
| Fiduciary Family Office, LLC | 16,044 | $196.7 萬 | 0.78% | +452+2.9% | 加碼 |
| Pacer Advisors, Inc. | 16,046 | $196.7 萬 | 0.00% | −127−0.8% | 減碼 |
| IMC-Chicago, LLC | 16,058 | $196.9 萬 | 0.06% | +1,133+7.6% | 加碼 |
| Exchange Traded Concepts, LLC | 16,367 | $200.7 萬 | 0.05% | −961−5.5% | 減碼 |
| Uncommon Cents Investing LLC | 16,860 | $206.7 萬 | 0.65% | 00.0% | 不變 |
| FORA Capital, LLC | 16,951 | $207.8 萬 | 0.25% | +13,334+368.6% | 加碼 |
| AIA Group Ltd | 17,100 | $209.6 萬 | 0.06% | +1,100+6.9% | 加碼 |
| Walleye Trading LLC | 17,100 | $209.6 萬 | 0.04% | +11,600+210.9% | 加碼 |
| Intech Investment Management LLC | 17,233 | $211.3 萬 | 0.03% | +17,233 | 新進 |
| Schonfeld Strategic Advisors LLC | 17,475 | $214.2 萬 | 0.02% | +15,175+659.8% | 加碼 |
| Jump Financial, LLC | 17,653 | $216.4 萬 | 0.04% | −1,031−5.5% | 減碼 |
| Quantbot Technologies LP | 17,960 | $220.2 萬 | 0.11% | +337+1.9% | 加碼 |
| Insight Wealth Strategies, LLC | 18,561 | $227.6 萬 | 0.32% | −60.0% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 19,038 | $233.4 萬 | 0.33% | +19,038 | 新進 |
| US Bancorp | 19,121 | $234.5 萬 | 0.00% | −5,199−21.4% | 減碼 |
| Sanctuary Advisors, LLC | 20,354 | $236.4 萬 | 0.02% | +20,354 | 新進 |
| Entropy Technologies, LP | 19,307 | $236.7 萬 | 0.26% | −3,413−15.0% | 減碼 |
| ExodusPoint Capital Management, LP | 19,509 | $239.2 萬 | 0.03% | +19,509 | 新進 |
| TD Private Client Wealth LLC | 19,728 | $241.9 萬 | 0.08% | −995−4.8% | 減碼 |
| Baader Bank INC | 19,768 | $242.4 萬 | 0.19% | +19,768 | 新進 |
| Bridgewater Associates, LP | 20,596 | $252.5 萬 | 0.01% | +20,596 | 新進 |
| Nordea Investment Management AB | 20,679 | $252.8 萬 | 0.00% | −1,519−6.8% | 減碼 |
| Natixis Advisors, L.P. | 20,708 | $253.9 萬 | 0.01% | +2,180+11.8% | 加碼 |
| Prudential Financial Inc | 20,880 | $256.0 萬 | 0.00% | +2,036+10.8% | 加碼 |
| New Mexico Educational Retirement Board | 21,060 | $258.2 萬 | 0.09% | 00.0% | 不變 |
| Van Eck Associates Corp | 21,984 | $269.5 萬 | 0.00% | −21,727−49.7% | 減碼 |
| Oregon Public Employees Retirement Fund | 22,250 | $272.8 萬 | 0.05% | −4,200−15.9% | 減碼 |
| CenterBook Partners LP | 22,603 | $277.1 萬 | 0.17% | −2,346−9.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 22,782 | $279.3 萬 | 0.10% | −847−3.6% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 22,919 | $281.0 萬 | 0.44% | 00.0% | 不變 |
| Centiva Capital, LP | 23,003 | $282.0 萬 | 0.14% | +18,369+396.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,013 | $282.1 萬 | 0.01% | +4,889+27.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 23,348 | $286.2 萬 | 0.02% | −6,096−20.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 23,527 | $288.4 萬 | 0.03% | −139−0.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,740 | $291.1 萬 | 0.02% | +68+0.3% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 23,906 | $293.1 萬 | 0.08% | +37+0.2% | 加碼 |
| Two Sigma Advisers, LP | 24,200 | $296.7 萬 | 0.01% | +24,200 | 新進 |
| Bank of Nova Scotia | 24,468 | $299.8 萬 | 0.01% | −12,660−34.1% | 減碼 |
| Twin Tree Management, LP | 24,885 | $305.1 萬 | 0.09% | +24,885 | 新進 |
| Epacria Capital Partners, LLC | 24,906 | $305.3 萬 | 2.24% | −500−2.0% | 減碼 |
| Deutsche Bank AG | 25,309 | $310.3 萬 | 0.00% | +5,552+28.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 25,321 | $310.4 萬 | 0.00% | −32,556−56.3% | 減碼 |
| TCW Group Inc | 25,443 | $311.9 萬 | 0.03% | +12,024+89.6% | 加碼 |
| State of Michigan Retirement System | 25,779 | $316.1 萬 | 0.02% | −500−1.9% | 減碼 |
| Thrivent Financial for Lutherans | 25,880 | $317.3 萬 | 0.01% | −938−3.5% | 減碼 |
| Ibex Wealth Advisors | 26,646 | $326.7 萬 | 0.51% | +26,646 | 新進 |
| Stephens Inc | 27,000 | $331.0 萬 | 0.05% | +19,562+263.0% | 加碼 |
| EULAV Asset Management | 27,000 | $331.0 萬 | 0.09% | −1,000−3.6% | 減碼 |
| Heartland Advisors Inc | 27,029 | $331.4 萬 | 0.19% | −3,781−12.3% | 減碼 |
| Pinebridge Investments, L.P. | 28,038 | $343.7 萬 | 0.03% | +5,476+24.3% | 加碼 |
| Susquehanna International Group, LLP | 28,269 | $346.6 萬 | 0.01% | −14,855−34.4% | 減碼 |
| Toroso Investments, LLC | 28,451 | $348.8 萬 | 0.05% | +226+0.8% | 加碼 |
| Arizona State Retirement System | 28,484 | $349.2 萬 | 0.02% | +544+1.9% | 加碼 |
| USS Investment Management Ltd | 29,042 | $356.1 萬 | 0.03% | +1,042+3.7% | 加碼 |
| TD Waterhouse Canada Inc. | 28,362 | $361.3 萬 | 0.03% | +22,609+393.0% | 加碼 |
| Factory Mutual Insurance Co | 30,000 | $367.8 萬 | 0.04% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 30,285 | $371.3 萬 | 0.05% | +9,853+48.2% | 加碼 |
| Louisiana State Employees Retirement System | 30,300 | $371.5 萬 | 0.07% | −500−1.6% | 減碼 |
| Atria Investments LLC | 31,291 | $383.6 萬 | 0.05% | −1,282−3.9% | 減碼 |
| Barclays PLC | 31,366 | $384.5 萬 | 0.00% | −71,777−69.6% | 減碼 |
| Gotham Asset Management, LLC | 31,499 | $386.2 萬 | 0.05% | −1,017−3.1% | 減碼 |
| Warther Private Wealth, LLC | 32,000 | $392.3 萬 | 1.54% | +3,670+13.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 33,470 | $410.4 萬 | 0.04% | 00.0% | 不變 |
| Bank of Montreal | 35,106 | $430.6 萬 | 0.00% | −13,504−27.8% | 減碼 |
| Pinnbrook Capital Management LP | 35,309 | $432.9 萬 | 1.31% | +35,309 | 新進 |
| Acadian Asset Management LLC | 35,364 | $433.2 萬 | 0.01% | +35,364 | 新進 |
| Vestmark Advisory Solutions, Inc. | 35,335 | $433.2 萬 | 0.18% | +1,209+3.5% | 加碼 |