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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 35,536 | $435.7 萬 | 0.09% | +670+1.9% | 加碼 |
| SkyView Investment Advisors, LLC | 36,511 | $447.6 萬 | 0.80% | +2,097+6.1% | 加碼 |
| Empowered Funds, LLC | 37,458 | $459.2 萬 | 0.08% | +37,458 | 新進 |
| State of New Jersey Common Pension Fund D | 38,140 | $467.6 萬 | 0.02% | −18,259−32.4% | 減碼 |
| Public Employees Retirement System of Ohio | 39,871 | $488.8 萬 | 0.02% | −67−0.2% | 減碼 |
| Marvin & Palmer Associates Inc | 41,650 | $510.6 萬 | 5.23% | +41,650 | 新進 |
| PenderFund Capital Management Ltd. | 30,638 | $513.9 萬 | 1.41% | −4,500−12.8% | 減碼 |
| HighTower Advisors, LLC | 42,379 | $517.3 萬 | 0.01% | +30,875+268.4% | 加碼 |
| Cetera Investment Advisers | 42,307 | $518.7 萬 | 0.01% | +259+0.6% | 加碼 |
| Handelsbanken Fonder AB | 43,360 | $531.6 萬 | 0.02% | +15,866+57.7% | 加碼 |
| CWM Advisors, LLC | 43,399 | $532.1 萬 | 0.61% | −5,880−11.9% | 減碼 |
| Jane Street Group, LLC | 44,313 | $543.3 萬 | 0.01% | +1,686+4.0% | 加碼 |
| Yousif Capital Management, LLC | 44,811 | $549.4 萬 | 0.06% | −3,881−8.0% | 減碼 |
| AWH Capital, L.P. | 45,000 | $551.7 萬 | 5.69% | 00.0% | 不變 |
| State of Tennessee, Treasury Department | 45,408 | $556.7 萬 | 0.02% | +20,000+78.7% | 加碼 |
| Martingale Asset Management L P | 46,062 | $564.7 萬 | 0.12% | +4,465+10.7% | 加碼 |
| Harbor Advisors LLC | 46,708 | $572.6 萬 | 1.05% | +1,500+3.3% | 加碼 |
| Scotia Capital Inc. | 46,759 | $573.3 萬 | 0.03% | −5,013−9.7% | 減碼 |
| Beacon Harbor Wealth Advisors, Inc. | 48,333 | $592.6 萬 | 1.54% | +48,333 | 新進 |
| Comerica Bank | 49,723 | $609.6 萬 | 0.03% | −3,713−6.9% | 減碼 |
| Wellington Management Group LLP | 50,725 | $621.9 萬 | 0.00% | +10,297+25.5% | 加碼 |
| Ellsworth Advisors, LLC | 51,147 | $627.1 萬 | 1.75% | +50+0.1% | 加碼 |
| Cozad Asset Management Inc | 51,415 | $630.3 萬 | 0.63% | +19,037+58.8% | 加碼 |
| SEI Investments Co | 52,476 | $643.4 萬 | 0.01% | −27,269−34.2% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 52,498 | $643.6 萬 | 0.74% | +2,483+5.0% | 加碼 |
| Price T Rowe Associates Inc | 55,599 | $681.7 萬 | 0.00% | +2,319+4.4% | 加碼 |
| MetLife Investment Management | 56,344 | $690.8 萬 | 0.04% | −2,382−4.1% | 減碼 |
| Crawford Fund Management, LLC | 56,400 | $691.5 萬 | 5.48% | −9,800−14.8% | 減碼 |
| Two Sigma Investments, LP | 59,052 | $724.0 萬 | 0.02% | +59,052 | 新進 |
| Mutual of America Capital Management LLC | 61,326 | $751.9 萬 | 0.08% | −2,438−3.8% | 減碼 |
| Treasurer of the State of North Carolina | 61,988 | $760.0 萬 | 0.03% | +11,550+22.9% | 加碼 |
| Stony Point Capital LLC | 65,023 | $797.2 萬 | 2.05% | +41,726+179.1% | 加碼 |
| Graham Capital Management, L.P. | 65,358 | $801.3 萬 | 0.28% | +65,358 | 新進 |
| Truist Financial Corp | 65,570 | $803.9 萬 | 0.01% | −4,714−6.7% | 減碼 |
| First Trust Advisors LP | 66,218 | $811.8 萬 | 0.01% | +40,918+161.7% | 加碼 |
| Amalgamated Bank | 66,558 | $816.0 萬 | 0.07% | −5,153−7.2% | 減碼 |
| New York State Teachers Retirement System | 69,893 | $856.9 萬 | 0.02% | +1,245+1.8% | 加碼 |
| Nomura Holdings Inc | 71,088 | $871.5 萬 | 0.06% | −66,493−48.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 71,343 | $874.7 萬 | 0.01% | +341+0.5% | 加碼 |
| Janus Henderson Group PLC | 74,316 | $911.2 萬 | 0.00% | −34,661−31.8% | 減碼 |
| Man Group plc | 75,727 | $928.4 萬 | 0.02% | +35,666+89.0% | 加碼 |
| Janney Montgomery Scott LLC | 76,460 | $937.4 萬 | 0.03% | +4,714+6.6% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 77,084 | $945.1 萬 | 0.01% | +7,733+11.2% | 加碼 |
| New York State Common Retirement Fund | 77,202 | $946.5 萬 | 0.01% | +2,006+2.7% | 加碼 |
| Winmill & Co. Inc | 81,800 | $1,003 萬 | 3.42% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 82,893 | $1,016 萬 | 0.01% | +70,736+581.9% | 加碼 |
| Sparta 24 Ltd. | 83,680 | $1,026 萬 | 9.13% | +83,680 | 新進 |
| Trexquant Investment LP | 86,155 | $1,056 萬 | 0.16% | +58,215+208.4% | 加碼 |
| O'Brien Greene & Co. Inc | 86,481 | $1,060 萬 | 3.36% | −600−0.7% | 減碼 |
| Great West Life Assurance Co | 89,632 | $1,099 萬 | 0.02% | +29,264+48.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 92,780 | $1,137 萬 | 0.01% | −314−0.3% | 減碼 |
| American Century Companies Inc | 95,230 | $1,168 萬 | 0.01% | +983+1.0% | 加碼 |
| California State Teachers Retirement System | 99,597 | $1,221 萬 | 0.01% | −2,462−2.4% | 減碼 |
| Rovida Advisors Inc. | 100,000 | $1,226 萬 | 4.37% | +40,000+66.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 100,030 | $1,226 萬 | 0.02% | +3,635+3.8% | 加碼 |
| KBC Group NV | 105,947 | $1,299 萬 | 0.04% | +2,858+2.8% | 加碼 |
| Allianz Asset Management GmbH | 107,498 | $1,318 萬 | 0.02% | +21,960+25.7% | 加碼 |
| Verition Fund Management LLC | 110,122 | $1,350 萬 | 0.10% | +33,046+42.9% | 加碼 |
| Mawer Investment Management Ltd. | 113,405 | $1,390 萬 | 0.07% | +62,388+122.3% | 加碼 |
| Noked Israel Ltd | 115,000 | $1,410 萬 | 3.89% | +55,000+91.7% | 加碼 |
| Hengistbury Investment Partners LLP | 119,000 | $1,459 萬 | 6.12% | +119,000 | 新進 |
| Squarepoint Ops LLC | 125,833 | $1,543 萬 | 0.06% | +67,537+115.9% | 加碼 |
| LPL Financial LLC | 127,203 | $1,560 萬 | 0.01% | +9,070+7.7% | 加碼 |
| Russell Investments Group, Ltd. | 128,132 | $1,571 萬 | 0.03% | −11,859−8.5% | 減碼 |
| Gabelli Funds LLC | 130,749 | $1,603 萬 | 0.12% | −1,400−1.1% | 減碼 |
| Owls Nest Partners IA, LLC | 133,794 | $1,640 萬 | 4.69% | +17,463+15.0% | 加碼 |
| Corebridge Financial, Inc. | 135,455 | $1,661 萬 | 0.09% | +135,455 | 新進 |
| Susquehanna Fundamental Investments, LLC | 136,712 | $1,676 萬 | 0.39% | +8,075+6.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 137,405 | $1,685 萬 | 0.02% | +66,450+93.7% | 加碼 |
| Brooktree Capital Management | 139,009 | $1,704 萬 | 14.57% | −12,866−8.5% | 減碼 |
| Governors Lane LP | 139,431 | $1,709 萬 | 2.66% | −800−0.6% | 減碼 |
| Dana Investment Advisors, Inc. | 142,885 | $1,752 萬 | 0.59% | −14,683−9.3% | 減碼 |
| Alliancebernstein L.P. | 143,131 | $1,755 萬 | 0.01% | −5,105−3.4% | 減碼 |
| Cooper Investors Pty Ltd | 148,076 | $1,815 萬 | 2.76% | −449,405−75.2% | 減碼 |
| Lansing Management LP | 148,898 | $1,825 萬 | 18.08% | +71,315+91.9% | 加碼 |
| Scout Investments, Inc. | 151,146 | $1,853 萬 | 0.50% | −12,490−7.6% | 減碼 |
| Ameriprise Financial Inc | 159,304 | $1,953 萬 | 0.01% | +10,118+6.8% | 加碼 |
| Stifel Financial Corp | 159,531 | $1,956 萬 | 0.02% | −16,953−9.6% | 減碼 |
| Renaissance Technologies LLC | 161,600 | $1,981 萬 | 0.03% | −236,900−59.4% | 減碼 |
| Firetrail Investments Pty Ltd | 166,573 | $2,042 萬 | 6.19% | +90,015+117.6% | 加碼 |
| State of Wisconsin Investment Board | 167,757 | $2,057 萬 | 0.05% | −5,478−3.2% | 減碼 |
| Victory Capital Management Inc | 173,532 | $2,128 萬 | 0.02% | +37,288+27.4% | 加碼 |
| Swiss National Bank | 200,200 | $2,454 萬 | 0.02% | −400−0.2% | 減碼 |
| California Public Employees Retirement System | 204,549 | $2,508 萬 | 0.02% | +1,704+0.8% | 加碼 |
| HSBC Holdings PLC | 209,970 | $2,571 萬 | 0.02% | +187+0.1% | 加碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 209,747 | $2,571 萬 | 1.61% | 00.0% | 不變 |
| Citadel Advisors LLC | 214,326 | $2,628 萬 | 0.03% | +98,908+85.7% | 加碼 |
| Goldman Sachs Group Inc | 215,290 | $2,639 萬 | 0.01% | −2,891−1.3% | 減碼 |
| UBS Group AG | 216,503 | $2,654 萬 | 0.01% | +148,851+220.0% | 加碼 |
| Cercano Management LLC | 219,925 | $2,696 萬 | 0.72% | +1,338+0.6% | 加碼 |
| 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 |
| Antipodes Partners Ltd | 245,387 | $3,008 萬 | 1.09% | −52,935−17.7% | 減碼 |
| Polar Capital Holdings Plc | 253,203 | $3,104 萬 | 0.18% | −101,277−28.6% | 減碼 |
| Hosking Partners LLP | 261,717 | $3,209 萬 | 1.19% | +74,391+39.7% | 加碼 |
| Federated Hermes, Inc. | 262,162 | $3,214 萬 | 0.08% | +1,877+0.7% | 加碼 |
| Nuveen Asset Management, LLC | 262,829 | $3,222 萬 | 0.01% | −2,331−0.9% | 減碼 |
| Retirement Systems of Alabama | 263,327 | $3,228 萬 | 0.12% | −2,184−0.8% | 減碼 |
| UBS Asset Management Americas Inc | 286,950 | $3,518 萬 | 0.01% | +121,948+73.9% | 加碼 |
| Dimensional Fund Advisors LP | 301,688 | $3,699 萬 | 0.01% | +27,621+10.1% | 加碼 |
| Oakcliff Capital Partners, LP | 302,647 | $3,710 萬 | 19.84% | 00.0% | 不變 |