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 |
|---|---|---|---|---|---|
| Marathon Asset Mgmt Ltd | 304,977 | $3,739 萬 | 1.17% | +304,977 | 新進 |
| RV Capital GmbH | 309,947 | $3,800 萬 | 9.14% | 00.0% | 不變 |
| Legal & General Group Plc | 317,042 | $3,887 萬 | 0.01% | +53,173+20.2% | 加碼 |
| Envestnet Asset Management Inc | 329,977 | $4,046 萬 | 0.01% | −19,185−5.5% | 減碼 |
| Citigroup Inc | 360,236 | $4,416 萬 | 0.04% | −15,646−4.2% | 減碼 |
| Rhumbline Advisers | 364,635 | $4,470 萬 | 0.04% | +72,961+25.0% | 加碼 |
| Coronation Fund Managers Ltd. | 380,690 | $4,667 萬 | 2.69% | −556,503−59.4% | 減碼 |
| Pictet Asset Management Holding SA | 384,007 | $4,708 萬 | 0.05% | −86,346−18.4% | 減碼 |
| Abrams Bison Investments, LLC | 408,000 | $5,002 萬 | 4.91% | −405,000−49.8% | 減碼 |
| Hudson Way Capital Management LLC | 409,082 | $5,015 萬 | 6.92% | +78,065+23.6% | 加碼 |
| TimesSquare Capital Management, LLC | 416,265 | $5,103 萬 | 0.80% | −7,550−1.8% | 減碼 |
| Raymond James & Associates | 430,795 | $5,282 萬 | 0.03% | +16,247+3.9% | 加碼 |
| Principal Financial Group Inc | 460,145 | $5,641 萬 | 0.03% | −99,756−17.8% | 減碼 |
| Invesco Ltd. | 471,007 | $5,775 萬 | 0.01% | −10,269−2.1% | 減碼 |
| Ensign Peak Advisors, Inc | 478,049 | $5,861 萬 | 0.11% | −4,301−0.9% | 減碼 |
| FIL Ltd | 511,988 | $6,277 萬 | 0.06% | −548,753−51.7% | 減碼 |
| Ancient Art, L.P. | 525,174 | $6,439 萬 | 16.49% | −25,000−4.5% | 減碼 |
| Agf Management Ltd | 546,471 | $6,700 萬 | 0.37% | +18,616+3.5% | 加碼 |
| Royal Bank of Canada | 566,359 | $6,944 萬 | 0.02% | −37,121−6.2% | 減碼 |
| 1832 Asset Management L.P. | 567,032 | $6,952 萬 | 0.13% | −42,949−7.0% | 減碼 |
| Jacobs Levy Equity Management, Inc | 646,535 | $7,927 萬 | 0.33% | +115,247+21.7% | 加碼 |
| Empower Advisory Group, LLC | 677,742 | $8,309 萬 | 0.31% | −1,511−0.2% | 減碼 |
| Northern Trust Corp | 773,541 | $9,484 萬 | 0.02% | +91,923+13.5% | 加碼 |
| Charles Schwab Investment Management Inc | 782,228 | $9,590 萬 | 0.02% | +11,410+1.5% | 加碼 |
| Bamco Inc | 784,968 | $9,624 萬 | 0.28% | +20,000+2.6% | 加碼 |
| Bronte Capital Management Pty Ltd. | 809,799 | $9,928 萬 | 7.77% | −32,626−3.9% | 減碼 |
| Wells Fargo & Company | 825,475 | $1.01 億 | 0.03% | −93,382−10.2% | 減碼 |
| Bank of New York Mellon Corp | 928,267 | $1.14 億 | 0.02% | −51,873−5.3% | 減碼 |
| FMR LLC | 975,411 | $1.20 億 | 0.01% | +232,516+31.3% | 加碼 |
| Millennium Management LLC | 1,082,017 | $1.33 億 | 0.11% | +1,004,289+1,292.1% | 加碼 |
| Bank of America Corp | 1,184,862 | $1.45 億 | 0.01% | +171,212+16.9% | 加碼 |
| Neuberger Berman Group LLC | 1,231,014 | $1.51 億 | 0.12% | −18,638−1.5% | 減碼 |
| Morgan Stanley | 1,417,830 | $1.74 億 | 0.01% | −412,188−22.5% | 減碼 |
| Voya Investment Management LLC | 1,419,732 | $1.74 億 | 0.17% | −59,287−4.0% | 減碼 |
| Jarislowsky, Fraser Ltd | 1,528,790 | $1.87 億 | 1.14% | −181,496−10.6% | 減碼 |
| Norges Bank | 1,648,852 | $2.02 億 | 0.03% | +196,859+13.6% | 加碼 |
| Geode Capital Management, LLC | 1,959,143 | $2.40 億 | 0.02% | +84,701+4.5% | 加碼 |
| Marshall Wace, LLP | 2,507,059 | $3.07 億 | 0.43% | +481,826+23.8% | 加碼 |
| Bares Capital Management, Inc. | 2,532,665 | $3.11 億 | 14.93% | −277,466−9.9% | 減碼 |
| Greenwich Wealth Management LLC | 2,979,372 | $3.65 億 | 26.68% | +8,038+0.3% | 加碼 |
| Egerton Capital (UK) LLP | 3,133,370 | $3.84 億 | 3.88% | +309,673+11.0% | 加碼 |
| State Street Corp | 3,169,224 | $3.89 億 | 0.02% | −21,156−0.7% | 減碼 |
| Cantillon Capital Management LLC | 3,478,575 | $4.26 億 | 2.85% | −177,129−4.8% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 3,785,131 | $4.64 億 | 1.13% | −1,352,485−26.3% | 減碼 |
| JPMorgan Chase & Co | 4,005,703 | $4.91 億 | 0.04% | +302,935+8.2% | 加碼 |
| Orbis Allan Gray Ltd | 6,961,727 | $8.54 億 | 5.32% | −168,019−2.4% | 減碼 |
| BlackRock Inc. | 9,301,894 | $11.4 億 | 0.03% | +210,611+2.3% | 加碼 |
| Vanguard Group Inc | 9,917,240 | $12.2 億 | 0.02% | +239,775+2.5% | 加碼 |
| Junto Capital Management LP | 0 | $0 | 0.00% | −477,044−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −227,352−100.0% | 清倉 |
| Woodson Capital Management, LP | 0 | $0 | 0.00% | −179,000−100.0% | 清倉 |
| American International Group, Inc. | 0 | $0 | 0.00% | −141,630−100.0% | 清倉 |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −115,287−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −111,698−100.0% | 清倉 |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −93,658−100.0% | 清倉 |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −63,963−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −61,166−100.0% | 清倉 |
| BlackBarn Capital Partners LP | 0 | $0 | 0.00% | −60,000−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −44,486−100.0% | 清倉 |
| Exor Capital LLP | 0 | $0 | 0.00% | −39,009−100.0% | 清倉 |
| Miura Global Management, LLC | 0 | $0 | 0.00% | −35,000−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −28,902−100.0% | 清倉 |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −20,484−100.0% | 清倉 |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −17,900−100.0% | 清倉 |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −14,090−100.0% | 清倉 |
| Aviva PLC | 0 | $0 | 0.00% | −7,684−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −6,594−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −5,187−100.0% | 清倉 |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −5,151−100.0% | 清倉 |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −4,328−100.0% | 清倉 |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −4,074−100.0% | 清倉 |
| Corton Capital Inc. | 0 | $0 | 0.00% | −2,953−100.0% | 清倉 |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −2,923−100.0% | 清倉 |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −2,779−100.0% | 清倉 |
| L2 Asset Management, LLC | 0 | $0 | 0.00% | −2,759−100.0% | 清倉 |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,731−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,411−100.0% | 清倉 |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −2,190−100.0% | 清倉 |
| Wallace Advisory Group, LLC | 0 | $0 | 0.00% | −2,693−100.0% | 清倉 |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −1,801−100.0% | 清倉 |
| Tobam | 0 | $0 | 0.00% | −834−100.0% | 清倉 |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −777−100.0% | 清倉 |
| Bokf, NA | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −168−100.0% | 清倉 |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −63−100.0% | 清倉 |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Trust Co of Vermont | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| English Capital Management LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Credit Suisse AG | – | – | – | – | 本季未申報 |
| CWA Asset Management Group, LLC | – | – | – | – | 本季未申報 |
| Credential Qtrade Securities Inc. | – | – | – | – | 本季未申報 |
| Cutler Group LP | – | – | – | – | 本季未申報 |