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 3 季 13F 持有人
Interactive Brokers Group, Inc. 在 2024/9/30 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
- 587
- 較 2024 年第 2 季 +44 家
- 持有股數
- 9,286 萬
- 較 2024 年第 2 季 +894.5 萬 (+10.7%)
- 總市值
- $129.2 億
- 較 2024 年第 2 季 +$26.4 億 (+25.6%)
- 新進機構
- 96
- 另有 233 家加碼
- 清倉機構
- 52
- 另有 185 家減碼
另有 5 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,199,141 | $14.2 億 | 0.03% | +281,901+2.8% | 加碼 |
| BlackRock, Inc. | 9,572,432 | $13.3 億 | 0.03% | +9,572,432 | 新進 |
| Orbis Allan Gray Ltd | 6,503,137 | $9.06 億 | 4.80% | −458,590−6.6% | 減碼 |
| JPMorgan Chase & Co | 4,017,082 | $5.60 億 | 0.04% | +11,379+0.3% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 3,883,225 | $5.41 億 | 1.19% | +98,094+2.6% | 加碼 |
| Egerton Capital (UK) LLP | 3,382,513 | $4.71 億 | 4.76% | +249,143+8.0% | 加碼 |
| Cantillon Capital Management LLC | 3,377,643 | $4.71 億 | 2.88% | −100,932−2.9% | 減碼 |
| State Street Corp | 3,222,135 | $4.49 億 | 0.02% | +52,911+1.7% | 加碼 |
| Greenwich Wealth Management LLC | 2,979,223 | $4.15 億 | 28.24% | −1490.0% | 減碼 |
| Geode Capital Management, LLC | 2,065,535 | $2.88 億 | 0.02% | +106,392+5.4% | 加碼 |
| Jarislowsky, Fraser Ltd | 1,454,505 | $2.03 億 | 1.13% | −74,285−4.9% | 減碼 |
| Morgan Stanley | 1,397,274 | $1.95 億 | 0.01% | −20,556−1.4% | 減碼 |
| Marshall Wace, LLP | 1,391,096 | $1.94 億 | 0.25% | −1,115,963−44.5% | 減碼 |
| Norges Bank | 1,280,929 | $1.79 億 | 0.02% | −367,923−22.3% | 減碼 |
| Bank of America Corp | 1,221,786 | $1.70 億 | 0.01% | +36,924+3.1% | 加碼 |
| Neuberger Berman Group LLC | 1,162,815 | $1.62 億 | 0.13% | −68,199−5.5% | 減碼 |
| Bares Capital Management, Inc. | 1,116,524 | $1.56 億 | 14.16% | −1,416,141−55.9% | 減碼 |
| FMR LLC | 1,094,598 | $1.53 億 | 0.01% | +119,187+12.2% | 加碼 |
| Voya Investment Management LLC | 1,082,556 | $1.51 億 | 0.16% | −337,176−23.7% | 減碼 |
| Wells Fargo & Company | 1,002,950 | $1.40 億 | 0.03% | +177,475+21.5% | 加碼 |
| Bamco Inc | 912,608 | $1.27 億 | 0.34% | +127,640+16.3% | 加碼 |
| Bank of New York Mellon Corp | 839,390 | $1.17 億 | 0.02% | −88,877−9.6% | 減碼 |
| Bronte Capital Management Pty Ltd. | 833,627 | $1.16 億 | 9.44% | +23,828+2.9% | 加碼 |
| Charles Schwab Investment Management Inc | 799,423 | $1.11 億 | 0.02% | +17,195+2.2% | 加碼 |
| Northern Trust Corp | 763,989 | $1.06 億 | 0.02% | −9,552−1.2% | 減碼 |
| Jacobs Levy Equity Management, Inc | 708,333 | $9,871 萬 | 0.38% | +61,798+9.6% | 加碼 |
| Empower Advisory Group, LLC | 685,135 | $9,548 萬 | 0.32% | +7,393+1.1% | 加碼 |
| Royal Bank of Canada | 609,136 | $8,489 萬 | 0.02% | +42,777+7.6% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 600,104 | $8,363 萬 | 0.06% | +600,104 | 新進 |
| Millennium Management LLC | 581,536 | $8,104 萬 | 0.07% | −500,481−46.3% | 減碼 |
| Agf Management Ltd | 569,893 | $7,942 萬 | 0.40% | +23,422+4.3% | 加碼 |
| 1832 Asset Management L.P. | 564,725 | $7,870 萬 | 0.13% | −2,307−0.4% | 減碼 |
| Invesco Ltd. | 551,115 | $7,680 萬 | 0.01% | +80,108+17.0% | 加碼 |
| FIL Ltd | 498,526 | $6,947 萬 | 0.06% | −13,462−2.6% | 減碼 |
| Raymond James & Associates | 490,135 | $6,831 萬 | 0.04% | +59,340+13.8% | 加碼 |
| Ensign Peak Advisors, Inc | 477,008 | $6,648 萬 | 0.12% | −1,041−0.2% | 減碼 |
| Ancient Art, L.P. | 456,364 | $6,360 萬 | 14.72% | −68,810−13.1% | 減碼 |
| Hudson Way Capital Management LLC | 424,877 | $5,921 萬 | 7.43% | +15,795+3.9% | 加碼 |
| Abrams Bison Investments, LLC | 408,000 | $5,686 萬 | 4.91% | 00.0% | 不變 |
| Renaissance Technologies LLC | 379,000 | $5,282 萬 | 0.08% | +217,400+134.5% | 加碼 |
| Citigroup Inc | 377,220 | $5,257 萬 | 0.05% | +16,984+4.7% | 加碼 |
| Principal Financial Group Inc | 366,204 | $5,103 萬 | 0.03% | −93,941−20.4% | 減碼 |
| Legal & General Group Plc | 361,150 | $5,033 萬 | 0.01% | +44,108+13.9% | 加碼 |
| TimesSquare Capital Management, LLC | 354,105 | $4,935 萬 | 0.74% | −62,160−14.9% | 減碼 |
| Envestnet Asset Management Inc | 342,468 | $4,773 萬 | 0.02% | +12,491+3.8% | 加碼 |
| Squarepoint Ops LLC | 337,232 | $4,700 萬 | 0.15% | +211,399+168.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 336,740 | $4,693 萬 | 0.06% | +199,335+145.1% | 加碼 |
| Coronation Fund Managers Ltd. | 325,752 | $4,540 萬 | 2.52% | −54,938−14.4% | 減碼 |
| Hengistbury Investment Partners LLP | 318,096 | $4,433 萬 | 18.17% | +199,096+167.3% | 加碼 |
| RV Capital GmbH | 315,547 | $4,397 萬 | 9.07% | +5,600+1.8% | 加碼 |
| Pictet Asset Management Holding SA | 313,760 | $4,373 萬 | 0.05% | −70,247−18.3% | 減碼 |
| UBS Group AG | 306,786 | $4,275 萬 | 0.01% | +90,283+41.7% | 加碼 |
| Oakcliff Capital Partners, LP | 302,647 | $4,218 萬 | 21.21% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 290,462 | $4,048 萬 | 0.01% | +75,172+34.9% | 加碼 |
| Rhumbline Advisers | 283,549 | $3,952 萬 | 0.04% | −81,086−22.2% | 減碼 |
| Dimensional Fund Advisors LP | 283,433 | $3,950 萬 | 0.01% | −18,255−6.1% | 減碼 |
| Marathon Asset Mgmt Ltd | 275,856 | $3,844 萬 | 1.06% | −29,121−9.5% | 減碼 |
| Hosking Partners LLP | 274,530 | $3,826 萬 | 1.48% | +12,813+4.9% | 加碼 |
| Federated Hermes, Inc. | 268,345 | $3,740 萬 | 0.08% | +6,183+2.4% | 加碼 |
| Retirement Systems of Alabama | 263,338 | $3,670 萬 | 0.14% | +110.0% | 加碼 |
| UBS Asset Management Americas Inc | 262,200 | $3,654 萬 | 0.01% | −24,750−8.6% | 減碼 |
| Nuveen Asset Management, LLC | 260,172 | $3,626 萬 | 0.01% | −2,657−1.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 258,353 | $3,600 萬 | 0.06% | +187,010+262.1% | 加碼 |
| HSBC Holdings PLC | 256,080 | $3,564 萬 | 0.02% | +46,110+22.0% | 加碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 252,747 | $3,522 萬 | 2.44% | +43,000+20.5% | 加碼 |
| Polar Capital Holdings Plc | 232,638 | $3,242 萬 | 0.19% | −20,565−8.1% | 減碼 |
| Ameriprise Financial Inc | 220,350 | $3,071 萬 | 0.01% | +61,046+38.3% | 加碼 |
| California Public Employees Retirement System | 203,479 | $2,836 萬 | 0.02% | −1,070−0.5% | 減碼 |
| Verition Fund Management LLC | 203,420 | $2,835 萬 | 0.19% | +93,298+84.7% | 加碼 |
| Swiss National Bank | 198,700 | $2,769 萬 | 0.02% | −1,500−0.7% | 減碼 |
| Waverton Investment Management Ltd | 193,349 | $2,695 萬 | 0.44% | +193,349 | 新進 |
| Lord, Abbett & Co. LLC | 180,000 | $2,509 萬 | 0.08% | +180,000 | 新進 |
| Stifel Financial Corp | 169,247 | $2,359 萬 | 0.02% | +9,716+6.1% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 168,413 | $2,347 萬 | 0.47% | −74,138−30.6% | 減碼 |
| Governors Lane LP | 166,900 | $2,326 萬 | 3.64% | +27,469+19.7% | 加碼 |
| Victory Capital Management Inc | 165,651 | $2,309 萬 | 0.02% | −7,881−4.5% | 減碼 |
| State of Wisconsin Investment Board | 165,355 | $2,304 萬 | 0.06% | −2,402−1.4% | 減碼 |
| Alliancebernstein L.P. | 156,580 | $2,182 萬 | 0.01% | +13,449+9.4% | 加碼 |
| Lansing Management LP | 153,398 | $2,138 萬 | 15.30% | +4,500+3.0% | 加碼 |
| Kodai Capital Management LP | 150,708 | $2,100 萬 | 0.44% | +150,708 | 新進 |
| Canada Pension Plan Investment Board | 149,560 | $2,084 萬 | 0.02% | +66,667+80.4% | 加碼 |
| Quinn Opportunity Partners LLC | 146,057 | $2,035 萬 | 2.03% | +135,957+1,346.1% | 加碼 |
| Allianz Asset Management GmbH | 145,963 | $2,034 萬 | 0.03% | +38,465+35.8% | 加碼 |
| LPL Financial LLC | 138,837 | $1,935 萬 | 0.01% | +11,634+9.1% | 加碼 |
| Firetrail Investments Pty Ltd | 138,749 | $1,932 萬 | 5.56% | −27,824−16.7% | 減碼 |
| Brooktree Capital Management | 137,612 | $1,918 萬 | 15.58% | −1,397−1.0% | 減碼 |
| Dana Investment Advisors, Inc. | 137,375 | $1,914 萬 | 0.63% | −5,510−3.9% | 減碼 |
| Susquehanna International Group, LLP | 134,958 | $1,881 萬 | 0.03% | +106,689+377.4% | 加碼 |
| Russell Investments Group, Ltd. | 130,787 | $1,823 萬 | 0.03% | +2,655+2.1% | 加碼 |
| Corebridge Financial, Inc. | 128,679 | $1,793 萬 | 0.10% | −6,776−5.0% | 減碼 |
| Progeny 3, Inc. | 127,000 | $1,770 萬 | 1.49% | +127,000 | 新進 |
| Citadel Advisors LLC | 122,297 | $1,704 萬 | 0.02% | −92,029−42.9% | 減碼 |
| Mawer Investment Management Ltd. | 117,057 | $1,631 萬 | 0.07% | +3,652+3.2% | 加碼 |
| Gabelli Funds LLC | 116,200 | $1,619 萬 | 0.12% | −14,549−11.1% | 減碼 |
| Trivest Advisors Ltd | 112,600 | $1,569 萬 | 0.89% | +112,600 | 新進 |
| Two Sigma Investments, LP | 110,194 | $1,536 萬 | 0.03% | +51,142+86.6% | 加碼 |
| KBC Group NV | 109,158 | $1,521 萬 | 0.05% | +3,211+3.0% | 加碼 |
| Assenagon Asset Management S.A. | 108,950 | $1,518 萬 | 0.03% | +100,003+1,117.7% | 加碼 |
| Cooper Investors Pty Ltd | 101,718 | $1,418 萬 | 2.11% | −46,358−31.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 100,030 | $1,394 萬 | 0.03% | 00.0% | 不變 |