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 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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 25,200 | $351.2 萬 | 0.03% | −3,842−13.2% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,265 | $352.1 萬 | 0.04% | +25,265 | 新進 |
| Thrivent Financial for Lutherans | 25,569 | $356.3 萬 | 0.01% | −311−1.2% | 減碼 |
| State of Michigan Retirement System | 25,879 | $360.6 萬 | 0.02% | +100+0.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 25,974 | $362.0 萬 | 0.03% | +2,447+10.4% | 加碼 |
| EULAV Asset Management | 26,000 | $362.3 萬 | 0.09% | −1,000−3.7% | 減碼 |
| Pacer Advisors, Inc. | 26,243 | $365.7 萬 | 0.01% | +10,197+63.5% | 加碼 |
| PenderFund Capital Management Ltd. | 20,038 | $377.7 萬 | 0.87% | −10,600−34.6% | 減碼 |
| Bridgewater Associates, LP | 27,546 | $383.9 萬 | 0.02% | +6,950+33.7% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 27,919 | $389.1 萬 | 0.57% | +5,000+21.8% | 加碼 |
| CWA Asset Management Group, LLC | 28,197 | $393.0 萬 | 0.21% | +28,197 | 新進 |
| Arizona State Retirement System | 29,300 | $408.3 萬 | 0.03% | +816+2.9% | 加碼 |
| Thompson Siegel & Walmsley LLC | 29,400 | $409.7 萬 | 0.06% | +29,400 | 新進 |
| Bank of Montreal | 30,039 | $413.1 萬 | 0.00% | −5,067−14.4% | 減碼 |
| Sanctuary Advisors, LLC | 21,637 | $414.6 萬 | 0.03% | +1,283+6.3% | 加碼 |
| Resources Investment Advisors, LLC. | 29,829 | $415.7 萬 | 0.05% | −456−1.5% | 減碼 |
| Factory Mutual Insurance Co | 30,000 | $418.1 萬 | 0.04% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 30,200 | $420.9 萬 | 0.08% | −100−0.3% | 減碼 |
| Gotham Asset Management, LLC | 30,520 | $425.3 萬 | 0.04% | −979−3.1% | 減碼 |
| Jump Financial, LLC | 30,683 | $427.6 萬 | 0.09% | +13,030+73.8% | 加碼 |
| TD Waterhouse Canada Inc. | 31,335 | $431.9 萬 | 0.04% | +2,973+10.5% | 加碼 |
| ExodusPoint Capital Management, LP | 31,604 | $440.4 萬 | 0.05% | +12,095+62.0% | 加碼 |
| Atria Investments LLC | 31,801 | $443.2 萬 | 0.06% | +510+1.6% | 加碼 |
| Intech Investment Management LLC | 32,511 | $453.1 萬 | 0.05% | +15,278+88.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 32,530 | $453.4 萬 | 0.04% | −940−2.8% | 減碼 |
| Handelsbanken Fonder AB | 33,308 | $464.2 萬 | 0.02% | −10,052−23.2% | 減碼 |
| Zacks Investment Management | 33,908 | $472.5 萬 | 0.04% | +33,908 | 新進 |
| Graham Capital Management, L.P. | 33,935 | $472.9 萬 | 0.16% | −31,423−48.1% | 減碼 |
| Pinebridge Investments, L.P. | 34,237 | $477.1 萬 | 0.04% | +6,199+22.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 36,541 | $509.2 萬 | 0.02% | −1,599−4.2% | 減碼 |
| SkyView Investment Advisors, LLC | 36,971 | $515.2 萬 | 0.86% | +460+1.3% | 加碼 |
| Pinnbrook Capital Management LP | 37,239 | $519.0 萬 | 1.57% | +1,930+5.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 37,713 | $525.6 萬 | 0.20% | +2,378+6.7% | 加碼 |
| NewEdge Wealth, LLC | 37,804 | $526.8 萬 | 0.10% | +2,268+6.4% | 加碼 |
| Twin Tree Management, LP | 38,317 | $534.0 萬 | 0.12% | +13,432+54.0% | 加碼 |
| Public Employees Retirement System of Ohio | 38,606 | $538.0 萬 | 0.02% | −1,265−3.2% | 減碼 |
| Yousif Capital Management, LLC | 39,820 | $554.9 萬 | 0.06% | −4,991−11.1% | 減碼 |
| Credit Agricole S A | 41,396 | $576.9 萬 | 0.03% | +28,187+213.4% | 加碼 |
| Crawford Fund Management, LLC | 44,158 | $615.4 萬 | 4.54% | −12,242−21.7% | 減碼 |
| Cetera Investment Advisers | 44,167 | $615.5 萬 | 0.01% | +1,860+4.4% | 加碼 |
| Edgestream Partners, L.P. | 44,786 | $624.1 萬 | 0.27% | +36,135+417.7% | 加碼 |
| AWH Capital, L.P. | 45,000 | $627.1 萬 | 5.60% | 00.0% | 不變 |
| State of Tennessee, Treasury Department | 45,408 | $632.8 萬 | 0.02% | 00.0% | 不變 |
| Comerica Bank | 45,513 | $634.3 萬 | 0.03% | −4,210−8.5% | 減碼 |
| CWM Advisors, LLC | 45,587 | $635.3 萬 | 0.65% | +2,188+5.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 46,018 | $641.3 萬 | 0.03% | +37,549+443.4% | 加碼 |
| Scotia Capital Inc. | 46,330 | $645.7 萬 | 0.03% | −429−0.9% | 減碼 |
| Harbor Advisors LLC | 46,708 | $650.9 萬 | 1.09% | 00.0% | 不變 |
| Antipodes Partners Ltd | 46,912 | $653.8 萬 | 0.23% | −198,475−80.9% | 減碼 |
| Treasurer of the State of North Carolina | 47,430 | $661.0 萬 | 0.03% | −14,558−23.5% | 減碼 |
| Cozad Asset Management Inc | 48,419 | $674.8 萬 | 0.64% | −2,996−5.8% | 減碼 |
| Marvin & Palmer Associates Inc | 48,854 | $680.8 萬 | 5.71% | +7,204+17.3% | 加碼 |
| Amalgamated Bank | 51,639 | $719.6 萬 | 0.06% | −14,919−22.4% | 減碼 |
| Sparta 24 Ltd. | 52,177 | $727.1 萬 | 6.66% | −31,503−37.6% | 減碼 |
| Barclays PLC | 52,759 | $735.2 萬 | 0.00% | +21,393+68.2% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 53,545 | $746.2 萬 | 0.80% | +1,047+2.0% | 加碼 |
| Teacher Retirement System of Texas | 56,175 | $782.9 萬 | 0.04% | +41,791+290.5% | 加碼 |
| MetLife Investment Management | 56,195 | $783.1 萬 | 0.04% | −149−0.3% | 減碼 |
| Mutual of America Capital Management LLC | 58,820 | $819.7 萬 | 0.09% | −2,506−4.1% | 減碼 |
| Price T Rowe Associates Inc | 59,412 | $828.0 萬 | 0.00% | +3,813+6.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 60,000 | $836.2 萬 | 0.02% | +60,000 | 新進 |
| Truist Financial Corp | 60,932 | $849.1 萬 | 0.01% | −4,638−7.1% | 減碼 |
| SEI Investments Co | 61,952 | $863.4 萬 | 0.01% | +9,476+18.1% | 加碼 |
| Warther Private Wealth, LLC | 64,575 | $899.9 萬 | 3.17% | +32,575+101.8% | 加碼 |
| American Century Companies Inc | 64,740 | $902.2 萬 | 0.01% | −30,490−32.0% | 減碼 |
| Stony Point Capital LLC | 66,626 | $928.5 萬 | 2.22% | +1,603+2.5% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 63,230 | $937.1 萬 | 0.08% | +63,230 | 新進 |
| New York State Common Retirement Fund | 69,002 | $961.6 萬 | 0.01% | −8,200−10.6% | 減碼 |
| Global Endowment Management, LP | 69,876 | $973.8 萬 | 0.98% | +63,696+1,030.7% | 加碼 |
| New York State Teachers Retirement System | 69,893 | $974.0 萬 | 0.02% | 00.0% | 不變 |
| Janus Henderson Group PLC | 70,243 | $978.9 萬 | 0.01% | −4,073−5.5% | 減碼 |
| HighTower Advisors, LLC | 72,636 | $1,013 萬 | 0.01% | +30,257+71.4% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 74,149 | $1,033 萬 | 0.01% | −2,935−3.8% | 減碼 |
| Janney Montgomery Scott LLC | 76,738 | $1,069 萬 | 0.03% | +278+0.4% | 加碼 |
| Man Group plc | 77,523 | $1,080 萬 | 0.03% | +1,796+2.4% | 加碼 |
| O'Brien Greene & Co. Inc | 81,718 | $1,139 萬 | 3.55% | −4,763−5.5% | 減碼 |
| Winmill & Co. Inc | 81,800 | $1,140 萬 | 3.84% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 83,800 | $1,168 萬 | 0.03% | +59,600+246.3% | 加碼 |
| Walleye Capital LLC | 84,723 | $1,181 萬 | 0.13% | +68,774+431.2% | 加碼 |
| First Trust Advisors LP | 86,889 | $1,211 萬 | 0.01% | +20,671+31.2% | 加碼 |
| Martingale Asset Management L P | 90,660 | $1,263 萬 | 0.29% | +44,598+96.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 90,911 | $1,267 萬 | 0.01% | −1,869−2.0% | 減碼 |
| Scout Investments, Inc. | 86,345 | $1,305 萬 | 0.34% | −64,801−42.9% | 減碼 |
| Great West Life Assurance Co | 95,275 | $1,329 萬 | 0.02% | +5,643+6.3% | 加碼 |
| Deutsche Bank AG | 95,888 | $1,336 萬 | 0.01% | +70,579+278.9% | 加碼 |
| California State Teachers Retirement System | 96,586 | $1,346 萬 | 0.02% | −3,011−3.0% | 減碼 |
| Rovida Advisors Inc. | 100,000 | $1,394 萬 | 4.39% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 100,030 | $1,394 萬 | 0.03% | 00.0% | 不變 |
| Cooper Investors Pty Ltd | 101,718 | $1,418 萬 | 2.11% | −46,358−31.3% | 減碼 |
| Assenagon Asset Management S.A. | 108,950 | $1,518 萬 | 0.03% | +100,003+1,117.7% | 加碼 |
| KBC Group NV | 109,158 | $1,521 萬 | 0.05% | +3,211+3.0% | 加碼 |
| Two Sigma Investments, LP | 110,194 | $1,536 萬 | 0.03% | +51,142+86.6% | 加碼 |
| Trivest Advisors Ltd | 112,600 | $1,569 萬 | 0.89% | +112,600 | 新進 |
| Gabelli Funds LLC | 116,200 | $1,619 萬 | 0.12% | −14,549−11.1% | 減碼 |
| Mawer Investment Management Ltd. | 117,057 | $1,631 萬 | 0.07% | +3,652+3.2% | 加碼 |
| Citadel Advisors LLC | 122,297 | $1,704 萬 | 0.02% | −92,029−42.9% | 減碼 |
| Progeny 3, Inc. | 127,000 | $1,770 萬 | 1.49% | +127,000 | 新進 |
| Corebridge Financial, Inc. | 128,679 | $1,793 萬 | 0.10% | −6,776−5.0% | 減碼 |
| Russell Investments Group, Ltd. | 130,787 | $1,823 萬 | 0.03% | +2,655+2.1% | 加碼 |
| Susquehanna International Group, LLP | 134,958 | $1,881 萬 | 0.03% | +106,689+377.4% | 加碼 |