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 4 季 13F 持有人
Interactive Brokers Group, Inc. 在 2024/12/31 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
- 710
- 較 2024 年第 3 季 +130 家
- 持有股數
- 9,360 萬
- 較 2024 年第 3 季 +140.0 萬 (+1.5%)
- 總市值
- $165.6 億
- 較 2024 年第 3 季 +$37.3 億 (+29.0%)
- 新進機構
- 169
- 另有 229 家加碼
- 清倉機構
- 39
- 另有 238 家減碼
另有 7 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,333,810 | $18.3 億 | 0.04% | +761,378+8.0% | 加碼 |
| Vanguard Group Inc | 10,071,517 | $17.8 億 | 0.03% | −127,624−1.3% | 減碼 |
| Orbis Allan Gray Ltd | 5,285,505 | $9.34 億 | 5.02% | −1,217,632−18.7% | 減碼 |
| JPMorgan Chase & Co | 3,988,370 | $7.05 億 | 0.06% | −28,712−0.7% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 3,887,814 | $6.87 億 | 1.58% | +4,589+0.1% | 加碼 |
| Cantillon Capital Management LLC | 3,395,690 | $6.00 億 | 3.63% | +18,047+0.5% | 加碼 |
| State Street Corp | 3,354,590 | $5.93 億 | 0.02% | +132,455+4.1% | 加碼 |
| Greenwich Wealth Management LLC | 2,774,582 | $4.90 億 | 34.56% | −204,641−6.9% | 減碼 |
| Bank of America Corp | 2,338,972 | $4.13 億 | 0.04% | +1,117,186+91.4% | 加碼 |
| Geode Capital Management, LLC | 2,259,032 | $3.99 億 | 0.03% | +193,497+9.4% | 加碼 |
| Egerton Capital (UK) LLP | 1,848,173 | $3.27 億 | 3.78% | −1,534,340−45.4% | 減碼 |
| Wellington Management Group LLP | 1,494,029 | $2.64 億 | 0.05% | +1,476,135+8,249.3% | 加碼 |
| Norges Bank | 1,297,989 | $2.29 億 | 0.03% | +17,060+1.3% | 加碼 |
| Morgan Stanley | 1,297,923 | $2.29 億 | 0.02% | −99,351−7.1% | 減碼 |
| FMR LLC | 1,281,882 | $2.26 億 | 0.01% | +187,284+17.1% | 加碼 |
| Jarislowsky, Fraser Ltd | 1,239,524 | $2.17 億 | 1.27% | −214,981−14.8% | 減碼 |
| Neuberger Berman Group LLC | 1,143,729 | $2.02 億 | 0.16% | −19,086−1.6% | 減碼 |
| Jacobs Levy Equity Management, Inc | 1,084,337 | $1.92 億 | 0.68% | +376,004+53.1% | 加碼 |
| Bares Capital Management, Inc. | 951,647 | $1.68 億 | 15.13% | −164,877−14.8% | 減碼 |
| Wells Fargo & Company | 947,826 | $1.67 億 | 0.04% | −55,124−5.5% | 減碼 |
| Bamco Inc | 913,967 | $1.61 億 | 0.42% | +1,359+0.1% | 加碼 |
| Northern Trust Corp | 876,489 | $1.55 億 | 0.02% | +112,500+14.7% | 加碼 |
| Charles Schwab Investment Management Inc | 818,198 | $1.45 億 | 0.03% | +18,775+2.3% | 加碼 |
| Invesco Ltd. | 765,959 | $1.35 億 | 0.03% | +214,844+39.0% | 加碼 |
| Bank of New York Mellon Corp | 752,432 | $1.33 億 | 0.02% | −86,958−10.4% | 減碼 |
| Bronte Capital Management Pty Ltd. | 595,044 | $1.23 億 | 9.73% | −238,583−28.6% | 減碼 |
| Raymond James Financial Inc | 679,495 | $1.20 億 | 0.04% | +679,495 | 新進 |
| Empower Advisory Group, LLC | 676,926 | $1.20 億 | 0.40% | −8,209−1.2% | 減碼 |
| Royal Bank of Canada | 629,374 | $1.11 億 | 0.02% | +20,238+3.3% | 加碼 |
| Renaissance Technologies LLC | 604,910 | $1.07 億 | 0.16% | +225,910+59.6% | 加碼 |
| Agf Management Ltd | 549,779 | $9,713 萬 | 0.48% | −20,114−3.5% | 減碼 |
| Qube Research & Technologies Ltd | 513,547 | $9,073 萬 | 0.15% | +513,547 | 新進 |
| Marshall Wace, LLP | 511,636 | $9,039 萬 | 0.11% | −879,460−63.2% | 減碼 |
| Two Sigma Investments, LP | 489,175 | $8,642 萬 | 0.20% | +378,981+343.9% | 加碼 |
| Two Sigma Advisers, LP | 465,900 | $8,231 萬 | 0.19% | +382,100+456.0% | 加碼 |
| Millennium Management LLC | 449,850 | $7,948 萬 | 0.07% | −131,686−22.6% | 減碼 |
| Ancient Art, L.P. | 445,909 | $7,878 萬 | 16.76% | −10,455−2.3% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 441,176 | $7,794 萬 | 0.05% | −158,928−26.5% | 減碼 |
| Ensign Peak Advisors, Inc | 421,633 | $7,449 萬 | 0.13% | −55,375−11.6% | 減碼 |
| Goldman Sachs Group Inc | 397,709 | $7,026 萬 | 0.01% | +107,247+36.9% | 加碼 |
| Fullerton Fund Management Co Ltd. | 390,882 | $6,906 萬 | 2.41% | +390,882 | 新進 |
| Citadel Advisors LLC | 383,096 | $6,768 萬 | 0.06% | +260,799+213.3% | 加碼 |
| UBS Group AG | 378,896 | $6,694 萬 | 0.02% | +72,110+23.5% | 加碼 |
| Citigroup Inc | 376,218 | $6,647 萬 | 0.06% | −1,002−0.3% | 減碼 |
| FIL Ltd | 369,180 | $6,522 萬 | 0.06% | −129,346−25.9% | 減碼 |
| Principal Financial Group Inc | 361,631 | $6,389 萬 | 0.03% | −4,573−1.2% | 減碼 |
| Legal & General Group Plc | 342,608 | $6,053 萬 | 0.02% | −18,542−5.1% | 減碼 |
| Envestnet Asset Management Inc | 330,616 | $5,841 萬 | 0.02% | −11,852−3.5% | 減碼 |
| UBS Asset Management Americas Inc | 306,854 | $5,421 萬 | 0.01% | +44,654+17.0% | 加碼 |
| Oakcliff Capital Partners, LP | 299,685 | $5,295 萬 | 27.07% | −2,962−1.0% | 減碼 |
| Hudson Way Capital Management LLC | 296,502 | $5,238 萬 | 5.92% | −128,375−30.2% | 減碼 |
| TimesSquare Capital Management, LLC | 287,800 | $5,085 萬 | 0.74% | −66,305−18.7% | 減碼 |
| Canada Pension Plan Investment Board | 285,565 | $5,045 萬 | 0.05% | +136,005+90.9% | 加碼 |
| Hosking Partners LLP | 284,738 | $5,030 萬 | 1.97% | +10,208+3.7% | 加碼 |
| Rhumbline Advisers | 281,418 | $4,972 萬 | 0.04% | −2,131−0.8% | 減碼 |
| Squarepoint Ops LLC | 275,899 | $4,874 萬 | 0.13% | −61,333−18.2% | 減碼 |
| Retirement Systems of Alabama | 263,514 | $4,656 萬 | 0.17% | +176+0.1% | 加碼 |
| 1832 Asset Management L.P. | 261,933 | $4,628 萬 | 0.08% | −302,792−53.6% | 減碼 |
| Marathon Asset Mgmt Ltd | 259,100 | $4,577 萬 | 1.28% | −16,756−6.1% | 減碼 |
| Voya Investment Management LLC | 257,426 | $4,548 萬 | 0.05% | −825,130−76.2% | 減碼 |
| Dimensional Fund Advisors LP | 257,249 | $4,545 萬 | 0.01% | −26,184−9.2% | 減碼 |
| Nuveen Asset Management, LLC | 250,016 | $4,417 萬 | 0.01% | −10,156−3.9% | 減碼 |
| Hengistbury Investment Partners LLP | 245,917 | $4,345 萬 | 31.70% | −72,179−22.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 230,858 | $4,202 萬 | 0.07% | −27,495−10.6% | 減碼 |
| Jane Street Group, LLC | 233,278 | $4,121 萬 | 0.07% | +208,594+845.1% | 加碼 |
| Federated Hermes, Inc. | 232,287 | $4,104 萬 | 0.09% | −36,058−13.4% | 減碼 |
| RV Capital GmbH | 224,347 | $4,015 萬 | 8.60% | −91,200−28.9% | 減碼 |
| Twin Tree Management, LP | 227,144 | $4,013 萬 | 0.97% | +188,827+492.8% | 加碼 |
| Polar Capital Holdings Plc | 223,408 | $3,947 萬 | 0.22% | −9,230−4.0% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 222,675 | $3,934 萬 | 0.69% | +54,262+32.2% | 加碼 |
| Assenagon Asset Management S.A. | 215,568 | $3,808 萬 | 0.07% | +106,618+97.9% | 加碼 |
| Swiss National Bank | 215,400 | $3,805 萬 | 0.03% | +16,700+8.4% | 加碼 |
| Waverton Investment Management Ltd | 201,125 | $3,552 萬 | 0.57% | +7,776+4.0% | 加碼 |
| Victory Capital Management Inc | 196,542 | $3,472 萬 | 0.03% | +30,891+18.6% | 加碼 |
| Barclays PLC | 194,575 | $3,438 萬 | 0.02% | +141,816+268.8% | 加碼 |
| California Public Employees Retirement System | 193,781 | $3,424 萬 | 0.02% | −9,698−4.8% | 減碼 |
| Russell Investments Group, Ltd. | 186,918 | $3,302 萬 | 0.05% | +56,131+42.9% | 加碼 |
| Coronation Fund Managers Ltd. | 184,450 | $3,259 萬 | 1.92% | −141,302−43.4% | 減碼 |
| Trivest Advisors Ltd | 182,080 | $3,217 萬 | 1.46% | +69,480+61.7% | 加碼 |
| Ameriprise Financial Inc | 179,510 | $3,171 萬 | 0.01% | −40,840−18.5% | 減碼 |
| Pictet Asset Management Holding SA | 170,221 | $3,007 萬 | 0.03% | −143,539−45.7% | 減碼 |
| HSBC Holdings PLC | 167,219 | $2,987 萬 | 0.02% | −88,861−34.7% | 減碼 |
| Verition Fund Management LLC | 168,630 | $2,979 萬 | 0.15% | −34,790−17.1% | 減碼 |
| Progeny 3, Inc. | 166,000 | $2,933 萬 | 2.33% | +39,000+30.7% | 加碼 |
| Stifel Financial Corp | 164,042 | $2,898 萬 | 0.03% | −5,205−3.1% | 減碼 |
| Susquehanna International Group, LLP | 160,089 | $2,828 萬 | 0.04% | +25,131+18.6% | 加碼 |
| Amundi | 141,097 | $2,693 萬 | 0.01% | +124,461+748.1% | 加碼 |
| Alliancebernstein L.P. | 151,317 | $2,673 萬 | 0.01% | −5,263−3.4% | 減碼 |
| LPL Financial LLC | 151,272 | $2,673 萬 | 0.01% | +12,435+9.0% | 加碼 |
| One Madison Group LLC | 150,000 | $2,650 萬 | 3.03% | +150,000 | 新進 |
| KBC Group NV | 147,048 | $2,598 萬 | 0.07% | +37,890+34.7% | 加碼 |
| Allianz Asset Management GmbH | 144,503 | $2,553 萬 | 0.04% | −1,460−1.0% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 136,712 | $2,415 萬 | 0.41% | +136,712 | 新進 |
| Deutsche Bank AG | 133,983 | $2,367 萬 | 0.01% | +38,095+39.7% | 加碼 |
| Brooktree Capital Management | 133,026 | $2,350 萬 | 17.43% | −4,586−3.3% | 減碼 |
| Firetrail Investments Pty Ltd | 132,219 | $2,344 萬 | 7.02% | −6,530−4.7% | 減碼 |
| Dana Investment Advisors, Inc. | 129,838 | $2,294 萬 | 0.76% | −7,537−5.5% | 減碼 |
| Mawer Investment Management Ltd. | 127,998 | $2,261 萬 | 0.10% | +10,941+9.3% | 加碼 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 125,000 | $2,237 萬 | 1.64% | −127,747−50.5% | 減碼 |
| Corebridge Financial, Inc. | 123,177 | $2,176 萬 | 0.12% | −5,502−4.3% | 減碼 |