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 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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 7,807 | $137.9 萬 | 0.01% | +386+5.2% | 加碼 |
| Prudential Financial Inc | 8,030 | $141.9 萬 | 0.00% | −10,357−56.3% | 減碼 |
| Axq Capital, LP | 8,190 | $144.7 萬 | 0.65% | +5,444+198.3% | 加碼 |
| Securian Asset Management, Inc | 8,231 | $145.4 萬 | 0.04% | −211−2.5% | 減碼 |
| Cinctive Capital Management LP | 8,288 | $146.4 萬 | 0.08% | +8,288 | 新進 |
| Aviso Financial Inc. | 8,313 | $146.9 萬 | 0.07% | −2,112−20.3% | 減碼 |
| Chiron Investment Management, LLC | 8,391 | $148.2 萬 | 0.49% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 8,442 | $149.1 萬 | 0.03% | +311+3.8% | 加碼 |
| Franklin Resources Inc | 8,556 | $151.2 萬 | 0.00% | +7,159+512.5% | 加碼 |
| Itau Unibanco Holding S.A. | 8,463 | $151.4 萬 | 0.05% | −3,518−29.4% | 減碼 |
| Richard P Slaughter Associates Inc | 8,574 | $151.5 萬 | 0.34% | +8,574 | 新進 |
| Cim, LLC | 8,606 | $152.0 萬 | 0.22% | +8,606 | 新進 |
| Ethic Inc. | 8,676 | $153.3 萬 | 0.03% | +4,745+120.7% | 加碼 |
| CI Private Wealth, LLC | 8,800 | $155.5 萬 | 0.00% | +1,132+14.8% | 加碼 |
| Silver Oak Securities, Inc | 8,907 | $159.4 萬 | 0.15% | −1,619−15.4% | 減碼 |
| Entropy Technologies, LP | 9,088 | $160.6 萬 | 0.17% | −1,749−16.1% | 減碼 |
| Munro Partners | 9,200 | $162.5 萬 | 0.06% | +5,585+154.5% | 加碼 |
| MML Investors Services, LLC | 9,347 | $165.1 萬 | 0.01% | +38+0.4% | 加碼 |
| Connective Capital Management, LLC | 9,410 | $166.2 萬 | 1.94% | +2,295+32.3% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 9,498 | $167.8 萬 | 0.45% | −76−0.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 9,517 | $168.1 萬 | 0.00% | +678+7.7% | 加碼 |
| Penserra Capital Management LLC | 9,605 | $169.5 萬 | 0.03% | +6,242+185.6% | 加碼 |
| Blackhawk Capital Partners LLC. | 9,603 | $169.7 萬 | 0.88% | +2,528+35.7% | 加碼 |
| Scientech Research LLC | 9,835 | $173.8 萬 | 0.49% | −580−5.6% | 減碼 |
| Polymer Capital Management (HK) LTD | 9,906 | $175.0 萬 | 0.31% | +9,906 | 新進 |
| Creative Planning | 9,947 | $175.7 萬 | 0.00% | +1,751+21.4% | 加碼 |
| Inspire Advisors, LLC | 10,142 | $179.2 萬 | 0.22% | 00.0% | 不變 |
| Gator Capital Management, LLC | 10,200 | $180.2 萬 | 0.68% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,441 | $184.5 萬 | 0.00% | −1,495−12.5% | 減碼 |
| Advisor Group Holdings, Inc. | 10,621 | $187.7 萬 | 0.00% | +3,255+44.2% | 加碼 |
| Aurora Investment Counsel | 10,657 | $188.3 萬 | 1.03% | −1,489−12.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 10,765 | $190.2 萬 | 0.01% | 00.0% | 不變 |
| D.A. Davidson & Co. | 10,902 | $192.6 萬 | 0.02% | −388−3.4% | 減碼 |
| AQR Capital Management LLC | 10,991 | $194.2 萬 | 0.00% | +8,529+346.4% | 加碼 |
| Chase Investment Counsel Corp | 11,000 | $194.3 萬 | 0.62% | 00.0% | 不變 |
| Prana Capital Management, LP | 11,079 | $195.7 萬 | 0.09% | +11,079 | 新進 |
| Heartland Advisors Inc | 11,111 | $196.3 萬 | 0.11% | −8,465−43.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 11,167 | $197.3 萬 | 0.02% | +2,596+30.3% | 加碼 |
| Mission Wealth Management, LP | 11,292 | $199.5 萬 | 0.05% | −228−2.0% | 減碼 |
| Walleye Trading LLC | 11,572 | $204.4 萬 | 0.04% | −3,779−24.6% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 11,673 | $206.2 萬 | 0.01% | −91−0.8% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 11,242 | $206.7 萬 | 0.02% | +3,454+44.4% | 加碼 |
| Donoghue Forlines LLC | 11,817 | $208.8 萬 | 0.70% | +11,817 | 新進 |
| Pathstone Holdings, LLC | 11,879 | $209.9 萬 | 0.01% | −469−3.8% | 減碼 |
| M&T Bank Corp | 12,390 | $218.9 萬 | 0.01% | +1,088+9.6% | 加碼 |
| State of Alaska, Department of Revenue | 12,416 | $219.3 萬 | 0.02% | −220−1.7% | 減碼 |
| Sowell Financial Services LLC | 12,543 | $221.6 萬 | 0.12% | +12,543 | 新進 |
| Vestcor Inc | 12,585 | $222.3 萬 | 0.07% | −3,401−21.3% | 減碼 |
| Xponance, Inc. | 12,731 | $224.9 萬 | 0.02% | +817+6.9% | 加碼 |
| Centiva Capital, LP | 13,008 | $229.8 萬 | 0.09% | +13,008 | 新進 |
| JustInvest LLC | 13,017 | $230.0 萬 | 0.03% | +560+4.5% | 加碼 |
| Rockefeller Capital Management L.P. | 13,054 | $230.6 萬 | 0.01% | +13,054 | 新進 |
| New Millennium Group LLC | 13,129 | $231.9 萬 | 1.36% | +13,129 | 新進 |
| LRT Capital Management, LLC | 13,228 | $233.7 萬 | 1.83% | +13,228 | 新進 |
| Independent Solutions Wealth Management, LLC | 13,407 | $236.9 萬 | 0.52% | +165+1.2% | 加碼 |
| Bank of Nova Scotia | 13,392 | $236.9 萬 | 0.00% | −6,301−32.0% | 減碼 |
| Nomura Asset Management Co Ltd | 13,463 | $237.9 萬 | 0.01% | +13,463 | 新進 |
| Symmetry Investments LP | 13,500 | $238.5 萬 | 0.14% | +13,500 | 新進 |
| Aspire Private Capital, LLC | 13,568 | $239.7 萬 | 0.59% | −163−1.2% | 減碼 |
| Acadian Asset Management LLC | 13,772 | $243.1 萬 | 0.01% | +13,614+8,616.5% | 加碼 |
| Engineers Gate Manager LP | 13,820 | $244.2 萬 | 0.04% | +4,788+53.0% | 加碼 |
| Jefferies Financial Group Inc. | 13,857 | $244.8 萬 | 0.03% | +5,957+75.4% | 加碼 |
| Toroso Investments, LLC | 13,955 | $246.5 萬 | 0.02% | +135+1.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 14,000 | $247.3 萬 | 0.00% | +1,377+10.9% | 加碼 |
| PenderFund Capital Management Ltd. | 10,038 | $254.9 萬 | 0.55% | −10,000−49.9% | 減碼 |
| FORA Capital, LLC | 14,935 | $263.9 萬 | 0.30% | +11,197+299.5% | 加碼 |
| Freedom Day Solutions, LLC | 15,084 | $266.5 萬 | 0.80% | +279+1.9% | 加碼 |
| Insight Wealth Strategies, LLC | 15,102 | $266.8 萬 | 0.36% | −3,584−19.2% | 減碼 |
| Quantbot Technologies LP | 15,104 | $266.8 萬 | 0.10% | +15,104 | 新進 |
| Sumitomo Life Insurance Co | 15,272 | $269.8 萬 | 0.05% | +9,715+174.8% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 15,419 | $272.4 萬 | 0.03% | +15,419 | 新進 |
| S&CO Inc | 15,875 | $280.4 萬 | 0.19% | +500+3.3% | 加碼 |
| Nomura Holdings Inc | 15,932 | $281.5 萬 | 0.01% | +15,932 | 新進 |
| Campbell & CO Investment Adviser LLC | 16,500 | $291.5 萬 | 0.22% | +16,500 | 新進 |
| FJ Capital Management LLC | 16,500 | $291.5 萬 | 0.34% | +16,500 | 新進 |
| Nordea Investment Management AB | 16,592 | $293.7 萬 | 0.00% | −5,837−26.0% | 減碼 |
| Qsemble Capital Management, LP | 16,830 | $297.3 萬 | 0.40% | +6,382+61.1% | 加碼 |
| Commonwealth Equity Services, LLC | 17,008 | $300.5 萬 | 0.00% | +990+6.2% | 加碼 |
| XTX Topco Ltd | 17,095 | $302.0 萬 | 0.25% | +494+3.0% | 加碼 |
| Uncommon Cents Investing LLC | 17,120 | $302.5 萬 | 0.90% | +90+0.5% | 加碼 |
| US Bancorp | 18,144 | $320.6 萬 | 0.00% | −474−2.5% | 減碼 |
| Illumine Investment Management, LLC | 18,585 | $328.3 萬 | 2.70% | +18,585 | 新進 |
| LMR Partners LLP | 18,720 | $330.7 萬 | 0.06% | +18,720 | 新進 |
| TD Asset Management Inc | 18,749 | $331.2 萬 | 0.00% | +18,749 | 新進 |
| TD Private Client Wealth LLC | 18,953 | $334.8 萬 | 0.09% | −844−4.3% | 減碼 |
| Exchange Traded Concepts, LLC | 19,063 | $336.8 萬 | 0.07% | +6,557+52.4% | 加碼 |
| Algert Global LLC | 19,392 | $342.6 萬 | 0.08% | +13,030+204.8% | 加碼 |
| Catalyst Funds Management Pty Ltd | 19,700 | $348.0 萬 | 0.86% | +19,700 | 新進 |
| USS Investment Management Ltd | 20,085 | $354.7 萬 | 0.03% | −5,115−20.3% | 減碼 |
| Quadrature Capital Ltd | 20,330 | $359.2 萬 | 0.07% | +9,690+91.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 20,550 | $363.1 萬 | 0.02% | −2,331−10.2% | 減碼 |
| Banco BTG Pactual S.A. | 20,000 | $365.0 萬 | 0.85% | +20,000 | 新進 |
| Natixis Advisors, L.P. | 21,203 | $374.6 萬 | 0.01% | +2,369+12.6% | 加碼 |
| Union Bancaire Privee, UBP SA | 22,694 | $375.0 萬 | 0.07% | +22,694 | 新進 |
| Ameritas Investment Partners, Inc. | 21,808 | $385.3 萬 | 0.13% | −521−2.3% | 減碼 |
| KLP Kapitalforvaltning AS | 22,000 | $388.7 萬 | 0.02% | +22,000 | 新進 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 22,042 | $389.4 萬 | 2.37% | +22,042 | 新進 |
| Oregon Public Employees Retirement Fund | 22,150 | $391.3 萬 | 0.07% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 22,228 | $392.7 萬 | 0.13% | +1,168+5.5% | 加碼 |
| Stanley-Laman Group, Ltd. | 22,473 | $397.0 萬 | 0.56% | −2,594−10.3% | 減碼 |