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 |
|---|---|---|---|---|---|
| Epacria Capital Partners, LLC | 22,500 | $397.5 萬 | 3.36% | −2,406−9.7% | 減碼 |
| Wealthfront Advisers LLC | 22,579 | $398.9 萬 | 0.01% | +3,473+18.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,046 | $424.8 萬 | 0.03% | +55+0.2% | 加碼 |
| Aquatic Capital Management LLC | 24,046 | $424.8 萬 | 0.12% | +24,046 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 24,198 | $427.5 萬 | 0.09% | +52+0.2% | 加碼 |
| Pilgrim Partners Asia Pte Ltd | 24,500 | $432.8 萬 | 3.77% | +24,500 | 新進 |
| Bessemer Group Inc | 24,838 | $438.8 萬 | 0.01% | +114+0.5% | 加碼 |
| TCW Group Inc | 24,896 | $439.8 萬 | 0.04% | +1,515+6.5% | 加碼 |
| EULAV Asset Management | 25,000 | $441.7 萬 | 0.11% | −1,000−3.8% | 減碼 |
| Crawford Fund Management, LLC | 25,258 | $446.2 萬 | 2.99% | −18,900−42.8% | 減碼 |
| Thrivent Financial for Lutherans | 25,619 | $452.6 萬 | 0.01% | +50+0.2% | 加碼 |
| State of Michigan Retirement System | 25,779 | $455.4 萬 | 0.02% | −100−0.4% | 減碼 |
| Kennondale Capital Management LLC | 26,154 | $462.1 萬 | 4.99% | +26,154 | 新進 |
| Steward Partners Investment Advisory, LLC | 26,292 | $464.5 萬 | 0.04% | +318+1.2% | 加碼 |
| Sanctuary Advisors, LLC | 21,280 | $466.4 萬 | 0.03% | −357−1.6% | 減碼 |
| CWA Asset Management Group, LLC | 26,549 | $469.0 萬 | 0.24% | −1,648−5.8% | 減碼 |
| Fifth Third Bancorp | 27,023 | $477.4 萬 | 0.02% | +10,513+63.7% | 加碼 |
| Graham Capital Management, L.P. | 27,240 | $481.2 萬 | 0.15% | −6,695−19.7% | 減碼 |
| Bank of Montreal | 27,554 | $486.8 萬 | 0.00% | −2,485−8.3% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 27,919 | $493.2 萬 | 0.67% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 28,354 | $500.9 萬 | 0.05% | −2,166−7.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,989 | $512.1 萬 | 0.01% | +5,739+24.7% | 加碼 |
| Pacer Advisors, Inc. | 28,995 | $512.3 萬 | 0.01% | +2,752+10.5% | 加碼 |
| Louisiana State Employees Retirement System | 30,200 | $533.5 萬 | 0.10% | 00.0% | 不變 |
| Atria Investments LLC | 30,255 | $534.5 萬 | 0.07% | −1,546−4.9% | 減碼 |
| Resources Investment Advisors, LLC. | 30,513 | $539.1 萬 | 0.06% | +684+2.3% | 加碼 |
| Ibex Wealth Advisors | 31,148 | $550.3 萬 | 0.65% | +31,148 | 新進 |
| WBI Investments | 31,409 | $554.9 萬 | 1.39% | +31,409 | 新進 |
| Arizona State Retirement System | 31,569 | $557.7 萬 | 0.03% | +2,269+7.7% | 加碼 |
| Man Group plc | 31,642 | $559.0 萬 | 0.02% | −45,881−59.2% | 減碼 |
| Teacher Retirement System of Texas | 31,670 | $559.5 萬 | 0.02% | −24,505−43.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 31,770 | $561.3 萬 | 0.05% | −760−2.3% | 減碼 |
| Zacks Investment Management | 33,641 | $594.3 萬 | 0.06% | −267−0.8% | 減碼 |
| Credit Agricole S A | 34,014 | $600.9 萬 | 0.02% | −7,382−17.8% | 減碼 |
| Capital Fund Management S.A. | 34,496 | $609.4 萬 | 0.06% | +34,496 | 新進 |
| Cooper Investors Pty Ltd | 34,867 | $616.0 萬 | 0.97% | −66,851−65.7% | 減碼 |
| TD Waterhouse Canada Inc. | 34,972 | $617.3 萬 | 0.05% | +3,637+11.6% | 加碼 |
| SkyView Investment Advisors, LLC | 36,487 | $644.6 萬 | 1.03% | −484−1.3% | 減碼 |
| Public Employees Retirement System of Ohio | 36,504 | $644.9 萬 | 0.02% | −2,102−5.4% | 減碼 |
| AWH Capital, L.P. | 36,750 | $649.3 萬 | 7.72% | −8,250−18.3% | 減碼 |
| Walleye Capital LLC | 37,476 | $662.1 萬 | 0.06% | −47,247−55.8% | 減碼 |
| Empowered Funds, LLC | 37,975 | $670.9 萬 | 0.10% | +36,441+2,375.6% | 加碼 |
| Yousif Capital Management, LLC | 38,254 | $675.8 萬 | 0.07% | −1,566−3.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 38,583 | $681.6 萬 | 0.03% | +2,042+5.6% | 加碼 |
| Weiss Asset Management LP | 38,602 | $682.0 萬 | 0.16% | +38,602 | 新進 |
| Vestmark Advisory Solutions, Inc. | 39,309 | $694.5 萬 | 0.24% | +1,596+4.2% | 加碼 |
| NewEdge Wealth, LLC | 39,367 | $695.5 萬 | 0.12% | +1,563+4.1% | 加碼 |
| CWM Advisors, LLC | 39,607 | $699.7 萬 | 0.78% | −5,980−13.1% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 40,273 | $711.5 萬 | 0.03% | −5,745−12.5% | 減碼 |
| Scotia Capital Inc. | 40,564 | $716.6 萬 | 0.04% | −5,766−12.4% | 減碼 |
| Marvin & Palmer Associates Inc | 41,211 | $728.1 萬 | 5.56% | −7,643−15.6% | 減碼 |
| Militia Capital Partners, LP | 41,290 | $729.5 萬 | 3.42% | +41,290 | 新進 |
| Comerica Bank | 43,070 | $760.9 萬 | 0.03% | −2,443−5.4% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 43,137 | $762.1 萬 | 0.08% | +17,872+70.7% | 加碼 |
| State of Tennessee, Treasury Department | 44,162 | $780.2 萬 | 0.03% | −1,246−2.7% | 減碼 |
| Kodai Capital Management LP | 44,479 | $785.8 萬 | 0.32% | −106,229−70.5% | 減碼 |
| Cetera Investment Advisers | 44,492 | $786.0 萬 | 0.02% | +325+0.7% | 加碼 |
| Pinebridge Investments, L.P. | 44,610 | $788.1 萬 | 0.06% | +10,373+30.3% | 加碼 |
| Jain Global LLC | 46,227 | $816.7 萬 | 0.24% | +46,227 | 新進 |
| Handelsbanken Fonder AB | 46,615 | $823.5 萬 | 0.03% | +13,307+40.0% | 加碼 |
| Harbor Advisors LLC | 46,708 | $825.2 萬 | 1.30% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 47,650 | $841.8 萬 | 0.03% | +220+0.5% | 加碼 |
| Governors Lane LP | 48,331 | $853.9 萬 | 1.27% | −118,569−71.0% | 減碼 |
| Emmett Investment Management, LP | 48,375 | $854.6 萬 | 7.68% | +48,375 | 新進 |
| ExodusPoint Capital Management, LP | 49,232 | $869.8 萬 | 0.09% | +17,628+55.8% | 加碼 |
| Cozad Asset Management Inc | 49,287 | $870.8 萬 | 0.81% | +868+1.8% | 加碼 |
| Intech Investment Management LLC | 50,010 | $883.5 萬 | 0.09% | +17,499+53.8% | 加碼 |
| Amalgamated Bank | 51,746 | $914.2 萬 | 0.08% | +107+0.2% | 加碼 |
| Janus Henderson Group PLC | 54,815 | $968.1 萬 | 0.00% | −15,428−22.0% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 54,828 | $968.6 萬 | 1.02% | +1,283+2.4% | 加碼 |
| Edgestream Partners, L.P. | 55,764 | $985.2 萬 | 0.42% | +10,978+24.5% | 加碼 |
| Warther Private Wealth, LLC | 57,260 | $1,012 萬 | 3.44% | −7,315−11.3% | 減碼 |
| Mutual of America Capital Management LLC | 57,514 | $1,016 萬 | 0.11% | −1,306−2.2% | 減碼 |
| Jump Financial, LLC | 57,643 | $1,018 萬 | 0.21% | +26,960+87.9% | 加碼 |
| SEI Investments Co | 58,840 | $1,040 萬 | 0.01% | −3,112−5.0% | 減碼 |
| HighTower Advisors, LLC | 59,082 | $1,044 萬 | 0.01% | −13,554−18.7% | 減碼 |
| Truist Financial Corp | 59,920 | $1,059 萬 | 0.02% | −1,012−1.7% | 減碼 |
| National Bank of Canada | 60,692 | $1,072 萬 | 0.01% | +51,482+559.0% | 加碼 |
| MetLife Investment Management | 61,318 | $1,083 萬 | 0.06% | +5,123+9.1% | 加碼 |
| New Age Alpha Advisors, LLC | 61,628 | $1,089 萬 | 0.44% | +61,628 | 新進 |
| New York State Common Retirement Fund | 64,502 | $1,140 萬 | 0.02% | −4,500−6.5% | 減碼 |
| Price T Rowe Associates Inc | 65,374 | $1,155 萬 | 0.00% | +5,962+10.0% | 加碼 |
| Stony Point Capital LLC | 66,626 | $1,177 萬 | 2.70% | 00.0% | 不變 |
| Quinn Opportunity Partners LLC | 67,048 | $1,185 萬 | 0.85% | −79,009−54.1% | 減碼 |
| Brevan Howard Capital Management LP | 67,617 | $1,195 萬 | 0.30% | +67,617 | 新進 |
| Arrowstreet Capital, Limited Partnership | 68,010 | $1,202 萬 | 0.01% | +68,010 | 新進 |
| New York State Teachers Retirement System | 70,027 | $1,237 萬 | 0.03% | +134+0.2% | 加碼 |
| HRT Financial LP | 72,073 | $1,273 萬 | 0.07% | +72,073 | 新進 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 63,230 | $1,289 萬 | 0.11% | 00.0% | 不變 |
| First Trust Advisors LP | 73,434 | $1,297 萬 | 0.01% | −13,455−15.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 74,783 | $1,321 萬 | 0.01% | +59,481+388.7% | 加碼 |
| Janney Montgomery Scott LLC | 75,102 | $1,327 萬 | 0.04% | −1,636−2.1% | 減碼 |
| O'Brien Greene & Co. Inc | 75,911 | $1,341 萬 | 4.35% | −5,807−7.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 78,243 | $1,382 萬 | 0.09% | +53,849+220.7% | 加碼 |
| Martingale Asset Management L P | 80,854 | $1,428 萬 | 0.35% | −9,806−10.8% | 減碼 |
| Winmill & Co. Inc | 81,800 | $1,445 萬 | 4.68% | 00.0% | 不變 |
| Trexquant Investment LP | 83,824 | $1,481 萬 | 0.17% | +72,159+618.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 84,193 | $1,487 萬 | 0.01% | −6,718−7.4% | 減碼 |
| Cercano Management LLC | 87,193 | $1,540 萬 | 0.39% | +87,193 | 新進 |
| Robeco Institutional Asset Management B.V. | 90,290 | $1,595 萬 | 0.03% | +30,290+50.5% | 加碼 |