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。
2025 年第 1 季 13F 持有人
Interactive Brokers Group, Inc. 在 2025/3/31 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
- 746
- 較 2024 年第 4 季 +47 家
- 持有股數
- 9,502 萬
- 較 2024 年第 4 季 +170.4 萬 (+1.8%)
- 總市值
- $157.5 億
- 較 2024 年第 4 季 −$7.59 億 (−4.6%)
- 新進機構
- 136
- 另有 270 家加碼
- 清倉機構
- 89
- 另有 259 家減碼
另有 11 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,413,006 | $17.2 億 | 0.04% | +79,196+0.8% | 加碼 |
| Vanguard Group Inc | 10,351,521 | $17.1 億 | 0.03% | +280,004+2.8% | 加碼 |
| State Street Corp | 3,770,769 | $6.24 億 | 0.03% | +416,179+12.4% | 加碼 |
| Orbis Allan Gray Ltd | 3,493,357 | $5.78 億 | 3.31% | −1,792,148−33.9% | 減碼 |
| Cantillon Capital Management LLC | 3,293,826 | $5.45 億 | 3.53% | −101,864−3.0% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 3,170,779 | $5.25 億 | 1.29% | −717,035−18.4% | 減碼 |
| JPMorgan Chase & Co | 3,096,716 | $5.13 億 | 0.04% | −891,654−22.4% | 減碼 |
| Greenwich Wealth Management LLC | 2,705,357 | $4.48 億 | 33.90% | −69,225−2.5% | 減碼 |
| Bank of America Corp | 2,332,483 | $3.86 億 | 0.03% | −6,489−0.3% | 減碼 |
| Geode Capital Management, LLC | 2,297,027 | $3.80 億 | 0.03% | +37,995+1.7% | 加碼 |
| Egerton Capital (UK) LLP | 1,833,969 | $3.04 億 | 3.50% | −14,204−0.8% | 減碼 |
| American Century Companies Inc | 1,433,981 | $2.37 億 | 0.15% | +1,343,007+1,476.3% | 加碼 |
| Norges Bank | 1,382,808 | $2.29 億 | 0.03% | +84,819+6.5% | 加碼 |
| FMR LLC | 1,253,351 | $2.08 億 | 0.01% | −28,531−2.2% | 減碼 |
| Jacobs Levy Equity Management, Inc | 1,230,207 | $2.04 億 | 0.81% | +145,870+13.5% | 加碼 |
| Neuberger Berman Group LLC | 1,220,232 | $2.03 億 | 0.17% | +76,503+6.7% | 加碼 |
| Marshall Wace, LLP | 1,194,907 | $1.98 億 | 0.26% | +683,271+133.5% | 加碼 |
| Invesco Ltd. | 1,115,214 | $1.85 億 | 0.03% | +349,255+45.6% | 加碼 |
| Morgan Stanley | 1,115,147 | $1.85 億 | 0.01% | −182,776−14.1% | 減碼 |
| Jarislowsky, Fraser Ltd | 1,068,672 | $1.77 億 | 1.11% | −170,852−13.8% | 減碼 |
| Wellington Management Group LLP | 983,656 | $1.63 億 | 0.03% | −510,373−34.2% | 減碼 |
| Northern Trust Corp | 952,772 | $1.58 億 | 0.02% | +76,283+8.7% | 加碼 |
| Bamco Inc | 913,967 | $1.51 億 | 0.44% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 885,346 | $1.47 億 | 0.03% | +132,914+17.7% | 加碼 |
| Wells Fargo & Company | 869,768 | $1.44 億 | 0.03% | −78,058−8.2% | 減碼 |
| Two Sigma Advisers, LP | 848,300 | $1.40 億 | 0.32% | +382,400+82.1% | 加碼 |
| Bares Capital Management, Inc. | 844,537 | $1.40 億 | 16.42% | −107,110−11.3% | 減碼 |
| Charles Schwab Investment Management Inc | 834,388 | $1.38 億 | 0.03% | +16,190+2.0% | 加碼 |
| Qube Research & Technologies Ltd | 799,012 | $1.32 億 | 0.21% | +285,465+55.6% | 加碼 |
| Renaissance Technologies LLC | 709,310 | $1.17 億 | 0.18% | +104,400+17.3% | 加碼 |
| Two Sigma Investments, LP | 671,851 | $1.11 億 | 0.24% | +182,676+37.3% | 加碼 |
| Citadel Advisors LLC | 663,092 | $1.10 億 | 0.11% | +279,996+73.1% | 加碼 |
| Bronte Capital Management Pty Ltd. | 526,584 | $1.02 億 | 8.29% | −68,460−11.5% | 減碼 |
| Royal Bank of Canada | 607,518 | $1.01 億 | 0.02% | −21,856−3.5% | 減碼 |
| Goldman Sachs Group Inc | 597,176 | $9,889 萬 | 0.02% | +199,467+50.2% | 加碼 |
| Raymond James Financial Inc | 595,300 | $9,858 萬 | 0.04% | −84,195−12.4% | 減碼 |
| Agf Management Ltd | 558,377 | $9,246 萬 | 0.49% | +8,598+1.6% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 539,970 | $8,941 萬 | 0.06% | +98,794+22.4% | 加碼 |
| KBC Group NV | 522,221 | $8,647 萬 | 0.27% | +375,173+255.1% | 加碼 |
| Millennium Management LLC | 503,462 | $8,337 萬 | 0.08% | +53,612+11.9% | 加碼 |
| Ensign Peak Advisors, Inc | 499,600 | $8,273 萬 | 0.16% | +77,967+18.5% | 加碼 |
| Empower Advisory Group, LLC | 447,651 | $7,413 萬 | 0.24% | −229,275−33.9% | 減碼 |
| UBS Asset Management Americas Inc | 424,970 | $7,037 萬 | 0.02% | +118,116+38.5% | 加碼 |
| Legal & General Group Plc | 420,060 | $6,956 萬 | 0.02% | +77,452+22.6% | 加碼 |
| Ancient Art, L.P. | 410,909 | $6,804 萬 | 20.18% | −35,000−7.8% | 減碼 |
| TimesSquare Capital Management, LLC | 392,250 | $6,495 萬 | 1.05% | +104,450+36.3% | 加碼 |
| Citigroup Inc | 376,733 | $6,238 萬 | 0.05% | +515+0.1% | 加碼 |
| First Trust Advisors LP | 369,279 | $6,115 萬 | 0.05% | +295,845+402.9% | 加碼 |
| UBS Group AG | 366,220 | $6,064 萬 | 0.01% | −12,676−3.3% | 減碼 |
| Principal Financial Group Inc | 358,675 | $5,939 萬 | 0.03% | −2,956−0.8% | 減碼 |
| FIL Ltd | 329,109 | $5,450 萬 | 0.05% | −40,071−10.9% | 減碼 |
| Progeny 3, Inc. | 324,015 | $5,365 萬 | 3.69% | +158,015+95.2% | 加碼 |
| Rhumbline Advisers | 319,505 | $5,291 萬 | 0.05% | +38,087+13.5% | 加碼 |
| Envestnet Asset Management Inc | 307,261 | $5,088 萬 | 0.02% | −23,355−7.1% | 減碼 |
| Nuveen, LLC | 292,775 | $4,848 萬 | 0.02% | +292,775 | 新進 |
| Allianz Asset Management GmbH | 292,141 | $4,838 萬 | 0.07% | +147,638+102.2% | 加碼 |
| Hosking Partners LLP | 282,250 | $4,674 萬 | 1.97% | −2,488−0.9% | 減碼 |
| Retirement Systems of Alabama | 263,646 | $4,366 萬 | 0.17% | +132+0.1% | 加碼 |
| 1832 Asset Management L.P. | 260,833 | $4,319 萬 | 0.08% | −1,100−0.4% | 減碼 |
| Oakcliff Capital Partners, LP | 257,685 | $4,267 萬 | 22.48% | −42,000−14.0% | 減碼 |
| Dimensional Fund Advisors LP | 251,524 | $4,164 萬 | 0.01% | −5,725−2.2% | 減碼 |
| Hengistbury Investment Partners LLP | 244,497 | $4,049 萬 | 23.36% | −1,420−0.6% | 減碼 |
| Jupiter Asset Management Ltd | 239,000 | $3,958 萬 | 0.38% | +239,000 | 新進 |
| Allspring Global Investments Holdings, LLC | 226,292 | $3,917 萬 | 0.07% | −4,566−2.0% | 減碼 |
| Federated Hermes, Inc. | 215,699 | $3,572 萬 | 0.08% | −16,588−7.1% | 減碼 |
| RV Capital GmbH | 212,480 | $3,518 萬 | 7.77% | −11,867−5.3% | 減碼 |
| Jump Financial, LLC | 207,047 | $3,428 萬 | 0.52% | +149,404+259.2% | 加碼 |
| Verition Fund Management LLC | 200,854 | $3,326 萬 | 0.19% | +32,224+19.1% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 198,157 | $3,281 萬 | 0.58% | −24,518−11.0% | 減碼 |
| Waverton Investment Management Ltd | 197,541 | $3,271 萬 | 0.51% | −3,584−1.8% | 減碼 |
| Coronation Fund Managers Ltd. | 196,761 | $3,258 萬 | 1.77% | +12,311+6.7% | 加碼 |
| California Public Employees Retirement System | 192,864 | $3,194 萬 | 0.02% | −917−0.5% | 減碼 |
| Russell Investments Group, Ltd. | 191,402 | $3,169 萬 | 0.04% | +4,484+2.4% | 加碼 |
| Victory Capital Management Inc | 183,398 | $3,037 萬 | 0.03% | −13,144−6.7% | 減碼 |
| Marathon Asset Mgmt Ltd | 182,538 | $3,023 萬 | 0.92% | −76,562−29.5% | 減碼 |
| Pictet Asset Management Holding SA | 178,946 | $2,963 萬 | 0.03% | +8,725+5.1% | 加碼 |
| Stony Point Capital LLC | 177,900 | $2,946 萬 | 3.19% | +111,274+167.0% | 加碼 |
| National Pension Service | 173,249 | $2,869 萬 | 0.03% | +173,249 | 新進 |
| Jane Street Group, LLC | 170,055 | $2,816 萬 | 0.05% | −63,223−27.1% | 減碼 |
| LPL Financial LLC | 169,420 | $2,805 萬 | 0.01% | +18,148+12.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 164,514 | $2,724 萬 | 0.12% | +124,241+308.5% | 加碼 |
| Stifel Financial Corp | 160,855 | $2,664 萬 | 0.03% | −3,187−1.9% | 減碼 |
| Worldquant Millennium Advisors LLC | 160,622 | $2,660 萬 | 0.17% | +160,622 | 新進 |
| Voya Investment Management LLC | 158,427 | $2,623 萬 | 0.03% | −98,999−38.5% | 減碼 |
| Ameriprise Financial Inc | 156,633 | $2,572 萬 | 0.01% | −22,877−12.7% | 減碼 |
| Balyasny Asset Management LLC | 152,131 | $2,519 萬 | 0.06% | +152,131 | 新進 |
| Deutsche Bank AG | 141,557 | $2,344 萬 | 0.01% | +7,574+5.7% | 加碼 |
| Alliancebernstein L.P. | 139,765 | $2,314 萬 | 0.01% | −11,552−7.6% | 減碼 |
| Susquehanna International Group, LLP | 138,768 | $2,298 萬 | 0.04% | −21,321−13.3% | 減碼 |
| Intech Investment Management LLC | 138,146 | $2,288 萬 | 0.24% | +88,136+176.2% | 加碼 |
| Hudson Way Capital Management LLC | 137,645 | $2,279 萬 | 2.26% | −158,857−53.6% | 減碼 |
| Polar Capital Holdings Plc | 135,046 | $2,236 萬 | 0.14% | −88,362−39.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 134,870 | $2,233 萬 | 0.04% | +44,580+49.4% | 加碼 |
| Great West Life Assurance Co | 134,297 | $2,227 萬 | 0.04% | +25,720+23.7% | 加碼 |
| Mawer Investment Management Ltd. | 130,851 | $2,167 萬 | 0.10% | +2,853+2.2% | 加碼 |
| Barclays PLC | 130,833 | $2,166 萬 | 0.01% | −63,742−32.8% | 減碼 |
| Aquatic Capital Management LLC | 130,404 | $2,159 萬 | 0.55% | +106,358+442.3% | 加碼 |
| California State Teachers Retirement System | 128,659 | $2,130 萬 | 0.03% | +24,212+23.2% | 加碼 |
| HRT Financial LP | 127,039 | $2,104 萬 | 0.13% | +54,966+76.3% | 加碼 |
| Brooktree Capital Management | 126,585 | $2,096 萬 | 15.73% | −6,441−4.8% | 減碼 |