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。
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 |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 18,594 | $307.9 萬 | 0.00% | +8,153+78.1% | 加碼 |
| Stanley-Laman Group, Ltd. | 18,859 | $312.3 萬 | 0.48% | −3,614−16.1% | 減碼 |
| TD Private Client Wealth LLC | 18,917 | $313.2 萬 | 0.09% | −36−0.2% | 減碼 |
| WBI Investments | 19,000 | $314.6 萬 | 0.83% | −12,409−39.5% | 減碼 |
| Epacria Capital Partners, LLC | 19,000 | $314.9 萬 | 2.56% | −3,500−15.6% | 減碼 |
| TCW Group Inc | 19,030 | $315.1 萬 | 0.03% | −5,866−23.6% | 減碼 |
| Nordea Investment Management AB | 19,657 | $320.0 萬 | 0.00% | +3,065+18.5% | 加碼 |
| DnB Asset Management AS | 19,354 | $320.5 萬 | 0.01% | +17,938+1,266.8% | 加碼 |
| Kennondale Capital Management LLC | 19,419 | $321.6 萬 | 3.51% | −6,735−25.8% | 減碼 |
| Estate Counselors, LLC | 19,864 | $328.9 萬 | 0.34% | +19,864 | 新進 |
| Sanctuary Advisors, LLC | 20,001 | $331.2 萬 | 0.02% | −1,279−6.0% | 減碼 |
| Capital Fund Management S.A. | 20,064 | $332.2 萬 | 0.04% | −14,432−41.8% | 減碼 |
| USS Investment Management Ltd | 20,161 | $333.9 萬 | 0.03% | +76+0.4% | 加碼 |
| Left Brain Wealth Management, LLC | 20,344 | $336.9 萬 | 1.47% | +18,811+1,227.1% | 加碼 |
| Commonwealth Equity Services, LLC | 20,556 | $340.4 萬 | 0.00% | +3,548+20.9% | 加碼 |
| British Columbia Investment Management Corp | 20,822 | $344.8 萬 | 0.02% | +20,822 | 新進 |
| Ameritas Investment Partners, Inc. | 21,423 | $354.7 萬 | 0.12% | −385−1.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 21,480 | $355.7 萬 | 0.00% | −77,627−78.3% | 減碼 |
| Himension Fund | 21,563 | $357.1 萬 | 0.30% | +21,563 | 新進 |
| SG Americas Securities, LLC | 21,862 | $362.0 萬 | 0.01% | +16,802+332.1% | 加碼 |
| Oregon Public Employees Retirement Fund | 22,075 | $365.5 萬 | 0.07% | −75−0.3% | 減碼 |
| Man Group plc | 22,221 | $368.0 萬 | 0.01% | −9,421−29.8% | 減碼 |
| New Mexico Educational Retirement Board | 22,228 | $368.1 萬 | 0.13% | 00.0% | 不變 |
| New Age Alpha Advisors, LLC | 22,285 | $369.0 萬 | 0.17% | −39,343−63.8% | 減碼 |
| IFM Investors Pty Ltd | 22,389 | $370.7 萬 | 0.04% | +22,389 | 新進 |
| Pinebridge Investments, L.P. | 22,626 | $374.7 萬 | 0.03% | −21,984−49.3% | 減碼 |
| Wolverine Trading, LLC | 23,384 | $385.2 萬 | 0.12% | +23,384 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,302 | $385.9 萬 | 0.01% | −5,687−19.6% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 23,400 | $387.5 萬 | 0.02% | +23,400 | 新進 |
| Natixis Advisors, L.P. | 23,532 | $389.7 萬 | 0.01% | +2,329+11.0% | 加碼 |
| EULAV Asset Management | 24,000 | $397.4 萬 | 0.10% | −1,000−4.0% | 減碼 |
| CWA Asset Management Group, LLC | 24,012 | $397.6 萬 | 0.19% | −2,537−9.6% | 減碼 |
| South Dakota Investment Council | 24,178 | $400.4 萬 | 0.08% | +24,178 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 24,209 | $400.9 萬 | 0.06% | +110.0% | 加碼 |
| Wealthfront Advisers LLC | 25,303 | $419.0 萬 | 0.01% | +2,724+12.1% | 加碼 |
| TD Asset Management Inc | 25,350 | $419.8 萬 | 0.00% | +6,601+35.2% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 25,400 | $420.6 萬 | 0.05% | +25,400 | 新進 |
| XTX Topco Ltd | 25,703 | $425.6 萬 | 0.22% | +8,608+50.4% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 26,496 | $428.5 萬 | 0.04% | −36,734−58.1% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,027 | $431.0 萬 | 0.03% | +1,981+8.2% | 加碼 |
| State of Michigan Retirement System | 26,079 | $431.8 萬 | 0.02% | +300+1.2% | 加碼 |
| Bank of Montreal | 26,090 | $432.0 萬 | 0.00% | −1,464−5.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 26,093 | $432.1 萬 | 0.04% | −199−0.8% | 減碼 |
| Virtu Financial LLC | 26,343 | $436.2 萬 | 0.24% | +21,734+471.6% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 27,091 | $448.6 萬 | 0.05% | +27,091 | 新進 |
| Resources Investment Advisors, LLC. | 27,422 | $454.1 萬 | 0.05% | −3,091−10.1% | 減碼 |
| Gotham Asset Management, LLC | 27,429 | $454.2 萬 | 0.04% | −925−3.3% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 27,919 | $462.3 萬 | 0.67% | 00.0% | 不變 |
| Militia Capital Partners, LP | 28,000 | $463.7 萬 | 1.88% | −13,290−32.2% | 減碼 |
| Andra AP-fonden | 28,052 | $464.5 萬 | 0.08% | +28,052 | 新進 |
| Thrivent Financial for Lutherans | 28,492 | $471.8 萬 | 0.01% | +2,873+11.2% | 加碼 |
| AWH Capital, L.P. | 29,095 | $481.8 萬 | 6.98% | −7,655−20.8% | 減碼 |
| Union Bancaire Privee, UBP SA | 31,084 | $482.3 萬 | 0.09% | +8,390+37.0% | 加碼 |
| Atria Investments LLC | 30,085 | $498.2 萬 | 0.06% | −170−0.6% | 減碼 |
| Graham Capital Management, L.P. | 30,192 | $499.9 萬 | 0.16% | +2,952+10.8% | 加碼 |
| Danske Bank A/S | 30,200 | $500.1 萬 | 0.02% | +30,100+30,100.0% | 加碼 |
| Louisiana State Employees Retirement System | 30,500 | $505.0 萬 | 0.10% | +300+1.0% | 加碼 |
| Arizona State Retirement System | 31,473 | $521.2 萬 | 0.03% | −96−0.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 31,770 | $526.0 萬 | 0.05% | 00.0% | 不變 |
| Lord, Abbett & Co. LLC | 32,318 | $535.2 萬 | 0.02% | +32,318 | 新進 |
| Resona Asset Management Co.,Ltd. | 32,882 | $544.1 萬 | 0.03% | +32,882 | 新進 |
| Pilgrim Partners Asia Pte Ltd | 33,100 | $548.1 萬 | 5.20% | +8,600+35.1% | 加碼 |
| Zacks Investment Management | 33,536 | $555.3 萬 | 0.05% | −105−0.3% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 34,029 | $563.5 萬 | 0.01% | +30,238+797.6% | 加碼 |
| Magnetar Financial LLC | 34,504 | $571.4 萬 | 0.08% | +34,504 | 新進 |
| Ibex Wealth Advisors | 34,643 | $573.7 萬 | 0.76% | +3,495+11.2% | 加碼 |
| KLP Kapitalforvaltning AS | 36,500 | $604.4 萬 | 0.03% | +14,500+65.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 36,736 | $608.3 萬 | 0.03% | −1,847−4.8% | 減碼 |
| Assenagon Asset Management S.A. | 36,760 | $608.7 萬 | 0.01% | −178,808−82.9% | 減碼 |
| SkyView Investment Advisors, LLC | 36,878 | $610.7 萬 | 0.92% | +391+1.1% | 加碼 |
| Yousif Capital Management, LLC | 37,422 | $619.7 萬 | 0.07% | −832−2.2% | 減碼 |
| TD Waterhouse Canada Inc. | 36,060 | $622.1 萬 | 0.05% | +1,088+3.1% | 加碼 |
| Macquarie Group Ltd | 37,756 | $625.2 萬 | 0.01% | +35,098+1,320.5% | 加碼 |
| Empowered Funds, LLC | 39,131 | $648.0 萬 | 0.09% | +1,156+3.0% | 加碼 |
| Cetera Investment Advisers | 39,322 | $651.1 萬 | 0.01% | −5,170−11.6% | 減碼 |
| NewEdge Wealth, LLC | 39,461 | $653.4 萬 | 0.12% | +94+0.2% | 加碼 |
| Comerica Bank | 41,132 | $681.1 萬 | 0.03% | −1,938−4.5% | 減碼 |
| Asset Management One Co.,Ltd. | 42,211 | $699.0 萬 | 0.02% | +41,755+9,156.8% | 加碼 |
| Twin Tree Management, LP | 42,599 | $705.4 萬 | 0.16% | −184,545−81.2% | 減碼 |
| Scotia Capital Inc. | 43,953 | $727.8 萬 | 0.04% | +3,389+8.4% | 加碼 |
| State of Tennessee, Treasury Department | 44,162 | $731.3 萬 | 0.03% | 00.0% | 不變 |
| Bridgewater Associates, LP | 46,304 | $766.7 萬 | 0.04% | +46,304 | 新進 |
| W.G. Shaheen & Associates DBA Whitney & Co | 46,580 | $771.3 萬 | 0.82% | −8,248−15.0% | 減碼 |
| Harbor Advisors LLC | 46,708 | $773.4 萬 | 1.34% | 00.0% | 不變 |
| CWM Advisors, LLC | 47,341 | $783.9 萬 | 0.93% | +7,734+19.5% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 48,364 | $800.9 萬 | 0.02% | +34,364+245.5% | 加碼 |
| Forsta Ap-Fonden | 48,600 | $804.8 萬 | 0.06% | +48,600 | 新進 |
| Emmett Investment Management, LP | 46,675 | $807.9 萬 | 7.38% | −1,700−3.5% | 減碼 |
| Picton Mahoney Asset Management | 48,792 | $807.9 萬 | 0.28% | +45,770+1,514.6% | 加碼 |
| SEI Investments Co | 49,679 | $822.6 萬 | 0.01% | −9,161−15.6% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 49,687 | $822.8 萬 | 0.02% | +48,000+2,845.3% | 加碼 |
| Amalgamated Bank | 49,831 | $825.2 萬 | 0.07% | −1,915−3.7% | 減碼 |
| Korea Investment CORP | 50,193 | $831.1 萬 | 0.02% | +50,193 | 新進 |
| HighTower Advisors, LLC | 50,825 | $841.6 萬 | 0.01% | −8,257−14.0% | 減碼 |
| FORA Capital, LLC | 51,188 | $847.6 萬 | 0.86% | +36,253+242.7% | 加碼 |
| Credit Agricole S A | 51,379 | $850.8 萬 | 0.03% | +17,365+51.1% | 加碼 |
| Cozad Asset Management Inc | 51,430 | $851.6 萬 | 0.85% | +2,143+4.3% | 加碼 |
| Engineers Gate Manager LP | 51,875 | $859.0 萬 | 0.14% | +38,055+275.4% | 加碼 |
| Nomura Asset Management Co Ltd | 53,316 | $882.9 萬 | 0.03% | +39,853+296.0% | 加碼 |
| Mutual of America Capital Management LLC | 56,038 | $927.9 萬 | 0.11% | −1,476−2.6% | 減碼 |