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 |
|---|---|---|---|---|---|
| TimesSquare Capital Management, LLC | 392,250 | $6,495 萬 | 1.05% | +104,450+36.3% | 加碼 |
| Ancient Art, L.P. | 410,909 | $6,804 萬 | 20.18% | −35,000−7.8% | 減碼 |
| Legal & General Group Plc | 420,060 | $6,956 萬 | 0.02% | +77,452+22.6% | 加碼 |
| UBS Asset Management Americas Inc | 424,970 | $7,037 萬 | 0.02% | +118,116+38.5% | 加碼 |
| Empower Advisory Group, LLC | 447,651 | $7,413 萬 | 0.24% | −229,275−33.9% | 減碼 |
| Ensign Peak Advisors, Inc | 499,600 | $8,273 萬 | 0.16% | +77,967+18.5% | 加碼 |
| Millennium Management LLC | 503,462 | $8,337 萬 | 0.08% | +53,612+11.9% | 加碼 |
| KBC Group NV | 522,221 | $8,647 萬 | 0.27% | +375,173+255.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 539,970 | $8,941 萬 | 0.06% | +98,794+22.4% | 加碼 |
| Agf Management Ltd | 558,377 | $9,246 萬 | 0.49% | +8,598+1.6% | 加碼 |
| Raymond James Financial Inc | 595,300 | $9,858 萬 | 0.04% | −84,195−12.4% | 減碼 |
| Goldman Sachs Group Inc | 597,176 | $9,889 萬 | 0.02% | +199,467+50.2% | 加碼 |
| Royal Bank of Canada | 607,518 | $1.01 億 | 0.02% | −21,856−3.5% | 減碼 |
| Bronte Capital Management Pty Ltd. | 526,584 | $1.02 億 | 8.29% | −68,460−11.5% | 減碼 |
| Citadel Advisors LLC | 663,092 | $1.10 億 | 0.11% | +279,996+73.1% | 加碼 |
| Two Sigma Investments, LP | 671,851 | $1.11 億 | 0.24% | +182,676+37.3% | 加碼 |
| Renaissance Technologies LLC | 709,310 | $1.17 億 | 0.18% | +104,400+17.3% | 加碼 |
| Qube Research & Technologies Ltd | 799,012 | $1.32 億 | 0.21% | +285,465+55.6% | 加碼 |
| Charles Schwab Investment Management Inc | 834,388 | $1.38 億 | 0.03% | +16,190+2.0% | 加碼 |
| Bares Capital Management, Inc. | 844,537 | $1.40 億 | 16.42% | −107,110−11.3% | 減碼 |
| Two Sigma Advisers, LP | 848,300 | $1.40 億 | 0.32% | +382,400+82.1% | 加碼 |
| Wells Fargo & Company | 869,768 | $1.44 億 | 0.03% | −78,058−8.2% | 減碼 |
| Bank of New York Mellon Corp | 885,346 | $1.47 億 | 0.03% | +132,914+17.7% | 加碼 |
| Bamco Inc | 913,967 | $1.51 億 | 0.44% | 00.0% | 不變 |
| Northern Trust Corp | 952,772 | $1.58 億 | 0.02% | +76,283+8.7% | 加碼 |
| Wellington Management Group LLP | 983,656 | $1.63 億 | 0.03% | −510,373−34.2% | 減碼 |
| Jarislowsky, Fraser Ltd | 1,068,672 | $1.77 億 | 1.11% | −170,852−13.8% | 減碼 |
| Morgan Stanley | 1,115,147 | $1.85 億 | 0.01% | −182,776−14.1% | 減碼 |
| Invesco Ltd. | 1,115,214 | $1.85 億 | 0.03% | +349,255+45.6% | 加碼 |
| Marshall Wace, LLP | 1,194,907 | $1.98 億 | 0.26% | +683,271+133.5% | 加碼 |
| Neuberger Berman Group LLC | 1,220,232 | $2.03 億 | 0.17% | +76,503+6.7% | 加碼 |
| Jacobs Levy Equity Management, Inc | 1,230,207 | $2.04 億 | 0.81% | +145,870+13.5% | 加碼 |
| FMR LLC | 1,253,351 | $2.08 億 | 0.01% | −28,531−2.2% | 減碼 |
| Norges Bank | 1,382,808 | $2.29 億 | 0.03% | +84,819+6.5% | 加碼 |
| American Century Companies Inc | 1,433,981 | $2.37 億 | 0.15% | +1,343,007+1,476.3% | 加碼 |
| Egerton Capital (UK) LLP | 1,833,969 | $3.04 億 | 3.50% | −14,204−0.8% | 減碼 |
| Geode Capital Management, LLC | 2,297,027 | $3.80 億 | 0.03% | +37,995+1.7% | 加碼 |
| Bank of America Corp | 2,332,483 | $3.86 億 | 0.03% | −6,489−0.3% | 減碼 |
| Greenwich Wealth Management LLC | 2,705,357 | $4.48 億 | 33.90% | −69,225−2.5% | 減碼 |
| JPMorgan Chase & Co | 3,096,716 | $5.13 億 | 0.04% | −891,654−22.4% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 3,170,779 | $5.25 億 | 1.29% | −717,035−18.4% | 減碼 |
| Cantillon Capital Management LLC | 3,293,826 | $5.45 億 | 3.53% | −101,864−3.0% | 減碼 |
| Orbis Allan Gray Ltd | 3,493,357 | $5.78 億 | 3.31% | −1,792,148−33.9% | 減碼 |
| State Street Corp | 3,770,769 | $6.24 億 | 0.03% | +416,179+12.4% | 加碼 |
| Vanguard Group Inc | 10,351,521 | $17.1 億 | 0.03% | +280,004+2.8% | 加碼 |
| BlackRock, Inc. | 10,413,006 | $17.2 億 | 0.04% | +79,196+0.8% | 加碼 |
| Proequities, Inc. | 0 | $0 | 0.00% | −103−100.0% | 清倉 |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −390,882−100.0% | 清倉 |
| Swiss National Bank | 0 | $0 | 0.00% | −215,400−100.0% | 清倉 |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −182,080−100.0% | 清倉 |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 0 | $0 | 0.00% | −125,000−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −94,718−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −68,010−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −49,232−100.0% | 清倉 |
| Governors Lane LP | 0 | $0 | 0.00% | −48,331−100.0% | 清倉 |
| Marvin & Palmer Associates Inc | 0 | $0 | 0.00% | −41,211−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −38,602−100.0% | 清倉 |
| Cooper Investors Pty Ltd | 0 | $0 | 0.00% | −34,867−100.0% | 清倉 |
| Crawford Fund Management, LLC | 0 | $0 | 0.00% | −25,258−100.0% | 清倉 |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −19,700−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −18,720−100.0% | 清倉 |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −16,500−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −15,932−100.0% | 清倉 |
| PenderFund Capital Management Ltd. | 0 | $0 | 0.00% | −10,038−100.0% | 清倉 |
| Symmetry Investments LP | 0 | $0 | 0.00% | −13,500−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −13,054−100.0% | 清倉 |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −11,817−100.0% | 清倉 |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −10,902−100.0% | 清倉 |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −10,657−100.0% | 清倉 |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −9,906−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −8,288−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −8,190−100.0% | 清倉 |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −7,706−100.0% | 清倉 |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −7,622−100.0% | 清倉 |
| WealthTrust Asset Management, LLC | 0 | $0 | 0.00% | −6,118−100.0% | 清倉 |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −6,111−100.0% | 清倉 |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −6,108−100.0% | 清倉 |
| Fig Financial Advisory Services Inc | 0 | $0 | 0.00% | −5,907−100.0% | 清倉 |
| Friedenthal Financial | 0 | $0 | 0.00% | −4,388−100.0% | 清倉 |
| Maridea Wealth Management LLC | 0 | $0 | 0.00% | −4,226−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,200−100.0% | 清倉 |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −4,025−100.0% | 清倉 |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −3,856−100.0% | 清倉 |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −3,659−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −3,371−100.0% | 清倉 |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −3,317−100.0% | 清倉 |
| Straightline Group LLC | 0 | $0 | 0.00% | −3,217−100.0% | 清倉 |
| Boyar Asset Management Inc. | 0 | $0 | 0.00% | −3,197−100.0% | 清倉 |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −2,750−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,635−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −2,381−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,363−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −2,146−100.0% | 清倉 |
| Wulff, Hansen & Co. | 0 | $0 | 0.00% | −2,100−100.0% | 清倉 |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −2,072−100.0% | 清倉 |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −1,962−100.0% | 清倉 |
| First Hawaiian Bank | 0 | $0 | 0.00% | −1,741−100.0% | 清倉 |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −1,668−100.0% | 清倉 |
| JT Stratford LLC | 0 | $0 | 0.00% | −1,648−100.0% | 清倉 |