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 4 季 13F 持有人
Interactive Brokers Group, Inc. 在 2025/12/31 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
- 980
- 較 2025 年第 3 季 +81 家
- 持有股數
- 3.84 億
- 較 2025 年第 3 季 +1,104 萬 (+3.0%)
- 總市值
- $247.2 億
- 較 2025 年第 3 季 −$9.84 億 (−3.8%)
- 新進機構
- 167
- 另有 334 家加碼
- 清倉機構
- 86
- 另有 345 家減碼
另有 14 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 660,940 | $4,251 萬 | 0.04% | −5,817−0.9% | 減碼 |
| Jane Street Group, LLC | 672,569 | $4,325 萬 | 0.05% | +643,095+2,181.9% | 加碼 |
| National Pension Service | 699,284 | $4,497 萬 | 0.03% | −8,350−1.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 684,230 | $4,600 萬 | 0.07% | +30,738+4.7% | 加碼 |
| RV Capital GmbH | 752,478 | $4,839 萬 | 11.27% | −46,789−5.9% | 減碼 |
| Panagora Asset Management Inc | 759,968 | $4,887 萬 | 0.17% | +72,160+10.5% | 加碼 |
| Rhumbline Advisers | 771,444 | $4,961 萬 | 0.04% | −12,433−1.6% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 771,480 | $4,961 萬 | 0.67% | −812,577−51.3% | 減碼 |
| LPL Financial LLC | 778,743 | $5,008 萬 | 0.01% | +55,191+7.6% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 859,896 | $5,530 萬 | 0.03% | −10,313−1.2% | 減碼 |
| Millennium Management LLC | 868,451 | $5,585 萬 | 0.04% | +93,105+12.0% | 加碼 |
| California Public Employees Retirement System | 875,753 | $5,632 萬 | 0.03% | −19,864−2.2% | 減碼 |
| Envestnet Asset Management Inc | 915,497 | $5,888 萬 | 0.02% | −83,960−8.4% | 減碼 |
| Russell Investments Group, Ltd. | 954,038 | $6,136 萬 | 0.07% | −52,330−5.2% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 932,381 | $6,268 萬 | 0.04% | +43,984+5.0% | 加碼 |
| Citigroup Inc | 992,685 | $6,384 萬 | 0.04% | −1,439,913−59.2% | 減碼 |
| Dimensional Fund Advisors LP | 1,002,476 | $6,447 萬 | 0.01% | −2090.0% | 減碼 |
| Squarepoint Ops LLC | 1,023,159 | $6,580 萬 | 0.13% | −112,096−9.9% | 減碼 |
| Price T Rowe Associates Inc | 1,029,793 | $6,623 萬 | 0.01% | +77,027+8.1% | 加碼 |
| Oakcliff Capital Partners, LP | 1,030,740 | $6,629 萬 | 28.42% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 1,096,463 | $7,051 萬 | 0.05% | −390,722−26.3% | 減碼 |
| Worldquant Millennium Advisors LLC | 1,111,014 | $7,145 萬 | 0.28% | −261,358−19.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,119,324 | $7,198 萬 | 0.05% | +52,749+4.9% | 加碼 |
| HSBC Holdings PLC | 1,120,539 | $7,230 萬 | 0.04% | +219,180+24.3% | 加碼 |
| Hengistbury Investment Partners LLP | 1,136,084 | $7,306 萬 | 32.80% | 00.0% | 不變 |
| Bristol Gate Capital Partners Inc. | 1,211,726 | $7,793 萬 | 4.50% | +1,211,726 | 新進 |
| Hosking Partners LLP | 1,264,348 | $8,131 萬 | 2.76% | +72,938+6.1% | 加碼 |
| Nuveen, LLC | 1,277,341 | $8,215 萬 | 0.02% | +170,804+15.4% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 1,293,793 | $8,320 萬 | 0.14% | +511,128+65.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,385,951 | $8,913 萬 | 0.13% | +283,474+25.7% | 加碼 |
| TimesSquare Capital Management, LLC | 1,457,511 | $9,373 萬 | 1.41% | −87,845−5.7% | 減碼 |
| FIL Ltd | 1,460,105 | $9,390 萬 | 0.07% | +10,438+0.7% | 加碼 |
| Bronte Capital Management Pty Ltd. | 1,486,294 | $9,558 萬 | 9.99% | −274,877−15.6% | 減碼 |
| Amundi | 1,498,393 | $9,636 萬 | 0.03% | −349,249−18.9% | 減碼 |
| Bessemer Group Inc | 1,532,489 | $9,855 萬 | 0.15% | +1,521,594+13,966.0% | 加碼 |
| Ancient Art, L.P. | 1,643,636 | $1.06 億 | 23.91% | 00.0% | 不變 |
| Deutsche Bank AG | 1,653,745 | $1.06 億 | 0.03% | −249,711−13.1% | 減碼 |
| Ensign Peak Advisors, Inc | 1,661,543 | $1.07 億 | 0.19% | −72,989−4.2% | 減碼 |
| Barclays PLC | 1,689,145 | $1.09 億 | 0.04% | +481,030+39.8% | 加碼 |
| Empower Advisory Group, LLC | 1,765,368 | $1.14 億 | 0.31% | −80,312−4.4% | 減碼 |
| Raymond James Financial Inc | 1,919,301 | $1.23 億 | 0.04% | −225,563−10.5% | 減碼 |
| UBS Asset Management Americas Inc | 1,998,267 | $1.29 億 | 0.03% | +207,524+11.6% | 加碼 |
| Legal & General Group Plc | 2,103,969 | $1.35 億 | 0.03% | +255,272+13.8% | 加碼 |
| KBC Group NV | 2,106,594 | $1.35 億 | 0.31% | +72,974+3.6% | 加碼 |
| Progeny 3, Inc. | 2,129,760 | $1.37 億 | 7.37% | +3,300+0.2% | 加碼 |
| Royal Bank of Canada | 2,135,918 | $1.37 億 | 0.02% | −1,592,193−42.7% | 減碼 |
| TD Asset Management Inc | 2,381,961 | $1.53 億 | 0.12% | +81,250+3.5% | 加碼 |
| UBS Group AG | 2,413,111 | $1.55 億 | 0.03% | +1,075,486+80.4% | 加碼 |
| Goldman Sachs Group Inc | 2,518,858 | $1.62 億 | 0.02% | +886,372+54.3% | 加碼 |
| Bank of New York Mellon Corp | 2,530,644 | $1.63 億 | 0.03% | +49,401+2.0% | 加碼 |
| First Trust Advisors LP | 2,635,369 | $1.69 億 | 0.12% | −220,730−7.7% | 減碼 |
| Wells Fargo & Company | 3,130,123 | $2.01 億 | 0.04% | −129,115−4.0% | 減碼 |
| Marshall Wace, LLP | 3,204,247 | $2.06 億 | 0.20% | −280,304−8.0% | 減碼 |
| Charles Schwab Investment Management Inc | 3,383,354 | $2.18 億 | 0.03% | +79,344+2.4% | 加碼 |
| Northern Trust Corp | 3,518,948 | $2.26 億 | 0.03% | −41,075−1.2% | 減碼 |
| Two Sigma Investments, LP | 3,526,821 | $2.27 億 | 0.34% | −48,632−1.4% | 減碼 |
| Morgan Stanley | 4,520,646 | $2.91 億 | 0.02% | +461,780+11.4% | 加碼 |
| Two Sigma Advisers, LP | 4,597,600 | $2.96 億 | 0.57% | +404,800+9.7% | 加碼 |
| Neuberger Berman Group LLC | 4,616,728 | $2.97 億 | 0.22% | −223,805−4.6% | 減碼 |
| Bamco Inc | 4,643,376 | $2.99 億 | 0.81% | +33,608+0.7% | 加碼 |
| FMR LLC | 4,809,195 | $3.09 億 | 0.02% | −1,419,289−22.8% | 減碼 |
| Jacobs Levy Equity Management, Inc | 4,813,320 | $3.10 億 | 1.20% | +75,779+1.6% | 加碼 |
| 1832 Asset Management L.P. | 5,027,916 | $3.23 億 | 0.41% | +3,632,492+260.3% | 加碼 |
| American Century Companies Inc | 5,762,860 | $3.71 億 | 0.19% | −190,787−3.2% | 減碼 |
| London & Capital Asset Management Ltd | 5,861,042 | $3.77 億 | 3.92% | +5,280,117+908.9% | 加碼 |
| Bank of America Corp | 6,668,672 | $4.29 億 | 0.03% | −959,495−12.6% | 減碼 |
| Egerton Capital (UK) LLP | 6,939,581 | $4.46 億 | 4.85% | +685,447+11.0% | 加碼 |
| Norges Bank | 7,046,279 | $4.53 億 | 0.05% | +7,046,279 | 新進 |
| JPMorgan Chase & Co | 7,440,816 | $4.79 億 | 0.03% | −1,609,640−17.8% | 減碼 |
| Wellington Management Group LLP | 8,284,218 | $5.33 億 | 0.09% | −2,616,953−24.0% | 減碼 |
| Invesco Ltd. | 8,288,379 | $5.33 億 | 0.05% | +2,534,772+44.1% | 加碼 |
| Greenwich Wealth Management LLC | 9,185,108 | $5.91 億 | 26.35% | −1,182,168−11.4% | 減碼 |
| Orbis Allan Gray Ltd | 9,273,735 | $5.96 億 | 2.50% | −270,137−2.8% | 減碼 |
| Geode Capital Management, LLC | 10,203,434 | $6.54 億 | 0.04% | −140,926−1.4% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 11,206,753 | $7.21 億 | 1.93% | −967,773−7.9% | 減碼 |
| Cantillon Capital Management LLC | 12,759,904 | $8.21 億 | 4.44% | +95,878+0.8% | 加碼 |
| State Street Corp | 18,836,521 | $12.1 億 | 0.04% | +187,763+1.0% | 加碼 |
| BlackRock, Inc. | 31,679,842 | $20.4 億 | 0.03% | +710,875+2.3% | 加碼 |
| Vanguard Group Inc | 52,254,357 | $33.6 億 | 0.05% | −604,728−1.1% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 74,748 | – | – | +1,700+2.3% | 加碼 |
| Waverton Investment Management Ltd | 0 | $0 | 0.00% | −4,922,936−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −918,648−100.0% | 清倉 |
| Marvin & Palmer Associates Inc | 0 | $0 | 0.00% | −117,225−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −114,951−100.0% | 清倉 |
| Cercano Management LLC | 0 | $0 | 0.00% | −77,749−100.0% | 清倉 |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −70,197−100.0% | 清倉 |
| AIA Group Ltd | 0 | $0 | 0.00% | −68,500−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −58,847−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −54,477−100.0% | 清倉 |
| Gunderson Capital Management Inc. | 0 | $0 | 0.00% | −50,472−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −45,472−100.0% | 清倉 |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −18,057−100.0% | 清倉 |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −36,330−100.0% | 清倉 |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −31,500−100.0% | 清倉 |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −29,752−100.0% | 清倉 |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −22,500−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −21,900−100.0% | 清倉 |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −21,453−100.0% | 清倉 |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −20,150−100.0% | 清倉 |
| BOCHK Asset Management Ltd | 0 | $0 | 0.00% | −16,250−100.0% | 清倉 |