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。
2026 年第 1 季 13F 持有人
Interactive Brokers Group, Inc. 在 2026/3/31 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
- 1,001
- 較 2025 年第 4 季 +35 家
- 持有股數
- 3.79 億
- 較 2025 年第 4 季 +5,511 萬 (+17.0%)
- 總市值
- $254.2 億
- 較 2025 年第 4 季 +$45.6 億 (+21.8%)
- 新進機構
- 138
- 另有 404 家加碼
- 清倉機構
- 103
- 另有 328 家減碼
另有 14 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 31,375,037 | $21.0 億 | 0.04% | −304,805−1.0% | 減碼 |
| Vanguard Capital Management LLC | 28,180,361 | $18.9 億 | 0.05% | +28,180,361 | 新進 |
| State Street Corp | 19,092,105 | $12.8 億 | 0.04% | +255,584+1.4% | 加碼 |
| Vanguard Portfolio Management LLC | 14,984,545 | $10.1 億 | 0.05% | +14,984,545 | 新進 |
| FMR LLC | 12,501,284 | $8.38 億 | 0.04% | +7,692,089+159.9% | 加碼 |
| Cantillon Capital Management LLC | 11,245,881 | $7.54 億 | 5.01% | −1,514,023−11.9% | 減碼 |
| Geode Capital Management, LLC | 10,443,607 | $7.00 億 | 0.04% | +240,173+2.4% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 10,016,215 | $6.72 億 | 1.97% | −1,190,538−10.6% | 減碼 |
| Greenwich Wealth Management LLC | 9,924,043 | $6.66 億 | 27.17% | +738,935+8.0% | 加碼 |
| Wellington Management Group LLP | 9,774,792 | $6.56 億 | 0.12% | +1,490,574+18.0% | 加碼 |
| Invesco Ltd. | 9,647,168 | $6.47 億 | 0.06% | +1,358,789+16.4% | 加碼 |
| Two Sigma Investments, LP | 8,312,971 | $5.58 億 | 0.46% | +4,786,150+135.7% | 加碼 |
| JPMorgan Chase & Co | 6,723,652 | $4.28 億 | 0.03% | −717,164−9.6% | 減碼 |
| Egerton Capital (UK) LLP | 6,275,179 | $4.21 億 | 4.67% | −664,402−9.6% | 減碼 |
| Bank of America Corp | 6,230,136 | $4.18 億 | 0.03% | −438,536−6.6% | 減碼 |
| Orbis Allan Gray Ltd | 6,118,045 | $4.10 億 | 1.73% | −3,155,690−34.0% | 減碼 |
| London & Capital Asset Management Ltd | 5,915,803 | $3.97 億 | 4.32% | +54,761+0.9% | 加碼 |
| American Century Companies Inc | 5,744,408 | $3.85 億 | 0.20% | −18,452−0.3% | 減碼 |
| Morgan Stanley | 4,765,572 | $3.20 億 | 0.02% | +244,926+5.4% | 加碼 |
| 1832 Asset Management L.P. | 4,454,154 | $2.99 億 | 0.40% | −573,762−11.4% | 減碼 |
| Bamco Inc | 4,047,376 | $2.71 億 | 0.82% | −596,000−12.8% | 減碼 |
| Jacobs Levy Equity Management, Inc | 3,931,016 | $2.64 億 | 1.11% | −882,304−18.3% | 減碼 |
| Bessemer Group Inc | 3,922,736 | $2.63 億 | 0.41% | +2,390,247+156.0% | 加碼 |
| Neuberger Berman Group LLC | 3,733,048 | $2.49 億 | 0.19% | −883,680−19.1% | 減碼 |
| Charles Schwab Investment Management Inc | 3,592,551 | $2.41 億 | 0.04% | +209,197+6.2% | 加碼 |
| Northern Trust Corp | 3,561,826 | $2.39 億 | 0.03% | +42,878+1.2% | 加碼 |
| Goldman Sachs Group Inc | 3,221,545 | $2.16 億 | 0.03% | +702,687+27.9% | 加碼 |
| Capital World Investors | 3,030,920 | $2.03 億 | 0.03% | +3,030,920 | 新進 |
| Wells Fargo & Company | 2,889,181 | $1.94 億 | 0.04% | −240,942−7.7% | 減碼 |
| Legal & General Group Plc | 2,506,521 | $1.68 億 | 0.04% | +402,552+19.1% | 加碼 |
| Vanguard Fiduciary Trust Co | 2,489,553 | $1.67 億 | 0.04% | +2,489,553 | 新進 |
| TD Asset Management Inc | 2,468,900 | $1.66 億 | 0.13% | +86,939+3.6% | 加碼 |
| Amundi | 2,433,236 | $1.63 億 | 0.04% | +934,843+62.4% | 加碼 |
| First Trust Advisors LP | 2,299,168 | $1.54 億 | 0.11% | −336,201−12.8% | 減碼 |
| Bank of New York Mellon Corp | 2,282,311 | $1.53 億 | 0.03% | −248,333−9.8% | 減碼 |
| Barclays PLC | 2,266,397 | $1.52 億 | 0.05% | +577,252+34.2% | 加碼 |
| UBS Group AG | 2,263,352 | $1.52 億 | 0.03% | −149,759−6.2% | 減碼 |
| Progeny 3, Inc. | 2,195,640 | $1.47 億 | 7.88% | +65,880+3.1% | 加碼 |
| UBS Asset Management Americas Inc | 2,125,652 | $1.43 億 | 0.03% | +127,385+6.4% | 加碼 |
| KBC Group NV | 2,115,438 | $1.42 億 | 0.36% | +8,844+0.4% | 加碼 |
| Raymond James Financial Inc | 1,775,579 | $1.19 億 | 0.04% | −143,722−7.5% | 減碼 |
| Jane Street Group, LLC | 1,767,778 | $1.19 億 | 0.13% | +1,095,209+162.8% | 加碼 |
| Royal Bank of Canada | 1,682,514 | $1.13 億 | 0.02% | −453,404−21.2% | 減碼 |
| FIL Ltd | 1,512,390 | $1.01 億 | 0.08% | +52,285+3.6% | 加碼 |
| Ensign Peak Advisors, Inc | 1,477,244 | $9,908 萬 | 0.18% | −184,299−11.1% | 減碼 |
| Lord, Abbett & Co. LLC | 1,463,821 | $9,818 萬 | 0.32% | +1,325,582+958.9% | 加碼 |
| TimesSquare Capital Management, LLC | 1,450,839 | $9,731 萬 | 1.65% | −6,672−0.5% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 1,394,329 | $9,352 萬 | 0.26% | +1,394,329 | 新進 |
| Robeco Institutional Asset Management B.V. | 1,326,843 | $8,899 萬 | 0.13% | −59,108−4.3% | 減碼 |
| Ancient Art, L.P. | 1,285,193 | $8,620 萬 | 18.80% | −358,443−21.8% | 減碼 |
| Bronte Capital Management Pty Ltd. | 1,281,731 | $8,597 萬 | 9.14% | −204,563−13.8% | 減碼 |
| Nuveen, LLC | 1,265,772 | $8,490 萬 | 0.02% | −11,569−0.9% | 減碼 |
| Hosking Partners LLP | 1,195,287 | $8,017 萬 | 2.87% | −69,061−5.5% | 減碼 |
| Assenagon Asset Management S.A. | 1,192,749 | $8,000 萬 | 0.13% | +1,150,271+2,707.9% | 加碼 |
| Russell Investments Group, Ltd. | 1,140,415 | $7,648 萬 | 0.08% | +186,377+19.5% | 加碼 |
| Bristol Gate Capital Partners Inc. | 1,135,210 | $7,614 萬 | 4.91% | −76,516−6.3% | 減碼 |
| AustralianSuper Pty Ltd | 1,129,624 | $7,576 萬 | 0.39% | +500,800+79.6% | 加碼 |
| Empower Advisory Group, LLC | 1,105,919 | $7,417 萬 | 0.19% | −659,449−37.4% | 減碼 |
| Price T Rowe Associates Inc | 1,089,744 | $7,309 萬 | 0.01% | +59,951+5.8% | 加碼 |
| Envestnet Asset Management Inc | 1,063,175 | $7,131 萬 | 0.02% | +147,678+16.1% | 加碼 |
| Deutsche Bank AG | 1,060,183 | $7,111 萬 | 0.02% | −593,562−35.9% | 減碼 |
| Hengistbury Investment Partners LLP | 1,050,834 | $7,048 萬 | 29.35% | −85,250−7.5% | 減碼 |
| Dimensional Fund Advisors LP | 1,050,385 | $7,043 萬 | 0.01% | +47,909+4.8% | 加碼 |
| Oakcliff Capital Partners, LP | 1,030,740 | $6,913 萬 | 30.50% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,001,329 | $6,716 萬 | 0.05% | +68,948+7.4% | 加碼 |
| Vanguard Global Advisers, LLC | 978,498 | $6,563 萬 | 0.04% | +978,498 | 新進 |
| Congress Asset Management Co | 971,529 | $6,516 萬 | 0.47% | +867,934+837.8% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 935,380 | $6,274 萬 | 0.04% | +75,484+8.8% | 加碼 |
| California Public Employees Retirement System | 930,850 | $6,243 萬 | 0.04% | +55,097+6.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 919,886 | $6,170 萬 | 0.04% | −199,438−17.8% | 減碼 |
| National Pension Service | 908,278 | $6,092 萬 | 0.05% | +208,994+29.9% | 加碼 |
| Marshall Wace, LLP | 877,766 | $5,887 萬 | 0.06% | −2,326,481−72.6% | 減碼 |
| LPL Financial LLC | 847,227 | $5,682 萬 | 0.02% | +68,484+8.8% | 加碼 |
| HSBC Holdings PLC | 850,275 | $5,679 萬 | 0.03% | −270,264−24.1% | 減碼 |
| Citigroup Inc | 807,830 | $5,418 萬 | 0.03% | −184,855−18.6% | 減碼 |
| Canada Pension Plan Investment Board | 793,776 | $5,324 萬 | 0.03% | −302,687−27.6% | 減碼 |
| Rhumbline Advisers | 766,485 | $5,141 萬 | 0.04% | −4,959−0.6% | 減碼 |
| HRT Financial LP | 763,903 | $5,123 萬 | 0.13% | +457,929+149.7% | 加碼 |
| RV Capital GmbH | 757,919 | $5,111 萬 | 13.36% | +5,441+0.7% | 加碼 |
| Panagora Asset Management Inc | 741,281 | $4,972 萬 | 0.19% | −18,687−2.5% | 減碼 |
| Citadel Advisors LLC | 736,273 | $4,938 萬 | 0.03% | +85,739+13.2% | 加碼 |
| Vanguard Asset Management, Ltd | 731,388 | $4,905 萬 | 0.04% | +731,388 | 新進 |
| Blue Whale Capital LLP | 714,184 | $4,790 萬 | 2.28% | +140,120+24.4% | 加碼 |
| Compagnie Lombard Odier SCmA | 697,166 | $4,676 萬 | 0.57% | +215,609+44.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 682,455 | $4,635 萬 | 0.08% | −1,775−0.3% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 655,749 | $4,398 萬 | 0.07% | −638,044−49.3% | 減碼 |
| Stifel Financial Corp | 649,346 | $4,355 萬 | 0.04% | +7,019+1.1% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 645,344 | $4,328 萬 | 0.59% | −126,136−16.3% | 減碼 |
| California State Teachers Retirement System | 645,032 | $4,326 萬 | 0.05% | −15,908−2.4% | 減碼 |
| Bank of Montreal | 605,957 | $4,064 萬 | 0.02% | −37,553−5.8% | 減碼 |
| Federated Hermes, Inc. | 596,769 | $4,003 萬 | 0.07% | +15,074+2.6% | 加碼 |
| Millennium Management LLC | 585,800 | $3,929 萬 | 0.03% | −282,651−32.5% | 減碼 |
| SEI Investments Co | 564,427 | $3,786 萬 | 0.03% | +179,111+46.5% | 加碼 |
| Victory Capital Management Inc | 556,413 | $3,732 萬 | 0.02% | −64,182−10.3% | 減碼 |
| Marathon Asset Mgmt Ltd | 543,043 | $3,642 萬 | 1.40% | +65,601+13.7% | 加碼 |
| Great West Life Assurance Co | 524,847 | $3,533 萬 | 0.06% | +2,573+0.5% | 加碼 |
| Treasurer of the State of North Carolina | 519,215 | $3,482 萬 | 0.11% | +36,584+7.6% | 加碼 |
| Ameriprise Financial Inc | 515,286 | $3,455 萬 | 0.01% | +82,342+19.0% | 加碼 |
| Principal Financial Group Inc | 508,401 | $3,410 萬 | 0.02% | −4,393−0.9% | 減碼 |
| Systrade AG | 500,000 | $3,354 萬 | 22.51% | 00.0% | 不變 |