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。
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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 132,530 | $888.9 萬 | 0.10% | +12,417+10.3% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 130,500 | $875.3 萬 | 0.05% | +34,800+36.4% | 加碼 |
| Commonwealth Equity Services, LLC | 127,601 | $855.8 萬 | 0.01% | +6,408+5.3% | 加碼 |
| Nomura Asset Management International Inc. | 127,579 | $855.7 萬 | 0.01% | −9,529−6.9% | 減碼 |
| Natixis | 127,170 | $852.9 萬 | 0.03% | −260,239−67.2% | 減碼 |
| Public Sector Pension Investment Board | 126,806 | $850.5 萬 | 0.03% | −156,629−55.3% | 減碼 |
| SkyView Investment Advisors, LLC | 126,074 | $845.6 萬 | 1.14% | −15,925−11.2% | 減碼 |
| Donaldson Capital Management, LLC | 124,896 | $837.7 萬 | 0.27% | +124,896 | 新進 |
| CWA Asset Management Group, LLC | 121,999 | $818.2 萬 | 0.28% | −4,003−3.2% | 減碼 |
| Czech National Bank | 121,293 | $813.5 萬 | 0.05% | +3,858+3.3% | 加碼 |
| Arizona State Retirement System | 121,016 | $811.7 萬 | 0.05% | −1,269−1.0% | 減碼 |
| NewEdge Wealth, LLC | 119,880 | $804.0 萬 | 0.10% | +3,100+2.7% | 加碼 |
| Handelsbanken Fonder AB | 118,127 | $792.3 萬 | 0.03% | +1,753+1.5% | 加碼 |
| Fremen Capital Management LP | 117,674 | $789.2 萬 | 7.31% | +1,021+0.9% | 加碼 |
| CI Private Wealth, LLC | 118,302 | $787.2 萬 | 0.01% | +29,416+33.1% | 加碼 |
| AWH Capital, L.P. | 116,380 | $780.6 萬 | 7.09% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 120,620 | $780.3 萬 | 0.02% | +11,280+10.3% | 加碼 |
| State of Michigan Retirement System | 116,300 | $780.0 萬 | 0.04% | −300−0.3% | 減碼 |
| Picton Mahoney Asset Management | 116,270 | $779.8 萬 | 0.08% | −22,080−16.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 116,029 | $778.2 萬 | 0.04% | −86−0.1% | 減碼 |
| ProShare Advisors LLC | 115,605 | $775.4 萬 | 0.01% | −5,735−4.7% | 減碼 |
| Gotham Asset Management, LLC | 114,822 | $770.1 萬 | 0.02% | +1,813+1.6% | 加碼 |
| Brevan Howard Capital Management LP | 113,946 | $764.2 萬 | 0.08% | +104,628+1,122.9% | 加碼 |
| Rafferty Asset Management, LLC | 112,881 | $757.1 萬 | 0.03% | −29,159−20.5% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 111,676 | $749.0 萬 | 0.75% | 00.0% | 不變 |
| CBOE Vest Financial, LLC | 111,674 | $749.0 萬 | 0.09% | +7,636+7.3% | 加碼 |
| Titan Wealth (CI) Ltd | 109,972 | $737.5 萬 | 3.19% | −1,485−1.3% | 減碼 |
| SEB Asset Management AB | 109,043 | $731.4 萬 | 0.03% | +109,043 | 新進 |
| Transamerica Financial Advisors, Inc. | 107,983 | $724.2 萬 | 0.62% | +106,853+9,456.0% | 加碼 |
| CIBC Asset Management Inc | 106,002 | $711.0 萬 | 0.02% | +1,539+1.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 105,963 | $710.7 萬 | 0.03% | +36,023+51.5% | 加碼 |
| MetLife Investment Management | 104,824 | $703.1 萬 | 0.04% | −2,769−2.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 103,744 | $695.8 萬 | 0.04% | +150+0.1% | 加碼 |
| Emmett Investment Management, LP | 102,190 | $694.0 萬 | 5.31% | −9,950−8.9% | 減碼 |
| Firetrail Investments Pty Ltd | 103,259 | $693.0 萬 | 2.36% | +5,033+5.1% | 加碼 |
| CIBC World Markets Inc. | 103,106 | $691.5 萬 | 0.01% | −36,329−26.1% | 減碼 |
| CIBC Bancorp USA Inc. | 99,991 | $670.6 萬 | 0.01% | +99,991 | 新進 |
| Mn Services Vermogensbeheer B.V. | 98,519 | $660.8 萬 | 0.04% | 00.0% | 不變 |
| Franklin Resources Inc | 98,437 | $660.2 萬 | 0.00% | +11,744+13.5% | 加碼 |
| Vident Advisory, LLC | 95,824 | $642.7 萬 | 0.05% | +30,666+47.1% | 加碼 |
| Daiwa Securities Group Inc. | 95,312 | $639.3 萬 | 0.02% | +4,384+4.8% | 加碼 |
| Retirement Systems of Alabama | 94,576 | $634.3 萬 | 0.02% | −167−0.2% | 減碼 |
| IFM Investors Pty Ltd | 94,196 | $631.8 萬 | 0.05% | +5,589+6.3% | 加碼 |
| Dorsey Wright & Associates | 93,675 | $628.3 萬 | 0.78% | +93,675 | 新進 |
| Atria Investments LLC | 92,665 | $621.5 萬 | 0.07% | +14,250+18.2% | 加碼 |
| Quinn Opportunity Partners LLC | 92,000 | $617.0 萬 | 0.32% | 00.0% | 不變 |
| STRS Ohio | 91,511 | $613.8 萬 | 0.02% | −5,664−5.8% | 減碼 |
| ExodusPoint Capital Management, LP | 91,501 | $613.7 萬 | 0.06% | +91,501 | 新進 |
| DnB Asset Management AS | 91,003 | $610.4 萬 | 0.02% | +7,877+9.5% | 加碼 |
| Militia Capital Management LLC | 91,000 | $610.3 萬 | 1.37% | +91,000 | 新進 |
| Amalgamated Bank | 90,334 | $605.9 萬 | 0.05% | +3,037+3.5% | 加碼 |
| QRG Capital Management, Inc. | 88,799 | $595.6 萬 | 0.06% | +62,711+240.4% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 88,517 | $593.7 萬 | 0.06% | −4,045−4.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 87,066 | $584.0 萬 | 0.02% | +14,035+19.2% | 加碼 |
| Janus Henderson Group PLC | 85,766 | $575.2 萬 | 0.00% | +6,274+7.9% | 加碼 |
| Resources Investment Advisors, LLC. | 82,250 | $551.7 萬 | 0.05% | −13,755−14.3% | 減碼 |
| Nordea Investment Management AB | 81,137 | $526.0 萬 | 0.00% | +21,553+36.2% | 加碼 |
| USS Investment Management Ltd | 78,392 | $525.6 萬 | 0.02% | +2,363+3.1% | 加碼 |
| Erste Asset Management GmbH | 81,000 | $520.0 萬 | 0.05% | +4,500+5.9% | 加碼 |
| Davidson Capital Management Inc. | 76,513 | $513.2 萬 | 0.93% | +53,548+233.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 76,456 | $512.8 萬 | 0.03% | +10,127+15.3% | 加碼 |
| Voya Investment Management LLC | 76,353 | $512.1 萬 | 0.01% | −89,285−53.9% | 減碼 |
| Xponance, Inc. | 76,037 | $510.0 萬 | 0.04% | +10,282+15.6% | 加碼 |
| Sanctuary Advisors, LLC | 74,205 | $497.7 萬 | 0.03% | +317+0.4% | 加碼 |
| Ambassador Advisors, LLC | 74,113 | $497.1 萬 | 0.75% | +2,040+2.8% | 加碼 |
| Creative Planning | 73,431 | $492.5 萬 | 0.00% | +19,134+35.2% | 加碼 |
| Bridgewater Associates, LP | 72,337 | $485.2 萬 | 0.02% | −416,603−85.2% | 減碼 |
| Epacria Capital Partners, LLC | 72,000 | $482.9 萬 | 3.74% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 70,556 | $473.2 萬 | 0.04% | +7,386+11.7% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 70,066 | $471.4 萬 | 0.02% | +6,613+10.4% | 加碼 |
| Boothbay Fund Management, LLC | 69,876 | $468.7 萬 | 0.11% | +69,876 | 新進 |
| CSM Advisors, LLC | 69,834 | $468.4 萬 | 0.12% | +69,834 | 新進 |
| Utah Retirement Systems | 69,621 | $466.9 萬 | 0.05% | −1,157−1.6% | 減碼 |
| Gator Capital Management, LLC | 68,800 | $461.4 萬 | 0.98% | +28,000+68.6% | 加碼 |
| Toroso Investments, LLC | 69,315 | $458.6 萬 | 0.01% | +11,047+19.0% | 加碼 |
| TCW Group Inc | 68,240 | $457.7 萬 | 0.03% | +8,704+14.6% | 加碼 |
| Vinva Investment Management Ltd | 71,241 | $453.7 萬 | 0.06% | −6,030−7.8% | 減碼 |
| SummitTX Capital, L.P. | 66,531 | $446.2 萬 | 0.14% | +60,439+992.1% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 66,192 | $443.9 萬 | 0.04% | +261+0.4% | 加碼 |
| Fulcrum Asset Management LLP | 69,413 | $442.1 萬 | 0.67% | +5,276+8.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 65,834 | $441.5 萬 | 0.08% | +65,834 | 新進 |
| Dutch Asset Corp | 65,098 | $436.6 萬 | 2.93% | +11,852+22.3% | 加碼 |
| Stanley-Laman Group, Ltd. | 64,020 | $429.4 萬 | 0.53% | +1,393+2.2% | 加碼 |
| NEOS Investment Management LLC | 63,224 | $424.0 萬 | 0.02% | +14,709+30.3% | 加碼 |
| S&CO Inc | 63,080 | $423.0 萬 | 0.26% | 00.0% | 不變 |
| Rakuten Investment Management, Inc. | 66,096 | $421.0 萬 | 0.01% | +7,514+12.8% | 加碼 |
| MML Investors Services, LLC | 62,039 | $416.1 萬 | 0.01% | +13,188+27.0% | 加碼 |
| New York Life Investment Management LLC | 62,023 | $416.0 萬 | 0.04% | +801+1.3% | 加碼 |
| Point72 Asset Management, L.P. | 61,692 | $413.8 萬 | 0.01% | +61,692 | 新進 |
| UniSuper Management Pty Ltd | 61,532 | $412.7 萬 | 0.03% | +14,066+29.6% | 加碼 |
| British Columbia Investment Management Corp | 61,390 | $411.7 萬 | 0.02% | −17,471−22.2% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 60,524 | $405.9 萬 | 0.15% | +60,524 | 新進 |
| Numerai GP LLC | 60,446 | $405.4 萬 | 0.41% | +44,954+290.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 59,340 | $398.0 萬 | 0.06% | +14,133+31.3% | 加碼 |
| Hedeker Wealth, LLC | 58,041 | $389.3 萬 | 0.82% | +29,688+104.7% | 加碼 |
| Nissay Asset Management Corp | 57,944 | $388.6 萬 | 0.02% | +554+1.0% | 加碼 |
| Cresset Asset Management, LLC | 57,932 | $388.5 萬 | 0.02% | +1,443+2.6% | 加碼 |
| Prime Capital Investment Advisors, LLC | 57,680 | $386.9 萬 | 0.04% | −382−0.7% | 減碼 |
| EULAV Asset Management | 57,160 | $383.4 萬 | 0.12% | −6,999−10.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 57,096 | $382.9 萬 | 0.00% | +10,798+23.3% | 加碼 |