UM
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UniSuper Management’s Interactive Brokers IBKR Stock Holding History

UniSuper Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.13M Buy
61,532
+14,066
+30% +$1M 0.03% 297
2025
Q4 		$3.05M Sell
47,466
-4,834
-9% -$324K 0.02% 366
2025
Q3 		$3.6M Buy
52,300
+44,700
+588% +$2.81M 0.02% 349
2025
Q2 		$421K Sell
7,600
-1,200
-14% -$56.9K ﹤0.01% 619
2025
Q1 		$364K Buy
+8,800
New +$436K ﹤0.01% 630

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UniSuper Management's IBKR Position: Q1 2026 in Review

UniSuper Management increased its Interactive Brokers (IBKR) stake by 30% in Q1 2026, buying an estimated $1M and bringing the position to 61,532 shares worth $4.13M. The position accounts for 0.03% of the portfolio, ranked #297.

UniSuper Management first reported a position in IBKR in Q1 2025 and has held it in 5 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • UniSuper Management held 61,532 shares of Interactive Brokers worth $4.13M as of Q1 2026.
  • UniSuper Management bought 14,066 Interactive Brokers shares in Q1 2026, an estimated $1M.
  • Interactive Brokers made up 0.03% of UniSuper Management's portfolio in Q1 2026, its #297 holding.
  • UniSuper Management first reported a position in Interactive Brokers in Q1 2025 and has held it in 5 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on UniSuper Management's 13F filing for Q1 2026, filed 11 May 2026.