Who owns UBSI
410 institutions reported holding UBSI for 2026Q1, together 71% of the company, more than the 389 a quarter earlier.
410
Institutions reporting a position · as of 2026Q1 · up from 389 the quarter before
- Shares held by institutions
- 100.1M
Shares held by institutions · 71% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $4.15B
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 39%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 52
- New positions
- 54
- Positions exited
- 37
- Added to
- 140
- Reduced
- 106
- Top 10 holdersof the company
- 48%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 410 | 100.1M | $4.15B |
| 2025Q4 | 389 | 99.4M | $3.82B |
| 2025Q3 | 368 | 98.8M | $3.68B |
| 2025Q2 | 359 | 102.9M | $3.75B |
| 2025Q1 | 373 | 99.7M | $3.46B |
| 2024Q4 | 343 | 99.8M | $3.75B |
| 2024Q3 | 332 | 96.2M | $3.57B |
| 2024Q2 | 304 | 96.5M | $3.13B |
| 2024Q1 | 312 | 95.8M | $3.43B |
| 2023Q4 | 309 | 95.8M | $3.60B |
| 2023Q3 | 306 | 92.6M | $2.56B |
| 2023Q2 | 296 | 97.7M | $2.90B |
| 2023Q1 | 308 | 95.3M | $3.36B |
| 2022Q4 | 323 | 93.8M | $3.80B |
| 2022Q3 | 311 | 93.2M | $3.34B |
| 2022Q2 | 291 | 93.7M | $3.29B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| BlackRock Inc. | 20.2M | 14% | $835M |
| VANGUARD GROUP INC | 14.8M | 11% | $613M |
| STATE STREET CORP | 8.0M | 5.7% | $333M |
| DIMENSIONAL FUND ADVISORS LP | 7.7M | 5.5% | $317M |
| EARNEST PARTNERS LLC | 4.1M | 3.0% | $171M |
| GEODE CAPITAL MANAGEMENT LLC | 3.9M | 2.8% | $163M |
| VICTORY CAPITAL MANAGEMENT INC | 3.1M | 2.2% | $129M |
| AQR CAPITAL MANAGEMENT LLC | 2.4M | 1.7% | $98M |
| Charles Schwab Trust Co | 1.7M | 1.2% | $70M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.7M | 1.2% | $69M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
reading the register…