Who owns UL
1,142 institutions reported holding UL for 2026Q1, together 9.8% of the company, more than the 1,129 a quarter earlier.
1,142
Institutions reporting a position · as of 2026Q1 · up from 1,129 the quarter before
- Shares held by institutions
- 239.4M
Shares held by institutions · 9.8% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $13.7B
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 3.5%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 52
- New positions
- 144
- Positions exited
- 132
- Added to
- 404
- Reduced
- 318
- Top 10 holdersof the company
- 4.7%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 1,142 | 239.4M | $13.7B |
| 2025Q4 | 1,129 | 209.3M | $13.7B |
| 2025Q3 | 1,149 | 233.6M | $13.9B |
| 2025Q2 | 1,161 | 228.6M | $14.2B |
| 2025Q1 | 1,160 | 218.3M | $13.0B |
| 2024Q4 | 1,171 | 217.4M | $12.3B |
| 2024Q3 | 1,157 | 217.4M | $14.5B |
| 2024Q2 | 1,096 | 228.3M | $12.9B |
| 2024Q1 | 1,074 | 246.6M | $12.7B |
| 2023Q4 | 1,085 | 241.6M | $11.7B |
| 2023Q3 | 1,045 | 249.5M | $12.3B |
| 2023Q2 | 1,060 | 253.1M | $13.2B |
| 2023Q1 | 1,081 | 262.2M | $13.5B |
| 2022Q4 | 1,079 | 265.0M | $13.3B |
| 2022Q3 | 999 | 258.4M | $11.3B |
| 2022Q2 | 1,036 | 245.9M | $11.4B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 39.9M | 1.6% | $2.27B |
| Fisher Asset Management, LLC | 21.3M | 0.87% | $1.21B |
| GQG Partners LLC | 9.4M | 0.38% | $536M |
| MORGAN STANLEY | 9.4M | 0.38% | $533M |
| BANK OF AMERICA CORP /DE/ | 6.7M | 0.27% | $380M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 6.1M | 0.25% | $349M |
| WELLS FARGO & COMPANY/MN | 5.9M | 0.24% | $333M |
| MARTIN CURRIE LTD | 5.6M | 0.23% | $321M |
| FMR LLC | 5.6M | 0.23% | $317M |
| ENVESTNET ASSET MANAGEMENT INC | 4.5M | 0.18% | $257M |
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…
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