Who owns CCU
Which tracked institutional funds hold CCU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CCU company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CCU is one-sided between 2026-Q1 and 2026-Q2: 2 added or opened and 10 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CCU’s largest tracked holder by dollar value, First Eagle Investment Management, LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CCU divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 78 tracked filers holding CCU, 43 increased or opened the position and 43 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CCU between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- Fundamenta Capital S.A.$13M
- Empowered Funds, LLC$7M
Full exits 3
- BLI - Banque de Luxembourg Investments$5M
- Point72 Asset Management, L.P.$738K
- Schonfeld Strategic Advisors LLC$514K
Largest trims
- Discerene Group LP$3M
- First Eagle Investment Management, LLC$2M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$827K
- RENAISSANCE TECHNOLOGIES LLC$726K
- WELLINGTON MANAGEMENT GROUP LLP$400K
- EverSource Wealth Advisors, LLC$326K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| First Eagle Investment Management, LLC trimmed | 16,119,532 | $181M | 53.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 3,097,226 | $35M | 10.4% | 2026-Q2 |
| Discerene Group LP trimmed | 1,634,502 | $18M | 5.5% | 2026-Q2 |
| Fundamenta Capital S.A. new | 1,194,528 | $13M | 4.0% | 2026-Q2 |
| Empowered Funds, LLC added | 602,635 | $7M | 2.0% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 438,068 | $5M | 1.5% | 2026-Q2 |
| BlackRock, Inc. added | 364,384 | $4M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 346,268 | $4M | 1.2% | 2026-Q2 |
| STATE STREET CORP | 337,060 | $4M | 1.1% | 2026-Q2 |
| Ninety One UK Ltd | 279,410 | $3M | 0.9% | 2026-Q2 |
| UBS Group AG added | 265,073 | $3M | 0.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 252,665 | $3M | 0.8% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 245,424 | $3M | 0.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 184,667 | $2M | 0.6% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 114,779 | $1M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 106,977 | $1M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 100,019 | $1M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 83,065 | $931K | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 82,735 | $927K | 0.3% | 2026-Q2 |
| XTX Topco Ltd added | 58,869 | $659K | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 56,567 | $634K | 0.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 55,806 | $625K | 0.2% | 2026-Q2 |
| R Squared Ltd added | 54,129 | $606K | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 43,707 | $490K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 41,991 | $470K | 0.1% | 2026-Q2 |
| Jump Financial, LLC trimmed | 35,100 | $393K | 0.1% | 2026-Q2 |
| Investors Research Corp trimmed | 34,375 | $385K | 0.1% | 2026-Q2 |
| NAPLES GLOBAL ADVISORS, LLC trimmed | 29,100 | $326K | 0.1% | 2026-Q2 |
| Blue Trust, Inc. added | 26,998 | $302K | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 26,518 | $297K | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 26,241 | $294K | 0.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 25,180 | $282K | 0.1% | 2026-Q2 |
| Stokes Family Office, LLC | 25,000 | $280K | 0.1% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 24,740 | $277K | 0.1% | 2026-Q2 |
| BTG Pactual Asset Management US LLC added | 24,531 | $275K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 22,103 | $248K | 0.1% | 2026-Q2 |
| Elequin Capital, LP trimmed | 21,466 | $240K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 19,850 | $222K | 0.1% | 2026-Q2 |
| Nuveen, LLC new | 18,131 | $203K | 0.1% | 2026-Q2 |
| MQS Management LLC trimmed | 17,032 | $191K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP new | 15,080 | $169K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 12,676 | $142K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 12,338 | $138K | 0.0% | 2026-Q2 |
| Fielder Capital Group LLC | 11,819 | $132K | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 11,749 | $132K | 0.0% | 2026-Q2 |
| Creative Planning new | 11,146 | $125K | 0.0% | 2026-Q2 |
| Aquatic Capital Management LLC trimmed | 7,313 | $82K | 0.0% | 2026-Q2 |
| RHUMBLINE ADVISERS | 6,217 | $70K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC added | 3,857 | $43K | 0.0% | 2026-Q2 |
| FIRST HORIZON CORP | 3,458 | $39K | 0.0% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main new | 3,400 | $38K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 2,995 | $34K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC added | 1,215 | $14K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC trimmed | 839 | $9K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 619 | $7K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 588 | $7K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 571 | $6K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 544 | $6K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 536 | $6K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 338 | $4K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 302 | $3K | 0.0% | 2026-Q2 |
| Arax Advisory Partners trimmed | 293 | $3K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 244 | $3K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 225 | $3K | 0.0% | 2026-Q2 |
| WealthCollab, LLC added | 205 | $2K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 158 | $2K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 150 | $2K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 146 | $2K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 119 | $1K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP | 100 | $1K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 55 | $616 | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 45 | $504 | 0.0% | 2026-Q2 |
| Physician Wealth Advisors, Inc. trimmed | 45 | $504 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. | 18 | $202 | 0.0% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC | 4 | $45 | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ new | 2 | $22 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd new | 2 | $22 | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 1 | $19 | 0.0% | 2026-Q2 |
| BLI - Banque de Luxembourg Investments | 400,000 | $5M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Point72 Asset Management, L.P. added | 65,029 | $738K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Schonfeld Strategic Advisors LLC new | 45,251 | $514K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| ACADIAN ASSET MANAGEMENT LLC added | 20,880 | $236K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Trexquant Investment LP trimmed | 15,620 | $177K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 12,906 | $146K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Vanguard Capital Wealth Advisors trimmed | 12,664 | $144K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| First Affirmative Financial Network | 11,792 | $143K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BAROMETER CAPITAL MANAGEMENT INC. added | 265,700 | $7M | 2.2% | 2025-Q4 stale (2 quarters behind) |
| QRG CAPITAL MANAGEMENT, INC. added | 17,267 | $220K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Ballentine Partners, LLC added | 13,221 | $169K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| MACQUARIE GROUP LTD trimmed | 528,444 | $6M | 1.9% | 2025-Q3 stale (3 quarters behind) |
| IEQ CAPITAL, LLC | 15,271 | $185K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| TWO SIGMA INVESTMENTS, LP trimmed | 14,571 | $177K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Cubist Systematic Strategies, LLC trimmed | 13,880 | $168K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Skerryvore Asset Management Ltd trimmed | 917,510 | $12M | 3.5% | 2025-Q2 stale (4 quarters behind) |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 166,244 | $2M | 0.6% | 2025-Q2 stale (4 quarters behind) |
| NATIXIS ADVISORS, LLC new | 15,549 | $201K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Virtu Financial LLC trimmed | 13,034 | $168K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Savant Capital, LLC new | 12,713 | $164K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Russell Investments Group, Ltd. new | 12,703 | $164K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Diversified Trust Co new | 12,007 | $155K | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.