Who owns CCU (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-Q1 13F filings. 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
10 tracked funds added or opened CCU while 12 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2025-Q4 and 2026-Q1, across 78 tracked filers holding CCU, 38 increased or opened the position and 44 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 2025-Q4 and 2026-Q1 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
- Elequin Capital, LP$531K
- Schonfeld Strategic Advisors LLC$514K
Full exits 3
- BAROMETER CAPITAL MANAGEMENT INC.$7M
- Empowered Funds, LLC$7M
- JANE STREET GROUP, LLC$568K
Largest adds
- WELLINGTON MANAGEMENT GROUP LLP$4M
- UBS Group AG$1M
- STATE STREET CORP$1M
- D. E. Shaw & Co., Inc.$519K
- Point72 Asset Management, L.P.$484K
- AMERICAN CENTURY COMPANIES INC$324K
Largest trims
- First Eagle Investment Management, LLC$20M
- Discerene Group LP$6M
- BlackRock, Inc.$2M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1M
- Ninety One UK Ltd$819K
- Vanguard Capital Wealth Advisors$738K
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 added | 16,120,458 | $183M | 54.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 3,091,528 | $35M | 10.5% | 2026-Q1 |
| Discerene Group LP trimmed | 1,872,635 | $21M | 6.4% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 505,139 | $6M | 1.7% | 2026-Q1 |
| BLI - Banque de Luxembourg Investments | 400,000 | $5M | 1.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 364,290 | $4M | 1.2% | 2026-Q1 |
| STATE STREET CORP added | 337,060 | $4M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 329,197 | $4M | 1.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 313,252 | $4M | 1.1% | 2026-Q1 |
| Ninety One UK Ltd trimmed | 279,410 | $3M | 1.0% | 2026-Q1 |
| UBS Group AG added | 242,196 | $3M | 0.8% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 232,917 | $3M | 0.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 183,897 | $2M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 118,016 | $1M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 106,495 | $1M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 92,868 | $1M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 75,284 | $854K | 0.3% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 70,705 | $803K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 70,005 | $795K | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 65,029 | $738K | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 59,871 | $680K | 0.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 57,251 | $650K | 0.2% | 2026-Q1 |
| R Squared Ltd trimmed | 50,284 | $571K | 0.2% | 2026-Q1 |
| Elequin Capital, LP new | 46,811 | $531K | 0.2% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 45,251 | $514K | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 41,739 | $474K | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 41,727 | $474K | 0.1% | 2026-Q1 |
| Jump Financial, LLC added | 38,636 | $439K | 0.1% | 2026-Q1 |
| Investors Research Corp trimmed | 34,775 | $395K | 0.1% | 2026-Q1 |
| NAPLES GLOBAL ADVISORS, LLC | 29,250 | $332K | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 3,713 | $328K | 0.1% | 2026-Q1 |
| Vident Advisory, LLC added | 27,797 | $315K | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ added | 27,134 | $308K | 0.1% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 25,303 | $287K | 0.1% | 2026-Q1 |
| Blue Trust, Inc. trimmed | 25,085 | $285K | 0.1% | 2026-Q1 |
| Stokes Family Office, LLC | 25,000 | $284K | 0.1% | 2026-Q1 |
| BTG Pactual Asset Management US LLC added | 24,083 | $273K | 0.1% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 20,880 | $236K | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 17,178 | $195K | 0.1% | 2026-Q1 |
| Trexquant Investment LP trimmed | 15,620 | $177K | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 12,906 | $146K | 0.0% | 2026-Q1 |
| Vanguard Capital Wealth Advisors trimmed | 12,664 | $144K | 0.0% | 2026-Q1 |
| First Affirmative Financial Network | 11,792 | $143K | 0.0% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC trimmed | 12,260 | $139K | 0.0% | 2026-Q1 |
| Fielder Capital Group LLC | 11,819 | $134K | 0.0% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 6,217 | $71K | 0.0% | 2026-Q1 |
| Employees Retirement System of Texas | 5,694 | $65K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 5,510 | $63K | 0.0% | 2026-Q1 |
| QUADRANT CAPITAL GROUP LLC trimmed | 9,476 | $49K | 0.0% | 2026-Q1 |
| FIRST HORIZON CORP trimmed | 3,458 | $39K | 0.0% | 2026-Q1 |
| SIMPLEX TRADING, LLC trimmed | 2,540 | $29K | 0.0% | 2026-Q1 |
| GAMMA Investing LLC added | 2,337 | $27K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 2,030 | $23K | 0.0% | 2026-Q1 |
| SIGNATUREFD, LLC trimmed | 1,343 | $15K | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC trimmed | 1,057 | $12K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ | 947 | $11K | 0.0% | 2026-Q1 |
| Arax Advisory Partners trimmed | 837 | $10K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 633 | $7K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 573 | $6K | 0.0% | 2026-Q1 |
| Smartleaf Asset Management LLC trimmed | 571 | $6K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 517 | $6K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 406 | $5K | 0.0% | 2026-Q1 |
| BESSEMER GROUP INC new | 236 | $3K | 0.0% | 2026-Q1 |
| Larson Financial Group LLC trimmed | 230 | $3K | 0.0% | 2026-Q1 |
| WealthCollab, LLC | 202 | $2K | 0.0% | 2026-Q1 |
| Skerryvore Asset Management Ltd trimmed | 917,510 | $12M | 3.6% | 2025-Q2 stale |
| BAROMETER CAPITAL MANAGEMENT INC. added | 265,700 | $7M | 2.2% | 2025-Q4 stale |
| Empowered Funds, LLC new | 528,831 | $7M | 2.0% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 528,444 | $6M | 1.9% | 2025-Q3 stale |
| MARSHALL WACE, LLP added | 255,380 | $3M | 1.0% | 2025-Q2 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 166,244 | $2M | 0.6% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 44,550 | $568K | 0.2% | 2025-Q4 stale |
| GSA CAPITAL PARTNERS LLP added | 20,947 | $318K | 0.1% | 2025-Q1 stale |
| MQS Management LLC trimmed | 17,266 | $223K | 0.1% | 2025-Q2 stale |
| QRG CAPITAL MANAGEMENT, INC. added | 17,267 | $220K | 0.1% | 2025-Q4 stale |
| PRELUDE CAPITAL MANAGEMENT, LLC trimmed | 13,524 | $206K | 0.1% | 2025-Q1 stale |
| NATIXIS ADVISORS, LLC new | 15,549 | $201K | 0.1% | 2025-Q2 stale |
| Sage Investment Counsel LLC trimmed | 12,300 | $187K | 0.1% | 2025-Q1 stale |
| Aquatic Capital Management LLC trimmed | 14,646 | $187K | 0.1% | 2025-Q4 stale |
| IEQ CAPITAL, LLC | 15,271 | $185K | 0.1% | 2025-Q3 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 14,571 | $177K | 0.1% | 2025-Q3 stale |
| Ballentine Partners, LLC added | 13,221 | $169K | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC trimmed | 13,880 | $168K | 0.1% | 2025-Q3 stale |
| Virtu Financial LLC trimmed | 13,034 | $168K | 0.1% | 2025-Q2 stale |
| Savant Capital, LLC new | 12,713 | $164K | 0.0% | 2025-Q2 stale |
| Russell Investments Group, Ltd. trimmed | 12,703 | $164K | 0.0% | 2025-Q2 stale |
| Diversified Trust Co trimmed | 12,007 | $155K | 0.0% | 2025-Q2 stale |
| HRT FINANCIAL LP new | 11,157 | $142K | 0.0% | 2025-Q4 stale |
| Ethic Inc. trimmed | 11,133 | $135K | 0.0% | 2025-Q3 stale |
| DGS Capital Management, LLC new | 10,222 | $130K | 0.0% | 2025-Q4 stale |
| Channing Global Advisors, LLC | 9,058 | $116K | 0.0% | 2025-Q4 stale |
| Banque de Luxembourg S.A. | 6,623 | $85K | 0.0% | 2025-Q4 stale |
| Federation des caisses Desjardins du Quebec trimmed | 5,413 | $66K | 0.0% | 2025-Q3 stale |
| Parvin Asset Management, LLC | 3,875 | $47K | 0.0% | 2025-Q3 stale |
| NOMURA ASSET MANAGEMENT CO LTD | 1,500 | $19K | 0.0% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC new | 1,212 | $16K | 0.0% | 2025-Q2 stale |
| Lindbrook Capital, LLC trimmed | 1,014 | $15K | 0.0% | 2025-Q1 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 333 | $5K | 0.0% | 2025-Q1 stale |
| SageView Advisory Group, LLC new | 176 | $2K | 0.0% | 2025-Q4 stale |
| PNC Financial Services Group, Inc. added | 173 | $2K | 0.0% | 2025-Q4 stale |
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.