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Institutional Ownership · SEC Form 13F

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.

78
Institutional holders
25,635,043
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
First Eagle Investment Management, LLC added16,120,458$183M54.8%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added3,091,528$35M10.5%2026-Q1
Discerene Group LP trimmed1,872,635$21M6.4%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed505,139$6M1.7%2026-Q1
BLI - Banque de Luxembourg Investments400,000$5M1.5%2026-Q1
BlackRock, Inc. trimmed364,290$4M1.2%2026-Q1
STATE STREET CORP added337,060$4M1.1%2026-Q1
BANK OF AMERICA CORP /DE/ added329,197$4M1.1%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed313,252$4M1.1%2026-Q1
Ninety One UK Ltd trimmed279,410$3M1.0%2026-Q1
UBS Group AG added242,196$3M0.8%2026-Q1
AMERICAN CENTURY COMPANIES INC added232,917$3M0.8%2026-Q1
DIMENSIONAL FUND ADVISORS LP added183,897$2M0.6%2026-Q1
CITADEL ADVISORS LLC added118,016$1M0.4%2026-Q1
D. E. Shaw & Co., Inc. added106,495$1M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added92,868$1M0.3%2026-Q1
WELLS FARGO & COMPANY/MN added75,284$854K0.3%2026-Q1
NORTHERN TRUST CORP trimmed70,705$803K0.2%2026-Q1
ROYAL BANK OF CANADA added70,005$795K0.2%2026-Q1
Point72 Asset Management, L.P. added65,029$738K0.2%2026-Q1
GOLDMAN SACHS GROUP INC added59,871$680K0.2%2026-Q1
MORGAN STANLEY trimmed57,251$650K0.2%2026-Q1
R Squared Ltd trimmed50,284$571K0.2%2026-Q1
Elequin Capital, LP new46,811$531K0.2%2026-Q1
Schonfeld Strategic Advisors LLC added45,251$514K0.2%2026-Q1
XTX Topco Ltd added41,739$474K0.1%2026-Q1
Mariner, LLC trimmed41,727$474K0.1%2026-Q1
Jump Financial, LLC added38,636$439K0.1%2026-Q1
Investors Research Corp trimmed34,775$395K0.1%2026-Q1
NAPLES GLOBAL ADVISORS, LLC29,250$332K0.1%2026-Q1
EverSource Wealth Advisors, LLC added3,713$328K0.1%2026-Q1
Vident Advisory, LLC added27,797$315K0.1%2026-Q1
STEPHENS INC /AR/ added27,134$308K0.1%2026-Q1
GUGGENHEIM CAPITAL LLC added25,303$287K0.1%2026-Q1
Blue Trust, Inc. trimmed25,085$285K0.1%2026-Q1
Stokes Family Office, LLC25,000$284K0.1%2026-Q1
BTG Pactual Asset Management US LLC added24,083$273K0.1%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added20,880$236K0.1%2026-Q1
LPL Financial LLC added17,178$195K0.1%2026-Q1
Trexquant Investment LP trimmed15,620$177K0.1%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added12,906$146K0.0%2026-Q1
Vanguard Capital Wealth Advisors trimmed12,664$144K0.0%2026-Q1
First Affirmative Financial Network11,792$143K0.0%2026-Q1
Vanguard Personalized Indexing Management, LLC trimmed12,260$139K0.0%2026-Q1
Fielder Capital Group LLC11,819$134K0.0%2026-Q1
RHUMBLINE ADVISERS trimmed6,217$71K0.0%2026-Q1
Employees Retirement System of Texas5,694$65K0.0%2026-Q1
Advisory Services Network, LLC trimmed5,510$63K0.0%2026-Q1
QUADRANT CAPITAL GROUP LLC trimmed9,476$49K0.0%2026-Q1
FIRST HORIZON CORP trimmed3,458$39K0.0%2026-Q1
SIMPLEX TRADING, LLC trimmed2,540$29K0.0%2026-Q1
GAMMA Investing LLC added2,337$27K0.0%2026-Q1
CITIGROUP INC added2,030$23K0.0%2026-Q1
SIGNATUREFD, LLC trimmed1,343$15K0.0%2026-Q1
Parallel Advisors, LLC trimmed1,057$12K0.0%2026-Q1
US BANCORP \DE\947$11K0.0%2026-Q1
Arax Advisory Partners trimmed837$10K0.0%2026-Q1
Rockefeller Capital Management L.P.633$7K0.0%2026-Q1
JPMORGAN CHASE & CO added573$6K0.0%2026-Q1
Smartleaf Asset Management LLC trimmed571$6K0.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added517$6K0.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed406$5K0.0%2026-Q1
BESSEMER GROUP INC new236$3K0.0%2026-Q1
Larson Financial Group LLC trimmed230$3K0.0%2026-Q1
WealthCollab, LLC202$2K0.0%2026-Q1
Skerryvore Asset Management Ltd trimmed917,510$12M3.6%2025-Q2 stale
BAROMETER CAPITAL MANAGEMENT INC. added265,700$7M2.2%2025-Q4 stale
Empowered Funds, LLC new528,831$7M2.0%2025-Q4 stale
MACQUARIE GROUP LTD trimmed528,444$6M1.9%2025-Q3 stale
MARSHALL WACE, LLP added255,380$3M1.0%2025-Q2 stale
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added166,244$2M0.6%2025-Q2 stale
JANE STREET GROUP, LLC added44,550$568K0.2%2025-Q4 stale
GSA CAPITAL PARTNERS LLP added20,947$318K0.1%2025-Q1 stale
MQS Management LLC trimmed17,266$223K0.1%2025-Q2 stale
QRG CAPITAL MANAGEMENT, INC. added17,267$220K0.1%2025-Q4 stale
PRELUDE CAPITAL MANAGEMENT, LLC trimmed13,524$206K0.1%2025-Q1 stale
NATIXIS ADVISORS, LLC new15,549$201K0.1%2025-Q2 stale
Sage Investment Counsel LLC trimmed12,300$187K0.1%2025-Q1 stale
Aquatic Capital Management LLC trimmed14,646$187K0.1%2025-Q4 stale
IEQ CAPITAL, LLC15,271$185K0.1%2025-Q3 stale
TWO SIGMA INVESTMENTS, LP trimmed14,571$177K0.1%2025-Q3 stale
Ballentine Partners, LLC added13,221$169K0.1%2025-Q4 stale
Cubist Systematic Strategies, LLC trimmed13,880$168K0.1%2025-Q3 stale
Virtu Financial LLC trimmed13,034$168K0.1%2025-Q2 stale
Savant Capital, LLC new12,713$164K0.0%2025-Q2 stale
Russell Investments Group, Ltd. trimmed12,703$164K0.0%2025-Q2 stale
Diversified Trust Co trimmed12,007$155K0.0%2025-Q2 stale
HRT FINANCIAL LP new11,157$142K0.0%2025-Q4 stale
Ethic Inc. trimmed11,133$135K0.0%2025-Q3 stale
DGS Capital Management, LLC new10,222$130K0.0%2025-Q4 stale
Channing Global Advisors, LLC9,058$116K0.0%2025-Q4 stale
Banque de Luxembourg S.A.6,623$85K0.0%2025-Q4 stale
Federation des caisses Desjardins du Quebec trimmed5,413$66K0.0%2025-Q3 stale
Parvin Asset Management, LLC3,875$47K0.0%2025-Q3 stale
NOMURA ASSET MANAGEMENT CO LTD1,500$19K0.0%2025-Q4 stale
RAYMOND JAMES FINANCIAL INC new1,212$16K0.0%2025-Q2 stale
Lindbrook Capital, LLC trimmed1,014$15K0.0%2025-Q1 stale
COLDSTREAM CAPITAL MANAGEMENT INC new333$5K0.0%2025-Q1 stale
SageView Advisory Group, LLC new176$2K0.0%2025-Q4 stale
PNC Financial Services Group, Inc. added173$2K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership