Who owns U (U)
Which tracked institutional funds hold U, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See U 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
99 tracked funds added or opened U while 263 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
U’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes U more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in U 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 530 tracked filers holding U, 315 increased or opened the position and 321 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 U 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 54
- VANGUARD PORTFOLIO MANAGEMENT LLC$408M
- VANGUARD CAPITAL MANAGEMENT LLC$341M
- D1 Capital Partners L.P.$72M
- Holocene Advisors, LP$57M
- RENAISSANCE TECHNOLOGIES LLC$55M
- VANGUARD FIDUCIARY TRUST CO$47M
Full exits 79
- VANGUARD GROUP INC$1.5B
- Capital International Investors$811M
- Castle Hook Partners LP$219M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$187M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$128M
- FULLER & THALER ASSET MANAGEMENT, INC.$120M
Largest adds
- TWO SIGMA INVESTMENTS, LP$104M
- CITADEL ADVISORS LLC$84M
- Schonfeld Strategic Advisors LLC$63M
- DEUTSCHE BANK AG\$61M
- Woodline Partners LP$54M
- MILLENNIUM MANAGEMENT LLC$34M
Largest trims
- Silver Lake Group, L.L.C.$772M
- SC US (TTGP), LTD.$712M
- Capital Research Global Investors$509M
- BlackRock, Inc.$476M
- WELLINGTON MANAGEMENT GROUP LLP$466M
- FMR LLC$306M
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 |
|---|---|---|---|---|
| Silver Lake Group, L.L.C. | 34,735,404 | $762M | 6.9% | 2026-Q1 |
| SC US (TTGP), LTD. trimmed | 31,824,924 | $698M | 6.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 18,587,893 | $408M | 3.7% | 2026-Q1 |
| BlackRock, Inc. trimmed | 15,726,920 | $345M | 3.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 15,557,101 | $341M | 3.1% | 2026-Q1 |
| Atreides Management, LP added | 12,385,322 | $272M | 2.5% | 2026-Q1 |
| Slate Path Capital LP added | 11,349,752 | $249M | 2.3% | 2026-Q1 |
| NORGES BANK added | 12,011,842 | $235M | 2.1% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 9,918,411 | $218M | 2.0% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 8,018,061 | $176M | 1.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 7,908,699 | $174M | 1.6% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 6,677,309 | $147M | 1.3% | 2026-Q1 |
| MORGAN STANLEY added | 6,638,790 | $146M | 1.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,246,503 | $139M | 1.3% | 2026-Q1 |
| STATE STREET CORP added | 5,931,616 | $130M | 1.2% | 2026-Q1 |
| FMR LLC trimmed | 5,637,381 | $124M | 1.1% | 2026-Q1 |
| Capital Research Global Investors trimmed | 5,123,630 | $112M | 1.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 4,988,199 | $109M | 1.0% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 4,670,618 | $102M | 0.9% | 2026-Q1 |
| Temasek Holdings (Private) Ltd added | 4,582,843 | $101M | 0.9% | 2026-Q1 |
| Hood River Capital Management LLC added | 4,493,753 | $99M | 0.9% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 4,279,718 | $94M | 0.9% | 2026-Q1 |
| INFINITUM ASSET MANAGEMENT, LLC added | 4,250,000 | $93M | 0.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 4,245,014 | $93M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 3,882,232 | $85M | 0.8% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 3,575,509 | $78M | 0.7% | 2026-Q1 |
| D1 Capital Partners L.P. trimmed | 3,259,983 | $72M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 3,239,465 | $71M | 0.6% | 2026-Q1 |
| Woodline Partners LP added | 3,096,121 | $68M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 2,910,993 | $64M | 0.6% | 2026-Q1 |
| UBS Group AG added | 2,701,908 | $59M | 0.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,692,110 | $59M | 0.5% | 2026-Q1 |
| Broad Peak Investment Advisers Pte Ltd | 2,642,765 | $58M | 0.5% | 2026-Q1 |
| Holocene Advisors, LP added | 2,577,348 | $57M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,506,223 | $55M | 0.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 2,485,597 | $55M | 0.5% | 2026-Q1 |
| Amundi added | 2,229,427 | $49M | 0.4% | 2026-Q1 |
| WT Asset Management Ltd added | 2,151,000 | $47M | 0.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,150,295 | $47M | 0.4% | 2026-Q1 |
| Two Creeks Capital Management, LP added | 1,983,683 | $44M | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,843,398 | $40M | 0.4% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 1,719,283 | $38M | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC added | 1,701,274 | $37M | 0.3% | 2026-Q1 |
| Kora Management LP added | 1,594,227 | $35M | 0.3% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 1,588,003 | $35M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 1,539,922 | $34M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 1,436,887 | $32M | 0.3% | 2026-Q1 |
| Flight Deck Capital, LP added | 1,399,900 | $31M | 0.3% | 2026-Q1 |
| Capital World Investors trimmed | 1,379,310 | $30M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,359,999 | $30M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,251,297 | $27M | 0.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 1,210,390 | $27M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,149,332 | $25M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 1,148,436 | $25M | 0.2% | 2026-Q1 |
| Amova Asset Management Americas, Inc. trimmed | 1,111,451 | $24M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,111,451 | $24M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,040,161 | $23M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 866,115 | $19M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 857,217 | $19M | 0.2% | 2026-Q1 |
| Resolute Advisors LLC trimmed | 831,379 | $18M | 0.2% | 2026-Q1 |
| Jasper Ridge Partners, L.P. | 783,318 | $17M | 0.2% | 2026-Q1 |
| Duquesne Family Office LLC added | 738,785 | $16M | 0.1% | 2026-Q1 |
| EMINENCE CAPITAL, LP new | 724,782 | $16M | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 670,735 | $15M | 0.1% | 2026-Q1 |
| Hidden Lake Asset Management LP added | 661,362 | $15M | 0.1% | 2026-Q1 |
| BARCLAYS PLC added | 647,358 | $14M | 0.1% | 2026-Q1 |
| Swiss National Bank added | 627,400 | $14M | 0.1% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD added | 616,880 | $14M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 35,053,919 | $1.5B | 14.0% | 2025-Q4 stale |
| Capital International Investors trimmed | 18,370,198 | $811M | 7.4% | 2025-Q4 stale |
| Castle Hook Partners LP trimmed | 4,967,901 | $219M | 2.0% | 2025-Q4 stale |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 4,239,160 | $187M | 1.7% | 2025-Q4 stale |
| Tidal Investments LLC added | 3,478,415 | $139M | 1.3% | 2025-Q3 stale |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 2,905,820 | $128M | 1.2% | 2025-Q4 stale |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 2,727,648 | $120M | 1.1% | 2025-Q4 stale |
| FengHe Fund Management Pte. Ltd. added | 1,732,002 | $77M | 0.7% | 2025-Q4 stale |
| Stephens Investment Management Group LLC added | 1,569,541 | $69M | 0.6% | 2025-Q4 stale |
| STEADFAST CAPITAL MANAGEMENT LP new | 1,210,470 | $53M | 0.5% | 2025-Q4 stale |
| Anomaly Capital Management, LP new | 1,163,021 | $51M | 0.5% | 2025-Q4 stale |
| LORD, ABBETT & CO. LLC added | 1,158,668 | $51M | 0.5% | 2025-Q4 stale |
| Skye Global Management LP added | 2,028,000 | $49M | 0.4% | 2025-Q2 stale |
| Shannon River Fund Management LLC added | 1,065,452 | $47M | 0.4% | 2025-Q4 stale |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 1,050,468 | $46M | 0.4% | 2025-Q4 stale |
| ARK Investment Management LLC trimmed | 974,337 | $43M | 0.4% | 2025-Q4 stale |
| Ariose Capital Management Ltd added | 924,583 | $41M | 0.4% | 2025-Q4 stale |
| 12 West Capital Management LP new | 965,000 | $39M | 0.4% | 2025-Q3 stale |
| Newbrook Capital Advisors LP added | 748,875 | $33M | 0.3% | 2025-Q4 stale |
| GILDER GAGNON HOWE & CO LLC trimmed | 731,222 | $32M | 0.3% | 2025-Q4 stale |
| KETTLE HILL CAPITAL MANAGEMENT, LLC added | 658,005 | $29M | 0.3% | 2025-Q4 stale |
| Lombard Odier Asset Management (Europe) Ltd new | 225,555 | $25M | 0.2% | 2025-Q3 stale |
| Contrarius Group Holdings Ltd added | 545,529 | $24M | 0.2% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 570,110 | $23M | 0.2% | 2025-Q3 stale |
| Polar Capital Holdings Plc added | 421,467 | $19M | 0.2% | 2025-Q4 stale |
| Glazer Capital, LLC added | 389,800 | $17M | 0.2% | 2025-Q4 stale |
| CRAMER ROSENTHAL MCGLYNN LLC new | 405,584 | $16M | 0.1% | 2025-Q3 stale |
| Woodson Capital Management, LP trimmed | 360,000 | $16M | 0.1% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 350,300 | $15M | 0.1% | 2025-Q4 stale |
| Blue Grotto Capital, LLC new | 582,766 | $14M | 0.1% | 2025-Q2 stale |
| Alta Park Capital, LP trimmed | 312,807 | $14M | 0.1% | 2025-Q4 stale |
| BWCP, LP new | 550,583 | $13M | 0.1% | 2025-Q2 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.