Who owns United Community Banks (UCB)
Which tracked institutional funds hold UCB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UCB company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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 UCB is one-sided between 2026-Q1 and 2026-Q2: 11 added or opened and 170 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
UCB’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in UCB 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 352 tracked filers holding UCB, 181 increased or opened the position and 147 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 UCB 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 1
- Brevan Howard Capital Management LP$2M
Full exits 167
- VANGUARD PORTFOLIO MANAGEMENT LLC$253M
- DIMENSIONAL FUND ADVISORS LP$205M
- VANGUARD CAPITAL MANAGEMENT LLC$169M
- NEUBERGER BERMAN GROUP LLC$110M
- EARNEST PARTNERS LLC$106M
- GEODE CAPITAL MANAGEMENT, LLC$94M
Largest adds
- BlackRock, Inc.$210M
- STATE STREET CORP$33M
- Invesco Ltd.$26M
- NORGES BANK$15M
- Schonfeld Strategic Advisors LLC$4M
- AQR CAPITAL MANAGEMENT LLC$4M
Largest trims
- WELLINGTON MANAGEMENT GROUP LLP$12M
- Verition Fund Management LLC$9M
- MILLENNIUM MANAGEMENT LLC$1M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 17,508,114 | $614M | 16.1% | 2026-Q2 |
| FMR LLC trimmed | 8,027,052 | $282M | 7.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 8,044,992 | $253M | 6.6% | 2026-Q1 |
| STATE STREET CORP added | 6,538,953 | $231M | 6.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 6,520,132 | $205M | 5.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,376,189 | $169M | 4.4% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 3,490,768 | $110M | 2.9% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 3,357,075 | $106M | 2.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,978,389 | $94M | 2.5% | 2026-Q1 |
| Invesco Ltd. added | 2,214,478 | $78M | 2.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,865,537 | $59M | 1.5% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 1,724,621 | $54M | 1.4% | 2026-Q1 |
| NORGES BANK added | 1,523,614 | $53M | 1.4% | 2026-Q2 |
| SNYDER CAPITAL MANAGEMENT L P added | 1,682,849 | $53M | 1.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,490,379 | $47M | 1.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,316,251 | $41M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,312,784 | $41M | 1.1% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,252,257 | $39M | 1.0% | 2026-Q1 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. new | 1,085,525 | $34M | 0.9% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 1,055,262 | $33M | 0.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 979,287 | $31M | 0.8% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 948,847 | $30M | 0.8% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 878,302 | $28M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 785,234 | $25M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 766,598 | $24M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 747,576 | $24M | 0.6% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 684,493 | $21M | 0.5% | 2026-Q1 |
| Nuveen, LLC trimmed | 613,831 | $19M | 0.5% | 2026-Q1 |
| MetLife Investment Management, LLC added | 509,201 | $16M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 446,292 | $14M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 431,467 | $14M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 429,066 | $13M | 0.3% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 416,102 | $13M | 0.3% | 2026-Q1 |
| Aristotle Capital Boston, LLC trimmed | 407,922 | $13M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 391,883 | $12M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 330,969 | $12M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 351,547 | $11M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 304,256 | $11M | 0.3% | 2026-Q2 |
| Interval Partners, LP added | 304,325 | $10M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 292,596 | $9M | 0.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 254,136 | $9M | 0.2% | 2026-Q2 |
| UBS Group AG added | 279,713 | $9M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 277,733 | $9M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 273,779 | $9M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 244,690 | $8M | 0.2% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 241,611 | $8M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 240,600 | $8M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 240,585 | $8M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 230,843 | $7M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 201,678 | $7M | 0.2% | 2026-Q2 |
| Trexquant Investment LP trimmed | 219,613 | $7M | 0.2% | 2026-Q1 |
| ProShare Advisors LLC added | 219,488 | $7M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 217,848 | $7M | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 210,864 | $7M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 204,604 | $6M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 197,309 | $6M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 196,357 | $6M | 0.2% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 175,106 | $6M | 0.2% | 2026-Q2 |
| NATIXIS ADVISORS, LLC added | 192,185 | $6M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 185,526 | $6M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 179,472 | $6M | 0.1% | 2026-Q1 |
| Invenomic Capital Management LP new | 179,295 | $6M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 174,813 | $6M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 154,889 | $5M | 0.1% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 167,984 | $5M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 145,739 | $5M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 146,157 | $5M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 138,227 | $4M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 132,111 | $4M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 128,987 | $4M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 122,230 | $4M | 0.1% | 2026-Q1 |
| Verition Fund Management LLC trimmed | 105,403 | $4M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 117,113 | $4M | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 114,896 | $4M | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 112,248 | $4M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 110,357 | $3M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 107,849 | $3M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 95,228 | $3M | 0.1% | 2026-Q2 |
| CANADA LIFE ASSURANCE Co trimmed | 105,056 | $3M | 0.1% | 2026-Q1 |
| BESSEMER GROUP INC added | 103,484 | $3M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 102,216 | $3M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 101,323 | $3M | 0.1% | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC added | 99,864 | $3M | 0.1% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new | 97,933 | $3M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC added | 97,490 | $3M | 0.1% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 97,107 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 14,514,731 | $453M | 11.8% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 2,208,179 | $69M | 1.8% | 2025-Q3 stale |
| Capital Research Global Investors trimmed | 1,174,113 | $33M | 0.9% | 2025-Q1 stale |
| North Reef Capital Management LP new | 625,000 | $18M | 0.5% | 2025-Q1 stale |
| Azora Capital LP new | 428,164 | $13M | 0.4% | 2025-Q3 stale |
| ALGEBRIS (UK) LTD new | 297,562 | $9M | 0.2% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP added | 185,536 | $6M | 0.2% | 2025-Q4 stale |
| Capitolis Liquid Global Markets LLC | 179,500 | $6M | 0.1% | 2025-Q4 stale |
| Stieven Capital Advisors, L.P. new | 180,000 | $5M | 0.1% | 2025-Q2 stale |
| JUPITER ASSET MANAGEMENT LTD added | 152,108 | $5M | 0.1% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC added | 124,644 | $4M | 0.1% | 2025-Q3 stale |
| SOROS FUND MANAGEMENT LLC new | 120,000 | $3M | 0.1% | 2025-Q1 stale |
| Brandywine Global Investment Management, LLC trimmed | 103,370 | $3M | 0.1% | 2025-Q4 stale |
| AlphaQuest LLC trimmed | 99,372 | $3M | 0.1% | 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.