Who owns UE (UE)
Which tracked institutional funds hold UE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UE 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
68 tracked funds added or opened UE while 34 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
UE’s largest tracked holder by dollar value, FMR LLC, 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 UE 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 248 tracked filers holding UE, 137 increased or opened the position and 92 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 UE 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 22
- VANGUARD PORTFOLIO MANAGEMENT LLC$283M
- VANGUARD CAPITAL MANAGEMENT LLC$114M
- VANGUARD FIDUCIARY TRUST CO$16M
- Alyeska Investment Group, L.P.$11M
- NORGES BANK$9M
- Heitman Real Estate Securities LLC$4M
Full exits 11
- VANGUARD GROUP INC$371M
- APG Asset Management US Inc.$17M
- Schonfeld Strategic Advisors LLC$8M
- Y-Intercept (Hong Kong) Ltd$3M
- HRT FINANCIAL LP$2M
- MQS Management LLC$1M
Largest adds
- FMR LLC$41M
- JENNISON ASSOCIATES LLC$41M
- Resolution Capital Ltd$35M
- Nuveen, LLC$21M
- UBS Group AG$20M
- TWO SIGMA INVESTMENTS, LP$9M
Largest trims
- BlackRock, Inc.$177M
- WELLINGTON MANAGEMENT GROUP LLP$34M
- GOLDMAN SACHS GROUP INC$20M
- AMERICAN CENTURY COMPANIES INC$18M
- BARCLAYS PLC$4M
- CITADEL ADVISORS LLC$3M
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 |
|---|---|---|---|---|
| FMR LLC added | 18,682,889 | $373M | 13.6% | 2026-Q1 |
| BlackRock, Inc. trimmed | 14,292,896 | $286M | 10.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 14,147,537 | $283M | 10.3% | 2026-Q1 |
| STATE STREET CORP trimmed | 7,153,130 | $143M | 5.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,682,244 | $114M | 4.1% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 4,585,256 | $92M | 3.3% | 2026-Q1 |
| Resolution Capital Ltd added | 3,940,938 | $79M | 2.9% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 3,545,009 | $71M | 2.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,383,103 | $68M | 2.5% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,720,768 | $54M | 2.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,571,387 | $51M | 1.9% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 2,177,738 | $44M | 1.6% | 2026-Q1 |
| Nuveen, LLC added | 1,946,173 | $39M | 1.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,867,307 | $37M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,691,209 | $34M | 1.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,360,214 | $27M | 1.0% | 2026-Q1 |
| UBS Group AG added | 1,317,841 | $26M | 1.0% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,290,977 | $26M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,252,067 | $25M | 0.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,215,430 | $24M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,145,104 | $23M | 0.8% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 1,049,337 | $21M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 814,103 | $16M | 0.6% | 2026-Q1 |
| Legal & General Group Plc trimmed | 810,854 | $16M | 0.6% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 672,829 | $13M | 0.5% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 633,243 | $13M | 0.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 622,354 | $12M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 612,211 | $12M | 0.4% | 2026-Q1 |
| Alyeska Investment Group, L.P. trimmed | 562,016 | $11M | 0.4% | 2026-Q1 |
| Invesco Ltd. trimmed | 522,246 | $10M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 509,193 | $10M | 0.4% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 505,723 | $10M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 501,655 | $10M | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 478,000 | $10M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 450,597 | $9M | 0.3% | 2026-Q1 |
| NORGES BANK added | 464,723 | $9M | 0.3% | 2026-Q1 |
| Bayhunt Capital LLC trimmed | 443,892 | $9M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 366,395 | $7M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 366,188 | $7M | 0.3% | 2026-Q1 |
| ALGERT GLOBAL LLC trimmed | 346,095 | $7M | 0.3% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 322,669 | $6M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 314,301 | $6M | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 280,571 | $6M | 0.2% | 2026-Q1 |
| BROOKFIELD Corp /ON/ trimmed | 276,169 | $6M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 268,575 | $5M | 0.2% | 2026-Q1 |
| Swiss National Bank | 248,009 | $5M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 232,295 | $5M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 225,438 | $5M | 0.2% | 2026-Q1 |
| Heitman Real Estate Securities LLC trimmed | 221,395 | $4M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 198,156 | $4M | 0.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 195,300 | $4M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 194,016 | $4M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM added | 181,718 | $4M | 0.1% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 175,190 | $4M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 174,764 | $3M | 0.1% | 2026-Q1 |
| Asset Management One Co., Ltd. added | 173,571 | $3M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 172,427 | $3M | 0.1% | 2026-Q1 |
| STRS OHIO added | 169,300 | $3M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 163,781 | $3M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 150,944 | $3M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 156,474 | $3M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 148,595 | $3M | 0.1% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 139,814 | $3M | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC trimmed | 137,838 | $3M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 133,463 | $3M | 0.1% | 2026-Q1 |
| State of Alaska, Department of Revenue trimmed | 132,269 | $3M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 127,851 | $3M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 118,190 | $2M | 0.1% | 2026-Q1 |
| Vanguard Investments Australia, Ltd. new | 115,588 | $2M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 113,643 | $2M | 0.1% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 111,157 | $2M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D trimmed | 109,065 | $2M | 0.1% | 2026-Q1 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 108,343 | $2M | 0.1% | 2026-Q1 |
| Amundi added | 107,268 | $2M | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 102,125 | $2M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 96,772 | $2M | 0.1% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added | 88,400 | $2M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 84,073 | $2M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 83,979 | $2M | 0.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 81,168 | $2M | 0.1% | 2026-Q1 |
| MACQUARIE GROUP LTD trimmed | 76,632 | $2M | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 73,280 | $1M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 71,783 | $1M | 0.1% | 2026-Q1 |
| Jefferies Financial Group Inc. added | 65,900 | $1M | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 19,322,622 | $371M | 13.5% | 2025-Q4 stale |
| Hudson Bay Capital Management LP added | 1,949,069 | $36M | 1.3% | 2025-Q2 stale |
| APG Asset Management US Inc. | 892,720 | $17M | 0.6% | 2025-Q4 stale |
| MARSHALL WACE, LLP trimmed | 491,277 | $9M | 0.3% | 2025-Q1 stale |
| Schonfeld Strategic Advisors LLC trimmed | 417,997 | $8M | 0.3% | 2025-Q4 stale |
| GW&K Investment Management, LLC trimmed | 277,092 | $6M | 0.2% | 2025-Q3 stale |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed | 237,176 | $5M | 0.2% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC added | 232,580 | $5M | 0.2% | 2025-Q3 stale |
| Y-Intercept (Hong Kong) Ltd added | 163,113 | $3M | 0.1% | 2025-Q4 stale |
| CRAMER ROSENTHAL MCGLYNN LLC trimmed | 134,730 | $3M | 0.1% | 2025-Q2 stale |
| HRT FINANCIAL LP trimmed | 121,849 | $2M | 0.1% | 2025-Q4 stale |
| Connor, Clark & Lunn Investment Management Ltd. added | 111,929 | $2M | 0.1% | 2025-Q3 stale |
| Edgestream Partners, L.P. added | 111,299 | $2M | 0.1% | 2025-Q2 stale |
| OVERSEA-CHINESE BANKING Corp Ltd trimmed | 97,568 | $2M | 0.1% | 2025-Q3 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. new | 100,000 | $2M | 0.1% | 2025-Q1 stale |
| Carrera Capital Advisors added | 95,939 | $2M | 0.1% | 2025-Q1 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.