Who owns ULS (ULS)
Which tracked institutional funds hold ULS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ULS 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
131 tracked funds added or opened ULS while 71 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
ULS’s largest tracked holder by dollar value, T. Rowe Price Investment Management, Inc., sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ULS 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 369 tracked filers holding ULS, 217 increased or opened the position and 164 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 ULS 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 27
- VANGUARD CAPITAL MANAGEMENT LLC$296M
- VANGUARD PORTFOLIO MANAGEMENT LLC$264M
- VANGUARD FIDUCIARY TRUST CO$40M
- Capital World Investors$29M
- EVENTIDE ASSET MANAGEMENT, LLC$23M
- MILLENNIUM MANAGEMENT LLC$22M
Full exits 25
- VANGUARD GROUP INC$524M
- Zimmer Partners, LP$35M
- Balyasny Asset Management L.P.$33M
- Point72 Asset Management, L.P.$16M
- Monashee Investment Management LLC$10M
- KINGDON CAPITAL MANAGEMENT, L.L.C.$10M
Largest adds
- T. Rowe Price Investment Management, Inc.$369M
- Durable Capital Partners LP$80M
- NEUBERGER BERMAN GROUP LLC$75M
- PRICE T ROWE ASSOCIATES INC /MD/$60M
- Thrivent Financial for Lutherans$48M
- UBS Group AG$36M
Largest trims
- Capital International Investors$114M
- Ghisallo Capital Management LLC$67M
- M&T Bank Corp$26M
- VOYA INVESTMENT MANAGEMENT LLC$16M
- TWO SIGMA INVESTMENTS, LP$15M
- SEVEN GRAND MANAGERS, LLC$14M
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 |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. added | 7,285,895 | $624M | 8.1% | 2026-Q1 |
| Capital International Investors trimmed | 6,074,266 | $521M | 6.7% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 5,398,596 | $463M | 6.0% | 2026-Q1 |
| BlackRock, Inc. trimmed | 4,941,327 | $424M | 5.5% | 2026-Q1 |
| Capital Research Global Investors trimmed | 3,653,938 | $313M | 4.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,456,747 | $296M | 3.8% | 2026-Q1 |
| Durable Capital Partners LP added | 3,291,516 | $282M | 3.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,085,275 | $264M | 3.4% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 2,987,691 | $256M | 3.3% | 2026-Q1 |
| BESSEMER GROUP INC added | 2,265,772 | $194M | 2.5% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 1,744,523 | $148M | 1.9% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,647,540 | $141M | 1.8% | 2026-Q1 |
| FMR LLC trimmed | 1,614,338 | $138M | 1.8% | 2026-Q1 |
| STATE STREET CORP added | 1,544,569 | $132M | 1.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,469,379 | $126M | 1.6% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 1,290,417 | $111M | 1.4% | 2026-Q1 |
| NORGES BANK added | 1,925,111 | $109M | 1.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 1,213,171 | $104M | 1.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,121,914 | $96M | 1.2% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 1,090,695 | $93M | 1.2% | 2026-Q1 |
| Conestoga Capital Advisors, LLC added | 1,049,607 | $90M | 1.2% | 2026-Q1 |
| UBS Group AG added | 912,714 | $78M | 1.0% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 871,706 | $75M | 1.0% | 2026-Q1 |
| Driehaus Capital Management LLC trimmed | 810,615 | $69M | 0.9% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 756,505 | $63M | 0.8% | 2026-Q1 |
| Alyeska Investment Group, L.P. trimmed | 731,781 | $63M | 0.8% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 725,672 | $62M | 0.8% | 2026-Q1 |
| Electron Capital Partners, LLC trimmed | 713,941 | $61M | 0.8% | 2026-Q1 |
| AltraVue Capital, LLC trimmed | 702,316 | $60M | 0.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 669,394 | $57M | 0.7% | 2026-Q1 |
| SCOPUS ASSET MANAGEMENT, L.P. added | 658,379 | $56M | 0.7% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 634,646 | $52M | 0.7% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO trimmed | 592,408 | $51M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 590,332 | $51M | 0.7% | 2026-Q1 |
| Reynders McVeigh Capital Management, LLC added | 586,108 | $50M | 0.6% | 2026-Q1 |
| Port Capital LLC trimmed | 579,675 | $50M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 566,325 | $49M | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 547,471 | $47M | 0.6% | 2026-Q1 |
| Ghisallo Capital Management LLC trimmed | 500,000 | $43M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 471,435 | $40M | 0.5% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 454,180 | $39M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 447,937 | $38M | 0.5% | 2026-Q1 |
| Ranger Investment Management, L.P. added | 446,930 | $38M | 0.5% | 2026-Q1 |
| TD Asset Management Inc added | 428,196 | $37M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 423,895 | $36M | 0.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 422,486 | $36M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 428,588 | $35M | 0.5% | 2026-Q1 |
| Senator Investment Group LP added | 400,000 | $34M | 0.4% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 400,000 | $34M | 0.4% | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC trimmed | 395,000 | $34M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 371,560 | $32M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 345,585 | $30M | 0.4% | 2026-Q1 |
| Harvey Partners, LLC added | 342,500 | $29M | 0.4% | 2026-Q1 |
| Capital World Investors new | 340,217 | $29M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 330,207 | $28M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 319,577 | $27M | 0.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 315,935 | $27M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 310,243 | $27M | 0.3% | 2026-Q1 |
| Burkehill Global Management, LP | 300,000 | $26M | 0.3% | 2026-Q1 |
| EVENTIDE ASSET MANAGEMENT, LLC new | 267,774 | $23M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 255,297 | $22M | 0.3% | 2026-Q1 |
| Tidal Investments LLC added | 246,288 | $21M | 0.3% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 234,392 | $20M | 0.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 232,280 | $20M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 227,923 | $20M | 0.3% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 220,725 | $19M | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 211,086 | $18M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 210,579 | $18M | 0.2% | 2026-Q1 |
| CAPITAL INTERNATIONAL SARL added | 203,244 | $17M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 203,076 | $17M | 0.2% | 2026-Q1 |
| SEVEN GRAND MANAGERS, LLC trimmed | 200,000 | $17M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 197,457 | $17M | 0.2% | 2026-Q1 |
| GENEVA CAPITAL MANAGEMENT LLC added | 192,167 | $16M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 178,158 | $15M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 170,337 | $15M | 0.2% | 2026-Q1 |
| Baker Chad R added | 165,710 | $14M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 158,384 | $14M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 152,800 | $13M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 144,635 | $12M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama added | 139,212 | $12M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 130,500 | $11M | 0.1% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 124,200 | $11M | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 122,532 | $11M | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 117,791 | $10M | 0.1% | 2026-Q1 |
| CAPITAL INTERNATIONAL LTD /CA/ trimmed | 114,237 | $10M | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 113,623 | $10M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 108,935 | $9M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 104,235 | $9M | 0.1% | 2026-Q1 |
| Capital International, Inc./CA/ trimmed | 103,028 | $9M | 0.1% | 2026-Q1 |
| Covalis Capital LLP trimmed | 100,000 | $9M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 6,644,246 | $524M | 6.8% | 2025-Q4 stale |
| Zimmer Partners, LP added | 444,790 | $35M | 0.5% | 2025-Q4 stale |
| Balyasny Asset Management L.P. added | 417,459 | $33M | 0.4% | 2025-Q4 stale |
| Point72 Asset Management, L.P. trimmed | 204,200 | $16M | 0.2% | 2025-Q4 stale |
| BOWEN HANES & CO INC new | 210,000 | $12M | 0.2% | 2025-Q1 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 153,392 | $11M | 0.1% | 2025-Q2 stale |
| Monashee Investment Management LLC added | 130,000 | $10M | 0.1% | 2025-Q4 stale |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | 125,000 | $10M | 0.1% | 2025-Q4 stale |
| COMERICA BANK added | 124,164 | $10M | 0.1% | 2025-Q4 stale |
| Allianz Asset Management GmbH new | 159,754 | $9M | 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.