Who owns UMC
Which tracked institutional funds hold UMC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UMC 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 UMC is one-sided between 2025-Q4 and 2026-Q1: 88 added or opened and 21 trimmed or exited — on balance accumulating.
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
UMC’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 gap the other way — the median holder sizes UMC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in UMC 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 315 tracked filers holding UMC, 213 increased or opened the position and 85 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 UMC 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 23
- VANGUARD CAPITAL MANAGEMENT LLC$81M
- VANGUARD PORTFOLIO MANAGEMENT LLC$25M
- MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC$9M
- VANGUARD FIDUCIARY TRUST CO$4M
- CAPSTONE INVESTMENT ADVISORS, LLC$3M
- OLD MISSION CAPITAL LLC$2M
Full exits 8
- VANGUARD GROUP INC$102M
- TWO SIGMA ADVISERS, LP$27M
- Balyasny Asset Management L.P.$16M
- Empowered Funds, LLC$12M
- KADENSA CAPITAL Ltd$10M
- Mirae Asset Global Investments Co., Ltd.$1M
Largest adds
- AQR CAPITAL MANAGEMENT LLC$58M
- ACADIAN ASSET MANAGEMENT LLC$55M
- Qube Research & Technologies Ltd$44M
- TWO SIGMA INVESTMENTS, LP$42M
- UBS Group AG$37M
- BlackRock, Inc.$35M
Largest trims
- MARSHALL WACE, LLP$36M
- SCHRODER INVESTMENT MANAGEMENT GROUP$30M
- BANK OF AMERICA CORP /DE/$21M
- Rafferty Asset Management, LLC$6M
- QUADRANT CAPITAL GROUP LLC$3M
- CITADEL ADVISORS LLC$2M
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 | 27,495,880 | $247M | 14.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 14,713,944 | $132M | 7.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 9,655,402 | $87M | 5.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 8,988,443 | $81M | 4.7% | 2026-Q1 |
| MORGAN STANLEY added | 8,777,903 | $79M | 4.6% | 2026-Q1 |
| UBS Group AG added | 8,175,144 | $73M | 4.3% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 8,124,199 | $73M | 4.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 5,874,864 | $53M | 3.1% | 2026-Q1 |
| Man Group plc added | 5,728,901 | $51M | 3.0% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 5,101,879 | $46M | 2.7% | 2026-Q1 |
| STATE STREET CORP added | 5,013,209 | $45M | 2.6% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 4,983,653 | $45M | 2.6% | 2026-Q1 |
| BARCLAYS PLC trimmed | 4,738,867 | $43M | 2.5% | 2026-Q1 |
| CITIGROUP INC added | 4,296,722 | $39M | 2.2% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 3,198,874 | $29M | 1.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,849,737 | $26M | 1.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,763,082 | $25M | 1.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,603,218 | $23M | 1.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 2,570,219 | $23M | 1.3% | 2026-Q1 |
| Creative Planning added | 2,364,371 | $21M | 1.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 1,891,608 | $17M | 1.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,770,129 | $16M | 0.9% | 2026-Q1 |
| Tidal Investments LLC added | 1,596,151 | $14M | 0.8% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,581,879 | $14M | 0.8% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 1,049,370 | $9M | 0.5% | 2026-Q1 |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC new | 977,645 | $9M | 0.5% | 2026-Q1 |
| Moran Wealth Management, LLC added | 910,416 | $8M | 0.5% | 2026-Q1 |
| US BANCORP \DE\ added | 815,563 | $7M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 765,322 | $7M | 0.4% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 745,338 | $7M | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 710,604 | $6M | 0.4% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 710,083 | $6M | 0.4% | 2026-Q1 |
| LSV ASSET MANAGEMENT | 694,211 | $6M | 0.4% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 667,577 | $6M | 0.3% | 2026-Q1 |
| B. Metzler seel. Sohn & Co. AG trimmed | 653,499 | $6M | 0.3% | 2026-Q1 |
| Vident Advisory, LLC added | 635,255 | $6M | 0.3% | 2026-Q1 |
| Aquatic Capital Management LLC trimmed | 603,979 | $5M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 575,738 | $5M | 0.3% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 539,683 | $5M | 0.3% | 2026-Q1 |
| Eurizon Capital SGR S.p.A. added | 524,204 | $5M | 0.3% | 2026-Q1 |
| Laird Norton Wetherby Trust Company, LLC added | 461,552 | $4M | 0.2% | 2026-Q1 |
| Ethic Inc. trimmed | 443,697 | $4M | 0.2% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 440,567 | $4M | 0.2% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 432,045 | $4M | 0.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 426,641 | $4M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 425,903 | $4M | 0.2% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC added | 418,320 | $4M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 406,392 | $4M | 0.2% | 2026-Q1 |
| North of South Capital LLP added | 405,075 | $4M | 0.2% | 2026-Q1 |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 364,169 | $3M | 0.2% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 363,088 | $3M | 0.2% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 311,532 | $3M | 0.2% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS | 307,352 | $3M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 293,095 | $3M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 260,704 | $2M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 244,754 | $2M | 0.1% | 2026-Q1 |
| SIGNATUREFD, LLC added | 230,854 | $2M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 226,720 | $2M | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 225,774 | $2M | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC trimmed | 208,870 | $2M | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP added | 208,349 | $2M | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 207,053 | $2M | 0.1% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 194,724 | $2M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 190,116 | $2M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 190,382 | $2M | 0.1% | 2026-Q1 |
| Crossmark Global Holdings, Inc. trimmed | 185,473 | $2M | 0.1% | 2026-Q1 |
| NLB Skladi, upravljanje premozenja, d.o.o. added | 183,859 | $2M | 0.1% | 2026-Q1 |
| Brooklyn Investment Group added | 176,548 | $2M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 169,183 | $2M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 166,757 | $1M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 164,919 | $1M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 163,818 | $1M | 0.1% | 2026-Q1 |
| Ballentine Partners, LLC added | 162,094 | $1M | 0.1% | 2026-Q1 |
| Delta Global Management LP new | 159,747 | $1M | 0.1% | 2026-Q1 |
| Summit Global Investments trimmed | 153,593 | $1M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 156,245 | $1M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 152,661 | $1M | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 150,855 | $1M | 0.1% | 2026-Q1 |
| Callan Family Office, LLC added | 147,544 | $1M | 0.1% | 2026-Q1 |
| GREENLEAF TRUST trimmed | 142,996 | $1M | 0.1% | 2026-Q1 |
| Bridgewater Advisors Inc. added | 79,803 | $1M | 0.1% | 2026-Q1 |
| Bridgewater Associates, LP new | 134,029 | $1M | 0.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 129,895 | $1M | 0.1% | 2026-Q1 |
| West Family Investments, Inc. trimmed | 125,324 | $1M | 0.1% | 2026-Q1 |
| Parallel Advisors, LLC added | 124,838 | $1M | 0.1% | 2026-Q1 |
| Vise Technologies, Inc. | 142,234 | $1M | 0.1% | 2026-Q1 |
| PROFUND ADVISORS LLC trimmed | 124,345 | $1M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 123,495 | $1M | 0.1% | 2026-Q1 |
| Frank, Rimerman Advisors LLC | 123,033 | $1M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 12,985,992 | $102M | 5.9% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 3,449,200 | $27M | 1.6% | 2025-Q4 stale |
| Maple Rock Capital Partners Inc. new | 3,140,443 | $24M | 1.4% | 2025-Q2 stale |
| Balyasny Asset Management L.P. added | 1,980,820 | $16M | 0.9% | 2025-Q4 stale |
| Empowered Funds, LLC new | 1,525,280 | $12M | 0.7% | 2025-Q4 stale |
| NOMURA HOLDINGS INC added | 1,536,660 | $11M | 0.6% | 2025-Q1 stale |
| KADENSA CAPITAL Ltd | 1,335,392 | $10M | 0.6% | 2025-Q4 stale |
| LMR Partners LLP added | 1,000,000 | $7M | 0.4% | 2025-Q1 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 411,303 | $3M | 0.2% | 2025-Q1 stale |
| Laird Norton Wetherby Wealth Management, LLC trimmed | 320,156 | $2M | 0.1% | 2025-Q3 stale |
| Mirae Asset Global Investments Co., Ltd. added | 168,648 | $1M | 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.