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-Q2 13F filings (latest filed 2026-09-22). 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 2026-Q1 and 2026-Q2: 187 added or opened and 31 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 2026-Q1 and 2026-Q2, across 348 tracked filers holding UMC, 216 increased or opened the position and 162 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 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 22
- Empowered Funds, LLC$51M
- E Fund Management Co., Ltd.$27M
- NOMURA HOLDINGS INC$22M
- Nykredit A/S$10M
- Nuveen, LLC$7M
- LMR Partners LLP$7M
Full exits 21
- ACADIAN ASSET MANAGEMENT LLC$73M
- Qube Research & Technologies Ltd$46M
- JANE STREET GROUP, LLC$23M
- LSV ASSET MANAGEMENT$6M
- NATIXIS ADVISORS, LLC$2M
- OLD MISSION CAPITAL LLC$2M
Largest adds
- BlackRock, Inc.$611M
- BANK OF AMERICA CORP /DE/$254M
- GOLDMAN SACHS GROUP INC$250M
- UBS Group AG$243M
- Rafferty Asset Management, LLC$163M
- VANGUARD CAPITAL MANAGEMENT LLC$153M
Largest trims
- D. E. Shaw & Co., Inc.$12M
- Aquatic Capital Management LLC$5M
- CAPSTONE INVESTMENT ADVISORS, LLC$3M
- TWO SIGMA INVESTMENTS, LP$3M
- North of South Capital LLP$2M
- MILLENNIUM MANAGEMENT LLC$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 31,544,454 | $858M | 18.7% | 2026-Q2 |
| UBS Group AG added | 11,632,967 | $317M | 6.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 11,109,785 | $302M | 6.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 10,181,208 | $277M | 6.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 8,601,967 | $234M | 5.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 8,285,573 | $225M | 4.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 7,718,125 | $210M | 4.6% | 2026-Q2 |
| Rafferty Asset Management, LLC added | 7,653,378 | $208M | 4.5% | 2026-Q2 |
| Man Group plc trimmed | 5,593,427 | $152M | 3.3% | 2026-Q2 |
| CITIGROUP INC added | 5,414,362 | $147M | 3.2% | 2026-Q2 |
| BARCLAYS PLC added | 4,892,286 | $133M | 2.9% | 2026-Q2 |
| STATE STREET CORP trimmed | 4,878,124 | $133M | 2.9% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 4,134,788 | $111M | 2.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 3,986,872 | $108M | 2.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,660,899 | $98M | 2.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 3,218,824 | $88M | 1.9% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 3,088,852 | $84M | 1.8% | 2026-Q2 |
| Creative Planning added | 2,450,717 | $67M | 1.5% | 2026-Q2 |
| Tidal Investments LLC added | 2,355,267 | $64M | 1.4% | 2026-Q2 |
| Empowered Funds, LLC added | 1,891,076 | $51M | 1.1% | 2026-Q2 |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC added | 1,465,694 | $40M | 0.9% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 1,342,996 | $37M | 0.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 1,231,451 | $34M | 0.7% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,126,943 | $31M | 0.7% | 2026-Q2 |
| E Fund Management Co., Ltd. new | 995,790 | $27M | 0.6% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 897,313 | $24M | 0.5% | 2026-Q2 |
| NOMURA HOLDINGS INC trimmed | 813,901 | $22M | 0.5% | 2026-Q2 |
| Quantinno Capital Management LP added | 791,129 | $22M | 0.5% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 768,617 | $21M | 0.5% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 683,413 | $19M | 0.4% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 614,123 | $17M | 0.4% | 2026-Q2 |
| Squarepoint Ops LLC added | 603,410 | $16M | 0.4% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 548,932 | $15M | 0.3% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 516,370 | $14M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 505,576 | $14M | 0.3% | 2026-Q2 |
| Moran Wealth Management, LLC trimmed | 500,125 | $14M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 493,285 | $13M | 0.3% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC added | 476,903 | $13M | 0.3% | 2026-Q2 |
| QUADRANT CAPITAL GROUP LLC trimmed | 444,777 | $12M | 0.3% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC added | 434,448 | $12M | 0.3% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 422,818 | $12M | 0.3% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 420,098 | $11M | 0.2% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 386,286 | $11M | 0.2% | 2026-Q2 |
| Ethic Inc. trimmed | 374,860 | $10M | 0.2% | 2026-Q2 |
| Nykredit A/S new | 350,050 | $10M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 345,845 | $9M | 0.2% | 2026-Q2 |
| Nuveen, LLC new | 257,707 | $7M | 0.2% | 2026-Q2 |
| LMR Partners LLP trimmed | 255,600 | $7M | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 231,006 | $6M | 0.1% | 2026-Q2 |
| SIGNATUREFD, LLC trimmed | 229,089 | $6M | 0.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 227,947 | $6M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 223,026 | $6M | 0.1% | 2026-Q2 |
| B. Metzler seel. Sohn & Co. AG trimmed | 222,975 | $6M | 0.1% | 2026-Q2 |
| Walleye Trading LLC added | 222,621 | $6M | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 218,617 | $6M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 211,691 | $6M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 210,158 | $6M | 0.1% | 2026-Q2 |
| NLB Skladi, upravljanje premozenja, d.o.o. added | 206,000 | $6M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 201,041 | $5M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 196,950 | $5M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 196,314 | $5M | 0.1% | 2026-Q2 |
| Ballentine Partners, LLC added | 192,689 | $5M | 0.1% | 2026-Q2 |
| Crossmark Global Holdings, Inc. added | 191,794 | $5M | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 187,208 | $5M | 0.1% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. trimmed | 185,209 | $5M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 175,563 | $5M | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 174,880 | $5M | 0.1% | 2026-Q2 |
| ABN AMRO INVESTMENT SOLUTIONS added | 172,000 | $5M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 170,263 | $5M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 167,200 | $5M | 0.1% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 146,875 | $4M | 0.1% | 2026-Q2 |
| GREENLEAF TRUST added | 144,148 | $4M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 142,719 | $4M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 142,354 | $4M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 140,112 | $4M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 139,510 | $4M | 0.1% | 2026-Q2 |
| FMR LLC added | 136,613 | $4M | 0.1% | 2026-Q2 |
| Delta Global Management LP trimmed | 133,925 | $4M | 0.1% | 2026-Q2 |
| Callan Family Office, LLC trimmed | 133,907 | $4M | 0.1% | 2026-Q2 |
| PROFUND ADVISORS LLC added | 133,794 | $4M | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC added | 129,565 | $4M | 0.1% | 2026-Q2 |
| Caprock Group, LLC added | 126,799 | $3M | 0.1% | 2026-Q2 |
| Frank, Rimerman Advisors LLC added | 124,326 | $3M | 0.1% | 2026-Q2 |
| Eurizon Capital SGR S.p.A. trimmed | 120,446 | $3M | 0.1% | 2026-Q2 |
| Boston Partners trimmed | 119,435 | $3M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 118,955 | $3M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 118,012 | $3M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 116,323 | $3M | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 115,680 | $3M | 0.1% | 2026-Q2 |
| Polymer Capital Management (HK) LTD new | 115,074 | $3M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 113,874 | $3M | 0.1% | 2026-Q2 |
| Walleye Capital LLC added | 113,494 | $3M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 112,570 | $3M | 0.1% | 2026-Q2 |
| AIA Group Ltd added | 102,286 | $3M | 0.1% | 2026-Q2 |
| Generali Investments CEE, investicni spolecnost, a.s. added | 102,036 | $3M | 0.1% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 100,009 | $3M | 0.1% | 2026-Q2 |
| Aubrey Capital Management Ltd new | 100,000 | $3M | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 93,043 | $3M | 0.1% | 2026-Q2 |
| West Family Investments, Inc. trimmed | 92,392 | $3M | 0.1% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 90,673 | $2M | 0.1% | 2026-Q2 |
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.