Who owns UNIT (UNIT)
Which tracked institutional funds hold UNIT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UNIT 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
The tracked-fund tape on UNIT is one-sided between 2025-Q4 and 2026-Q1: 107 added or opened and 28 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
UNIT’s largest tracked holder by dollar value, Elliott Investment Management L.P., sizes it at 3.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in UNIT 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 358 tracked filers holding UNIT, 180 increased or opened the position and 149 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 UNIT 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 19
- VANGUARD PORTFOLIO MANAGEMENT LLC$141M
- VANGUARD CAPITAL MANAGEMENT LLC$135M
- VANGUARD FIDUCIARY TRUST CO$17M
- BW Gestao de Investimentos Ltda.$10M
- HEARTLAND ADVISORS INC$8M
- JANE STREET GROUP, LLC$6M
Full exits 12
- VANGUARD GROUP INC$221M
- Searchlight Capital Partners, L.P.$16M
- HITE Hedge Asset Management LLC$9M
- TWO SIGMA ADVISERS, LP$5M
- Aventail Capital Group, LP$3M
- CONTRARIAN CAPITAL MANAGEMENT, L.L.C.$3M
Largest adds
- T. Rowe Price Investment Management, Inc.$157M
- Elliott Investment Management L.P.$140M
- Diameter Capital Partners LP$43M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$36M
- STATE STREET CORP$27M
- Bracebridge Capital, LLC$24M
Largest trims
- BlackRock, Inc.$16M
- DEUTSCHE BANK AG\$6M
- SG Americas Securities, LLC$6M
- FMR LLC$6M
- Invesco Ltd.$4M
- BARCLAYS PLC$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 |
|---|---|---|---|---|
| Elliott Investment Management L.P. | 59,012,219 | $554M | 24.6% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 17,970,377 | $169M | 7.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,833,535 | $148M | 6.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 12,188,888 | $114M | 5.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 9,883,412 | $93M | 4.1% | 2026-Q1 |
| Apollo Management Holdings, L.P. trimmed | 9,271,714 | $87M | 3.9% | 2026-Q1 |
| Bracebridge Capital, LLC added | 7,743,465 | $73M | 3.2% | 2026-Q1 |
| Diameter Capital Partners LP added | 5,681,528 | $53M | 2.4% | 2026-Q1 |
| STATE STREET CORP trimmed | 734,927 | $38M | 1.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,690,371 | $35M | 1.5% | 2026-Q1 |
| Allianz Asset Management GmbH added | 3,448,842 | $32M | 1.4% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 587,751 | $31M | 1.4% | 2026-Q1 |
| LMR Partners LLP added | 3,123,700 | $29M | 1.3% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 548,780 | $29M | 1.3% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 511,033 | $27M | 1.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 486,080 | $26M | 1.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 490,041 | $26M | 1.1% | 2026-Q1 |
| KING STREET CAPITAL MANAGEMENT, L.P. | 2,498,226 | $23M | 1.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 432,658 | $23M | 1.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 2,278,930 | $21M | 0.9% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 340,191 | $18M | 0.8% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 1,767,028 | $17M | 0.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 297,246 | $16M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 271,989 | $14M | 0.6% | 2026-Q1 |
| Aristotle Capital Boston, LLC trimmed | 260,523 | $14M | 0.6% | 2026-Q1 |
| REAVES W H & CO INC trimmed | 248,275 | $13M | 0.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,330,830 | $12M | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 235,608 | $12M | 0.5% | 2026-Q1 |
| NOMURA HOLDINGS INC trimmed | 1,240,535 | $12M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 206,487 | $11M | 0.5% | 2026-Q1 |
| Penn Capital Management Company, LLC trimmed | 1,140,776 | $11M | 0.5% | 2026-Q1 |
| BW Gestao de Investimentos Ltda. new | 1,028,818 | $10M | 0.4% | 2026-Q1 |
| Arena Capital Advisors, LLC- CA trimmed | 1,022,703 | $10M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 870,891 | $8M | 0.4% | 2026-Q1 |
| HEARTLAND ADVISORS INC new | 150,000 | $8M | 0.3% | 2026-Q1 |
| Sentinel Dome Partners, LLC | 781,907 | $7M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 137,269 | $7M | 0.3% | 2026-Q1 |
| CSM Advisors, LLC added | 134,545 | $7M | 0.3% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD trimmed | 713,001 | $7M | 0.3% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 125,319 | $7M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 120,967 | $6M | 0.3% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 117,549 | $6M | 0.3% | 2026-Q1 |
| Verition Fund Management LLC added | 625,000 | $6M | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 110,589 | $6M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 110,438 | $6M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 108,202 | $6M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 103,363 | $5M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 99,576 | $5M | 0.2% | 2026-Q1 |
| MIROVA new | 514,675 | $5M | 0.2% | 2026-Q1 |
| MIZUHO MARKETS AMERICAS LLC added | 505,246 | $5M | 0.2% | 2026-Q1 |
| GROUP ONE TRADING LLC added | 493,743 | $5M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 466,579 | $4M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 460,107 | $4M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 448,091 | $4M | 0.2% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 80,185 | $4M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 78,741 | $4M | 0.2% | 2026-Q1 |
| Hudson Bay Capital Management LP new | 438,380 | $4M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 437,513 | $4M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 413,205 | $4M | 0.2% | 2026-Q1 |
| MIRABELLA FINANCIAL SERVICES LLP added | 408,627 | $4M | 0.2% | 2026-Q1 |
| TD Asset Management Inc | 407,906 | $4M | 0.2% | 2026-Q1 |
| NATIXIS trimmed | 399,037 | $4M | 0.2% | 2026-Q1 |
| GABELLI FUNDS LLC | 71,500 | $4M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 398,051 | $4M | 0.2% | 2026-Q1 |
| Public Sector Pension Investment Board trimmed | 64,298 | $3M | 0.1% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 63,003 | $3M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 347,358 | $3M | 0.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 337,197 | $3M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 335,518 | $3M | 0.1% | 2026-Q1 |
| Pacer Advisors, Inc. trimmed | 333,852 | $3M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 320,902 | $3M | 0.1% | 2026-Q1 |
| Swiss National Bank | 306,357 | $3M | 0.1% | 2026-Q1 |
| Silver Point Capital L.P. trimmed | 300,000 | $3M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D added | 52,032 | $3M | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 274,893 | $3M | 0.1% | 2026-Q1 |
| Brooklyn Investment Group added | 49,231 | $3M | 0.1% | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC trimmed | 48,825 | $3M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 261,150 | $2M | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 46,354 | $2M | 0.1% | 2026-Q1 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY added | 45,734 | $2M | 0.1% | 2026-Q1 |
| Wernau Asset Management Inc. added | 43,327 | $2M | 0.1% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 41,866 | $2M | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC trimmed | 231,966 | $2M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 41,003 | $2M | 0.1% | 2026-Q1 |
| ANCHOR CAPITAL ADVISORS LLC trimmed | 40,229 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 21,830,306 | $153M | 6.8% | 2025-Q4 stale |
| Searchlight Capital Partners, L.P. | 2,273,504 | $16M | 0.7% | 2025-Q4 stale |
| OAKTREE CAPITAL MANAGEMENT LP | 3,397,592 | $15M | 0.7% | 2025-Q2 stale |
| HITE Hedge Asset Management LLC added | 182,218 | $9M | 0.4% | 2025-Q4 stale |
| SONA ASSET MANAGEMENT (US) LLC trimmed | 1,136,000 | $7M | 0.3% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 101,500 | $5M | 0.2% | 2025-Q4 stale |
| Alyeska Investment Group, L.P. new | 798,085 | $5M | 0.2% | 2025-Q3 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 858,000 | $4M | 0.2% | 2025-Q1 stale |
| Thematics Asset Management new | 637,271 | $4M | 0.2% | 2025-Q3 stale |
| AXA S.A. trimmed | 457,284 | $3M | 0.1% | 2025-Q2 stale |
| DigitalBridge Group, Inc. | 620,910 | $3M | 0.1% | 2025-Q1 stale |
| Aventail Capital Group, LP added | 64,361 | $3M | 0.1% | 2025-Q4 stale |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. trimmed | 443,810 | $3M | 0.1% | 2025-Q4 stale |
| GWN SECURITIES INC. new | 611,986 | $3M | 0.1% | 2025-Q1 stale |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 380,042 | $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.