502 tracked 13F filers disclose a position in U as of the latest SEC 13F filings, a combined $8.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Silver Lake Group, L.L.C. | $762.1M | 34.7M | —Held | Q1 2026 | |
| 2 | SC US (TTGP), LTD. | $698.2M | 31.8M | ▼−0.3% Reduced · −95K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $415.4M | 18.9M | ▲+1.9% Added · +344K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $407.8M | 18.6M | →First observed position No prior filed position | Q1 2026 | |
| 5 | Slate Path Capital LP | $459.4M | 16.1M | ▲+42% Added · +4.7M sh | Q2 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $341.3M | 15.6M | →First observed position No prior filed position | Q1 2026 | |
| 7 | Resolute Advisors LLC | $304.9M | 13.6M | ▼−4.1% Reduced · −584K sh | Q4 2024 | |
| 8 | Atreides Management, LP | $292.8M | 10.2M | ▼−17% Reduced · −2.1M sh | Q2 2026 | |
| 9 | D. E. Shaw & Co., Inc. | $175.9M | 8.0M | ▲+144% Added · +4.7M sh | Q1 2026 | |
| 10 | TWO SIGMA INVESTMENTS, LP | $173.5M | 7.9M | ▲+399% Added · +6.3M sh | Q1 2026 | |
| 11 | STATE STREET CORP | $194.8M | 6.8M | ▲+15% Added · +885K sh | Q2 2026 | |
| 12 | Point72 Asset Management, L.P. | $146.5M | 6.7M | ▲+15% Added · +887K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $145.7M | 6.6M | ▲+76% Added · +2.9M sh | Q1 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $178.6M | 6.2M | ▲~0% Added · +2K sh | Q2 2026 | |
| 15 | FMR LLC | $129.9M | 5.9M | ▼−39% Reduced · −3.8M sh | Q1 2026 | |
| 16 | NORGES BANK | $230.3M | 5.2M | ▼−17% Reduced · −1.0M sh | Q4 2025 | |
| 17 | CITADEL ADVISORS LLC | $109.4M | 5.0M | ▲+770% Added · +4.4M sh | Q1 2026 | |
| 18 | Hood River Capital Management LLC | $135.4M | 4.7M | ▲+5.4% Added · +242K sh | Q2 2026 | |
| 19 | T. Rowe Price Investment Management, Inc. | Withheld | 4.7M | ▲+1.0% Added · +48K sh | Q1 2026 | |
| 20 | Temasek Holdings (Private) Ltd | $131.0M | 4.6M | —Held | Q2 2026 | |
| 21 | INFINITUM ASSET MANAGEMENT, LLC | $93.2M | 4.3M | ▲+204% Added · +2.9M sh | Q1 2026 | |
| 22 | DIMENSIONAL FUND ADVISORS LP | $93.1M | 4.2M | ▲+53% Added · +1.5M sh | Q1 2026 | |
| 23 | JANE STREET GROUP, LLC | $85.2M | 3.9M | ▲+8.1% Added · +291K sh | Q1 2026 | |
| 24 | DEUTSCHE BANK AG\ | $78.4M | 3.6M | ▲+800% Added · +3.2M sh | Q1 2026 | |
| 25 | D1 Capital Partners L.P. | $102.1M | 3.6M | ▲+9.6% Added · +312K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 9 funds opened a new position in U and 30 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 297 funds | $186.7B |
| META PLATFORMS INC-CLASS AMETA | 291 funds | $99.8B |
| MICROSOFT CORPMSFT | 288 funds | $243.4B |
| NVIDIA CORPNVDA | 287 funds | $357.1B |
| BROADCOM INCAVGO | 276 funds | $142.9B |
| ALPHABET INC-CL AGOOGL | 275 funds | $148.4B |
| ELI LILLY & COLLY | 270 funds | $78.9B |
| VISA INC-CLASS A SHARESV | 268 funds | $55.3B |
| MICRON TECHNOLOGY INCMU | 268 funds | $47.8B |
| APPLE INCAAPL | 266 funds | $265.4B |
| ALPHABET INC-CL CGOOG | 266 funds | $118.5B |
| JPMORGAN CHASE & COJPM | 266 funds | $55.0B |
Ranked by how many of U's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 28, 2026 | Blum Alexander | SVP, Chief Operating Officer | Sell (S) | 12K | $524K |
| Aug 28, 2026 | Blum Alexander | SVP, Chief Operating Officer | Sell (S) | 32K | $1.4M |
| Aug 27, 2026 | Blum Alexander | SVP, Chief Operating Officer | Sell (S) | 2K | $88K |
| Aug 25, 2026 | Blum Alexander | SVP, Chief Operating Officer | Sell (S) | 1K | $52K |
| Aug 25, 2026 | Blum Alexander | SVP, Chief Operating Officer | Sell (S) | 19K | $881K |
| Aug 25, 2026 | Yahes Jarrod | SVP, Chief Financial Officer | Sell (S) | 1K | $55K |
| Aug 25, 2026 | Yahes Jarrod | SVP, Chief Financial Officer | Sell (S) | 25K | $1.1M |
| Aug 25, 2026 | Bromberg Matthew S | President and CEO, Director | Sell (S) | 670 | $31K |
| Aug 25, 2026 | Bromberg Matthew S | President and CEO, Director | Sell (S) | 16K | $711K |
| Aug 25, 2026 | Boyden Rebecca Berenice | SVP, Chief Legal Officer | Sell (S) | 92 | $4K |
| Aug 25, 2026 | Boyden Rebecca Berenice | SVP, Chief Legal Officer | Sell (S) | 940 | $43K |
| May 28, 2026 | Blum Alexander | SVP, Chief Operating Officer | Sell (S) | 2K | $57K |
| Class | 13F holders | Value held |
|---|---|---|
| Uthis pagecs | 502 funds | $8.0B |
| U 0 03/15/30Sovereign/Corporate | 38 funds | $674.3M |
| U 0 11/15/26Sovereign/Corporate | 35 funds | $577.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for U
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/U/capital-change-brief"
Use Arkolith's capital_change_brief for U. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for U. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.