341 tracked 13F filers disclose a position in UBSI as of the latest SEC 13F filings, a combined $4.1B 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 | BlackRock, Inc. | $835.3M | 20.2M | ▲+0.4% Added · +86K sh | Q1 2026 | |
| 2 | STATE STREET CORP | $333.2M | 8.0M | ▲+0.3% Added · +25K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $317.3M | 7.7M | ▲+0.7% Added · +57K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $301.4M | 7.3M | →First observed position No prior filed position | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $262.8M | 6.3M | →First observed position No prior filed position | Q1 2026 | |
| 6 | EARNEST PARTNERS LLC | $171.3M | 4.1M | ▼−2.5% Reduced · −106K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $163.3M | 3.9M | ▲+3.7% Added · +140K sh | Q1 2026 | |
| 8 | VICTORY CAPITAL MANAGEMENT INC | $129.2M | 3.1M | ▼−5.4% Reduced · −179K sh | Q1 2026 | |
| 9 | AQR CAPITAL MANAGEMENT LLC | $98.1M | 2.4M | ▲+46% Added · +749K sh | Q1 2026 | |
| 10 | NORGES BANK | $68.4M | 1.8M | ▲+7.0% Added · +116K sh | Q4 2025 | |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $70.2M | 1.7M | ▲+1.0% Added · +17K sh | Q1 2026 | |
| 12 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $68.6M | 1.7M | ▼−11% Reduced · −196K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $68.3M | 1.6M | ▲+3.6% Added · +57K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $67.6M | 1.6M | ▲+21% Added · +278K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $66.6M | 1.6M | ▲+15% Added · +205K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $65.0M | 1.6M | ▲+33% Added · +393K sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $56.4M | 1.4M | ▲+0.8% Added · +11K sh | Q1 2026 | |
| 18 | FULLER & THALER ASSET MANAGEMENT, INC. | $55.0M | 1.3M | ▼−3.5% Reduced · −48K sh | Q1 2026 | |
| 19 | Fisher Asset Management, LLC | $50.2M | 1.2M | ▲+2.4% Added · +28K sh | Q1 2026 | |
| 20 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $52.2M | 1.1M | ▲+37% Added · +307K sh | Q2 2026 | |
| 21 | BNP Paribas Asset Management Holding S.A. | $40.8M | 985K | ▲+6.7% Added · +62K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $37.5M | 905K | →First observed position No prior filed position | Q1 2026 | |
| 23 | Nuveen, LLC | $37.4M | 903K | ▼−4.0% Reduced · −38K sh | Q1 2026 | |
| 24 | ProShare Advisors LLC | $32.3M | 779K | ▼−30% Reduced · −333K sh | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $26.7M | 644K | ▲+827% Added · +575K sh | Q1 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, 3 funds opened a new position in UBSI and 20 added to an existing one, while 19 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 137 funds | $52.4B |
| AMAZON.COM INCAMZN | 137 funds | $40.3B |
| JPMORGAN CHASE & COJPM | 136 funds | $18.0B |
| NVIDIA CORPNVDA | 134 funds | $76.9B |
| APPLE INCAAPL | 134 funds | $64.7B |
| ALPHABET INC-CL AGOOGL | 134 funds | $34.1B |
| BROADCOM INCAVGO | 133 funds | $27.8B |
| META PLATFORMS INC-CLASS AMETA | 133 funds | $23.8B |
| ELI LILLY & COLLY | 133 funds | $13.9B |
| CHEVRON CORPCVX | 133 funds | $7.8B |
| VISA INC-CLASS A SHARESV | 132 funds | $11.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 131 funds | $13.0B |
Ranked by how many of UBSI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 28, 2026 | Rice Lacy I III | Director | Buy (P) | 101 | $4K |
| Mar 24, 2025 | DuMond Sara | Director | Buy (P) | 3K | $91K |
| Dec 18, 2024 | NESSELROAD MARK R | Director | Sell (S) | 6K | $235K |
| Nov 26, 2024 | MCNAMARA J PAUL | Director | Sell (S) | 3K | $107K |
| Nov 6, 2024 | CONVERSE PETER A | Director | Sell (S) | 5K | $200K |
| Nov 21, 2023 | CONVERSE PETER A | Director | Buy (P) | 740 | $25K |
| Oct 27, 2023 | White Gary G | Director | Buy (P) | 400 | $11K |
| Jun 6, 2023 | White Gary G | Director | Buy (P) | 300 | $10K |
| May 25, 2023 | Rice Lacy I III | Director | Buy (P) | 10K | $294K |
| May 17, 2023 | White Gary G | Director | Buy (P) | 300 | $9K |
| May 16, 2023 | Jackson Diana Lewis | Director | Buy (P) | 875 | $25K |
| May 16, 2023 | Fitzgerald Michael P | Director | Buy (P) | 4K | $100K |
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/UBSI/capital-change-brief"
Use Arkolith's capital_change_brief for UBSI. 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 UBSI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.