Among active 13F managers last quarter, 4 opened and 20 added, while 18 reduced; the largest holder to move was Earnest Partners LLC (−4.0%). Over the last 180 days, 1 insider sold and none bought, a net -$149K in open-market trades.
The legs disagree, or only one of them leans.
402 tracked 13F filers disclose a position in UBSI as of the latest SEC 13F filings, a combined $4.4B 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 20.2M | $925.2M | ▲+0.1% Added · +21K sh | Q2 2026 | |
| 2 | State Street Corp | 8.6M | $399.1M | ▲+8.4% Added · +667K sh | Q2 2026 | |
| 3 | Dimensional Fund Advisors LP | 7.7M | $317.3M | ▲+0.7% Added · +57K sh | Q1 2026 | |
| 4 | Vanguard Portfolio Management LLC | 7.3M | $333.7M | ▲~0% Added · +3K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 6.2M | $286.3M | ▼−1.5% Reduced · −98K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 4.1M | $188.3M | ▲+4.2% Added · +167K sh | Q2 2026 | |
| 7 | Earnest Partners LLC | 4.0M | $182.0M | ▼−4.0% Reduced · −164K sh | Q2 2026 | |
| 8 | Victory Capital Management Inc | 3.1M | $129.2M | ▼−5.4% Reduced · −179K sh | Q1 2026 | |
| 9 | AQR Capital Management LLC | 2.4M | $98.1M | ▲+46% Added · +749K sh | Q1 2026 | |
| 10 | Norges Bank | 1.8M | $68.4M | ▲+7.0% Added · +116K sh | Q4 2025 | |
| 11 | Charles Schwab Investment Management Inc | 1.7M | $70.2M | ▲+1.0% Added · +17K sh | Q1 2026 | |
| 12 | Silvercrest Asset Management Group LLC | 1.7M | $68.6M | ▼−11% Reduced · −196K sh | Q1 2026 | |
| 13 | Northern Trust Corp | 1.6M | $68.3M | ▲+3.6% Added · +57K sh | Q1 2026 | |
| 14 | Bank Of America Corp | 1.6M | $67.6M | ▲+21% Added · +278K sh | Q1 2026 | |
| 15 | Morgan Stanley | 1.6M | $66.6M | ▲+15% Added · +205K sh | Q1 2026 | |
| 16 | Goldman Sachs Group Inc | 1.6M | $65.0M | ▲+33% Added · +393K sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | 1.4M | $56.4M | ▲+0.8% Added · +11K sh | Q1 2026 | |
| 18 | Fuller & Thaler Asset Management, Inc. | 1.3M | $58.4M | ▼−4.0% Reduced · −53K sh | Q2 2026 | |
| 19 | Fisher Asset Management, LLC | 1.2M | $50.2M | ▲+2.4% Added · +28K sh | Q1 2026 | |
| 20 | Vaughan Nelson Investment Management, L.P. | 1.1M | $52.2M | ▲+37% Added · +307K sh | Q2 2026 | |
| 21 | BNP Paribas Asset Management Holding S.A. | 985K | $40.8M | ▲+6.7% Added · +62K sh | Q1 2026 | |
| 22 | Vanguard Fiduciary Trust Co | 916K | $42.0M | ▲+1.2% Added · +11K sh | Q2 2026 | |
| 23 | Nuveen, LLC | 903K | $37.4M | ▼−4.0% Reduced · −38K sh | Q1 2026 | |
| 24 | ProShare Advisors LLC | 779K | $32.3M | ▼−30% Reduced · −333K sh | Q1 2026 | |
| 25 | New York State Common Retirement Fund | 633K | $26.2M | ▼−0.3% Reduced · −2K 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, 4 funds opened a new position in UBSI and 20 added to an existing one, while 18 reduced. 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 | Their position there |
|---|---|---|
| Amazon.com IncAMZN | 217 funds | $171.9B |
| Microsoft CorpMSFT | 215 funds | $221.2B |
| JPMorgan Chase & CoJPM | 215 funds | $53.5B |
| Nvidia CorpNVDA | 214 funds | $356.5B |
| Alphabet Inc-CL AGOOGL | 213 funds | $151.1B |
| Apple IncAAPL | 212 funds | $249.1B |
| Eli Lilly & CoLLY | 210 funds | $73.8B |
| Meta Platforms Inc-Class AMETA | 208 funds | $91.0B |
| Costco Wholesale CorpCOST | 205 funds | $33.1B |
| Visa Inc-Class A SharesV | 204 funds | $51.4B |
| Walmart IncWMT | 204 funds | $32.6B |
| Alphabet Inc-CL CGOOG | 202 funds | $109.9B |
Ranked by how many of UBSI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UBSI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 1, 2026 | Nesselroad Mark R | Director | Sell (S) | 3K | $149K |
| 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 |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 51 | 35 | – |
Insiders Form 4 open-market | 0 | 1 | -$149K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for UBSI
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.