Among active 13F managers last quarter, 1 opened and 3 added, while 2 reduced; the largest holder to move was Renaissance Technologies LLC (−5.8%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
26 tracked 13F filers disclose a position in UG as of the latest SEC 13F filings, a combined $6.1M 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 | Renaissance Technologies LLC | 176K | $1.2M | ▼−5.8% Reduced · −11K sh | Q1 2026 | |
| 2 | Gamco Investors, Inc. Et Al | 164K | $1.1M | ▲+1.2% Added · +2K sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 128K | $916K | —Held | Q2 2026 | |
| 4 | Dimensional Fund Advisors LP | 69K | $454K | ▼−8.5% Reduced · −6K sh | Q1 2026 | |
| 5 | Rodgers Brothers Inc. | 60K | $426K | ▼−6.3% Reduced · −4K sh | Q2 2026 | |
| 6 | Teton Advisors, LLC | 54K | $384K | —Held | Q2 2026 | |
| 7 | Parthenon LLC | 51K | $362K | —Held | Q2 2026 | |
| 8 | Gabelli Funds LLC | 38K | $255K | —Held | Q1 2026 | |
| 9 | Geode Capital Management, LLC | 35K | $253K | ▼−3.2% Reduced · −1K sh | Q2 2026 | |
| 10 | United Capital Financial Advisors, LLC | 20K | $143K | —Held | Q2 2026 | |
| 11 | Vanguard Fiduciary Trust Co | 18K | $131K | —Held | Q2 2026 | |
| 12 | Susquehanna International Group, LLP | 16K | $107K | ▲+11% Added · +2K sh | Q1 2026 | |
| 13 | BlackRock, Inc. | 15K | $105K | ▲+26% Added · +3K sh | Q2 2026 | |
| 14 | First Manhattan Co. LLC. | 13K | $93K | ▼−19% Reduced · −3K sh | Q2 2026 | |
| 15 | HighTower Advisors, LLC | 11K | $73K | —Held | Q1 2026 | |
| 16 | Hikari Tsushin, Inc. | 10K | $68K | —Held | Q2 2026 | |
| 17 | Caldwell Sutter Capital, Inc. | 3K | $24K | —Held | Q2 2026 | |
| 18 | Vanguard Global Advisers, LLC | 2K | $11K | —Held | Q2 2026 | |
| 19 | Tower Research Capital LLC (TRC) | 1K | $7K | ▲+73% Added · +432 sh | Q1 2026 | |
| 20 | Wells Fargo & Company | 1K | $7K | ▼−0.1% Reduced · −1 sh | Q1 2026 | |
| 21 | UBS Group AG | 489 | $3K | ▲+47% Added · +156 sh | Q1 2026 | |
| 22 | Osaic Holdings, Inc. | 300 | $2K | —Held | Q1 2026 | |
| 23 | SBI Securities Co., Ltd. | 163 | $1K | ▲+22% Added · +29 sh | Q2 2026 | |
| 24 | Jones Financial Companies LLLP | 100 | $656 | —Held | Q1 2026 | |
| 25 | Morgan Stanley | 80 | $537 | ▲+1.3% Added · +1 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, 1 fund opened a new position in UG and 3 added to an existing one, while 2 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 |
|---|---|---|
| Alphabet Inc-CL AGOOGL | 10 funds | $687.3M |
| Visa Inc-Class A SharesV | 10 funds | $359.7M |
| Berkshire Hathaway Inc-CL BBRK/B | 10 funds | $210.0M |
| Abbott LaboratoriesABT | 10 funds | $160.9M |
| Costco Wholesale CorpCOST | 10 funds | $120.7M |
| Nvidia CorpNVDA | 9 funds | $1.3B |
| Apple IncAAPL | 9 funds | $1.3B |
| Chevron CorpCVX | 9 funds | $561.5M |
| Microsoft CorpMSFT | 9 funds | $508.7M |
| JPMorgan Chase & CoJPM | 9 funds | $394.1M |
| Alphabet Inc-CL CGOOG | 9 funds | $370.6M |
| Unitedhealth Group IncUNH | 9 funds | $334.2M |
Ranked by how many of UG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UG.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 15, 2016 | Vernice Joseph J | Vice President | Buy (S) | 1K | $21K |
| Aug 15, 2016 | Vernice Joseph J | Vice President | Sell (S) | 3K | $47K |
| Sep 22, 2015 | Parker Betsee | 10% Owner | Sell (S) 26 lots, same day | 8K | $139K |
| Aug 26, 2015 | Parker Betsee | 10% Owner | Sell (S) 5 lots, same day | 4K | $81K |
| Aug 25, 2015 | Parker Betsee | 10% Owner | Sell (S) 17 lots, same day | 5K | $88K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 7 | 6 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 UG
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/UG/capital-change-brief"
Use Arkolith's capital_change_brief for UG. 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 UG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.