288 tracked 13F filers disclose a position in UI as of the latest SEC 13F filings, a combined $1.7B 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. | $232.8M | 295K | ▲+1.0% Added · +3K sh | Q1 2026 | |
| 2 | RENAISSANCE TECHNOLOGIES LLC | $173.0M | 219K | ▼−1.8% Reduced · −4K sh | Q1 2026 | |
| 3 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $145.1M | 184K | ▲+0.1% Added · +100 sh | Q1 2026 | |
| 4 | AQR CAPITAL MANAGEMENT LLC | $98.8M | 129K | ▲+32% Added · +32K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $67.5M | 85K | ▲+12% Added · +9K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $61.6M | 78K | ▼−24% Reduced · −24K sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $60.8M | 77K | ▲+28% Added · +17K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $59.6M | 75K | ▲+3.2% Added · +2K sh | Q1 2026 | |
| 9 | NORGES BANK | $28.5M | 52K | ▲18× Added · +49K sh | Q4 2025 | |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | $39.8M | 50K | →First observed position No prior filed position | Q1 2026 | |
| 11 | Bank of New York Mellon Corp | $38.3M | 48K | ▼−0.3% Reduced · −157 sh | Q1 2026 | |
| 12 | Gotham Asset Management, LLC | $36.1M | 46K | ▼−2.7% Reduced · −1K sh | Q1 2026 | |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.4M | 43K | ▼−63% Reduced · −75K sh | Q2 2026 | |
| 14 | RHUMBLINE ADVISERS | $34.1M | 43K | ▲+0.3% Added · +113 sh | Q1 2026 | |
| 15 | JPMORGAN CHASE & CO | $31.7M | 43K | ▲+73% Added · +18K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $23.2M | 29K | ▼−5.7% Reduced · −2K sh | Q1 2026 | |
| 17 | LOGAN CAPITAL MANAGEMENT INC | $16.0M | 29K | ▼−0.6% Reduced · −171 sh | Q4 2025 | |
| 18 | CITIGROUP INC | $21.0M | 27K | ▼−4.5% Reduced · −1K sh | Q1 2026 | |
| 19 | FIRST TRUST ADVISORS LP | $20.1M | 25K | ▼−34% Reduced · −13K sh | Q1 2026 | |
| 20 | BARCLAYS PLC | $19.6M | 25K | ▲+144% Added · +15K sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $18.6M | 24K | →First observed position No prior filed position | Q1 2026 | |
| 22 | FRANKLIN RESOURCES INC | $17.9M | 23K | ▲+38% Added · +6K sh | Q1 2026 | |
| 23 | Squarepoint Ops LLC | $17.5M | 22K | ▼−54% Reduced · −26K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $15.8M | 20K | ▲+2.5% Added · +493 sh | Q1 2026 | |
| 25 | Nuveen, LLC | $15.8M | 20K | ▼−2.1% Reduced · −438 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 UI and 23 added to an existing one, while 16 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 | 137 funds | $34.3B |
| VISA INC-CLASS A SHARESV | 137 funds | $10.5B |
| COSTCO WHOLESALE CORPCOST | 137 funds | $9.6B |
| MICROSOFT CORPMSFT | 136 funds | $43.4B |
| NVIDIA CORPNVDA | 135 funds | $59.9B |
| APPLE INCAAPL | 135 funds | $55.5B |
| ALPHABET INC-CL CGOOG | 135 funds | $20.4B |
| META PLATFORMS INC-CLASS AMETA | 135 funds | $20.0B |
| JPMORGAN CHASE & COJPM | 135 funds | $16.6B |
| TESLA INCTSLA | 135 funds | $12.3B |
| ELI LILLY & COLLY | 135 funds | $11.4B |
| ADVANCED MICRO DEVICESAMD | 135 funds | $5.7B |
Ranked by how many of UI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 13, 2026 | Radigan Kevin | CHIEF ACCOUNTING OFFICER | Sell (S) | 500 | $340K |
| Nov 12, 2025 | Radigan Kevin | CHIEF ACCOUNTING OFFICER | Sell (S) | 350 | $202K |
| Feb 12, 2025 | Radigan Kevin | CHIEF ACCOUNTING OFFICER | Sell (S) | 1K | $348K |
| Sep 6, 2022 | SEGE RONALD | Director | Sell (S) | 2K | $635K |
| May 18, 2022 | SEGE RONALD | Director | Sell (S) | 2K | $522K |
| Feb 18, 2022 | SEGE RONALD | Director | Sell (S) | 2K | $523K |
| Nov 15, 2021 | SEGE RONALD | Director | Sell (S) | 2K | $482K |
| Sep 3, 2021 | SEGE RONALD | Director | Sell (S) | 2K | $522K |
| May 14, 2021 | SEGE RONALD | Director | Sell (S) | 2K | $438K |
| Feb 16, 2021 | SEGE RONALD | Director | Sell (S) | 2K | $551K |
| Nov 16, 2020 | SEGE RONALD | Director | Sell (S) | 2K | $403K |
| Sep 4, 2020 | SEGE RONALD | Director | Sell (S) | 2K | $256K |
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/UI/capital-change-brief"
Use Arkolith's capital_change_brief for UI. 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 UI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.