| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $10.6M | 5.1M | ▼−3.0% Reduced · −156K sh | Q1 2026 | |
| 2 | Neuberger Berman Group LLC | $10.3M | 5.0M | ▲+5.9% Added · +280K sh | Q1 2026 | |
| 3 | NEEDHAM INVESTMENT MANAGEMENT LLC | $9.2M | 4.4M | ▼−8.0% Reduced · −384K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $7.8M | 3.8M | ▲New +3.8M sh | Q1 2026 | |
| 5 | D. E. Shaw & Co., Inc. | $7.0M | 3.4M | ▼−3.5% Reduced · −123K sh | Q1 2026 | |
| 6 | IES Holdings, Inc. | $6.7M | 3.2M | ▲+176% Added · +2.1M sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $6.1M | 2.9M | ▲New +2.9M sh | Q1 2026 | |
| 8 | MILLENNIUM MANAGEMENT LLC | $4.7M | 2.3M | ▼−12% Reduced · −311K sh | Q1 2026 | |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.5M | 1.7M | ▼−2.4% Reduced · −42K sh | Q1 2026 | |
| 10 | FEDERATED HERMES, INC. | $3.2M | 1.5M | ▲+3.6% Added · +54K sh | Q1 2026 | |
| 11 | STATE STREET CORP | $3.1M | 1.5M | ▲+0.5% Added · +8K sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $3.1M | 1.5M | ▼−5.2% Reduced · −82K sh | Q1 2026 | |
| 13 | PALISADE CAPITAL MANAGEMENT, LP | $3.0M | 1.4M | ▼−2.8% Reduced · −41K sh | Q1 2026 | |
| 14 | Kovack Advisors, Inc. | $2.9M | 1.4M | ▲+17% Added · +198K sh | Q1 2026 | |
| 15 | Newport Trust Company, LLC | $2.9M | 1.4M | ▲+2.6% Added · +35K sh | Q1 2026 | |
| 16 | AQR CAPITAL MANAGEMENT LLC | $2.8M | 1.4M | ▲+128% Added · +771K sh | Q1 2026 | |
| 17 | JACOBS LEVY EQUITY MANAGEMENT, INC | $2.1M | 1.0M | ▲+1.3% Added · +13K sh | Q1 2026 | |
| 18 | DIMENSIONAL FUND ADVISORS LP | $1.9M | 941K | ▼−12% Reduced · −128K sh | Q1 2026 | |
| 19 | RENAISSANCE TECHNOLOGIES LLC | $1.9M | 913K | ▼−31% Reduced · −410K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $1.4M | 668K | ▲+76% Added · +288K sh | Q1 2026 | |
| 21 | NEW YORK STATE COMMON RETIREMENT FUND | $1.3M | 624K | —Held | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $1.1M | 527K | ▲+7.4% Added · +36K sh | Q1 2026 | |
| 23 | CITADEL ADVISORS LLC | $1.1M | 524K | ▲+18% Added · +78K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $933K | 450K | ▲New +450K sh | Q1 2026 | |
| 25 | MORGAN STANLEY | $905K | 437K | ▼−24% Reduced · −142K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| CHEVRON CORPCVX | 51 funds | $3.2B |
| MICROSOFT CORPMSFT | 50 funds | $19.4B |
| AMAZON.COM INCAMZN | 50 funds | $15.2B |
| ELI LILLY & COLLY | 50 funds | $5.2B |
| COSTCO WHOLESALE CORPCOST | 50 funds | $4.6B |
| NETFLIX INCNFLX | 50 funds | $2.7B |
| LAM RESEARCH CORPLRCX | 50 funds | $2.6B |
| UNITEDHEALTH GROUP INCUNH | 50 funds | $2.2B |
| SALESFORCE INCCRM | 50 funds | $1.5B |
| SCHWAB (CHARLES) CORPSCHW | 50 funds | $1.4B |
| APPLE INCAAPL | 49 funds | $24.0B |
| ALPHABET INC-CL AGOOGL | 49 funds | $12.8B |
Ranked by how many of UIS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 4, 2026 | Germond Philippe | Director | Sell (S) | 20K | $83K |
| Jun 3, 2026 | Richardson Troy | Director | Sell (S) | 110K | $484K |
| May 15, 2026 | Germond Philippe | Director | Sell (S) | 16K | $49K |
| May 11, 2026 | Brown David Lawrence | VP, CAO, Corporate Controller | Sell (S) | 8K | $25K |
| May 17, 2024 | Taylor Roxanne | Director | Sell (S) | 79K | $401K |
| May 9, 2023 | DESCH MATTHEW J | Director | Buy (P) | 50K | $194K |
| Dec 1, 2022 | ROBERTS LEE D | Director | Buy (P) | 20K | $87K |
| Mar 17, 2022 | Thomson Michael M | Executive VP and CFO | Sell (S) | 10K | $212K |
| Feb 23, 2022 | Thomson Michael M | EVP & CFO | Sell (S) | 4K | $96K |
| Feb 23, 2022 | KENNEY GERALD P | SVP, Gen. Counsel & Secretary | Sell (S) | 4K | $96K |
| Feb 22, 2022 | Thomson Michael M | EVP & CFO | Sell (S) | 6K | $126K |
| Feb 22, 2022 | KENNEY GERALD P | SVP, Gen. Counsel & Secretary | Sell (S) | 6K | $125K |
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/UIS/capital-change-brief"
Use Arkolith's capital_change_brief for UIS. 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 UIS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.