Among active 13F managers last quarter, 3 opened and 23 added, while 12 reduced; the largest holder to move was IES Holdings, Inc. (+4.3%). Over the last 180 days, 3 insiders sold and none bought, a net -$667K in open-market trades.
The legs disagree, or only one of them leans.
145 tracked 13F filers disclose a position in UIS as of the latest SEC 13F filings, a combined $158.9M 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. | 5.2M | $19.1M | ▲+2.4% Added · +124K sh | Q2 2026 | |
| 2 | Neuberger Berman Group LLC | 5.0M | $10.3M | ▲+5.9% Added · +280K sh | Q1 2026 | |
| 3 | Needham Investment Management LLC | 4.4M | $16.2M | —Held | Q2 2026 | |
| 4 | Vanguard Portfolio Management LLC | 3.7M | $13.7M | ▼−0.2% Reduced · −8K sh | Q2 2026 | |
| 5 | IES Holdings, Inc. | 3.4M | $12.4M | ▲+4.3% Added · +139K sh | Q2 2026 | |
| 6 | D. E. Shaw & Co., Inc. | 3.4M | $7.0M | ▼−3.5% Reduced · −123K sh | Q1 2026 | |
| 7 | Vanguard Capital Management LLC | 3.0M | $10.9M | ▲+2.1% Added · +62K sh | Q2 2026 | |
| 8 | Millennium Management LLC | 2.3M | $4.7M | ▼−12% Reduced · −311K sh | Q1 2026 | |
| 9 | Charles Schwab Investment Management Inc | 1.7M | $3.5M | ▼−2.4% Reduced · −42K sh | Q1 2026 | |
| 10 | Geode Capital Management, LLC | 1.7M | $6.2M | ▲+15% Added · +223K sh | Q2 2026 | |
| 11 | State Street Corp | 1.6M | $5.8M | ▲+4.2% Added · +64K sh | Q2 2026 | |
| 12 | Kovack Advisors, Inc. | 1.6M | $5.8M | ▲+13% Added · +180K sh | Q2 2026 | |
| 13 | Federated Hermes, Inc. | 1.5M | $3.2M | ▲+3.6% Added · +54K sh | Q1 2026 | |
| 14 | AQR Capital Management LLC | 1.4M | $2.8M | ▲+128% Added · +771K sh | Q1 2026 | |
| 15 | Newport Trust Company, LLC | 1.3M | $4.6M | ▼−8.8% Reduced · −122K sh | Q2 2026 | |
| 16 | Jacobs Levy Equity Management, Inc | 1.1M | $3.9M | ▲+4.0% Added · +41K sh | Q2 2026 | |
| 17 | Dimensional Fund Advisors LP | 941K | $1.9M | ▼−12% Reduced · −128K sh | Q1 2026 | |
| 18 | Renaissance Technologies LLC | 913K | $1.9M | ▼−31% Reduced · −410K sh | Q1 2026 | |
| 19 | Goldman Sachs Group Inc | 668K | $1.4M | ▲+76% Added · +288K sh | Q1 2026 | |
| 20 | Palisade Capital Management, LP | 627K | $2.3M | ▼−57% Reduced · −823K sh | Q2 2026 | |
| 21 | New York State Common Retirement Fund | 624K | $1.3M | —Held | Q1 2026 | |
| 22 | Northern Trust Corp | 527K | $1.1M | ▲+7.4% Added · +36K sh | Q1 2026 | |
| 23 | Vanguard Fiduciary Trust Co | 447K | $1.6M | ▼−0.7% Reduced · −3K sh | Q2 2026 | |
| 24 | Morgan Stanley | 437K | $905K | ▼−24% Reduced · −142K sh | Q1 2026 | |
| 25 | XTX Topco Ltd | 421K | $872K | ▲+90% Added · +200K 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 UIS and 23 added to an existing one, while 12 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 |
|---|---|---|
| Microsoft CorpMSFT | 64 funds | $97.4B |
| JPMorgan Chase & CoJPM | 63 funds | $25.0B |
| Alphabet Inc-CL AGOOGL | 61 funds | $69.3B |
| Visa Inc-Class A SharesV | 61 funds | $29.6B |
| Chevron CorpCVX | 61 funds | $11.6B |
| Nvidia CorpNVDA | 60 funds | $161.3B |
| Apple IncAAPL | 60 funds | $114.1B |
| Meta Platforms Inc-Class AMETA | 60 funds | $44.0B |
| Unitedhealth Group IncUNH | 60 funds | $16.8B |
| Amazon.com IncAMZN | 59 funds | $74.1B |
| Broadcom IncAVGO | 59 funds | $69.1B |
| Bank Of America CorpBAC | 59 funds | $12.7B |
Ranked by how many of UIS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UIS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 4, 2026 | Brown David Lawrence | VP, CAO, Corporate Controller | Sell (S) | 11K | $27K |
| 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 |
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 | 46 | 29 | – |
Insiders Form 4 open-market | 0 | 3 | -$667K |
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.
No filings captured for this ticker in the live stream yet.
Connected entities for UIS
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 + the live filing stream, joined for UIS. Filings are public domain, sourced to SEC EDGAR.