Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
404 institutional managers reported holding UBSI for the quarter ended Mar 31, 2026. Together they hold about 71% of shares outstanding; the top 10 hold 48%. 53 opened new positions; 37 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 20.17M | 14.39% | $835.7M | unchanged | ≤2013 |
| Vanguard Group | 14.80M | 10.56% | $613.2M | added +1.6% | ≤2013 |
| State Street | 7.97M | 5.69% | $330.5M | unchanged | ≤2013 |
| Dimensional Fund Advisors | 7.66M | 5.47% | $317.5M | added +0.7% | ≤2013 |
| Earnest Partners LLC | 4.13M | 2.95% | $171.3M | trimmed -2.5% | 2013 Q4 |
| Geode Capital | 3.94M | 2.81% | $163.4M | added +3.7% | ≤2013 |
| Victory Capital Management INC | 3.12M | 2.23% | $129.3M | trimmed -5.4% | 2019 Q3 |
| AQR Capital | 2.37M | 1.70% | $98.4M | added +46.1% | 2022 Q1 |
| Charles Schwab Investment Management | 1.69M | 1.21% | $70.2M | added +1% | ≤2013 |
| Silvercrest Asset Management Group LLC | 1.66M | 1.18% | $68.6M | trimmed -10.6% | ≤2013 |
| Northern Trust | 1.65M | 1.18% | $68.3M | added +3.6% | ≤2013 |
| Bank OF America CORP /DE/ | 1.63M | 1.17% | $67.6M | added +20.5% | ≤2013 |
| Morgan Stanley | 1.61M | 1.15% | $66.6M | added +14.6% | ≤2013 |
| Goldman Sachs | 1.57M | 1.12% | $65.1M | added +33.4% | ≤2013 |
| BNY Mellon | 1.36M | 0.97% | $56.5M | added +0.8% | ≤2013 |
| Fuller & Thaler Asset Management, INC. | 1.33M | 0.95% | $55.0M | trimmed -3.5% | 2017 Q3 |
| Fisher Investments | 1.21M | 0.86% | $50.2M | added +2.4% | 2023 Q1 |
| BNP Paribas Financial Markets | 1.02M | 0.73% | $42.4M | added +4.5% | ≤2013 |
| Nuveen | 902.5k | 0.64% | $37.4M | trimmed -4% | 2019 Q2 |
| Vaughan Nelson Investment Management, L.p. | 832.3k | 0.59% | $34.5M | opened | 2026 Q1 |
| ProShare Advisors LLC | 778.7k | 0.56% | $32.3M | trimmed -29.9% | ≤2013 |
| Invesco | 774.0k | 0.55% | $32.1M | trimmed -24.9% | ≤2013 |
| United Bank | 710.7k | 0.51% | $29.5M | unchanged | ≤2013 |
| UBS | 667.9k | 0.48% | $27.7M | added +4.7% | ≤2013 |
| Citadel Advisors | 644.3k | 0.46% | $26.7M | added +826.8% | 2019 Q2 |
| NEW York State Common Retirement Fund | 633.1k | 0.45% | $26.2M | unchanged | ≤2013 |
| First Trust Advisors LP | 571.0k | 0.41% | $23.7M | added +7.5% | ≤2013 |
| Systematic Financial Management LP | 432.0k | 0.31% | $17.9M | trimmed -0.8% | 2020 Q2 |
| Rhumbline Advisers | 431.4k | 0.31% | $17.9M | unchanged | ≤2013 |
| Wells Fargo & COMPANY/MN | 427.8k | 0.30% | $17.7M | trimmed -19.7% | ≤2013 |
| Ameriprise Financial INC | 410.1k | 0.29% | $17.0M | trimmed -2.3% | ≤2013 |
| SEI Investments CO | 345.9k | 0.25% | $14.3M | added +1.4% | 2022 Q3 |
| Principal Financial Group INC | 313.6k | 0.22% | $13.0M | added +3.4% | ≤2013 |
| CalPERS | 293.3k | 0.21% | $12.2M | added +8.3% | ≤2013 |
| AllianceBernstein | 281.4k | 0.20% | $11.7M | trimmed -1.8% | ≤2013 |
| Swiss National Bank | 278.0k | 0.20% | $11.5M | unchanged | ≤2013 |
| Raymond James Financial INC | 263.9k | 0.19% | $10.9M | trimmed -0.9% | 2014 Q2 |
| Basswood Capital Management, L.l.c. | 233.0k | 0.17% | $9.7M | unchanged | 2014 Q1 |
| Deutsche Bank AG\ | 231.1k | 0.17% | $9.6M | added +102.7% | 2013 Q3 |
| Franklin Resources | 229.4k | 0.16% | $9.5M | added +170.6% | 2021 Q3 |
| Voloridge Investment Management | 217.5k | 0.15% | $9.0M | trimmed -9.6% | 2023 Q3 |
| Envestnet Asset Management INC | 217.2k | 0.15% | $9.0M | added +3.8% | ≤2013 |
| Arrowstreet Capital | 215.6k | 0.15% | $8.9M | trimmed -6.6% | 2023 Q3 |
| FMR (Fidelity) | 208.4k | 0.15% | $8.6M | unchanged | 2015 Q1 |
| Legal & General Group PLC | 189.8k | 0.14% | $7.9M | trimmed -10.6% | 2014 Q3 |
| NTV Asset Management LLC | 172.5k | 0.12% | $7.1M | unchanged | ≤2013 |
| Retirement Systems of Alabama | 171.1k | 0.12% | $7.1M | added +1.8% | 2017 Q2 |
| Natixis Advisors, LLC | 169.1k | 0.12% | $7.0M | added +419.4% | 2016 Q4 |
| T. Rowe Price | 164.2k | 0.12% | $6.8M | added +16.5% | ≤2013 |
| Mirae Asset Global Etfs Holdings LTD. | 162.0k | 0.12% | $6.7M | trimmed -5% | 2022 Q2 |
Largest 50 of 404 shown; the full ranked, searchable register is at boothcheck.com/holders/UBSI. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.