Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
1,154 institutional managers reported holding UL for the quarter ended Mar 31, 2026. Together they hold about 11% of shares outstanding; the top 10 hold 5%. 144 opened new positions; 133 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Wellington Management | 39.93M | 1.83% | $2.27B | added +26.6% | 2020 Q4 |
| Fisher Investments | 21.27M | 0.97% | $1.21B | added +2.9% | 2020 Q4 |
| GQG Partners | 9.40M | 0.43% | $535.4M | added +4.2% | 2024 Q2 |
| Morgan Stanley | 9.36M | 0.43% | $533.0M | added +6.9% | ≤2013 |
| Bank OF America CORP /DE/ | 6.66M | 0.30% | $379.4M | added +16.4% | ≤2013 |
| State Farm Mutual Automobile Insurance CO | 6.12M | 0.28% | $348.7M | unchanged | 2020 Q4 |
| Clearbridge Investments, LLC | 5.64M | 0.26% | $321.0M | added +2% | ≤2013 |
| FMR (Fidelity) | 5.56M | 0.26% | $316.8M | added +21.4% | ≤2013 |
| Envestnet Asset Management INC | 4.52M | 0.21% | $257.4M | added +57.4% | ≤2013 |
| Wells Fargo & COMPANY/MN | 4.46M | 0.20% | $253.9M | trimmed -4.2% | ≤2013 |
| Dimensional Fund Advisors | 4.38M | 0.20% | $249.7M | unchanged | ≤2013 |
| Goldman Sachs | 4.31M | 0.20% | $245.4M | added +8% | ≤2013 |
| Raymond James Financial INC | 4.17M | 0.19% | $237.6M | added +15.4% | ≤2013 |
| T. Rowe Price | 3.79M | 0.17% | $215.9M | added +23.6% | 2017 Q1 |
| Barrow Hanley Mewhinney & Strauss LLC | 3.66M | 0.17% | $208.4M | trimmed -10.9% | 2025 Q4 |
| Royal Bank OF Canada | 3.40M | 0.16% | $193.8M | added +13.6% | ≤2013 |
| Lazard Asset Management LLC | 2.79M | 0.13% | $159.2M | added +674.2% | ≤2013 |
| Thrivent Financial for Lutherans | 2.65M | 0.12% | $150.8M | added +1.5% | 2020 Q4 |
| Cullen Capital Management, LLC | 2.65M | 0.12% | $150.8M | added +21.1% | 2020 Q4 |
| Hotchkis & Wiley Capital Management LLC | 2.62M | 0.12% | $149.1M | trimmed -3.9% | 2018 Q1 |
| Hamlin Capital Management, LLC (focused) | 2.44M | 0.11% | $139.0M | added +5% | 2022 Q2 |
| American Century Companies INC | 2.44M | 0.11% | $139.0M | trimmed -1.4% | 2019 Q4 |
| BlackRock | 2.32M | 0.11% | $132.2M | added +0.6% | ≤2013 |
| Fiduciary Management INC /WI/ | 2.29M | 0.10% | $130.7M | trimmed -10.7% | 2013 Q4 |
| Northern Trust | 2.10M | 0.10% | $119.3M | unchanged | ≤2013 |
| Equity Investment CORP | 1.95M | 0.09% | $111.1M | added +5.8% | 2022 Q1 |
| Saratoga Research & Investment Management (focused) | 1.87M | 0.09% | $106.7M | added +1.1% | 2020 Q2 |
| Federated Hermes, INC. | 1.84M | 0.08% | $104.8M | added +29.9% | 2018 Q1 |
| LPL Financial LLC | 1.63M | 0.07% | $93.0M | added +22.1% | ≤2013 |
| Munich Reinsurance CO Stock CORP in Munich | 1.55M | 0.07% | $88.5M | added +26% | 2025 Q3 |
| Captrust Financial Advisors | 1.54M | 0.07% | $87.5M | added +31.2% | 2019 Q4 |
| Allspring Global Investments Holdings, LLC | 1.41M | 0.07% | $80.4M | trimmed -10.5% | 2021 Q4 |
| Everett Harris & CO /CA/ | 1.41M | 0.06% | $80.2M | trimmed -0.9% | ≤2013 |
| Natixis Advisors, LLC | 1.38M | 0.06% | $78.5M | added +27.1% | ≤2013 |
| Connor, Clark & Lunn Investment Management LTD. | 1.37M | 0.06% | $78.2M | added +452.9% | 2024 Q3 |
| UBS | 1.26M | 0.06% | $71.9M | added +23.7% | ≤2013 |
| Jones Financial Companies Lllp | 1.20M | 0.06% | $68.1M | added +1632.8% | 2020 Q4 |
| Renaissance Technologies | 1.18M | 0.05% | $67.1M | opened | 2024 Q4 |
| Qube Research & Technologies LTD | 1.07M | 0.05% | $61.1M | opened | 2024 Q4 |
| Brown Advisory INC | 979.5k | 0.04% | $55.8M | unchanged | ≤2013 |
| Ameriprise Financial INC | 977.3k | 0.04% | $55.7M | trimmed -3.5% | ≤2013 |
| Truist Financial CORP | 900.2k | 0.04% | $51.3M | added +1.6% | ≤2013 |
| BNY Mellon | 843.2k | 0.04% | $48.0M | added +7.1% | ≤2013 |
| Aristotle Capital Management, LLC | 819.4k | 0.04% | $46.7M | opened | 2014 Q1 |
| Stifel Financial CORP | 806.1k | 0.04% | $45.9M | added +16.3% | ≤2013 |
| First Eagle Investment Management | 805.9k | 0.04% | $45.9M | added +19% | 2020 Q4 |
| Saturna Capital CORP | 794.3k | 0.04% | $45.2M | added +38% | ≤2013 |
| Jennison Associates LLC | 760.2k | 0.04% | $43.3M | trimmed -50% | 2023 Q4 |
| First Trust Advisors LP | 728.5k | 0.03% | $41.5M | added +1.1% | ≤2013 |
| 1832 Asset Management L.p. | 722.8k | 0.03% | $41.2M | added +4.2% | 2014 Q2 |
Largest 50 of 1,154 shown; the full ranked, searchable register is at boothcheck.com/holders/UL. 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.