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On this page, we present all of the funds holding UBSI from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding UBSI, with a link to that fund's top holdings. The next columns
indicate the amount of UBSI stock held by each of the funds holding UBSI, followed by the UBSI position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 309 funds holding UBSI within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by BlackRock Inc.. For more details on the positions held by BlackRock Inc.
(or by any of the other funds holding UBSI), click the fund name in the "Holder" column of the funds-holding-UBSI table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
BlackRock Inc. | 19,971,599 | $749,934 | 12/31/2023 | UBSI | 19,971,599 | $749,934 | 12/31/2023 | Vanguard Group Inc. | 14,202,951 | $533,321 | 12/31/2023 | UBSI | 14,202,951 | $533,321 | 12/31/2023 | State Street Corp | 8,473,995 | $321,451 | 12/31/2023 | UBSI | 8,473,995 | $321,451 | 12/31/2023 | Dimensional Fund Advisors LP | 7,291,001 | $273,782 | 12/31/2023 | UBSI | 7,291,001 | $273,782 | 12/31/2023 | Earnest Partners LLC | 4,258,003 | $159,888 | 12/31/2023 | UBSI | 4,258,003 | $159,888 | 12/31/2023 | Geode Capital Management LLC | 3,016,904 | $113,297 | 12/31/2023 | UBSI | 3,016,904 | $113,297 | 12/31/2023 | Victory Capital Management Inc. | 2,835,545 | $106,475 | 12/31/2023 | UBSI | 2,835,545 | $106,475 | 12/31/2023 | Silvercrest Asset Management Group LLC | 2,363,965 | $88,767 | 12/31/2023 | UBSI | 2,363,965 | $88,767 | 12/31/2023 | Bank of New York Mellon Corp | 1,746,183 | $65,569 | 12/31/2023 | UBSI | 1,746,183 | $65,569 | 12/31/2023 | Northern Trust Corp | 1,626,415 | $61,072 | 12/31/2023 | UBSI | 1,626,415 | $61,072 | 12/31/2023 | Fuller & Thaler Asset Management Inc. | 1,531,373 | $57,503 | 12/31/2023 | UBSI | 1,531,373 | $57,503 | 12/31/2023 | Charles Schwab Investment Management Inc. | 1,486,804 | $55,829 | 12/31/2023 | UBSI | 1,486,804 | $55,829 | 12/31/2023 | ProShare Advisors LLC | 1,378,340 | $51,757 | 12/31/2023 | UBSI | 1,378,340 | $51,757 | 12/31/2023 | Fisher Asset Management LLC | 1,378,264 | $51,754 | 12/31/2023 | UBSI | 1,378,264 | $51,754 | 12/31/2023 | Bank of America Corp DE | 1,259,520 | $47,295 | 12/31/2023 | UBSI | 1,259,520 | $47,295 | 12/31/2023 | Norges Bank | 1,206,599 | $45,308 | 12/31/2023 | UBSI | 1,206,599 | $45,308 | 12/31/2023 | Vaughan Nelson Investment Management L.P. | 1,142,091 | $42,885 | 12/31/2023 | UBSI | 1,142,091 | $42,885 | 12/31/2023 | Citadel Advisors LLC | | $40,596 | 12/31/2023 | UBSI | 1,076,723 | $40,431 | 12/31/2023 | Call | 9,000 | $338 | 12/31/2023 | Put | 4,600 | $173 | 12/31/2023 | Nuveen Asset Management LLC | 998,633 | $37,536 | 12/31/2023 | UBSI | 998,633 | $37,536 | 12/31/2023 | Morgan Stanley | 975,017 | $36,612 | 12/31/2023 | UBSI | 975,017 | $36,612 | 12/31/2023 | United Bank | 724,294 | $27,197 | 12/31/2023 | UBSI | 724,294 | $27,197 | 12/31/2023 | New York State Common Retirement Fund | 664,599 | $24,956 | 12/31/2023 | UBSI | 664,599 | $24,956 | 12/31/2023 | JPMorgan Chase & Co. | 588,879 | $22,112 | 12/31/2023 | UBSI | 588,879 | $22,112 | 12/31/2023 | Goldman Sachs Group Inc. | 561,234 | $21,074 | 12/31/2023 | UBSI | 561,234 | $21,074 | 12/31/2023 | Principal Financial Group Inc. | 539,152 | $20,245 | 12/31/2023 | UBSI | 539,152 | $20,245 | 12/31/2023 | Rhumbline Advisers | 462,535 | $17,368 | 12/31/2023 | UBSI | 462,535 | $17,368 | 12/31/2023 | Wells Fargo & Company MN | 437,422 | $16,425 | 12/31/2023 | UBSI | 437,422 | $16,425 | 12/31/2023 | Connor Clark & Lunn Investment Management Ltd. | 404,633 | $15,194 | 12/31/2023 | UBSI | 404,633 | $15,194 | 12/31/2023 | First Trust Advisors LP | 398,993 | $14,982 | 12/31/2023 | UBSI | 398,993 | $14,982 | 12/31/2023 | Barclays PLC | 378,868 | $14,227 | 12/31/2023 | UBSI | 378,868 | $14,227 | 12/31/2023 | Chartwell Investment Partners LLC | 359,995 | $13,518 | 12/31/2023 | UBSI | 359,995 | $13,518 | 12/31/2023 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 357,046 | $13,407 | 12/31/2023 | UBSI | 357,046 | $13,407 | 12/31/2023 | Ameriprise Financial Inc. | 352,697 | $13,251 | 12/31/2023 | UBSI | 352,697 | $13,251 | 12/31/2023 | Millennium Management LLC | 329,520 | $12,373 | 12/31/2023 | UBSI | 329,520 | $12,373 | 12/31/2023 | UBS Group AG | 316,889 | $11,899 | 12/31/2023 | UBSI | 316,889 | $11,899 | 12/31/2023 | Invesco Ltd. | 296,677 | $11,140 | 12/31/2023 | UBSI | 296,677 | $11,140 | 12/31/2023 | AQR Capital Management LLC | 295,237 | $11,086 | 12/31/2023 | UBSI | 295,237 | $11,086 | 12/31/2023 | Alliancebernstein L.P. | 288,131 | $10,819 | 12/31/2023 | UBSI | 288,131 | $10,819 | 12/31/2023 | Sei Investments Co. | 286,571 | $10,761 | 12/31/2023 | UBSI | 286,571 | $10,761 | 12/31/2023 | Swiss National Bank | 265,863 | $9,983 | 12/31/2023 | UBSI | 265,863 | $9,983 | 12/31/2023 | Envestnet Asset Management Inc. | 252,208 | $9,470 | 12/31/2023 | UBSI | 252,208 | $9,470 | 12/31/2023 | California Public Employees Retirement System | 249,288 | $9,361 | 12/31/2023 | UBSI | 249,288 | $9,361 | 12/31/2023 | American International Group Inc. | 246,254 | $9,247 | 12/31/2023 | UBSI | 246,254 | $9,247 | 12/31/2023 | Basswood Capital Management L.L.C. | 233,034 | $8,750 | 12/31/2023 | UBSI | 233,034 | $8,750 | 12/31/2023 | Arrowstreet Capital Limited Partnership | 226,578 | $8,508 | 12/31/2023 | UBSI | 226,578 | $8,508 | 12/31/2023 | Legal & General Group Plc | 199,749 | $7,501 | 12/31/2023 | UBSI | 199,749 | $7,501 | 12/31/2023 | Natixis Advisors L.P. | 199,537 | $7,492 | 12/31/2023 | UBSI | 199,537 | $7,492 | 12/31/2023 | Susquehanna International Group LLP | | $7,392 | 12/31/2023 | Call | 118,600 | $4,453 | 12/31/2023 | UBSI | 113,987 | $4,280 | 12/31/2023 | Put | 35,700 | $1,341 | 12/31/2023 | Jane Street Group LLC | 183,126 | $6,876 | 12/31/2023 | UBSI | 183,126 | $6,876 | 12/31/2023 | Credit Suisse AG | 176,373 | $6,623 | 12/31/2023 | UBSI | 176,373 | $6,623 | 12/31/2023 | Retirement Systems of Alabama | 168,997 | $6,346 | 12/31/2023 | UBSI | 168,997 | $6,346 | 12/31/2023 | Systematic Financial Management LP | 164,115 | $6,163 | 12/31/2023 | UBSI | 164,115 | $6,163 | 12/31/2023 | Axxcess Wealth Management LLC | 162,692 | $6,109 | 12/31/2023 | UBSI | 162,692 | $6,109 | 12/31/2023 | The Manufacturers Life Insurance Company | 161,061 | $6,048 | 12/31/2023 | UBSI | 161,061 | $6,048 | 12/31/2023 | Rafferty Asset Management LLC | 153,576 | $5,767 | 12/31/2023 | UBSI | 153,576 | $5,767 | 12/31/2023 | MetLife Investment Management LLC | 142,249 | $5,341 | 12/31/2023 | UBSI | 142,249 | $5,341 | 12/31/2023 | California State Teachers Retirement System | 141,720 | $5,322 | 12/31/2023 | UBSI | 141,720 | $5,322 | 12/31/2023 | Segall Bryant & Hamill LLC | 137,495 | $5,163 | 12/31/2023 | UBSI | 137,495 | $5,163 | 12/31/2023 | New York State Teachers Retirement System | 132,407 | $4,972 | 12/31/2023 | UBSI | 132,407 | $4,972 | 12/31/2023 | UBS Asset Management Americas Inc. | 127,143 | $4,774 | 12/31/2023 | UBSI | 127,143 | $4,774 | 12/31/2023 | Citigroup Inc. | 121,637 | $4,567 | 12/31/2023 | UBSI | 121,637 | $4,567 | 12/31/2023 | Texas Permanent School Fund | 116,563 | $4,377 | 12/31/2023 | UBSI | 116,563 | $4,377 | 12/31/2023 | Truist Financial Corp | 115,984 | $4,355 | 12/31/2023 | UBSI | 115,984 | $4,355 | 12/31/2023 | Wesbanco Bank Inc. | 110,674 | $4,156 | 12/31/2023 | UBSI | 110,674 | $4,156 | 12/31/2023 | Raymond James & Associates | 106,471 | $3,998 | 12/31/2023 | UBSI | 106,471 | $3,998 | 12/31/2023 | Smith Graham & Co. Investment Advisors LP | 103,907 | $3,902 | 12/31/2023 | UBSI | 103,907 | $3,902 | 12/31/2023 | Oppenheimer Asset Management Inc. | 99,730 | $3,745 | 12/31/2023 | UBSI | 99,730 | $3,745 | 12/31/2023 | Mirae Asset Global Investments Co. Ltd. | 91,471 | $3,435 | 12/31/2023 | UBSI | 91,471 | $3,435 | 12/31/2023 | Price T Rowe Associates Inc. MD | 86,207 | $3,238 | 12/31/2023 | UBSI | 86,207 | $3,238 | 12/31/2023 | Captrust Financial Advisors | 83,918 | $3,151 | 12/31/2023 | UBSI | 83,918 | $3,151 | 12/31/2023 | Waldron Private Wealth LLC | 83,260 | $3,144 | 12/31/2023 | UBSI | 83,260 | $3,144 | 12/31/2023 | EP Wealth Advisors LLC | 83,500 | $3,135 | 12/31/2023 | UBSI | 83,500 | $3,135 | 12/31/2023 | Mutual of America Capital Management LLC | 83,397 | $3,132 | 12/31/2023 | UBSI | 83,397 | $3,132 | 12/31/2023 | Brown Advisory Inc. | 80,739 | $3,032 | 12/31/2023 | UBSI | 80,739 | $3,032 | 12/31/2023 | Franklin Resources Inc. | 80,499 | $3,023 | 12/31/2023 | UBSI | 80,499 | $3,023 | 12/31/2023 | Great West Life Assurance Co. Can | 78,882 | $2,959 | 12/31/2023 | UBSI | 78,882 | $2,959 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 78,554 | $2,950 | 12/31/2023 | UBSI | 78,554 | $2,950 | 12/31/2023 | Creative Planning | 77,857 | $2,924 | 12/31/2023 | UBSI | 77,857 | $2,924 | 12/31/2023 | Amalgamated Bank | 77,797 | $2,921 | 12/31/2023 | UBSI | 77,797 | $2,921 | 12/31/2023 | State of New Jersey Common Pension Fund D | 75,604 | $2,839 | 12/31/2023 | UBSI | 75,604 | $2,839 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 72,000 | $2,704 | 12/31/2023 | UBSI | 72,000 | $2,704 | 12/31/2023 | Twinbeech Capital LP | 70,695 | $2,655 | 12/31/2023 | UBSI | 70,695 | $2,655 | 12/31/2023 | Janus Henderson Group PLC | 68,616 | $2,578 | 12/31/2023 | UBSI | 68,616 | $2,578 | 12/31/2023 | Comerica Bank | 68,406 | $2,569 | 12/31/2023 | UBSI | 68,406 | $2,569 | 12/31/2023 | Thrivent Financial for Lutherans | 67,657 | $2,540 | 12/31/2023 | UBSI | 67,657 | $2,540 | 12/31/2023 | Cambiar Investors LLC | 66,044 | $2,480 | 12/31/2023 | UBSI | 66,044 | $2,480 | 12/31/2023 | NTV Asset Management LLC | 65,932 | $2,476 | 12/31/2023 | UBSI | 65,932 | $2,476 | 12/31/2023 | Prudential Financial Inc. | 64,220 | $2,411 | 12/31/2023 | UBSI | 64,220 | $2,411 | 12/31/2023 | Staley Capital Advisers Inc. | 63,831 | $2,397 | 12/31/2023 | UBSI | 63,831 | $2,397 | 12/31/2023 | Deutsche Bank AG | 63,654 | $2,390 | 12/31/2023 | UBSI | 63,654 | $2,390 | 12/31/2023 | State of Tennessee Treasury Department | 62,900 | $2,362 | 12/31/2023 | UBSI | 62,900 | $2,362 | 12/31/2023 | Yousif Capital Management LLC | 62,570 | $2,350 | 12/31/2023 | UBSI | 62,570 | $2,350 | 12/31/2023 | American Century Companies Inc. | 61,721 | $2,318 | 12/31/2023 | UBSI | 61,721 | $2,318 | 12/31/2023 | Stifel Financial Corp | 60,941 | $2,288 | 12/31/2023 | UBSI | 60,941 | $2,288 | 12/31/2023 | Federated Hermes Inc. | 59,506 | $2,234 | 12/31/2023 | UBSI | 59,506 | $2,234 | 12/31/2023 | Colony Group LLC | 56,840 | $2,134 | 12/31/2023 | UBSI | 56,840 | $2,134 | 12/31/2023 | Wealthcare Advisory Partners LLC | 57,278 | $2,050 | 03/31/2024 | UBSI | 57,278 | $2,050 | 03/31/2024 | Royal Bank of Canada | 53,111 | $1,994 | 12/31/2023 | UBSI | 53,111 | $1,994 | 12/31/2023 | Voya Investment Management LLC | 52,138 | $1,958 | 12/31/2023 | UBSI | 52,138 | $1,958 | 12/31/2023 | Anchor Capital Advisors LLC | 50,560 | $1,899 | 12/31/2023 | UBSI | 50,560 | $1,899 | 12/31/2023 | LPL Financial LLC | 47,163 | $1,771 | 12/31/2023 | UBSI | 47,163 | $1,771 | 12/31/2023 | Guggenheim Capital LLC | 46,813 | $1,758 | 12/31/2023 | UBSI | 46,813 | $1,758 | 12/31/2023 | Ensign Peak Advisors Inc | 45,213 | $1,698 | 12/31/2023 | UBSI | 45,213 | $1,698 | 12/31/2023 | Russell Investments Group Ltd. | 44,825 | $1,683 | 12/31/2023 | UBSI | 44,825 | $1,683 | 12/31/2023 | Teachers Retirement System of The State of Kentucky | 43,894 | $1,648 | 12/31/2023 | UBSI | 43,894 | $1,648 | 12/31/2023 | Ameritas Investment Partners Inc. | 43,020 | $1,615 | 12/31/2023 | UBSI | 43,020 | $1,615 | 12/31/2023 | Snowden Capital Advisors LLC | 41,534 | $1,560 | 12/31/2023 | UBSI | 41,534 | $1,560 | 12/31/2023 | Teacher Retirement System of Texas | 41,515 | $1,559 | 12/31/2023 | UBSI | 41,515 | $1,559 | 12/31/2023 | Family Asset Management LLC | 40,220 | $1,510 | 12/31/2023 | UBSI | 40,220 | $1,510 | 12/31/2023 | Bank of Montreal Can | 39,396 | $1,508 | 12/31/2023 | UBSI | 39,396 | $1,508 | 12/31/2023 | Janney Montgomery Scott LLC | 39,627 | $1,488 | 12/31/2023 | UBSI | 39,627 | $1,488 | 12/31/2023 | BNP Paribas Arbitrage SA | 39,342 | $1,477 | 12/31/2023 | UBSI | 39,342 | $1,477 | 12/31/2023 | Oregon Public Employees Retirement Fund | 37,883 | $1,423 | 12/31/2023 | UBSI | 37,883 | $1,423 | 12/31/2023 | Louisiana State Employees Retirement System | 37,900 | $1,423 | 12/31/2023 | UBSI | 37,900 | $1,423 | 12/31/2023 | Arizona State Retirement System | 37,721 | $1,416 | 12/31/2023 | UBSI | 37,721 | $1,416 | 12/31/2023 | State Board of Administration of Florida Retirement System | 37,375 | $1,403 | 12/31/2023 | UBSI | 37,375 | $1,403 | 12/31/2023 | Tower Research Capital LLC TRC | 35,500 | $1,333 | 12/31/2023 | UBSI | 35,500 | $1,333 | 12/31/2023 | The PNC Financial Services Group Inc. | 35,145 | $1,320 | 12/31/2023 | UBSI | 35,145 | $1,320 | 12/31/2023 | Lanham O Dell & Company Inc. | 35,038 | $1,316 | 12/31/2023 | UBSI | 35,038 | $1,316 | 12/31/2023 | TCM Advisors LLC | 35,027 | $1,315 | 12/31/2023 | UBSI | 35,027 | $1,315 | 12/31/2023 | McKinley Carter Wealth Services Inc. | 34,588 | $1,299 | 12/31/2023 | UBSI | 34,588 | $1,299 | 12/31/2023 | Balyasny Asset Management LLC | 33,494 | $1,258 | 12/31/2023 | UBSI | 33,494 | $1,258 | 12/31/2023 | Jefferies Financial Group Inc. | 33,400 | $1,254 | 12/31/2023 | UBSI | 33,400 | $1,254 | 12/31/2023 | Illinois Municipal Retirement Fund | 33,233 | $1,248 | 12/31/2023 | UBSI | 33,233 | $1,248 | 12/31/2023 | State of Michigan Retirement System | 32,413 | $1,217 | 12/31/2023 | UBSI | 32,413 | $1,217 | 12/31/2023 | Strs Ohio | 31,500 | $1,182 | 12/31/2023 | UBSI | 31,500 | $1,182 | 12/31/2023 | Jackson Creek Investment Advisors LLC | 31,106 | $1,168 | 12/31/2023 | UBSI | 31,106 | $1,168 | 12/31/2023 | Klingman & Associates LLC | 30,596 | $1,149 | 12/31/2023 | UBSI | 30,596 | $1,149 | 12/31/2023 | Kingsview Wealth Management LLC | 30,604 | $1,149 | 12/31/2023 | UBSI | 30,604 | $1,149 | 12/31/2023 | Engineers Gate Manager LP | 30,140 | $1,132 | 12/31/2023 | UBSI | 30,140 | $1,132 | 12/31/2023 | Northwestern Mutual Investment Management Company LLC | 30,019 | $1,127 | 12/31/2023 | UBSI | 30,019 | $1,127 | 12/31/2023 | State of Wisconsin Investment Board | 29,800 | $1,119 | 12/31/2023 | UBSI | 29,800 | $1,119 | 12/31/2023 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 29,774 | $1,118 | 12/31/2023 | UBSI | 29,774 | $1,118 | 12/31/2023 | Tranquility Partners LLC | 29,185 | $1,096 | 12/31/2023 | UBSI | 29,185 | $1,096 | 12/31/2023 | Sandy Spring Bank | 27,508 | $1,033 | 12/31/2023 | UBSI | 27,508 | $1,033 | 12/31/2023 | Zurcher Kantonalbank Zurich Cantonalbank | 27,428 | $1,030 | 12/31/2023 | UBSI | 27,428 | $1,030 | 12/31/2023 | Foster Victor Wealth Advisors LLC | 26,630 | $996 | 12/31/2023 | UBSI | 26,630 | $996 | 12/31/2023 | Advisor Group Holdings Inc. | 25,976 | $975 | 12/31/2023 | UBSI | 25,976 | $975 | 12/31/2023 | New Mexico Educational Retirement Board | 26,700 | $931 | 03/31/2024 | UBSI | 26,700 | $931 | 03/31/2024 | US Bancorp DE | 24,656 | $926 | 12/31/2023 | UBSI | 24,656 | $926 | 12/31/2023 | Huntington National Bank | 23,557 | $885 | 12/31/2023 | UBSI | 23,557 | $885 | 12/31/2023 | Verity Asset Management Inc. | 22,732 | $854 | 12/31/2023 | UBSI | 22,732 | $854 | 12/31/2023 | Mariner LLC | 22,633 | $850 | 12/31/2023 | UBSI | 22,633 | $850 | 12/31/2023 | FMR LLC | 22,499 | $845 | 12/31/2023 | UBSI | 22,499 | $845 | 12/31/2023 | Commonwealth Financial Services LLC | 22,328 | $838 | 12/31/2023 | UBSI | 22,328 | $838 | 12/31/2023 | Handelsbanken Fonder AB | 22,146 | $832 | 12/31/2023 | UBSI | 22,146 | $832 | 12/31/2023 | Moors & Cabot Inc. | 22,050 | $828 | 12/31/2023 | UBSI | 22,050 | $828 | 12/31/2023 | Heritage Wealth Advisors | 21,760 | $817 | 12/31/2023 | UBSI | 21,760 | $817 | 12/31/2023 | Linden Thomas Advisory Services LLC | 21,419 | $804 | 12/31/2023 | UBSI | 21,419 | $804 | 12/31/2023 | Pacer Advisors Inc. | 20,284 | $762 | 12/31/2023 | UBSI | 20,284 | $762 | 12/31/2023 | Friedenthal Financial | 19,378 | $728 | 12/31/2023 | UBSI | 19,378 | $728 | 12/31/2023 | Xponance Inc. | 19,351 | $727 | 12/31/2023 | UBSI | 19,351 | $727 | 12/31/2023 | Prospera Financial Services Inc | 19,039 | $715 | 12/31/2023 | UBSI | 19,039 | $715 | 12/31/2023 | DAVENPORT & Co LLC | 18,988 | $713 | 12/31/2023 | UBSI | 18,988 | $713 | 12/31/2023 | HighTower Advisors LLC | 18,250 | $688 | 12/31/2023 | UBSI | 18,250 | $688 | 12/31/2023 | Centiva Capital LP | 17,488 | $657 | 12/31/2023 | UBSI | 17,488 | $657 | 12/31/2023 | Northstar Asset Management LLC | 17,268 | $648 | 12/31/2023 | UBSI | 17,268 | $648 | 12/31/2023 | Commonwealth Equity Services LLC | 16,717 | $628 | 12/31/2023 | UBSI | 16,717 | $628 | 12/31/2023 | Cerity Partners LLC | 16,527 | $626 | 12/31/2023 | UBSI | 16,527 | $626 | 12/31/2023 | Brighton Jones LLC | 16,507 | $620 | 12/31/2023 | UBSI | 16,507 | $620 | 12/31/2023 | Synovus Financial Corp | 16,099 | $605 | 12/31/2023 | UBSI | 16,099 | $605 | 12/31/2023 | Pictet Asset Management Holding SA | 15,685 | $589 | 12/31/2023 | UBSI | 15,685 | $589 | 12/31/2023 | Teza Capital Management LLC | 15,282 | $574 | 12/31/2023 | UBSI | 15,282 | $574 | 12/31/2023 | Connable Office Inc. | 14,897 | $559 | 12/31/2023 | UBSI | 14,897 | $559 | 12/31/2023 | State of Alaska Department of Revenue | 14,574 | $547 | 12/31/2023 | UBSI | 14,574 | $547 | 12/31/2023 | Keybank National Association OH | 14,470 | $543 | 12/31/2023 | UBSI | 14,470 | $543 | 12/31/2023 | Advantage Alpha Capital Partners LP | 14,430 | $542 | 12/31/2023 | UBSI | 14,430 | $542 | 12/31/2023 | Public Employees Retirement Association of Colorado | 14,420 | $541 | 12/31/2023 | UBSI | 14,420 | $541 | 12/31/2023 | JustInvest LLC | 13,731 | $516 | 12/31/2023 | UBSI | 13,731 | $516 | 12/31/2023 | Integrated Investment Consultants LLC | 13,513 | $507 | 12/31/2023 | UBSI | 13,513 | $507 | 12/31/2023 | United Services Automobile Association | 12,671 | $476 | 12/31/2023 | UBSI | 12,671 | $476 | 12/31/2023 | Janney Capital Management LLC | 12,517 | $470 | 12/31/2023 | UBSI | 12,517 | $470 | 12/31/2023 | CWA Asset Management Group LLC | 12,425 | $467 | 12/31/2023 | UBSI | 12,425 | $467 | 12/31/2023 | Greenwood Capital Associates LLC | 11,568 | $434 | 12/31/2023 | UBSI | 11,568 | $434 | 12/31/2023 | Rockefeller Capital Management L.P. | 11,340 | $426 | 12/31/2023 | UBSI | 11,340 | $426 | 12/31/2023 | Securian Asset Management Inc | 11,328 | $425 | 12/31/2023 | UBSI | 11,328 | $425 | 12/31/2023 | Schroder Investment Management Group | 11,050 | $422 | 12/31/2023 | UBSI | 11,050 | $422 | 12/31/2023 | Brown Miller Wealth Management LLC | 11,770 | $421 | 03/31/2024 | UBSI | 11,770 | $421 | 03/31/2024 | Toth Financial Advisory Corp | 11,738 | $420 | 03/31/2024 | UBSI | 11,738 | $420 | 03/31/2024 | Lincoln National Corp | 11,184 | $420 | 12/31/2023 | UBSI | 11,184 | $420 | 12/31/2023 | Two Sigma Securities LLC | 11,184 | $420 | 12/31/2023 | UBSI | 11,184 | $420 | 12/31/2023 | GWM Advisors LLC | 11,194 | $420 | 12/31/2023 | UBSI | 11,194 | $420 | 12/31/2023 | D.A. Davidson & CO. | 10,843 | $407 | 12/31/2023 | UBSI | 10,843 | $407 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 11,223 | $402 | 03/31/2024 | UBSI | 11,223 | $402 | 03/31/2024 | Curran Financial Partners LLC | 10,781 | $399 | 12/31/2023 | UBSI | 10,781 | $399 | 12/31/2023 | Kestra Advisory Services LLC | 10,296 | $387 | 12/31/2023 | UBSI | 10,296 | $387 | 12/31/2023 | CWM Advisors LLC | 10,210 | $383 | 12/31/2023 | UBSI | 10,210 | $383 | 12/31/2023 | City Holding Co. | 10,608 | $380 | 03/31/2024 | UBSI | 10,608 | $380 | 03/31/2024 | Belpointe Asset Management LLC | 10,133 | $380 | 12/31/2023 | UBSI | 10,133 | $380 | 12/31/2023 | Profund Advisors LLC | 9,975 | $375 | 12/31/2023 | UBSI | 9,975 | $375 | 12/31/2023 | IFP Advisors Inc | 9,977 | $375 | 12/31/2023 | UBSI | 9,977 | $375 | 12/31/2023 | Sargent Investment Group LLC | 9,895 | $372 | 12/31/2023 | UBSI | 9,895 | $372 | 12/31/2023 | Sequoia Financial Advisors LLC | 9,759 | $366 | 12/31/2023 | UBSI | 9,759 | $366 | 12/31/2023 | Los Angeles Capital Management & Equity Research Inc. | 10,045 | $360 | 03/31/2024 | UBSI | 10,045 | $360 | 03/31/2024 | Jamison Private Wealth Management Inc. | 9,348 | $351 | 12/31/2023 | UBSI | 9,348 | $351 | 12/31/2023 | Lazard Asset Management LLC | 9,185 | $344 | 12/31/2023 | UBSI | 9,185 | $344 | 12/31/2023 | Crossmark Global Holdings Inc. | 9,122 | $343 | 12/31/2023 | UBSI | 9,122 | $343 | 12/31/2023 | Fox Run Management L.L.C. | 9,097 | $342 | 12/31/2023 | UBSI | 9,097 | $342 | 12/31/2023 | Brevan Howard Capital Management LP | 9,073 | $341 | 12/31/2023 | UBSI | 9,073 | $341 | 12/31/2023 | Strategic Wealth Designers | 9,033 | $339 | 12/31/2023 | UBSI | 9,033 | $339 | 12/31/2023 | Braun Bostich & Associates Inc. | 8,908 | $334 | 12/31/2023 | UBSI | 8,908 | $334 | 12/31/2023 | AlphaMark Advisors LLC | 8,740 | $328 | 12/31/2023 | UBSI | 8,740 | $328 | 12/31/2023 | Greenland Capital Management LP | | $327 | 12/31/2023 | Call | 8,700 | $327 | 12/31/2023 | Halpern Financial Inc. | 9,450 | $323 | 03/31/2024 | UBSI | 9,450 | $323 | 03/31/2024 | Inceptionr LLC | 8,287 | $311 | 12/31/2023 | UBSI | 8,287 | $311 | 12/31/2023 | Sontag Advisory LLC | 8,189 | $308 | 12/31/2023 | UBSI | 8,189 | $308 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 8,112 | $305 | 12/31/2023 | UBSI | 8,112 | $305 | 12/31/2023 | Canal Capital Management LLC | 8,043 | $302 | 12/31/2023 | UBSI | 8,043 | $302 | 12/31/2023 | United Capital Financial Advisers LLC | 8,020 | $301 | 12/31/2023 | UBSI | 8,020 | $301 | 12/31/2023 | Teton Advisors Inc. | 8,000 | $300 | 12/31/2023 | UBSI | 8,000 | $300 | 12/31/2023 | Metropolitan Life Insurance Co NY | 7,537 | $283 | 12/31/2023 | UBSI | 7,537 | $283 | 12/31/2023 | Stratos Wealth Advisors LLC | 7,870 | $282 | 03/31/2024 | UBSI | 7,870 | $282 | 03/31/2024 | Peoples Bank OH | 7,044 | $265 | 12/31/2023 | UBSI | 7,044 | $265 | 12/31/2023 | Hsbc Holdings PLC | 6,933 | $260 | 12/31/2023 | UBSI | 6,933 | $260 | 12/31/2023 | Pathstone Holdings LLC | 6,908 | $259 | 12/31/2023 | UBSI | 6,908 | $259 | 12/31/2023 | Ethic Inc. | 6,752 | $254 | 12/31/2023 | UBSI | 6,752 | $254 | 12/31/2023 | CI Private Wealth LLC | 6,729 | $253 | 12/31/2023 | UBSI | 6,729 | $253 | 12/31/2023 | Graves Light Private Wealth Management Inc. | 6,700 | $252 | 12/31/2023 | UBSI | 6,700 | $252 | 12/31/2023 | Cipher Capital LP | 6,592 | $248 | 12/31/2023 | UBSI | 6,592 | $248 | 12/31/2023 | Cary Street Partners Investment Advisory LLC | 6,522 | $245 | 12/31/2023 | UBSI | 6,522 | $245 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 6,481 | $243 | 12/31/2023 | UBSI | 6,481 | $243 | 12/31/2023 | Salomon & Ludwin LLC | 6,323 | $237 | 12/31/2023 | UBSI | 6,323 | $237 | 12/31/2023 | Cetera Advisors LLC | 6,159 | $231 | 12/31/2023 | UBSI | 6,159 | $231 | 12/31/2023 | Nisa Investment Advisors LLC | 6,055 | $227 | 12/31/2023 | UBSI | 6,055 | $227 | 12/31/2023 | Naples Global Advisors LLC | 5,900 | $224 | 12/31/2023 | UBSI | 5,900 | $224 | 12/31/2023 | Cassaday & Co Wealth Management LLC | 5,946 | $223 | 12/31/2023 | UBSI | 5,946 | $223 | 12/31/2023 | Shelton Capital Management | 5,908 | $222 | 12/31/2023 | UBSI | 5,908 | $222 | 12/31/2023 | Lido Advisors LLC | 5,841 | $222 | 12/31/2023 | UBSI | 5,841 | $222 | 12/31/2023 | Accurate Wealth Management LLC | 6,046 | $221 | 12/31/2023 | UBSI | 6,046 | $221 | 12/31/2023 | XTX Topco Ltd | 5,798 | $218 | 12/31/2023 | UBSI | 5,798 | $218 | 12/31/2023 | Cetera Advisor Networks LLC | 5,539 | $208 | 12/31/2023 | UBSI | 5,539 | $208 | 12/31/2023 | Courier Capital LLC | 5,789 | $207 | 03/31/2024 | UBSI | 5,789 | $207 | 03/31/2024 | Beacon Investment Advisors LLC | 5,374 | $202 | 12/31/2023 | UBSI | 5,374 | $202 | 12/31/2023 | Spire Wealth Management | 5,488 | $201 | 12/31/2023 | UBSI | 5,488 | $201 | 12/31/2023 | Brown Brothers Harriman & Co. | 5,009 | $188 | 12/31/2023 | UBSI | 5,009 | $188 | 12/31/2023 | Advisory Services Network LLC | 4,288 | $161 | 12/31/2023 | UBSI | 4,288 | $161 | 12/31/2023 | Evermay Wealth Management LLC | 4,159 | $158 | 12/31/2023 | UBSI | 4,159 | $158 | 12/31/2023 | SG Americas Securities LLC | 4,021 | $151 | 12/31/2023 | UBSI | 4,021 | $151 | 12/31/2023 | Burkett Financial Services LLC | 3,987 | $143 | 03/31/2024 | UBSI | 3,987 | $143 | 03/31/2024 | TFO TDC LLC | 3,780 | $142 | 12/31/2023 | UBSI | 3,780 | $142 | 12/31/2023 | Principal Securities Inc. | 3,743 | $141 | 12/31/2023 | UBSI | 3,743 | $141 | 12/31/2023 | Main Street Group LTD | 3,722 | $140 | 12/31/2023 | UBSI | 3,722 | $140 | 12/31/2023 | Wellington Shields Capital Management LLC | 3,173 | $119 | 12/31/2023 | UBSI | 3,173 | $119 | 12/31/2023 | Wellington Shields & Co. LLC | 3,173 | $119 | 12/31/2023 | UBSI | 3,173 | $119 | 12/31/2023 | Shell Asset Management Co. | 2,969 | $111 | 12/31/2023 | UBSI | 2,969 | $111 | 12/31/2023 | FNY Investment Advisers LLC | 2,900 | $108 | 12/31/2023 | UBSI | 2,900 | $108 | 12/31/2023 | Covestor Ltd | 2,694 | $101 | 12/31/2023 | UBSI | 2,694 | $101 | 12/31/2023 | Anchor Investment Management LLC | 2,542 | $95 | 12/31/2023 | UBSI | 2,542 | $95 | 12/31/2023 | KBC Group NV | 2,364 | $89 | 12/31/2023 | UBSI | 2,364 | $89 | 12/31/2023 | Global Retirement Partners LLC | 2,499 | $89 | 12/31/2023 | UBSI | 2,499 | $89 | 12/31/2023 | Steward Partners Investment Advisory LLC | 1,974 | $74 | 12/31/2023 | UBSI | 1,974 | $74 | 12/31/2023 | Private Trust Co. NA | 1,912 | $72 | 12/31/2023 | UBSI | 1,912 | $72 | 12/31/2023 | Group One Trading L.P. | | $71 | 12/31/2023 | Call | 1,900 | $71 | 12/31/2023 | Key Financial Inc | 1,830 | $69 | 12/31/2023 | UBSI | 1,830 | $69 | 12/31/2023 | Public Employees Retirement System of Ohio | 1,774 | $67 | 12/31/2023 | UBSI | 1,774 | $67 | 12/31/2023 | CI Investments Inc. | 1,790 | $67 | 12/31/2023 | UBSI | 1,790 | $67 | 12/31/2023 | Kapitalo Investimentos Ltda | 1,540 | $58 | 12/31/2023 | UBSI | 1,540 | $58 | 12/31/2023 | Canton Hathaway LLC | 1,501 | $56 | 12/31/2023 | UBSI | 1,501 | $56 | 12/31/2023 | Massmutual Trust Co. FSB ADV | 1,518 | $54 | 03/31/2024 | UBSI | 1,518 | $54 | 03/31/2024 | Hazlett Burt & Watson Inc. | 1,319 | $51 | 12/31/2023 | UBSI | 1,319 | $51 | 12/31/2023 | Hexagon Capital Partners LLC | 1,345 | $51 | 12/31/2023 | UBSI | 1,345 | $51 | 12/31/2023 | Harbor Investment Advisory LLC | 1,330 | $48 | 03/31/2024 | UBSI | 1,330 | $48 | 03/31/2024 | Aspire Private Capital LLC | 1,131 | $42 | 12/31/2023 | UBSI | 1,131 | $42 | 12/31/2023 | Nomura Asset Management Co. Ltd. | 1,080 | $41 | 12/31/2023 | UBSI | 1,080 | $41 | 12/31/2023 | Clarity Asset Management Inc. | 1,031 | $39 | 12/31/2023 | UBSI | 1,031 | $39 | 12/31/2023 | Fifth Third Bancorp | 976 | $37 | 12/31/2023 | UBSI | 976 | $37 | 12/31/2023 | Kiely Wealth Advisory Group Inc. | 839 | $31 | 12/31/2023 | UBSI | 839 | $31 | 12/31/2023 | PSI Advisors LLC | 756 | $28 | 12/31/2023 | UBSI | 756 | $28 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 588 | $22 | 12/31/2023 | UBSI | 588 | $22 | 12/31/2023 | Salem Investment Counselors Inc. | 501 | $18 | 03/31/2024 | UBSI | 501 | $18 | 03/31/2024 | Ronald Blue Trust Inc. | 490 | $18 | 12/31/2023 | UBSI | 490 | $18 | 12/31/2023 | GAMMA Investing LLC | 437 | $16 | 03/31/2024 | UBSI | 437 | $16 | 03/31/2024 | Gleason Group Inc. | 422 | $15 | 03/31/2024 | UBSI | 422 | $15 | 03/31/2024 | First Manhattan Co. | 393 | $15 | 12/31/2023 | UBSI | 393 | $15 | 12/31/2023 | City State Bank | 400 | $14 | 03/31/2024 | UBSI | 400 | $14 | 03/31/2024 | MV Capital Management Inc. | 340 | $13 | 12/31/2023 | UBSI | 340 | $13 | 12/31/2023 | Smithfield Trust Co. | 325 | $12 | 12/31/2023 | UBSI | 325 | $12 | 12/31/2023 | Qube Research & Technologies Ltd | 332 | $12 | 12/31/2023 | UBSI | 332 | $12 | 12/31/2023 | Harbour Investments Inc. | 280 | $11 | 12/31/2023 | UBSI | 280 | $11 | 12/31/2023 | Farmers & Merchants Trust Co of Chambersburg PA | 295 | $11 | 12/31/2023 | UBSI | 295 | $11 | 12/31/2023 | EverSource Wealth Advisors LLC | 305 | $11 | 12/31/2023 | UBSI | 305 | $11 | 12/31/2023 | Allworth Financial LP | 256 | $10 | 12/31/2023 | UBSI | 256 | $10 | 12/31/2023 | CENTRAL TRUST Co | 232 | $9 | 12/31/2023 | UBSI | 232 | $9 | 12/31/2023 | UMB Bank N A MO | 236 | $9 | 12/31/2023 | UBSI | 236 | $9 | 12/31/2023 | First United Bank Trust | 252 | $9 | 12/31/2023 | UBSI | 252 | $9 | 12/31/2023 | Private Wealth Management Group LLC | 252 | $9 | 12/31/2023 | UBSI | 252 | $9 | 12/31/2023 | Parallel Advisors LLC | 226 | $8 | 12/31/2023 | UBSI | 226 | $8 | 12/31/2023 | Bessemer Group Inc. | 186 | $7 | 12/31/2023 | UBSI | 186 | $7 | 12/31/2023 | Macroview Investment Management LLC | 151 | $6 | 12/31/2023 | UBSI | 151 | $6 | 12/31/2023 | Hollencrest Capital Management | 121 | $5 | 12/31/2023 | UBSI | 121 | $5 | 12/31/2023 | Quadrant Capital Group LLC | 146 | $5 | 12/31/2023 | UBSI | 146 | $5 | 12/31/2023 | HHM Wealth Advisors LLC | 131 | $5 | 12/31/2023 | UBSI | 131 | $5 | 12/31/2023 | General Partner Inc. | 122 | $4 | 03/31/2024 | UBSI | 122 | $4 | 03/31/2024 | Proequities Inc. | | $4 | 12/31/2023 | UBSI | 113 | $4 | 12/31/2023 | Put | 0 | $0 | 12/31/2023 | Call | 0 | $0 | 12/31/2023 | Carolinas Wealth Consulting LLC | 94 | $4 | 12/31/2023 | UBSI | 94 | $4 | 12/31/2023 | EntryPoint Capital LLC | 103 | $4 | 12/31/2023 | UBSI | 103 | $4 | 12/31/2023 | Bogart Wealth LLC | 71 | $3 | 12/31/2023 | UBSI | 71 | $3 | 12/31/2023 | Bell Investment Advisors Inc | 81 | $3 | 12/31/2023 | UBSI | 81 | $3 | 12/31/2023 | Farther Finance Advisors LLC | 81 | $3 | 12/31/2023 | UBSI | 81 | $3 | 12/31/2023 | Tidemark LLC | 91 | $3 | 12/31/2023 | UBSI | 91 | $3 | 12/31/2023 | Mather Group LLC. | 64 | $2 | 03/31/2024 | UBSI | 64 | $2 | 03/31/2024 | CWM LLC | 60 | $2 | 03/31/2024 | UBSI | 60 | $2 | 03/31/2024 | Farmers & Merchants Investments Inc. | 52 | $2 | 12/31/2023 | UBSI | 52 | $2 | 12/31/2023 | Signaturefd LLC | 42 | $2 | 12/31/2023 | UBSI | 42 | $2 | 12/31/2023 | First Horizon Advisors Inc. | 48 | $2 | 12/31/2023 | UBSI | 48 | $2 | 12/31/2023 | Resources Management Corp CT ADV | 38 | $1 | 12/31/2023 | UBSI | 38 | $1 | 12/31/2023 | JFS Wealth Advisors LLC | 35 | $1 | 12/31/2023 | UBSI | 35 | $1 | 12/31/2023 | Glassman Wealth Services | 19 | $1 | 12/31/2023 | UBSI | 19 | $1 | 12/31/2023 | SJS Investment Consulting Inc. | 34 | $1 | 12/31/2023 | UBSI | 34 | $1 | 12/31/2023 | DiNuzzo Private Wealth Inc. | 18 | $1 | 12/31/2023 | UBSI | 18 | $1 | 12/31/2023 |
See Summary: Institutional Holders of UBSI
See Details: Top 10 Hedge Funds Holding UBSI
Also See: UBSI Insider Buying
Also See: UBSI Holdings Changes
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