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Security record · archived quarter

CCU

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
36Tracked holders
-1Δ holders
21.66MShares held
$276.36MReported value
+0New positions
−1Exits
Stable 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -2.7% · share flow -0.4% · net new positions -2.8%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 40 +7 6.65M $74.43M +9 −3
Q1 2026 35 -1 22.79M $258.65M +3 −4
Q4 2025 36 -1 21.66M $276.36M −1
Q3 2025 12 -1 3.77M $45.72M +1 −2
Q2 2025 10 0 3.58M $46.23M +1 −1
Q1 2025 8 +2 2.93M $44.54M +2
Q4 2024 6 +1 2.66M $30.19M +1
Q3 2024 4 -1 2.50M $29.02M +1 −2
Q2 2024 5 3.31M $37.62M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 First Eagle Investment Management… 15.92M $203.09M 0.4% n/c 1 SEC ↗
2 First Eagle Investment Management… 15.92M $203.09M 0.4% n/c 1 SEC ↗
3 Wellington Management 2.42M -1.8% $30.84M 0.0% ▼ Trim 7 SEC ↗
4 Wellington Management 2.42M -1.8% $30.84M 0.0% ▼ Trim 7 SEC ↗
5 Nomura Asset Management… 537.32K $6.86M 0.0% n/c 1 SEC ↗
6 BlackRock (passive) 456.43K +4.1% $5.82M 0.0% ▲ Add 3 SEC ↗
7 BlackRock (passive) 456.43K +4.1% $5.82M 0.0% ▲ Add 3 SEC ↗
8 Renaissance Technologies 329.37K -6.4% $4.20M 0.0% ▼ Trim 7 SEC ↗
9 Ninety One UK Ltd 312.75K $3.99M 0.0% n/c 1 SEC ↗
10 Bank Of America Corp /De/ 312.36K $3.99M 0.0% n/c 1 SEC ↗
11 Bank Of America Corp /De/ 312.36K $3.99M 0.0% n/c 1 SEC ↗
12 Bank Of America Corp /De/ 312.36K $3.99M 0.0% n/c 1 SEC ↗
13 Bank Of America Corp /De/ 312.36K $3.99M 0.0% n/c 1 SEC ↗
14 State Street Global Advisors (passive) 202.06K 0.0% $2.58M 0.0% Held 5 SEC ↗
15 American Century Companies Inc 181.76K $2.32M 0.0% n/c 1 SEC ↗
16 Dimensional Fund Advisors Lp 175.64K $2.24M 0.0% n/c 1 SEC ↗
17 Dimensional Fund Advisors Lp 175.64K $2.24M 0.0% n/c 1 SEC ↗
18 Dimensional Fund Advisors Lp 175.64K $2.24M 0.0% n/c 1 SEC ↗
19 UBS Group AG 99.92K $1.27M 0.0% n/c 1 SEC ↗
20 UBS Group AG 99.92K $1.27M 0.0% n/c 1 SEC ↗
21 Envestnet Asset Management Inc 84.75K $1.08M 0.0% n/c 1 SEC ↗
22 Citadel Advisors 79.92K +124.2% $1.02M 0.0% ▲ Add 2 SEC ↗
23 Citadel Advisors 79.92K +124.2% $1.02M 0.0% ▲ Add 2 SEC ↗
24 Morgan Stanley 79.33K -9.4% $1.01M 0.0% ▼ Trim 2 SEC ↗
25 Morgan Stanley 79.33K -9.4% $1.01M 0.0% ▼ Trim 2 SEC ↗
26 Morgan Stanley 79.33K -9.4% $1.01M 0.0% ▼ Trim 2 SEC ↗
27 Morgan Stanley 79.33K -9.4% $1.01M 0.0% ▼ Trim 2 SEC ↗
28 Morgan Stanley 79.33K -9.4% $1.01M 0.0% ▼ Trim 2 SEC ↗
29 Morgan Stanley 79.33K -9.4% $1.01M 0.0% ▼ Trim 2 SEC ↗
30 Northern Trust Corp 70.98K $905,667 0.0% n/c 1 SEC ↗
31 Northern Trust Corp 70.98K $905,667 0.0% n/c 1 SEC ↗
32 Northern Trust Corp 70.98K $905,667 0.0% n/c 1 SEC ↗
33 Royal Bank Of Canada 65.39K $834,000 0.0% n/c 1 SEC ↗
34 Mariner, LLC 61.33K $782,512 0.0% n/c 1 SEC ↗
35 Wells Fargo & Company/Mn 59.25K $756,010 0.0% n/c 1 SEC ↗
36 Wells Fargo & Company/Mn 59.25K $756,010 0.0% n/c 1 SEC ↗
37 Goldman Sachs Group 54.84K +1.8% $699,797 0.0% ▲ Add 2 SEC ↗
38 D. E. Shaw & Co. 54.03K -36.2% $689,474 0.0% ▼ Trim 5 SEC ↗
39 Jane Street Group, Llc 44.55K $568,458 0.0% n/c 1 SEC ↗
40 Jane Street Group, Llc 44.55K $568,458 0.0% n/c 1 SEC ↗
41 Jane Street Group, Llc 44.55K $568,458 0.0% n/c 1 SEC ↗
42 Point72 Asset Management 19.90K -51.8% $253,924 0.0% ▼ Trim 3 SEC ↗
43 LPL Financial LLC 14.03K $178,959 0.0% n/c 1 SEC ↗
44 Hrt Financial Lp 11.16K $142,000 0.0% n/c 1 SEC ↗
45 Rhumbline Advisers 7.04K $89,816 0.0% n/c 1 SEC ↗
46 Simplex Trading, Llc 5.33K $68,023 0.0% n/c 1 SEC ↗
47 Nomura Asset Management Co Ltd 1.50K $19,140 0.0% n/c 1 SEC ↗
48 Us Bancorp \De\ 947 $12,084 0.0% n/c 1 SEC ↗
49 Osaic Holdings, Inc. 700 $8,932 0.0% n/c 1 SEC ↗
50 Osaic Holdings, Inc. 700 $8,932 0.0% n/c 1 SEC ↗
51 Rockefeller Capital Management L.P. 633 $8,079 0.0% n/c 1 SEC ↗
52 Citigroup Inc 627 $8,001 0.0% n/c 1 SEC ↗
53 JPMorgan Chase 555 -48.2% $7,081 0.0% ▼ Trim 2 SEC ↗
54 JPMorgan Chase 555 -48.2% $7,081 0.0% ▼ Trim 2 SEC ↗
55 JPMorgan Chase 555 -48.2% $7,081 0.0% ▼ Trim 2 SEC ↗
56 Pnc Financial Services Group, Inc. 173 $2,209 0.0% n/c 1 SEC ↗
57 Pnc Financial Services Group, Inc. 173 $2,209 0.0% n/c 1 SEC ↗
58 Cwm, Llc 166 $2,000 0.0% n/c 1 SEC ↗
59 Assetmark, Inc 102 $1,302 0.0% n/c 1 SEC ↗
60 Fidelity (FMR) 75 -45.6% $957 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

Two Sigma Investments $176,601 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 77 holders, 25.63M shares, $291.38M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API