| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
Chicago, IL |
Q2 2025 |
|
$494B |
| UBS Group AG |
Zurich, Switzerland |
Q2 2025 |
|
$478B |
| US BANCORP \DE\ |
Minneapolis, MN |
Q2 2025 |
|
$79.4B |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
Frankfurt Am Main, Germany |
Q2 2025 |
|
$56.4B |
| USS Investment Management Ltd |
London, United Kingdom |
Q2 2025 |
|
$15.9B |
| UniSuper Management Pty Ltd |
Melbourne, Victoria, Australia |
Q2 2025 |
|
$14.9B |
| Unisphere Establishment |
Vaduz, Liechtenstein |
Q2 2025 |
|
$12.4B |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
Irving, TX |
Q2 2025 |
|
$12.4B |
| Utah Retirement Systems |
Salt Lake City, UT |
Q2 2025 |
|
$9.58B |
| ULSE Inc. |
Evanston, IL |
|
|
$6.77B |
| UMB Bank, n.a. |
Kansas City, MO |
Q2 2025 |
|
$6.42B |
| Uber Technologies, Inc |
San Francisco, CA |
Q2 2025 |
|
$5.57B |
| Union Bancaire Privee, UBP SA |
Geneva 1, Switzerland |
Q2 2025 |
|
$4.77B |
| Ullal Jayshree |
Santa Clara, CA |
|
|
$4.6B |
| U.S. Capital Wealth Advisors, LLC |
Austin, TX |
Q2 2025 |
|
$3.42B |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund |
Melbourne, Australia |
Q2 2025 |
|
$2.59B |
| UNITED STATES STEEL & CARNEGIE PENSION FUND |
New York, NY |
Q3 2017 |
|
$2.19B |
| Unigestion Holding SA |
Geneva, Switzerland |
Q1 2025 |
|
$1.7B |
| UNIVEST FINANCIAL Corp |
Souderton, PA |
Q2 2025 |
|
$1.67B |
| USCA RIA LLC |
Houston, TX |
Q2 2021 |
|
$1.65B |
| Universities Superannuation Scheme Ltd as sole corporate trustee for Universities Superannuation Scheme |
Liverpool, United Kingdom |
Q2 2021 |
|
$1.17B |
| United Asset Strategies, Inc. |
Garden City, NY |
Q2 2025 |
|
$1.17B |
| Uniplan Investment Counsel, Inc. |
Milwaukee, WI |
Q2 2025 |
|
$989M |
| UNITED SERVICES AUTOMOBILE ASSOCIATION |
San Antonio, TX |
Q2 2025 |
|
$963M |
| UAW Chrysler Retirees Medical Benefits Plan |
Detroit, MI |
|
|
$949M |
| Unison Advisors LLC |
Washington, DC |
Q2 2025 |
|
$894M |
| UNC Management Company, Inc. |
Chapel Hill, NC |
Q2 2025 |
|
$873M |
| U S GLOBAL INVESTORS INC |
San Antonio, TX |
Q2 2025 |
|
$849M |
| Ullmann Wealth Partners Group, LLC |
Jacksonville Beach, FL |
Q2 2025 |
|
$846M |
| UNITED BANK |
Vienna, VA |
Q2 2025 |
|
$835M |
| UNICOM Systems, Inc. |
Las Vegas, NV |
Q2 2025 |
|
$722M |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO |
Austin, TX |
Q2 2025 |
|
$642M |
| United Capital Management of KS, Inc. |
Salina, KS |
Q2 2025 |
|
$638M |
| UNIQUE WEALTH, LLC |
Clearwater, FL |
Q2 2025 |
|
$619M |
| USA FINANCIAL FORMULAS |
Ada, MI |
Q2 2025 |
|
$586M |
| United Advisor Group, LLC |
Cincinnati, OH |
Q2 2025 |
|
$578M |
| US GLOBAL INVESTORS FUNDS |
Portland, ME |
Q4 2013 |
|
$555M |
| UG Investment Advisers Ltd. |
Taipei, Taiwan, Province of China |
Q2 2025 |
|
$524M |
| Ulysses Management LLC |
New York, NY |
Q2 2025 |
|
$464M |
| United American Securities Inc. (d/b/a UAS Asset Management) |
New York, NY |
Q2 2025 |
|
$463M |
| Uncommon Cents Investing LLC |
Janesville, WI |
Q2 2025 |
|
$374M |
| UNTITLED INVESTMENTS LP |
New York, NY |
Q2 2025 |
|
$366M |
| United Wealth Management, LLC |
Charlottesville, VA |
Q2 2025 |
|
$344M |
| UNIO CAPITAL LLC |
Princeton, NJ |
Q2 2025 |
|
$340M |
| Unified Trust Company, N.A. |
Lexington, KY |
Q3 2021 |
|
$339M |
| US FINANCIAL ADVISORS, LLC |
Braintree, MA |
Q1 2025 |
|
$338M |
| Umpqua Bank |
Lake Oswego, OR |
Q2 2025 |
|
$328M |
| United Community Bank |
Greenville, SC |
Q2 2025 |
|
$292M |
| Union Heritage Capital, LLC |
Bloomfield Hills, MI |
Q2 2025 |
|
$287M |
| USAdvisors Wealth Management, LLC |
Eden Prairie, MN |
Q2 2025 |
|
$269M |
| Umpleby III Donald J |
Deerfield, IL |
|
|
$264M |
| United Bank |
Zebulon, GA |
Q2 2025 |
|
$261M |
| Uniting Wealth Partners, LLC |
Mission, KS |
Q2 2025 |
|
$259M |
| UNITED BANK, INC. |
Parkersburg, WV |
Q3 2017 |
|
$252M |
| University of Illinois Foundation |
Champaign, IL |
Q2 2025 |
|
$251M |
| UNION SAVINGS BANK |
Litchfield, CT |
Q2 2025 |
|
$218M |
| Urban Financial Advisory Corp |
Chicago, IL |
Q2 2025 |
|
$199M |
| Uniform Investco Sub L.P. |
Minneapolis, MN |
|
|
$199M |
| University of Massachusetts Foundation, Inc. |
Newton, MA |
Q2 2025 |
|
$199M |
| Unison Asset Management LLC |
North Miami Beach, FL |
Q2 2025 |
|
$198M |
| Unique Wealth Strategies, LLC |
Burr Ridge, IL |
Q2 2024 |
|
$195M |
| UBP Investment Advisors SA |
Geneva, Switzerland |
Q3 2022 |
|
$193M |
| Union Bancaire Privee Asset Management LLC |
New York, NY |
Q1 2021 |
|
$189M |
| UNDERHILL INVESTMENT MANAGEMENT LLC |
Greenbrae, CA |
Q1 2019 |
|
$189M |
| Unconventional Investor, LLC |
Portsmouth, NH |
Q2 2025 |
|
$181M |
| Unterseher Loren A |
Minneapolis, MN |
|
|
$171M |
| UDINE WEALTH MANAGEMENT, INC. |
Boca Raton, FL |
Q2 2025 |
|
$164M |
| Upper Left Wealth Management, LLC |
Tampa, FL |
Q2 2025 |
|
$150M |
| UHLMANN PRICE SECURITIES, LLC |
Skokie, IL |
Q2 2025 |
|
$140M |
| UNIONVIEW, LLC |
Seattle, WA |
Q4 2024 |
|
$136M |
| UDVAR-HAZY STEVEN F |
Los Angeles, CA |
|
|
$134M |
| Ulland Investment Advisors, LLC |
Minneapolis, MN |
Q2 2025 |
|
$131M |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC |
Pittsburgh, PA |
Q2 2025 |
|
$128M |
| U S WEALTH GROUP, LLC. |
Woodbury, NY |
Q2 2025 |
|
$128M |
| University of Wisconsin Foundation |
Madison, WI |
Q2 2025 |
|
$119M |
| UNIVERSITY OF CHICAGO |
Chicago, IL |
Q2 2025 |
|
$117M |
| Union Square Park Capital Management, LLC |
New York, NY |
Q2 2025 |
|
$116M |
| US Asset Management LLC |
Pittsburgh, PA |
Q2 2025 |
|
$115M |
| University of Pittsburgh - Of the Commonwealth System of Higher Education |
Pittsburgh, PA |
Q2 2025 |
|
$114M |
| Uptown Financial Advisors LLC |
Dallas, TX |
Q2 2025 |
|
$108M |
| UBS Oncology Impact Fund L.P. |
Boston, MA |
|
|
$95.3M |
| UNITED BIOMEDICAL INC |
Hauppauge, NY |
|
|
$93.4M |
| Unified Investment Management |
Atlanta, GA |
Q2 2025 |
|
$93.3M |
| UAW Retiree Medical Benefits Trust |
Detroit, MI |
|
|
$81.4M |
| UBBEN JEFFREY W |
San Francisco, CA |
|
|
$79.6M |
| Unterberg Capital LLC |
New York, NY |
Q3 2018 |
|
$77.6M |
| Underwood Neil Lawrence |
Atlanta, GA |
|
|
$68.4M |
| UNIVERSITY OF NOTRE DAME DU LAC |
South Bend, IN |
Q3 2024 |
|
$66.8M |
| UNITED OF OMAHA LIFE INSURANCE CO |
Omaha, NE |
|
|
$62.5M |
| Ursa Fund Management, LLC |
Danville, CA |
Q2 2025 |
|
$60M |
| UNITED FIRE GROUP INC |
Cedar Rapids, IA |
Q4 2023 |
|
$55M |
| USA MUTUALS ADVISORS, INC. |
Dallas, TX |
Q4 2020 |
|
$55M |
| UFCW-Northern California Employers Joint Pension Plan |
Concord, CA |
|
|
$54M |
| Uihlein Walter R. |
Fairhaven, MA |
|
|
$46.9M |
| UNITED THERAPEUTICS Corp |
Silver Spring, MD |
|
|
$43.9M |
| Ure Michael |
The Woodlands, TX |
|
|
$42.2M |
| Urmson Christopher |
Mountain View, CA |
|
|
$40.2M |
| University of Tennessee |
Knoxville, TN |
Q4 2019 |
|
$38.1M |
| Ulbrich Christian |
Chicago, IL |
|
|
$35.6M |
| Ullmann Michael H |
New Brunswick, NJ |
|
|
$31.9M |
| Upitis Andris |
Excelsior, MN |
|
|
$31.7M |
| Umphrey Sheila G |
Houston, TX |
|
|
$31.1M |
| Urban Wealth Management, LLC |
El Segundo, CA |
Q2 2022 |
|
$29.7M |
| Ultragenyx Pharmaceutical Inc. |
Novato, CA |
|
|
$26.2M |
| Ulys, L.L.C. |
New York, NY |
Q1 2021 |
|
$25.4M |
| Utermark D. Chad |
Charlotte, NC |
|
|
$24.5M |
| Ullman Anders |
London, United Kingdom |
|
|
$24.2M |
| Ullem Scott B. |
Irvine, CA |
|
|
$22.3M |
| Urvan Steven F. |
Boca Raton, FL |
|
|
$22.2M |
| UNIBEL |
Suresnes, France |
|
|
$22.2M |
| Urness Todd B. |
St. Louis Park, MN |
|
|
$19.3M |
| Ungerleider Howard I |
Midland, MI |
|
|
$18.6M |
| Ussery Robert Michael |
Murfreesboro, TN |
|
|
$17.2M |
| UNANUE CARLOS |
San Juan, Puerto Rico |
|
|
$16.7M |
| University of Maryland Foundation, Inc. |
Adelphi, MD |
Q2 2025 |
|
$16.6M |
| ULATOWSKI DANIEL A. |
Southfield, MI |
|
|
$16.5M |
| Union Investments & Development Ltd. |
Tel Aviv, Israel |
Q3 2024 |
|
$15.8M |
| Umberger Traci S |
Kirkland, WA |
|
|
$15.6M |
| UNITED MARITIME CAPITAL LLC |
New York, NY |
Q3 2022 |
|
$15.2M |
| Ursa Fund Partners LP |
Danville, CA |
|
|
$14.7M |
| UY Scuti Investments Ltd |
New York, NY |
|
|
$14.6M |
| Uhlman Paul A |
Pittsburgh, PA |
|
|
$13.5M |
| Uihlein Richard E |
Pleasant Prairie, WI |
|
|
$12.7M |
| Union Carbide Employees' Pension Plan Trust |
Midland, MI |
|
|
$12.6M |
| ULLOA WALTER F |
Santa Monica, CA |
|
|
$10.7M |
| URNESS RYAN F |
Palm Beach Gardens, FL |
|
|
$9.22M |
| Upadhyay Suketu |
Warsaw, IN |
|
|
$7.93M |
| Upfront Ventures Management, LLC |
Santa Monica, CA |
Q4 2023 |
|
$7.57M |
| Upfront GP IV, L.P. |
Santa Monica, CA |
|
|
$7.56M |
| Underwood Baxter |
Dallas, TX |
|
|
$7.5M |
| Urdang E Scott |
Wyomissing, PA |
|
|
$6.23M |
| Upton Jerome T |
Richmond, VA |
|
|
$6M |
| Utley Tana Leigh |
Charlotte, NC |
|
|
$5.9M |
| Urdaneta Nelson |
Deerfield, IL |
|
|
$5.87M |
| Ulmer Kimberly Irene |
Stamford, CT |
|
|
$5.63M |
| Underhill Kimberly K |
Irving, TX |
|
|
$5.55M |
| Unterman Thomas |
Woodland Hills, CA |
|
|
$5.45M |
| Uggla Lance Darrell Gordon |
London, United Kingdom |
|
|
$5.4M |
| Underwood Peter C |
Beloit, WI |
|
|
$4.91M |
| URKIEL WILLIAM S |
Yardley, PA |
|
|
$4.91M |
| Unruch Joel |
Chicago, IL |
|
|
$4.53M |
| Ung Jeremy |
Woodland Hills, CA |
|
|
$4.44M |
| Uribe Jorge A. |
Westchester, IL |
|
|
$4.3M |
| Umstetter Luke J. |
Greenville, SC |
|
|
$4.19M |
| Ullman Sharon |
New York, NY |
|
|
$4.14M |
| Utter Christine Marie |
South Plainfield, NJ |
|
|
$4.08M |
| Ubinas Luis A |
Redwood City, CA |
|
|
$4.06M |
| Underwood Rebecca |
Norwell, MA |
|
|
$3.98M |
| Unis Gregory |
Reynoldsburg, OH |
|
|
$3.9M |
| Ulmer Gregory M |
Bethesda, MD |
|
|
$3.87M |
| Utzschneider Lisa |
Sunnyvale, CA |
|
|
$3.85M |
| Underberg Sharon E. |
Rochester, NY |
|
|
$3.74M |
| Upperman Dorothy |
Houston, TX |
|
|
$3.73M |
| Underwood Paul D. |
San Francisco, CA |
|
|
$3.69M |
| Umanoff Adam S |
Rosemead, CA |
|
|
$3.57M |
| Upshaw Donnie |
Dallas, TX |
|
|
$3.54M |
| Uchida T Christopher |
La Jolla, CA |
|
|
$3.5M |
| Urist Marshall |
New York, NY |
|
|
$3.48M |
| Utz John A. |
Green Bay, WI |
|
|
$3.42M |
| Uzzell George Scott |
Atlanta, GA |
|
|
$3.29M |
| Upchurch Michael W |
Kansas City, MO |
|
|
$3.28M |
| Ukpong Uwem |
Houston, TX |
|
|
$3.08M |
| Ulrich Phillip R. |
Columbus, OH |
|
|
$3.05M |
| URBAN PHILIP HUGH |
Branchville, NJ |
|
|
$3.01M |
| Unity Software Inc. |
San Francisco, CA |
|
|
$2.69M |
| Udell David |
Chicago, IL |
|
|
$2.68M |
| UTTER LYNN M |
Golden, CO |
|
|
$2.54M |
| Ulasewicz Eugenia |
Hamilton, Bermuda |
|
|
$2.5M |
| Ulman Doug |
Columbus, OH |
|
|
$2.48M |
| USD GROUP LLC |
Houston, TX |
|
|
$2.42M |
| Uplinger Chad C |
Reading, PA |
|
|
$2.28M |
| Urban David |
New York, NY |
|
|
$2.23M |
| Ueberroth Heidi |
Dallas, TX |
|
|
$2.23M |
| Underwood James C |
San Antonio, TX |
|
|
$2.08M |
| Udelhofen Justin |
Jacksonville, FL |
|
|
$1.96M |
| Urbanek David Alan |
Greenfield, IN |
|
|
$1.92M |
| Urban Michael |
Fremont, CA |
|
|
$1.83M |
| Uribe Gonzalo |
Dallas, TX |
|
|
$1.71M |
| UHL JESSICA R. |
New York, NY |
|
|
$1.67M |
| Unruh Jess |
Pasadena, US |
|
|
$1.67M |
| Uychiat Pison Marivic |
Temecula, CA |
|
|
$1.62M |
| UNDERWOOD JEFF |
Dallas, TX |
|
|
$1.57M |
| Updike James E. Jr. |
Phoenix, AZ |
|
|
$1.55M |
| Ugwonali Dana Weeks |
New York, NY |
|
|
$1.55M |
| Urban Julianne |
Buffalo, NY |
|
|
$1.46M |
| Ugarkovich T aira |
Cullman, AL |
|
|
$1.45M |
| UPDYKE ALAN R |
Tulsa, OK |
|
|
$1.44M |
| Urban Brett Nicholas |
Blue Bell, PA |
|
|
$1.32M |
| Umair Muhammad |
Sacramento, CA |
|
|
$1.29M |
| URBASZEK MARCIN |
New York, NY |
|
|
$1.25M |
| ULYSSES AGGREGATOR, LP |
Palo Alto, CA |
|
|
$1.16M |
| Uren Lesley |
Los Angeles, CA |
|
|
$1.15M |
| UECKER DARRIN |
Hayward, CA |
|
|
$1.14M |
| Utsch Louis W |
El Dorado, AR |
|
|
$1.14M |
| URBAN ALAN LOUIS |
Santa Monica, CA |
|
|
$1.12M |
| Urbain Xavier |
Chicago, IL |
|
|
$1.08M |
| Ugwumba Chidozie |
Denver, CO |
|
|
$1.07M |
| ULM SCOTT |
Vero Beach, FL |
|
|
$1.05M |
| USCF Advisers LLC |
Walnut Creek, CA |
Q2 2025 |
|
$1.02M |
| Union Square Ventures 2012 Fund, L.P. |
New York, NY |
|
|
$992K |
| UNGER LAURA S |
New York, NY |
|
|
$985K |
| Uggetti Alberto |
Northbrook, IL |
|
|
$954K |
| Underwood April |
Seattle, WA |
|
|
$889K |
| Upshaw Nichole Lee |
Boca Raton, FL |
|
|
$869K |
| Urban Sherry L. |
Jersey City, NJ |
|
|
$868K |
| Urban Benjamin Nicholas |
Calgary, Alberta, Canada |
|
|
$802K |
| Urlick Michael J |
Spokane, WA |
|
|
$746K |
| Utley Charles |
New York, NY |
|
|
$735K |
| Ullrich Lars |
Chicago, IL |
|
|
$731K |
| Ure David Kent |
Surrey, British Columbia, Canada |
|
|
$657K |
| Uleman Marc |
Northbrook, IL |
|
|
$645K |
| UYEDA ALLEN BRUCE |
Honolulu, HI |
|
|
$616K |
| Uner Tayfun |
Colmar, PA |
|
|
$581K |
| Usher Christopher Theron |
Houston, TX |
|
|
$571K |
| Unger David C |
White Plains, NY |
|
|
$543K |
| UBA HAJIME |
Irvine, CA |
|
|
$529K |
| Ulrich Alison |
Atlanta, GA |
|
|
$511K |
| Underwood Donald M |
Houston, TX |
|
|
$496K |
| Usher Stephen |
Louisville, KY |
|
|
$465K |
| UTTZ JEFFREY J |
Irvine, CA |
|
|
$465K |
| UHRIE JOHN |
Lakewood, CO |
|
|
$464K |
| Uttley Vincent |
Sunnyvale, CA |
|
|
$462K |
| Unwin Stephanie |
Westlake Village, CA |
|
|
$456K |
| Ulmer Raymond |
Mayfield, OH |
|
|
$418K |
| Unger Pamela |
Everett, WA |
|
|
$412K |
| Ugarte Juan Andres |
San Francisco, CA |
|
|
$385K |
| Udhas Pradeep |
Mumbai, India |
|
|
$370K |
| Usifer Maureen K |
New York, NY |
|
|
$367K |
| Uffner Jerry |
San Antonio, TX |
|
|
$349K |
| Ursano Antonio Jr. |
New York, NY |
|
|
$324K |
| Uranga Francisco S |
Van Nuys, CA |
|
|
$324K |
| Uden Stephen |
Branford, CT |
|
|
$318K |
| Unger Kevin |
Warsaw, IN |
|
|
$279K |
| Upadhyay Arun |
Malvern, PA |
|
|
$274K |
| Urban Richard P |
Warren, MI |
|
|
$270K |
| Ugalde Gregory Francis |
North Las Vegas, NV |
|
|
$246K |
| Uhde Philip |
New York, NY |
|
|
$237K |
| Unnikrishnan Roopa |
Northbrook, IL |
|
|
$230K |
| Ukrop Lowell Simmons |
Richmond, VA |
|
|
$211K |
| UNGAR EDWARD W |
Columbus, OH |
|
|
$208K |
| Utter Anders |
Newton, MA |
|
|
$205K |
| Umesiri Oluwatoyin |
Little Rock, AR |
|
|
$200K |
| Udell Stuart |
Herndon, VA |
|
|
$194K |
| Ungar Robert A |
Amityville, NY |
|
|
$186K |
| Uleau Adrienne |
Havertown, PA |
|
|
$180K |
| Upson Jill S |
Charles Town, WV |
|
|
$173K |
| Uotani Masahiko |
Chicago, IL |
|
|
$153K |
| Ursini Charles |
Marina Del Rey, CA |
|
|
$140K |
| Uhlick Christopher Michael |
New York, NY |
|
|
$127K |
| Utterback Cynthia A |
Helena, MT |
|
|
$123K |
| Urbach Tanya Durkee |
Vancouver, WA |
|
|
$122K |
| Unverferth Steven R |
Columbus Grove, OH |
|
|
$109K |
| Uribe John |
Grand Forks, ND |
|
|
$90K |
| Urey Jill L. |
York, PA |
|
|
$88.1K |
| Upton Richard A |
Amherst, NH |
|
|
$83.9K |
| Umemezia Chike |
Stuart, FL |
|
|
$79.7K |
| Ulrich Thomas W |
Carlsbad, CA |
|
|
$59.7K |
| Ungaro Ursula |
Miami, FL |
|
|
$54.9K |
| Udseth Kyle |
Wayzata, MN |
|
|
$35K |
| Ulrich George Turner |
Ogden, UT |
|
|
$31.3K |
| Untermeyer Thomas |
Waco, TX |
|
|
$30.3K |
| UMBERGER HARRY P JR |
Lynchburg, VA |
|
|
$28.1K |
| USMAN NASSIM |
|
|
|
$27.3K |
| Uhrenbacher Christian Stephan |
Toronto |
|
|
$24.2K |
| Uniacke Katherine |
New York, NY |
|
|
$23.2K |
| UNDERWOOD DAVID T. |
Vancouver, British Columbia, Canada |
|
|
$12.7K |
| ULLMAN DAVID E |
Hampstead, MD |
|
|
$9.19K |
| U.S. Data Mining Group, Inc. |
Miami, FL |
|
|
$1.34K |
| Urdea Michael S |
Alamo, CA |
|
|
$1.33K |