UNITED CMNTY BKS BLAIRSVLE G (UCB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 105,331,325 shares against 120,575,503 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $614.4M | 17,508,114 | 0.01% | 8q | -2.0%-$12.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $284.9M | 8,117,742 | 0.01% | 2q | +0.9%+$2.6M |
| FMR LLC | $281.7M | 8,027,052 | 0.01% | 31q | -10.3%-$32.4M |
| DIMENSIONAL FUND ADVISORS LP | $233.0M | 6,641,192 | 0.04% | 31q | +1.9%+$4.2M |
| STATE STREET CORP | $231.1M | 6,538,953 | 0.01% | 31q | +4.9%+$10.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $190.2M | 5,421,389 | 0.00% | 2q | +0.8%+$1.6M |
| NEUBERGER BERMAN GROUP LLC | $123.5M | 3,519,022 | 0.08% | 16q | +0.8%+$991.4K |
| EARNEST PARTNERS LLC | $113.4M | 3,232,896 | 0.41% | 17q | -3.7%-$4.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $109.5M | 3,118,742 | 0.01% | 31q | +4.7%+$4.9M |
| Invesco Ltd. | $77.7M | 2,214,478 | 0.01% | 31q | +24.8%+$15.4M |
| GOLDMAN SACHS GROUP INC | $62.2M | 1,773,844 | 0.01% | 31q | -4.9%-$3.2M |
| SNYDER CAPITAL MANAGEMENT L P | $57.6M | 1,640,886 | 0.99% | 31q | -2.5%-$1.5M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $56.4M | 1,606,581 | 0.08% | 3q | -6.8%-$4.1M |
| Bank of New York Mellon Corp | $55.2M | 1,572,963 | 0.01% | 31q | +19.5%+$9.0M |
| NORGES BANK | $53.5M | 1,523,614 | 0.01% | 32q | -1.8%-$992.4K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $52.7M | 1,501,475 | 0.01% | 31q | +0.7%+$389.4K |
| NORTHERN TRUST CORP | $50.7M | 1,443,555 | 0.01% | 31q | +10.0%+$4.6M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $50.3M | 1,434,797 | 0.45% | 2q | +32.2%+$12.3M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $49.3M | 1,406,300 | 0.02% | 22q | +12.3%+$5.4M |
| Qube Research & Technologies Ltd | $38.7M | 1,102,640 | 0.04% | 11q | +181.4%+$24.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $36.9M | 1,052,438 | 0.04% | 31q | HELD |
| MORGAN STANLEY | $35.7M | 1,017,671 | 0.00% | 35q | +3.9%+$1.3M |
| Fisher Asset Management, LLC | $33.2M | 944,829 | 0.01% | 15q | HELD |
| AMERICAN CENTURY COMPANIES INC | $32.5M | 926,155 | 0.01% | 31q | +369.4%+$25.6M |
| PANAGORA ASSET MANAGEMENT INC | $30.7M | 874,986 | 0.09% | 3q | +110.3%+$16.1M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $30.6M | 871,016 | 0.61% | 31q | -0.8%-$255.7K |
| VANGUARD FIDUCIARY TRUST CO | $27.9M | 796,001 | 0.01% | 2q | +1.4%+$377.8K |
| PRINCIPAL FINANCIAL GROUP INC | $27.4M | 780,281 | 0.01% | 31q | +1.8%+$480.1K |
| SEGALL BRYANT & HAMILL, LLC | $25.0M | 712,727 | 0.30% | 31q | +4.5%+$1.1M |
| AMERIPRISE FINANCIAL INC | $24.7M | 703,102 | 0.00% | 31q | +156.8%+$15.1M |
| Nuveen, LLC | $22.3M | 635,295 | 0.01% | 6q | +3.5%+$753.2K |
| BANK OF AMERICA CORP /DE/ | $22.0M | 628,256 | 0.00% | 31q | -16.0%-$4.2M |
| MetLife Investment Management, LLC | $18.1M | 514,498 | 0.08% | 32q | +1.0%+$185.9K |
| JPMORGAN CHASE & CO | $14.5M | 404,779 | 0.00% | 31q | -5.7%-$870.0K |
| Public Sector Pension Investment Board | $14.4M | 411,165 | 0.04% | 31q | -4.7%-$712.4K |
| SEI INVESTMENTS CO | $13.7M | 391,226 | 0.01% | 31q | -12.3%-$1.9M |
| Interval Partners, LP | $12.5M | 355,933 | 0.32% | 3q | +17.0%+$1.8M |
| Aristotle Capital Boston, LLC | $12.0M | 340,716 | 0.80% | 19q | -16.5%-$2.4M |
| AQR CAPITAL MANAGEMENT LLC | $11.6M | 330,969 | 0.00% | 7q | +34.5%+$3.0M |
| RHUMBLINE ADVISERS | $10.9M | 309,692 | 0.01% | 31q | -11.9%-$1.5M |
| MILLENNIUM MANAGEMENT LLC | $10.7M | 304,256 | 0.00% | 17q | -18.6%-$2.4M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $10.3M | 290,166 | 0.01% | 31q | +25.7%+$2.1M |
| RAYMOND JAMES FINANCIAL INC | $9.4M | 269,263 | 0.00% | 7q | -8.0%-$818.8K |
| Legal & General Group Plc | $9.4M | 268,602 | 0.00% | 31q | -3.3%-$320.3K |
| UBS Group AG | $9.2M | 262,409 | 0.00% | 31q | -6.2%-$607.2K |
| NATIXIS ADVISORS, LLC | $9.2M | 261,996 | 0.01% | 20q | +36.3%+$2.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $9.2M | 261,881 | 0.00% | new | NEW |
| WELLINGTON MANAGEMENT GROUP LLP | $8.9M | 254,136 | 0.00% | 29q | -64.4%-$16.1M |
| Cresset Asset Management, LLC | $8.5M | 241,611 | 0.03% | 3q | HELD |
| FEDERATED HERMES, INC. | $8.5M | 241,877 | 0.01% | 2q | +268.8%+$6.2M |
| Swiss National Bank | $8.4M | 240,200 | 0.00% | 31q | HELD |
| California Public Employees Retirement System | $8.3M | 237,655 | 0.00% | 18q | -2.9%-$246.9K |
| WELLS FARGO & COMPANY/MN | $8.3M | 236,668 | 0.00% | 31q | +31.9%+$2.0M |
| BLAIR WILLIAM & CO/IL | $7.6M | 217,555 | 0.02% | 12q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $7.5M | 214,390 | 0.00% | 31q | -10.9%-$919.2K |
| ProShare Advisors LLC | $7.4M | 211,945 | 0.01% | 25q | -3.4%-$264.7K |
| CITADEL ADVISORS LLC | $7.1M | 201,678 | 0.00% | 13q | -6.7%-$510.4K |
| VOYA INVESTMENT MANAGEMENT LLC | $7.0M | 200,869 | 0.01% | 31q | -4.7%-$350.7K |
| Thrivent Financial for Lutherans | $6.9M | 195,960 | 0.01% | 31q | +77.6%+$3.0M |
| ENVESTNET ASSET MANAGEMENT INC | $6.4M | 182,467 | 0.00% | 31q | -1.6%-$107.3K |
| Schonfeld Strategic Advisors LLC | $6.1M | 175,106 | 0.02% | 3q | +169.4%+$3.9M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $5.6M | 158,964 | 0.01% | 31q | +15.0%+$727.7K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $5.4M | 154,889 | 0.00% | 31q | +17.6%+$813.6K |
| PEREGRINE CAPITAL MANAGEMENT LLC | $5.4M | 154,456 | 0.18% | 25q | -8.1%-$474.7K |
| FIRST TRUST ADVISORS LP | $5.2M | 149,203 | 0.00% | 31q | +2.4%+$121.6K |
| ALLIANCEBERNSTEIN L.P. | $5.1M | 160,467 | 0.00% | 31q | +9.8%+$450.6K |
| Invenomic Capital Management LP | $5.0M | 141,162 | 0.30% | 2q | -21.3%-$1.3M |
| Russell Investments Group, Ltd. | $5.0M | 141,067 | 0.00% | 31q | +67.5%+$2.0M |
| FRANKLIN RESOURCES INC | $4.8M | 137,569 | 0.00% | 4q | +4.1%+$191.5K |
| PRUDENTIAL FINANCIAL INC | $4.7M | 133,937 | 0.01% | 34q | -31.8%-$2.2M |
| CITIGROUP INC | $4.5M | 128,016 | 0.00% | 31q | +18.7%+$707.7K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4.5M | 126,831 | 0.01% | 6q | -1.7%-$75.7K |
| DEUTSCHE BANK AG\ | $4.4M | 126,435 | 0.00% | 34q | -38.2%-$2.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | $4.3M | 122,230 | 0.00% | 2q | HELD |
| Quantinno Capital Management LP | $4.2M | 118,334 | 0.00% | 7q | +15.8%+$565.6K |
| Numerai GP LLC | $4.1M | 118,171 | 0.34% | new | NEW |
| Waverly Advisors, LLC | $3.9M | 112,521 | 0.02% | 19q | HELD |
| New Age Alpha Advisors, LLC | $3.8M | 108,934 | 0.16% | 7q | +542.6%+$3.2M |
| Verition Fund Management LLC | $3.7M | 105,403 | 0.02% | 7q | -73.6%-$10.3M |
| GREAT LAKES ADVISORS, LLC | $3.7M | 105,387 | 0.03% | 14q | +5.5%+$193.8K |
| NATIXIS | $3.7M | 105,200 | 0.01% | new | NEW |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $3.7M | 104,774 | 0.01% | 31q | +3.4%+$121.1K |
| BESSEMER GROUP INC | $3.6M | 103,338 | 0.00% | 15q | HELD |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $3.6M | 101,990 | 0.07% | 2q | +4.1%+$142.4K |
| CANADA LIFE ASSURANCE Co | $3.5M | 99,185 | 0.01% | 27q | -5.6%-$206.0K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $3.4M | 97,507 | 0.01% | 4q | HELD |
| Jump Financial, LLC | $3.4M | 96,892 | 0.03% | new | NEW |
| D. E. Shaw & Co., Inc. | $3.3M | 95,228 | 0.00% | 2q | -8.6%-$314.3K |
| Holocene Advisors, LP | $3.3M | 94,995 | 0.01% | 10q | +19.4%+$542.7K |
| ALGERT GLOBAL LLC | $3.1M | 89,080 | 0.04% | 5q | HELD |
| Allianz Asset Management GmbH | $3.0M | 85,135 | 0.00% | 2q | +266.0%+$2.2M |
| Edgestream Partners, L.P. | $2.9M | 83,515 | 0.09% | 4q | +176.6%+$1.9M |
| BNP PARIBAS FINANCIAL MARKETS | $2.9M | 82,613 | 0.00% | 31q | -13.8%-$462.7K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $2.7M | 76,117 | 0.00% | 31q | +7.6%+$188.2K |
| VICTORY CAPITAL MANAGEMENT INC | $2.5M | 70,384 | 0.00% | 31q | -59.7%-$3.7M |
| Rafferty Asset Management, LLC | $2.4M | 69,744 | 0.01% | 25q | -28.5%-$973.6K |
| DIVERSIFIED TRUST CO | $2.3M | 66,890 | 0.04% | 3q | +134.3%+$1.3M |
| Point72 Asset Management, L.P. | $2.3M | 66,857 | 0.00% | 5q | +188.9%+$1.5M |
| OCCUDO QUANTITATIVE STRATEGIES LP | $2.3M | 66,558 | 0.12% | 3q | +70.0%+$961.3K |
| GUGGENHEIM CAPITAL LLC | $2.2M | 62,619 | 0.01% | 31q | +15.5%+$295.5K |
Showing the largest 100 of 374 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-19 | 2026-08-19 | Directors or officers departed or appointed | filing |
| 2026-08-03 | 2026-08-01 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-28 | HARRALSON JEFFERSON L | EVP, CFO | Sold | 25,000 | $885.2K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 100 | $41.8M | 1,252,256 | 14 | 27 | 16 | 0.0% |
| Q2 2026 | 374 | $3.7B | 105,331,325 | 54 | 128 | 87 | 0.0% |
| Q1 2026 | 355 | $3.2B | 101,424,688 | 48 | 117 | 105 | 0.0% |
| Q4 2025 | 336 | $3.2B | 102,524,082 | 50 | 100 | 101 | 0.0% |
| Q3 2025 | 302 | $3.2B | 100,822,629 | 33 | 93 | 93 | 0.0% |
| Q2 2025 | 305 | $3.1B | 102,353,670 | 39 | 117 | 85 | 0.0% |
| Q1 2025 | 303 | $2.9B | 102,217,334 | 50 | 101 | 79 | 0.0% |
| Q4 2024 | 275 | $3.3B | 103,473,794 | 24 | 90 | 82 | 0.0% |
| Q3 2024 | 275 | $2.9B | 98,358,743 | 46 | 79 | 79 | 0.0% |
| Q2 2024 | 260 | $2.5B | 97,801,258 | 27 | 85 | 77 | 0.0% |
| Q1 2024 | 270 | $2.6B | 100,046,767 | 40 | 70 | 92 | 0.1% |
| Q4 2023 | 255 | $2.9B | 99,167,148 | 32 | 83 | 75 | 0.0% |
| Q3 2023 | 237 | $2.5B | 99,222,024 | 17 | 82 | 66 | 0.0% |
| Q2 2023 | 242 | $2.4B | 97,256,389 | 16 | 79 | 87 | 0.0% |
| Q1 2023 | 251 | $2.9B | 102,363,286 | 24 | 105 | 61 | 0.0% |
| Q4 2022 | 276 | $3.1B | 92,153,736 | 40 | 90 | 88 | 0.0% |
| Q3 2022 | 237 | $3.8B | 114,771,922 | 21 | 68 | 72 | 0.0% |
| Q2 2022 | 238 | $3.0B | 97,748,260 | 30 | 76 | 68 | 0.0% |
| Q1 2022 | 246 | $3.6B | 104,349,268 | 52 | 89 | 65 | 0.0% |
| Q4 2021 | 225 | $4.2B | 115,628,952 | 29 | 89 | 55 | 0.0% |
| Q3 2021 | 216 | $3.5B | 105,794,446 | 23 | 66 | 73 | 0.0% |
| Q2 2021 | 220 | $3.4B | 104,558,344 | 19 | 79 | 68 | 0.1% |
| Q1 2021 | 218 | $3.5B | 103,042,291 | 32 | 71 | 69 | 0.0% |
| Q4 2020 | 206 | $2.9B | 103,471,115 | 35 | 60 | 63 | 0.0% |
| Q3 2020 | 181 | $1.7B | 97,710,817 | 17 | 76 | 55 | 0.0% |
| Q2 2020 | 189 | $1.9B | 96,258,758 | 31 | 65 | 65 | 0.0% |
| Q1 2020 | 182 | $2.5B | 133,282,959 | 15 | 65 | 64 | 0.0% |
| Q4 2019 | 228 | $3.3B | 105,426,157 | 28 | 69 | 68 | 0.0% |
| Q3 2019 | 211 | $2.8B | 99,355,406 | 15 | 64 | 83 | 0.0% |
| Q2 2019 | 221 | $3.0B | 102,967,713 | 34 | 71 | 61 | 0.1% |
| Q1 2019 | 222 | $2.5B | 99,088,344 | 31 | 74 | 73 | 0.0% |
| Q4 2018 | 219 | $2.1B | 98,540,998 | 3 | 4 | 4 | 0.0% |
