Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ULS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 6.1M | $520.6M | -24.5% | 3.023% | 0.12% |
| 2 | BlackRock, Inc. | 5.4M | $467.0M | +9.1% | 2.712% | 0.01% |
| 3 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5.4M | $462.7M | -10.2% | 2.687% | 1.36% |
| 4 | Capital Research Global Investors | 3.7M | $313.1M | -4.7% | 1.819% | 0.05% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.5M | $296.3M | — | 1.720% | 0.01% |
| 6 | Durable Capital Partners LP | 3.3M | $282.1M | +28.4% | 1.638% | 2.90% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.1M | $264.4M | — | 1.536% | 0.01% |
| 8 | JANUS HENDERSON GROUP PLC | 3.0M | $256.1M | -1.2% | 1.487% | 0.13% |
| 9 | Allspring Global Investments Holdings, LLC | 1.7M | $147.5M | +12.5% | 0.868% | 0.25% |
| 10 | FMR LLC | 1.6M | $139.3M | -13.3% | 0.809% | 0.01% |
| 11 | STATE STREET CORP | 1.5M | $132.4M | +5.7% | 0.769% | 0.00% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 1.5M | $126.0M | +14.6% | 0.731% | 0.01% |
| 13 | Neuberger Berman Group LLC | 1.3M | $110.6M | +184.3% | 0.642% | 0.08% |
| 14 | FIRST TRUST ADVISORS LP | 1.2M | $104.0M | -14.0% | 0.604% | 0.07% |
| 15 | WELLS FARGO & COMPANY/MN | 1.1M | $96.2M | -3.0% | 0.558% | 0.02% |
| 16 | FEDERATED HERMES, INC. | 1.1M | $93.5M | +3.2% | 0.543% | 0.15% |
| 17 | Conestoga Capital Advisors, LLC | 1.0M | $90.0M | +0.3% | 0.522% | 1.80% |
| 18 | UBS Group AG | 913K | $78.2M | +70.4% | 0.454% | 0.01% |
| 19 | SCOPUS ASSET MANAGEMENT, L.P. | 858K | $73.6M | -4.5% | 0.427% | 1.57% |
| 20 | DRIEHAUS CAPITAL MANAGEMENT LLC | 811K | $69.5M | -0.9% | 0.403% | 0.51% |
| 21 | Alyeska Investment Group, L.P. | 732K | $62.7M | -16.4% | 0.364% | 0.18% |
| 22 | BLAIR WILLIAM & CO/IL | 726K | $62.2M | -13.8% | 0.361% | 0.18% |
| 23 | Electron Capital Partners, LLC | 714K | $61.2M | -16.5% | 0.355% | 2.76% |
| 24 | AltraVue Capital, LLC | 702K | $60.2M | -15.5% | 0.349% | 5.18% |
| 25 | MORGAN STANLEY | 669K | $57.4M | -24.9% | 0.333% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ULS — a direct measure of their conviction.
Filings activity in ULS during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 360 | +2.6% | 31.73% | +0.86 pp | $6.18B | +2.8% |
| Q4 2025 | 351 | +29% | 30.87% | +9.26 pp | $6.01B | +43% |
| Q3 2025 | 272 | +12% | 21.61% | 0.49 pp | $4.21B | 2.2% |
| Q2 2025 | 242 | +33% | 22.10% | +5.77 pp | $4.30B | +35% |
| Q1 2025 | 182 | 2.7% | 16.33% | +1.19 pp | $3.18B | +7.9% |
| Q4 2024 | 187 | +5.6% | 15.14% | +1.13 pp | $2.95B | +8.1% |
| Q3 2024 | 177 | +38% | 14.01% | +5.56 pp | $2.73B | +66% |
| Q2 2024 | 128 | — | 8.45% | — | $1.65B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ULS stock.
Based on Q1 2026 13F filings, institutional ownership of UL Solutions Inc. stands at 31.7%, held across 360 reporting institutions.
Capital International Investors is the largest reported institutional holder of ULS, with approximately 6,074,266 shares worth $0.52B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of ULS.
Our composite Smart Money Score for ULS is 44 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
66 institutions opened new positions in ULS during Q1 2026, while 57 fully exited. 215 added to existing positions and 76 trimmed.
ULS institutional ownership rose by 0.86 percentage points quarter-over-quarter, with a net change of +9 holders.
The top 10 institutions account for 51.0% of all reported 13F value in ULS, and the top 25 account for 71.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
UL Solutions Inc. (ULS) Institutional Ownership