UBS AG LONDON BRANCH (MLPB)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
Institutions report 6,474,318 shares against 3,858,408,466 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. Share count carried from an earlier filing (cy2025q4i).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | $88.7M | 3,075,807 | 0.11% | 2q | -0.6%-$531.9K |
| WELLS FARGO & COMPANY/MN | $64.9M | 2,252,272 | 0.01% | 26q | -50.1%-$65.0M |
| Marion Wealth Management | $17.2M | 598,326 | 3.51% | 19q | -0.7%-$116.3K |
| PNC Financial Services Group, Inc. | $4.0M | 137,282 | 0.00% | 27q | HELD |
| MAI Capital Management | $2.9M | 100,012 | 0.01% | 25q | HELD |
| MBL Wealth, LLC | $1.7M | 59,955 | 0.12% | 20q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $976.9K | 33,918 | 0.00% | 2q | -19.3%-$233.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $723.3K | 24,600 | 0.00% | 5q | HELD |
| GLENMEDE TRUST CO NA | $635.0K | 22,045 | 0.00% | new | NEW |
| DIVERSIFIED TRUST CO | $609.8K | 21,171 | 0.01% | 25q | -7.0%-$46.1K |
| Savvy Advisors, Inc. | $606.1K | 21,043 | 0.01% | 7q | -3.8%-$24.1K |
| CITADEL ADVISORS LLC | $532.3K | 18,482 | 0.00% | 6q | -0.5%-$2.9K |
| IFP Advisors, Inc | $455.4K | 15,810 | 0.01% | 6q | -3.1%-$14.4K |
| FIFTH THIRD BANCORP | $329.8K | 11,449 | 0.00% | 26q | -20.8%-$86.4K |
| Callan Family Office, LLC | $308.3K | 10,702 | 0.01% | 7q | HELD |
| LPL Financial LLC | $298.5K | 10,362 | 0.00% | 24q | -8.7%-$28.5K |
| COMMERCE BANK | $272.9K | 9,475 | 0.00% | 2q | HELD |
| Creative Planning | $270.5K | 9,390 | 0.00% | 7q | +16.8%+$38.9K |
| ETF Store, Inc. | $253.6K | 8,805 | 0.21% | 10q | HELD |
| Genesis Financial Group, LLC | $246.3K | 8,550 | 0.16% | 2q | +6.2%+$14.4K |
| EP Wealth Advisors, LLC | $210.3K | 7,300 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $167.6K | 5,819 | 0.00% | 20q | +153.0%+$101.4K |
| FIRST HORIZON CORP | $138.3K | 4,800 | 0.01% | 4q | HELD |
| JPMORGAN CHASE & CO | $83.3K | 2,900 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $51.8K | 1,800 | 0.00% | 17q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $51.3K | 1,780 | 0.00% | 4q | HELD |
| Institute for Wealth Management, LLC. | $7.0K | 242 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $6.3K | 220 | 0.00% | 3q | HELD |
| HUNTINGTON NATIONAL BANK | $29 | 1 | 0.00% | 15q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 29 | $186.6M | 6,474,318 | 3 | 3 | 10 | 0.0% |
| Q1 2026 | 29 | $254.4M | 8,762,306 | 6 | 4 | 6 | 0.0% |
| Q4 2025 | 25 | $166.7M | 6,564,101 | 2 | 4 | 6 | 0.0% |
| Q3 2025 | 28 | $165.0M | 6,604,198 | 3 | 6 | 8 | 0.0% |
| Q2 2025 | 29 | $171.7M | 6,602,911 | 5 | 8 | 6 | 0.0% |
| Q1 2025 | 29 | $168.0M | 6,548,417 | 4 | 4 | 7 | 0.0% |
| Q4 2024 | 26 | $170.2M | 6,654,182 | 5 | 3 | 10 | 0.0% |
| Q3 2024 | 22 | $163.6M | 6,721,763 | 1 | 4 | 8 | 0.0% |
| Q2 2024 | 25 | $167.6M | 6,781,035 | 2 | 5 | 7 | 0.0% |
| Q1 2024 | 27 | $170.4M | 7,060,952 | 3 | 7 | 8 | 0.0% |
| Q4 2023 | 25 | $141.2M | 6,603,156 | 1 | 1 | 11 | 0.0% |
| Q3 2023 | 24 | $144.6M | 6,803,170 | 1 | 5 | 10 | 0.0% |
| Q2 2023 | 23 | $196.6M | 9,898,175 | 0 | 4 | 11 | 0.0% |
| Q1 2023 | 25 | $319.3M | 11,465,730 | 2 | 8 | 7 | 0.0% |
| Q4 2022 | 22 | $141.7M | 8,249,521 | 3 | 6 | 8 | 0.0% |
| Q3 2022 | 25 | $149.8M | 8,638,552 | 1 | 5 | 7 | 0.0% |
| Q2 2022 | 27 | $142.1M | 8,721,128 | 2 | 9 | 7 | 0.0% |
| Q1 2022 | 26 | $155.1M | 8,606,599 | 4 | 8 | 9 | 0.0% |
| Q4 2021 | 25 | $119.7M | 7,779,152 | 3 | 8 | 9 | 0.0% |
| Q3 2021 | 25 | $108.9M | 7,010,005 | 4 | 8 | 6 | 0.0% |
| Q2 2021 | 22 | $142.1M | 8,401,092 | 2 | 4 | 12 | 0.0% |
| Q1 2021 | 26 | $123.3M | 8,719,524 | 5 | 6 | 12 | 0.0% |
| Q4 2020 | 25 | $109.7M | 9,237,860 | 5 | 4 | 14 | 0.0% |
| Q3 2020 | 28 | $99.1M | 10,367,445 | 7 | 3 | 14 | 0.0% |
| Q2 2020 | 25 | $121.6M | 10,633,999 | 13 | 4 | 7 | 0.0% |
| Q1 2020 | 15 | $39.6M | 4,853,264 | 13 | 1 | 0 | 0.0% |
| Q4 2019 | 1 | $2.0K | 108 | 1 | 0 | 0 | 0.0% |