UNITED FIRE GROUP INC (UFCS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 17,393,553 shares against 25,705,439 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.
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $183.1M | 3,492,305 | 0.00% | 8q | +1.3%+$2.3M |
| DIMENSIONAL FUND ADVISORS LP | $78.9M | 1,505,183 | 0.01% | 31q | +1.0%+$797.9K |
| VANGUARD CAPITAL MANAGEMENT LLC | $50.6M | 965,279 | 0.00% | 2q | HELD |
| STATE STREET CORP | $45.1M | 860,633 | 0.00% | 31q | +5.3%+$2.3M |
| AMERICAN CENTURY COMPANIES INC | $37.8M | 721,246 | 0.02% | 17q | +27.2%+$8.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $37.2M | 710,198 | 0.00% | 31q | +7.2%+$2.5M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $30.6M | 582,930 | 0.61% | 31q | -4.8%-$1.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $29.3M | 558,629 | 0.00% | 2q | +4.9%+$1.4M |
| BANK OF AMERICA CORP /DE/ | $24.9M | 475,517 | 0.00% | 31q | -4.4%-$1.1M |
| Invesco Ltd. | $22.7M | 433,243 | 0.00% | 31q | +7.3%+$1.6M |
| AQR CAPITAL MANAGEMENT LLC | $21.3M | 405,797 | 0.01% | 19q | -3.9%-$852.5K |
| MORGAN STANLEY | $16.7M | 317,680 | 0.00% | 35q | +23.9%+$3.2M |
| ROYCE & ASSOCIATES LP | $13.1M | 250,169 | 0.11% | 4q | +1.3%+$165.7K |
| Hillsdale Investment Management Inc. | $12.7M | 241,568 | 0.29% | 8q | +14.1%+$1.6M |
| NORTHERN TRUST CORP | $12.7M | 241,255 | 0.00% | 31q | +12.2%+$1.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11.0M | 210,176 | 0.00% | 31q | +3.3%+$352.7K |
| Sixth Street Partners Management Company, L.P. | $11.0M | 210,176 | 0.00% | new | NEW |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $10.0M | 190,184 | 0.18% | 31q | +10.3%+$931.0K |
| Connor, Clark & Lunn Investment Management Ltd. | $9.7M | 185,359 | 0.02% | 10q | -1.3%-$127.3K |
| Bank of New York Mellon Corp | $9.7M | 184,759 | 0.00% | 31q | +2.5%+$232.6K |
| Allianz Asset Management GmbH | $9.3M | 251,918 | 0.01% | 4q | HELD |
| EARNEST PARTNERS LLC | $8.3M | 158,487 | 0.03% | 31q | -3.9%-$333.6K |
| Public Sector Pension Investment Board | $7.9M | 151,508 | 0.01% | 31q | +93.1%+$3.8M |
| PANAGORA ASSET MANAGEMENT INC | $7.9M | 149,885 | 0.02% | 5q | +107.1%+$4.1M |
| VANGUARD FIDUCIARY TRUST CO | $7.6M | 145,268 | 0.00% | 2q | +1.0%+$76.2K |
| PRINCIPAL FINANCIAL GROUP INC | $7.0M | 134,217 | 0.00% | 31q | +1.6%+$113.8K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $6.9M | 130,915 | 0.00% | 10q | +6.7%+$428.7K |
| PRUDENTIAL FINANCIAL INC | $6.2M | 117,347 | 0.01% | 32q | +95.7%+$3.0M |
| Empowered Funds, LLC | $5.9M | 113,184 | 0.03% | 2q | +18.6%+$931.0K |
| ENVESTNET ASSET MANAGEMENT INC | $5.9M | 112,740 | 0.00% | 31q | -1.8%-$109.2K |
| GOLDMAN SACHS GROUP INC | $5.9M | 112,026 | 0.00% | 31q | -34.9%-$3.1M |
| RAYMOND JAMES FINANCIAL INC | $5.5M | 105,036 | 0.00% | 7q | +195.7%+$3.6M |
| ZACKS INVESTMENT MANAGEMENT | $5.4M | 103,681 | 0.04% | 6q | +6.0%+$309.8K |
| WELLS FARGO & COMPANY/MN | $5.3M | 101,172 | 0.00% | 31q | -45.5%-$4.4M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $5.2M | 99,376 | 0.02% | 31q | -4.8%-$264.2K |
| ROYAL BANK OF CANADA | $4.6M | 88,624 | 0.00% | 31q | -21.9%-$1.3M |
| UBS Group AG | $4.5M | 86,116 | 0.00% | 31q | -47.0%-$4.0M |
| JPMORGAN CHASE & CO | $4.4M | 82,648 | 0.00% | 31q | +54.4%+$1.5M |
| AMERIPRISE FINANCIAL INC | $4.3M | 82,224 | 0.00% | 31q | -46.8%-$3.8M |
| FIRST TRUST ADVISORS LP | $4.2M | 80,724 | 0.00% | 4q | +14.6%+$538.7K |
| MARTINGALE ASSET MANAGEMENT L P | $4.1M | 77,900 | 0.10% | 31q | +2.5%+$99.4K |
| Trexquant Investment LP | $4.1M | 77,832 | 0.02% | 7q | +34.1%+$1.0M |
| FRANKLIN RESOURCES INC | $3.6M | 68,241 | 0.00% | 6q | -8.0%-$312.7K |
| Qube Research & Technologies Ltd | $3.5M | 66,981 | 0.00% | 11q | -50.7%-$3.6M |
| NORGES BANK | $3.5M | 66,200 | 0.00% | new | NEW |
| BARCLAYS PLC | $3.3M | 63,269 | 0.00% | 31q | -16.0%-$632.4K |
| RHUMBLINE ADVISERS | $2.8M | 52,496 | 0.00% | 31q | -11.8%-$366.8K |
| Legal & General Group Plc | $2.7M | 51,088 | 0.00% | 31q | +3.4%+$88.1K |
| Russell Investments Group, Ltd. | $2.7M | 50,601 | 0.00% | 31q | +11.2%+$268.1K |
| BNP PARIBAS FINANCIAL MARKETS | $2.5M | 48,213 | 0.00% | 31q | +46.4%+$801.0K |
| Quantinno Capital Management LP | $2.5M | 47,680 | 0.00% | 4q | +8.8%+$201.3K |
| IEQ CAPITAL, LLC | $2.5M | 47,644 | 0.01% | 6q | -13.0%-$374.8K |
| JUPITER ASSET MANAGEMENT LTD | $2.4M | 46,229 | 0.01% | 3q | HELD |
| GLOBEFLEX CAPITAL L P | $2.3M | 43,882 | 0.29% | 7q | +2.1%+$48.0K |
| Swiss National Bank | $2.3M | 43,600 | 0.00% | 31q | +1.9%+$42.0K |
| INTECH INVESTMENT MANAGEMENT LLC | $2.3M | 43,502 | 0.02% | 7q | -35.7%-$1.3M |
| Nuveen, LLC | $2.2M | 42,889 | 0.00% | 6q | +7.4%+$155.8K |
| EXCHANGE TRADED CONCEPTS, LLC | $2.2M | 42,554 | 0.01% | 2q | +97.0%+$1.1M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1.9M | 37,091 | 0.01% | 9q | -25.0%-$647.8K |
| Man Group plc | $1.9M | 37,048 | 0.00% | 6q | -5.2%-$106.1K |
| Cerity Partners LLC | $1.9M | 36,481 | 0.00% | 3q | -4.0%-$80.2K |
| LPL Financial LLC | $1.9M | 36,054 | 0.00% | 11q | +66.6%+$755.5K |
| Integrated Quantitative Investments LLC | $1.8M | 35,093 | 0.30% | 7q | +284.6%+$1.4M |
| VOYA INVESTMENT MANAGEMENT LLC | $1.7M | 33,101 | 0.00% | 7q | +2.2%+$37.1K |
| TWO SIGMA INVESTMENTS, LP | $1.7M | 32,700 | 0.00% | 13q | -66.0%-$3.3M |
| RENAISSANCE TECHNOLOGIES LLC | $1.7M | 32,427 | 0.00% | 12q | -52.9%-$1.9M |
| Point72 Asset Management, L.P. | $1.6M | 30,991 | 0.00% | 2q | -28.2%-$638.1K |
| Wilmington Savings Fund Society, FSB | $1.4M | 27,499 | 0.03% | 8q | HELD |
| XTX Topco Ltd | $1.4M | 27,174 | 0.02% | 3q | +327.4%+$1.1M |
| Focus Partners Wealth | $1.4M | 26,879 | 0.00% | 3q | +1.6%+$22.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.3M | 24,816 | 0.00% | 3q | +105.0%+$666.7K |
| Ellsworth Advisors, LLC | $1.3M | 25,734 | 0.21% | 4q | HELD |
| Cetera Investment Advisers | $1.2M | 23,301 | 0.00% | 4q | -5.1%-$65.3K |
| Allspring Global Investments Holdings, LLC | $1.2M | 22,275 | 0.00% | 6q | +3.3%+$37.5K |
| Creative Planning | $1.2M | 22,663 | 0.00% | 4q | +11.9%+$126.1K |
| DEUTSCHE BANK AG\ | $1.2M | 22,543 | 0.00% | 34q | +25.4%+$239.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.1M | 21,118 | 0.00% | 31q | -20.7%-$288.3K |
| Horizon Investments, LLC | $1.1M | 18,627 | 0.01% | 5q | -1.1%-$12.4K |
| FMR LLC | $1.1M | 20,782 | 0.00% | 18q | -13.2%-$166.0K |
| CITADEL ADVISORS LLC | $1.0M | 19,337 | 0.00% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $1.0M | 27,155 | 0.00% | 31q | +36.8%+$270.5K |
| STATE OF WISCONSIN INVESTMENT BOARD | $953.4K | 18,180 | 0.00% | 7q | -18.7%-$218.7K |
| Vanguard Global Advisers, LLC | $950.6K | 18,127 | 0.00% | 2q | +12.6%+$106.3K |
| Tidal Investments LLC | $949.4K | 18,105 | 0.00% | 2q | -13.6%-$149.8K |
| Louisiana State Employees Retirement System | $868.1K | 19,400 | 0.01% | 24q | +100.0%+$434.1K |
| STRS OHIO | $860.0K | 16,400 | 0.00% | 5q | -5.7%-$52.4K |
| VANGUARD ASSET MANAGEMENT, Ltd | $831.0K | 15,846 | 0.00% | 2q | HELD |
| Mariner, LLC | $764.8K | 14,584 | 0.00% | 4q | -0.9%-$7.3K |
| State of Tennessee, Department of Treasury | $759.0K | 14,474 | 0.00% | 31q | -9.4%-$79.1K |
| CITIGROUP INC | $749.9K | 14,301 | 0.00% | 31q | -14.9%-$131.5K |
| HANCOCK WHITNEY CORP | $720.6K | 13,741 | 0.01% | 2q | +1.2%+$8.4K |
| Aquatic Capital Management LLC | $696.8K | 13,287 | 0.02% | new | NEW |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $673.9K | 12,850 | 0.01% | 3q | +47.8%+$217.9K |
| MILLENNIUM MANAGEMENT LLC | $669.4K | 12,766 | 0.00% | 16q | -72.9%-$1.8M |
| MetLife Investment Management, LLC | $655.7K | 12,503 | 0.00% | 32q | +4.3%+$26.8K |
| BAILARD, INC. | $655.5K | 12,500 | 0.01% | 6q | +16.8%+$94.4K |
| EntryPoint Capital, LLC | $619.1K | 11,806 | 0.15% | 7q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $585.4K | 11,327 | 0.00% | 4q | +9.1%+$48.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $574.8K | 10,962 | 0.00% | 9q | +0.6%+$3.7K |
| Illinois Municipal Retirement Fund | $566.4K | 10,800 | 0.01% | 12q | -9.0%-$55.8K |
Showing the largest 100 of 231 reported holders.
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 | 212 | $907.7M | 17,393,553 | 33 | 84 | 52 | 0.0% |
| Q1 2026 | 201 | $625.4M | 16,873,367 | 25 | 78 | 48 | 0.0% |
| Q4 2025 | 189 | $595.6M | 16,395,839 | 29 | 63 | 56 | 0.0% |
| Q3 2025 | 172 | $501.3M | 16,482,230 | 23 | 57 | 58 | 0.0% |
| Q2 2025 | 160 | $463.0M | 16,166,055 | 17 | 58 | 51 | 0.0% |
| Q1 2025 | 165 | $478.3M | 16,275,805 | 25 | 67 | 43 | 0.0% |
| Q4 2024 | 156 | $451.8M | 15,875,036 | 28 | 47 | 46 | 0.0% |
| Q3 2024 | 134 | $331.3M | 15,824,332 | 17 | 45 | 45 | 0.0% |
| Q2 2024 | 134 | $335.8M | 15,621,043 | 23 | 51 | 38 | 0.0% |
| Q1 2024 | 124 | $342.0M | 15,706,166 | 17 | 40 | 40 | 0.0% |
| Q4 2023 | 115 | $317.3M | 15,768,996 | 14 | 37 | 37 | 0.0% |
| Q3 2023 | 102 | $305.0M | 15,439,671 | 15 | 26 | 38 | 0.0% |
| Q2 2023 | 105 | $351.3M | 15,498,981 | 9 | 31 | 41 | 0.0% |
| Q1 2023 | 100 | $424.7M | 16,074,987 | 8 | 25 | 36 | 0.0% |
| Q4 2022 | 93 | $376.3M | 13,747,387 | 10 | 30 | 30 | 0.0% |
| Q3 2022 | 127 | $467.3M | 16,264,195 | 9 | 46 | 37 | 0.0% |
| Q2 2022 | 134 | $554.9M | 16,206,174 | 18 | 43 | 41 | 0.0% |
| Q1 2022 | 137 | $485.9M | 15,628,633 | 20 | 35 | 44 | 0.1% |
| Q4 2021 | 123 | $354.1M | 15,252,083 | 14 | 36 | 40 | 0.1% |
| Q3 2021 | 124 | $353.3M | 15,265,893 | 13 | 38 | 40 | 0.2% |
| Q2 2021 | 123 | $430.3M | 15,518,123 | 11 | 35 | 42 | 0.0% |
| Q1 2021 | 128 | $545.0M | 15,665,478 | 23 | 22 | 50 | 0.0% |
| Q4 2020 | 115 | $392.9M | 15,649,094 | 9 | 41 | 33 | 0.0% |
| Q3 2020 | 112 | $315.2M | 15,506,248 | 12 | 36 | 35 | 0.0% |
| Q2 2020 | 119 | $438.5M | 15,814,463 | 13 | 43 | 30 | 0.1% |
| Q1 2020 | 124 | $517.7M | 15,879,989 | 7 | 45 | 38 | 0.0% |
| Q4 2019 | 141 | $712.6M | 16,297,277 | 15 | 44 | 45 | 0.0% |
| Q3 2019 | 143 | $745.5M | 15,825,872 | 6 | 50 | 44 | 0.3% |
| Q2 2019 | 153 | $779.7M | 16,034,761 | 21 | 51 | 36 | 0.4% |
| Q1 2019 | 148 | $709.0M | 16,190,838 | 12 | 61 | 40 | 0.2% |
| Q4 2018 | 151 | $917.7M | 16,547,322 | 2 | 4 | 4 | 0.1% |