UBS AG (USOI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
12
Reporting holders
$3.8M
Reported value
0.0%
Held as options
-1
Holder change
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 |
|---|---|---|---|---|---|
| Cavalier Investments, LLC | $2.0M | 46,000 | 0.08% | 3q | HELD |
| OLD MISSION CAPITAL LLC | $849.3K | 19,604 | 0.01% | 2q | -38.8%-$537.6K |
| JANE STREET GROUP, LLC | $439.5K | 10,145 | 0.00% | 4q | -77.0%-$1.5M |
| Mariner, LLC | $225.3K | 5,201 | 0.00% | 2q | +15.6%+$30.3K |
| OSAIC HOLDINGS, INC. | $209.2K | 4,829 | 0.00% | 16q | +130.5%+$118.4K |
| PNC Financial Services Group, Inc. | $21.7K | 500 | 0.00% | new | NEW |
| MORGAN STANLEY | $8.8K | 202 | 0.00% | 16q | +20100.0%+$8.7K |
| Aspect Partners, LLC | $3.2K | 75 | 0.00% | 11q | +87.5%+$1.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.1K | 71 | 0.00% | new | NEW |
| TRUST CO OF VERMONT | $2.6K | 60 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $649 | 15 | 0.00% | 16q | HELD |
| WELLS FARGO & COMPANY/MN | $33 | 1 | 0.00% | 16q | -50.0% |
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 | 12 | $3.8M | 86,703 | 3 | 4 | 3 | 0.0% |
| Q1 2026 | 13 | $8.8M | 153,546 | 5 | 2 | 3 | 0.0% |
| Q4 2025 | 9 | $7.4M | 157,344 | 2 | 2 | 2 | 0.0% |
| Q3 2025 | 7 | $668.3K | 13,043 | 1 | 2 | 0 | 0.0% |
| Q2 2025 | 8 | $844.8K | 15,755 | 1 | 4 | 1 | 0.0% |
| Q1 2025 | 17 | $9.1M | 147,909 | 2 | 8 | 1 | 0.0% |
| Q4 2024 | 20 | $6.8M | 103,975 | 6 | 4 | 3 | 0.0% |
| Q3 2024 | 16 | $1.5M | 22,830 | 2 | 5 | 3 | 0.0% |
| Q2 2024 | 21 | $14.3M | 192,209 | 6 | 4 | 4 | 0.0% |
| Q1 2024 | 19 | $3.1M | 40,263 | 5 | 4 | 4 | 0.0% |
| Q4 2023 | 17 | $10.6M | 151,525 | 2 | 4 | 4 | 0.0% |
| Q3 2023 | 14 | $11.8M | 140,627 | 0 | 6 | 3 | 0.0% |
| Q2 2023 | 16 | $6.9M | 92,917 | 1 | 5 | 3 | 0.0% |
| Q1 2023 | 20 | $11.0M | 141,515 | 5 | 4 | 8 | 0.0% |
| Q4 2022 | 22 | $24.1M | 289,197 | 6 | 9 | 3 | 0.0% |
| Q3 2022 | 21 | $24.5M | 300,177 | 21 | 0 | 0 | 0.0% |
| Q2 2022 | 26 | $15.4M | 3,004,942 | 10 | 10 | 1 | 0.0% |
| Q1 2022 | 18 | $14.7M | 2,688,767 | 7 | 5 | 1 | 0.0% |
| Q4 2021 | 15 | $7.1M | 1,363,790 | 2 | 3 | 4 | 0.0% |
| Q3 2021 | 17 | $5.9M | 1,095,048 | 7 | 4 | 2 | 0.0% |
| Q2 2021 | 11 | $2.4M | 459,694 | 4 | 2 | 3 | 0.0% |
| Q1 2021 | 9 | $3.9M | 821,560 | 5 | 2 | 0 | 0.0% |
| Q4 2020 | 5 | $1.4M | 301,576 | 2 | 0 | 0 | 0.0% |
| Q3 2020 | 3 | $2.0M | 462,912 | 1 | 1 | 1 | 0.0% |
| Q2 2020 | 4 | $2.1M | 468,685 | 2 | 2 | 0 | 0.0% |
| Q1 2020 | 2 | $1.3M | 161,181 | 1 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $3.0M | 139,257 | 0 | 1 | 0 | 0.0% |
| Q3 2019 | 1 | $1.8M | 90,185 | 0 | 0 | 1 | 0.0% |
| Q2 2019 | 2 | $2.0M | 93,476 | 0 | 1 | 1 | 0.0% |
| Q1 2019 | 3 | $2.5M | 107,272 | 1 | 0 | 2 | 0.0% |
| Q4 2018 | 2 | $2.1M | 108,787 | 0 | 0 | 0 | 0.0% |