USFR Institutional Ownership
Who owns USFR and what the big funds did with it last quarter, from every SEC 13F filing. 614 funds reported holding USFR at Jun 30, 2026.
- ●291 buying vs 292 selling
- ▲Shares held by funds +3.6%
- ●Funds holding +6
- ▼Superinvestors: 0 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 614 | 608 | +1.0% |
| In funds' top 10 | 87 | 98 | −11.2% |
| 13F shares | 208M | 201M | +3.6% |
| Held by funds | – | – | – |
| New positions | 53 | 56 | −5.4% |
| Increased | 238 | 248 | −4.0% |
| Reduced | 247 | 228 | +8.3% |
| Sold out | 45 | 40 | +12.5% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in USFR
All superinvestors →
Who owns USFR
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds63.9%
- Banks and brokers35.5%
- Pensions, insurers and other0.5%
The top 10 holders own 45.0% of all USFR shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
533 funds changed their position- 3EDGE Asset Management, LPNew+4.6M sh
- Knightsbridge Asset Management, LLCTrimmed−3M sh
- Parisi Gray Wealth ManagementTrimmed−297K sh
- LPL Financial LLCAdded+2.4M sh
- Howard Capital Management, LLCTrimmed−1.9M sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | – | 17.2M | $864M | −284K |
| 2 | Bank of America Corp /de/ | – | 14.5M | $728M | −1.5M |
| 3 | LPL Financial LLC | – | 13.3M | $668M | +500K |
| 4 | Summit Trail Advisors, LLC | – | 11.3M | $568M | +1.4M |
| 5 | NewEdge Wealth, LLC | – | 11.1M | $559M | +3.5M |
| 6 | Raymond James Financial Inc | – | 6.8M | $344M | −215K |
| 7 | BIP Wealth, LLC | – | 5.5M | $278M | +422K |
| 8 | UBS Group AG | – | 5.4M | $270M | +273K |
| 9 | Captrust Financial Advisors | – | 4.4M | $220M | −881K |
| 10 | Ameriprise Financial Inc | – | 4.3M | $219M | +489K |
- NewEdge Wealth, LLC+3.5M sh+$175M
- Knightsbridge Asset Management, LLC+3M sh+$152M
- Summit Trail Advisors, LLC+1.4M sh+$68.3M
- Mission Wealth Management, LP+1M sh+$50.4M
- Cambridge Investment Research Advisors, Inc.+980K sh+$49.4M
- Aprio Wealth Management, LLC+657K sh+$33.1M
- Bluespring Wealth Management, LLC+575K sh+$29M
- Matrix Trust Co+546K sh+$27.5M
- Bank of America Corp /de/−1.5M sh−$74.2M
- Global View Capital Management LLC−924K sh−$46.5M
- Lido Advisors, LLC−882K sh−$44.4M
- Captrust Financial Advisors−881K sh−$44.3M
- Independent Advisor Alliance−770K sh−$38.8M
- Private Advisor Group, LLC−749K sh−$37.7M
- Kestra Advisory Services, LLC−515K sh−$25.9M
- Exit Wealth Advisors, LLC.−456K sh−$23M
USFR institutional ownership FAQ
Who owns the most USFR stock?
In Q2 2026 13F filings the largest holder of USFR was Morgan Stanley, followed by Bank of America Corp /de/ and LPL Financial LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of USFR is owned by institutions?
614 funds reported holding 208M USFR shares at Jun 30, 2026.
Are hedge funds buying USFR?
In Q2 2026, 291 funds bought USFR (53 of them new positions) and 292 sold (45 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for USFR is neutral.
What is USFR's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this USFR ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.