USOI — UBS AG Institutional Holders · Q2 2026
Who owns UBS AG (USOI)? 15 institutions reported holding $3.75M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Cavalier Investments, LLC ($2.0M), Old Mission Capital LLC ($849,251), Jane Street Group, LLC ($439,484).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cavalier Investments, LLC | $2.0M | 46,000 | Hold |
| 2 | OLD MISSION CAPITAL LLC | $849,251 | 19,604 | Trimmed |
| 3 | JANE STREET GROUP, LLC | $439,484 | 10,145 | Trimmed |
| 4 | Mariner, LLC | $225,296 | 5,201 | Added |
| 5 | OSAIC HOLDINGS, INC. | $209,188 | 4,829 | Added |
| 6 | PNC Financial Services Group, Inc. | $21,660 | 500 | New |
| 7 | MORGAN STANLEY | $8,750 | 202 | Added |
| 8 | Aspect Partners, LLC | $3,249 | 75 | Added |
| 9 | TRUST CO OF VERMONT | $2,599 | 60 | New |
| 10 | NATIONAL BANK OF CANADA /FI/ | $649 | 15 | Hold |
| 11 | WELLS FARGO & COMPANY/MN | $33 | 1 | Hold |
| 12 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 13 | UBS Group AG | $0 | 0 | Exited |
| 14 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 15 | Navis Wealth Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30