| Uber Technologies, Inc |
San Francisco, CA |
Q4 2025
|
6
|
$4.2 B
|
| UBP Investment Advisors SA |
Geneva, Switzerland |
Q3 2022
|
80
|
$190 M
|
| UBS AG |
Stamford, CT |
Q3 2014
|
15,317
|
$140 B
|
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
Chicago, IL |
Q4 2025
|
18,619
|
$470 B
|
| UBS Group AG |
Zurich, Switzerland |
Q1 2026
|
22,771
|
$670 B
|
| UCLA Foundation |
Los Angeles, CA |
Q1 2026
|
1
|
$0
|
| UDINE WEALTH MANAGEMENT, INC. |
Boca Raton, FL |
Q1 2026
|
35
|
$200 M
|
| UG Investment Advisers Ltd. |
Singapore |
Q1 2026
|
15
|
$150 M
|
| UHLMANN PRICE SECURITIES, LLC |
Skokie, IL |
Q1 2026
|
254
|
$1.5 B
|
| Ulland Investment Advisors, LLC |
Minneapolis, MN |
Q1 2026
|
213
|
$120 M
|
| Ullmann Wealth Partners Group, LLC |
Jacksonville Beach, FL |
Q1 2026
|
156
|
$960 M
|
| Ulrich Consultants & Investment Group, LLC |
Albuquerque, NM |
Q2 2023
|
24
|
$41 M
|
| Ulys, L.L.C. |
New York, NY |
Q1 2021
|
1
|
$25 M
|
| Ulysses Management LLC |
New York, NY |
Q4 2025
|
48
|
$540 M
|
| UMB Bank, n.a. |
Kansas City, MO |
Q4 2025
|
3,132
|
$7.5 B
|
| UNC Management Company, Inc. |
Chapel Hill, NC |
Q4 2025
|
4
|
$1.1 B
|
| Uncommon Cents Investing LLC |
Janesville, WI |
Q1 2026
|
208
|
$430 M
|
| Unconventional Investor, LLC |
Portsmouth, NH |
Q4 2025
|
47
|
$210 M
|
| UNDERHILL INVESTMENT MANAGEMENT LLC |
Greenbrae, CA |
Q1 2019
|
20
|
$190 M
|
| Unicom Capital LLC |
Denver, CO |
Q4 2025
|
1
|
$0
|
| UNICOM Systems, Inc. |
Las Vegas, NV |
Q1 2026
|
32
|
$980 M
|
| Unified Investment Management |
Atlanta, GA |
Q1 2026
|
134
|
$98 M
|
| Unified Trust Company, N.A. |
Lexington, KY |
Q3 2021
|
83
|
$340 M
|
| Unify Financial Advisors |
Clearwater, FL |
Q1 2026
|
89
|
$96 M
|
| Unigestion Holding SA |
Geneva, Switzerland |
Q1 2025
|
370
|
$1.7 B
|
| UNIO CAPITAL LLC |
Princeton, NJ |
Q4 2025
|
25
|
$530 M
|
| Union Bancaire Privee Asset Management LLC |
New York, NY |
Q1 2021
|
37
|
$190 M
|
| Union Bancaire Privee, UBP SA |
Geneva 1, Switzerland |
Q1 2026
|
487
|
$7.2 B
|
| Union Heritage Capital, LLC |
Detroit, MI |
Q4 2025
|
60
|
$300 M
|
| Union Investments & Development Ltd. |
Tel Aviv, Israel |
Q3 2024
|
30
|
$17 M
|
| Union Point Advisors, LLC |
San Mateo, CA |
Q2 2015
|
1
|
$0
|
| UNION SAVINGS BANK |
Litchfield, CT |
Q1 2026
|
408
|
$230 M
|
| Union Square GP 2004, L.L.C. |
New York, NY |
Q3 2016
|
1
|
$0
|
| Union Square GP 2008, L.L.C. |
New York, NY |
Q3 2019
|
1
|
$0
|
| Union Square Opportunity GP, L.L.C. |
New York, NY |
Q3 2016
|
1
|
$0
|
| Union Square Park Capital Management, LLC |
New York, NY |
Q4 2025
|
49
|
$210 M
|
| UNIONVIEW, LLC |
Seattle, WA |
Q4 2024
|
91
|
$140 M
|
| Uniplan Investment Counsel, Inc. |
Milwaukee, WI |
Q4 2025
|
227
|
$1.0 B
|
| Uniplan Real Estate Advisors, Inc. |
Union Grove, WI |
Q3 2018
|
1
|
$0
|
| UNIQUE WEALTH, LLC |
Tampa, FL |
Q1 2026
|
182
|
$720 M
|
| Unique Wealth Strategies, LLC |
Burr Ridge, IL |
Q2 2024
|
673
|
$210 M
|
| Unison Advisors LLC |
Providence, RI |
Q1 2026
|
175
|
$1.3 B
|
| Unison Asset Management LLC |
Aventura, FL |
Q1 2026
|
32
|
$220 M
|
| Unisphere Establishment |
Vaduz, Liechtenstein |
Q4 2025
|
59
|
$13 B
|
| UniSuper Management Pty Ltd |
Melbourne, Victoria, Australia |
Q4 2025
|
672
|
$17 B
|
| United Advisor Group, LLC |
Cincinnati, OH |
Q1 2026
|
508
|
$810 M
|
| United Airlines Holdings, Inc. |
Chicago, IL |
Q4 2025
|
3
|
$180 M
|
| United American Securities Inc. (d/b/a UAS Asset Management) |
New York, NY |
Q4 2025
|
16
|
$470 M
|
| United Asset Strategies, Inc. |
Garden City, NY |
Q1 2026
|
257
|
$1.3 B
|
| UNITED BANK |
Vienna, VA |
Q4 2025
|
243
|
$760 M
|
| United Bank |
Zebulon, GA |
Q1 2026
|
124
|
$300 M
|
| UNITED BANK, INC. |
Parkersburg, WV |
Q3 2017
|
214
|
$250 M
|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
Irving, TX |
Q4 2025
|
1,370
|
$17 B
|
| United Capital Management of KS, Inc. |
Salina, KS |
Q4 2025
|
107
|
$710 M
|
| United Community Bank |
Greenville, SC |
Q1 2026
|
565
|
$300 M
|
| United Financial Planning Group LLC |
Hauppauge, NY |
Q4 2025
|
487
|
$160 M
|
| United Fire Group Inc |
Cedar Rapids, IA |
Q4 2023
|
21
|
$55 M
|
| United Income, Inc. |
Washington, DC |
Q3 2019
|
198
|
$430 M
|
| UNITED MARITIME CAPITAL LLC |
New York, NY |
Q3 2022
|
26
|
$15 M
|
| UNITED SERVICES AUTOMOBILE ASSOCIATION |
San Antonio, TX |
Q4 2025
|
22
|
$1.6 B
|
| UNITED STATES STEEL & CARNEGIE PENSION FUND |
New York, NY |
Q3 2017
|
50
|
$2.2 B
|
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund |
Melbourne, Australia |
Q4 2025
|
177
|
$7.2 B
|
| United Wealth Management, LLC |
Charlottesville, VA |
Q1 2026
|
24
|
$400 M
|
| Uniting Wealth Partners, LLC |
Denver, CO |
Q1 2026
|
205
|
$470 M
|
| Universal- Beteiligungs- und Servicegesellschaft mbH |
Frankfurt Am Main, Germany |
Q4 2025
|
2,054
|
$62 B
|
| University of Cambridge Investment Management Ltd |
Cambridge, United Kingdom |
Q1 2026
|
1
|
$110 M
|
| UNIVERSITY OF CHICAGO |
Chicago, IL |
Q4 2025
|
12
|
$210 M
|
| University of Illinois Foundation |
Champaign, IL |
Q4 2025
|
14
|
$290 M
|
| University of Maryland Foundation, Inc. |
Adelphi, MD |
Q1 2026
|
2
|
$5.1 M
|
| University of Massachusetts Foundation, Inc. |
Newton, MA |
Q4 2025
|
1
|
$0
|
| UNIVERSITY OF NOTRE DAME DU LAC |
South Bend, IN |
Q3 2024
|
1
|
$67 M
|
| University of Pittsburgh - Of the Commonwealth System of Higher Education |
Pittsburgh, PA |
Q1 2026
|
1
|
$130 M
|
| University of Southern California |
Los Angeles, CA |
Q3 2014
|
1
|
$0
|
| University of Tennessee |
Knoxville, TN |
Q4 2019
|
1
|
$38 M
|
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO |
Austin, TX |
Q4 2025
|
318
|
$710 M
|
| University of Wisconsin Foundation |
Madison, WI |
Q4 2025
|
8
|
$120 M
|
| UNIVEST FINANCIAL Corp |
Souderton, PA |
Q1 2026
|
444
|
$1.8 B
|
| Unterberg Capital LLC |
New York, NY |
Q3 2018
|
18
|
$78 M
|
| UNTITLED INVESTMENTS LP |
New York, NY |
Q4 2025
|
17
|
$330 M
|
| Up Capital Management, Inc. |
Roseville, CA |
Q1 2026
|
18
|
$89 M
|
| Upfront Ventures Management, LLC |
Santa Monica, CA |
Q4 2023
|
1
|
$12 k
|
| Upper Left Wealth Management, LLC |
Tampa, FL |
Q1 2026
|
68
|
$170 M
|
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC |
Pittsburgh, PA |
Q4 2025
|
87
|
$140 M
|
| UPTICK PARTNERS, LLC |
Nacogdoches, TX |
Q1 2026
|
339
|
$500 M
|
| Uptown Financial Advisors LLC |
Dallas, TX |
Q1 2026
|
76
|
$130 M
|
| Urban Financial Advisory Corp |
Chicago, IL |
Q4 2025
|
54
|
$250 M
|
| Urban Wealth Management, LLC |
El Segundo, CA |
Q1 2026
|
93
|
$98 M
|
| URS Advisory LLC |
Jupiter, FL |
Q1 2026
|
51
|
$140 M
|
| Ursa Fund Management, LLC |
Danville, CA |
Q4 2025
|
44
|
$2.4 B
|
| USAdvisors Wealth Management, LLC |
Eden Prairie, MN |
Q1 2026
|
137
|
$300 M
|
| USA FINANCIAL FORMULAS |
Ada, MI |
Q1 2026
|
437
|
$530 M
|
| USA MUTUALS ADVISORS, INC. |
Dallas, TX |
Q4 2020
|
12
|
$55 M
|
| US Asset Management LLC |
Pittsburgh, PA |
Q4 2025
|
118
|
$120 M
|
| US BANCORP \DE\ |
Minneapolis, MN |
Q4 2025
|
9,649
|
$85 B
|
| U.S. Capital Wealth Advisors, LLC |
Austin, TX |
Q1 2026
|
1,014
|
$4.0 B
|
| USCA RIA LLC |
Houston, TX |
Q2 2021
|
570
|
$1.6 B
|
| USCF Advisers LLC |
Walnut Creek, CA |
Q1 2026
|
1
|
$180 k
|
| US FINANCIAL ADVISORS, LLC |
Braintree, MA |
Q1 2025
|
97
|
$340 M
|
| US Global Investors Funds |
San Antonio, TX |
Q4 2013
|
442
|
$560 M
|
| U S GLOBAL INVESTORS INC |
San Antonio, TX |
Q1 2026
|
162
|
$860 M
|
| USS Investment Management Ltd |
London, United Kingdom |
Q1 2026
|
512
|
$26 B
|
| U S WEALTH GROUP, LLC. |
Woodbury, NY |
Q4 2025
|
43
|
$150 M
|
| Utah Peaks Capital Inc |
Park City, UT |
Q2 2023
|
1
|
$0
|
| Utah Retirement Systems |
Salt Lake City, UT |
Q4 2025
|
983
|
$11 B
|