UL (UL) Institutional Buying Activity
Institutional investors tracked by InsiderSet increased exposure to UL during the quarter ended September 30, 2025 through a combination of new purchases and expanded existing positions disclosed in SEC Form 13F filings.
The largest institutional buyer of UL during the latest reporting period was Polen Capital Management, which increased its reported UL position by approximately $15.79M based on quarter-end filing values. Several additional hedge funds and long-term asset managers also reported meaningful increases in UL exposure during the quarter.
Institutional buying activity can provide insight into investor conviction, sector allocation trends, and smart money positioning toward UL. InsiderSet tracks quarterly accumulation trends, new institutional positions, ownership increases, and estimated performance of newly disclosed holdings using SEC filing data and recent market prices.
The investors highlighted on this page collectively added approximately $62.99M in reported UL exposure during the latest filing period, reflecting continued institutional interest in UL's growth initiatives and strategic positioning.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q3 2025 | First Eagle U.S. Value | Buy | 66,331 | 701,486 | $41,584,100 |
| Q2 2025 | Sequoia Financial Advisors | Buy | 11,481 | 46,975 | $2,873,455 |
| Q1 2025 | First Eagle U.S. Value | Buy | 62,281 | 636,970 | $37,931,546 |
| Q1 2025 | Sequoia Financial Advisors | Buy | 10,321 | 35,494 | $2,113,667 |
| Q4 2024 | Renaissance Technologies LLC | Buy | 107,500 | 681,240 | $38,626,308 |
| Q4 2024 | First Eagle U.S. Value | Buy | 20,149 | 574,689 | $32,584,874 |
| Q3 2024 | First Eagle U.S. Value | Buy | 37,967 | 554,540 | $36,022,889 |
| Q2 2024 | First Eagle U.S. Value | Buy | 41,399 | 516,573 | $28,406,353 |
| Q1 2024 | First Eagle U.S. Value | Buy | 50,052 | 475,174 | $23,848,985 |
| Q1 2024 | Polen Capital Management | Buy | 32,879 | 500,827 | $25,136,525 |
| Q1 2024 | Yacktman Asset Management | Buy | 8,977 | 299,630 | $15,038,430 |
| Q4 2023 | Renaissance Technologies LLC | Buy | 539,640 | 573,740 | $27,815 |
| Q4 2023 | First Eagle U.S. Value | Buy | 58,131 | 425,122 | $20,609,908 |
| Q4 2023 | Cullen Value Fund | Buy | 5,801 | 5,801 | $281,219 |
| Q4 2023 | Sequoia Financial Advisors | Buy | 447 | 146,884 | $7,120,947 |
| Q3 2023 | Bill & Melinda Gates Foundation Trust | Buy | 72,610 | 72,610 | $3,586,934 |
| Q3 2023 | Polen Capital Management | Buy | 17,335 | 782,535 | $38,657,224 |
| Q2 2023 | First Eagle U.S. Value | Buy | 54,190 | 368,819 | $19,226,509 |
| Q2 2023 | Causeway Capital Management | Buy | 4,614 | 389,680 | $20,314,006 |
| Q2 2023 | Matrix Advisors Value Fund | Buy | 2,881 | 152,125 | $7,930,276 |
| Q1 2023 | First Eagle U.S. Value | Buy | 53,360 | 314,629 | $16,338,660 |
| Q1 2023 | Sequoia Financial Advisors | Buy | 9,025 | 206,744 | $10,736,209 |
| Q1 2023 | Yacktman Asset Management | Buy | 6,927 | 309,614 | $16,078,255 |
| Q4 2022 | Polen Capital Management | Buy | 313,636 | 838,581 | $42,222,553 |
| Q4 2022 | Sequoia Financial Advisors | Buy | 64,202 | 197,719 | $9,955,144 |
| Q4 2022 | First Eagle U.S. Value | Buy | 49,795 | 261,269 | $13,154,912 |
| Q3 2022 | First Eagle U.S. Value | Buy | 58,856 | 211,474 | $9,271 |
| Q3 2022 | Matrix Advisors Value Fund | Buy | 26,177 | 154,616 | $6,778 |
| Q3 2022 | Polen Capital Management | Buy | 21,928 | 524,945 | $23,014 |
| Q3 2022 | Sequoia Financial Advisors | Buy | 16,799 | 133,517 | $5,853 |
Frequently asked questions about UL activity
Which institutional owners are buying UL?
Institutional owners buying UL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in UL activity?
"Buy" means an investor increased their reported position in UL compared to the prior reporting period. This reflects growing exposure to UL rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in UL increasing?
Institutional interest in UL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.