UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in NTRS — Northern Trust Corp
CIK 1463217
IRVING, TX
Position in NTRS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,820,627
+$1,209,349 QoQ
Shares Held
41,704
+23.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NTRS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $85,514,978 across 36 Asset Management names. NTRS ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
241,478 | $22,336,715 | |
| 2 | ARES |
Ares Management Corp
|
131,949 | $14,395,635 | |
| 3 | BX |
Blackstone Inc.
|
87,690 | $10,083,473 | |
| 4 | BLK |
BlackRock, Inc.
|
8,457 | $8,133,181 | |
| 5 | NTRS |
Northern Trust Corp
This page
|
41,704 | $5,820,627 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
265,309 | $2,934,317 | |
| 7 | AMP |
Ameriprise Financial Inc
|
6,423 | $2,854,381 | |
| 8 | RJF |
Raymond James Financial Inc
|
11,965 | $1,732,412 |
All Filings in NTRS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,820,627 | 41,704 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,611,278 | 33,760 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,549,827 | 41,232 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,223,621 | 41,199 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $4,038,829 | 40,941 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,255,697 | 41,519 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,768,835 | 41,862 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,630,287 | 43,228 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,414,160 | 60,888 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,127,688 | 60,769 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,797,334 | 40,261 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,327,180 | 44,877 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,071,077 | 46,194 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $4,119,121 | 46,549 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $3,999,416 | 46,744 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,653,083 | 79,323 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $5,577,256 | 47,894 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,718,912 | 47,813 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,146,741 | 47,739 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,092,827 | 52,697 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,521,848 | 52,534 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,975,352 | 53,418 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $4,274,783 | 54,826 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,378,695 | 55,189 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,186,294 | 55,477 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||