UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in NTRS — Northern Trust Corp

CIK 1463217 IRVING, TX

Back to NTRS Full portfolio

Position in NTRS

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$7,068,508

+$1,247,881 QoQ

Shares Held

40,661

-2.5% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#213

of 1,014 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in NTRS Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $88,665,840 across 38 Asset Management names. NTRS ranks #5 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc.	243,165	$22,317,683
2	ARES	Ares Management Corp	106,313	$11,833,700
3	BX	Blackstone Inc.	89,717	$10,556,999
4	BLK	BlackRock, Inc.	8,301	$7,981,909
5	NTRS	Northern Trust Corp This page	40,661	$7,068,508
6	OBDC	Blue Owl Capital Corp	278,557	$3,027,914
7	AMP	Ameriprise Financial Inc	5,940	$2,725,034
8	STT	State Street Corp	13,525	$2,293,840

All Filings in NTRS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,068,508	40,661	-2.5%	Shares	Defined	2026-08-17
2026-03-31	$5,820,627	41,704	+23.5%	Shares	Defined	2026-05-15
2025-12-31	$4,611,278	33,760	-18.1%	Shares	Defined	2026-02-17
2025-09-30	$5,549,827	41,232	+0.1%	Shares	Defined	2025-11-14
2025-06-30	$5,223,621	41,199	+0.6%	Shares	Defined	2025-08-11
2025-03-31	$4,038,829	40,941	-1.4%	Shares	Defined	2025-05-13
2024-12-31	$4,255,697	41,519	-0.8%	Shares	Defined	2025-02-13
2024-09-30	$3,768,835	41,862	-3.2%	Shares	Defined	2024-11-12
2024-06-30	$3,630,287	43,228	-29.0%	Shares	Defined	2024-08-14
2024-03-31	$5,414,160	60,888	+0.2%	Shares	Defined	2024-05-15
2023-12-31	$5,127,688	60,769	+50.9%	Shares	Defined	2024-02-14
2023-09-30	$2,797,334	40,261	-10.3%	Shares	Defined	2023-11-14
2023-06-30	$3,327,180	44,877	-2.9%	Shares	Defined	2023-08-14
2023-03-31	$4,071,077	46,194	-0.8%	Shares	Defined	2023-08-15
2022-12-31	$4,119,121	46,549	-0.4%	Shares	Defined	2023-02-15
2022-09-30	$3,999,416	46,744	-41.1%	Shares	Defined	2022-11-14
2022-06-30	$7,653,083	79,323	+65.6%	Shares	Defined	2022-08-11
2022-03-31	$5,577,256	47,894	+0.2%	Shares	Defined	2022-05-16
2021-12-31	$5,718,912	47,813	+0.2%	Shares	Defined	2022-02-14
2021-09-30	$5,146,741	47,739	-9.4%	Shares	Defined	2021-11-15
2021-06-30	$6,092,827	52,697	+0.3%	Shares	Defined	2021-08-13
2021-03-31	$5,521,848	52,534	-1.7%	Shares	Defined	2021-05-14
2020-12-31	$4,975,352	53,418	-2.6%	Shares	Defined	2021-02-17
2020-09-30	$4,274,783	54,826	-0.7%	Shares	Defined	2020-11-13
2020-06-30	$4,378,695	55,189	-0.5%	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.