UNTC · UNIT CORP · Shareholders & Ownership
Every disclosed holder of UNTC in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns UNTC
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 287,058 | 2.98% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 9,346,370 | 97.02% |
| Registered funds (N-PORT, not summed) | 537,048 | 5.57% |
Shares outstanding: 9,633,428, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of UNTC
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Pinnacle Holdings, LLC
13F
CIK 1411784 · Registered investment adviser · Jun 30, 2026
Classes UNTC, UNTCW, carried, not yet filed for the newest quarter
|
231,456 | ||
| 2 |
Fidelity Low-Priced Stock Fund
Fund
S000007152 · Registered fund · Jul 31, 2026
Fidelity Puritan Trust, not summed
|
187,088 | ||
| 3 |
AMG Yacktman Global Fund
Fund
S000056045 · Registered fund · Jun 30, 2026
AMG Funds, not summed
|
110,000 | ||
| 4 |
BALLAST SMALL/MID CAP ETF
Fund
S000070046 · Registered fund · Jun 30, 2026
Unified Series Trust, not summed
|
50,722 | ||
| 5 |
Fidelity Capital and Income Fund
Fund
S000007495 · Registered fund · Jul 31, 2026
Fidelity Summer Street Trust, not summed
|
37,978 | ||
| 6 |
SHIKIAR ASSET MANAGEMENT INC
13F
CIK 1058022 · Registered investment adviser · Sep 30, 2026
|
33,100 | ||
| 7 |
Nomura VIP Energy Series
Fund
S000011749 · Registered fund · Jun 30, 2026
Ivy Variable Insurance Portfolios, not summed
|
30,173 | ||
| 8 |
Fidelity Low-Priced Stock K6 Fund
Fund
S000057291 · Registered fund · Jul 31, 2026
Fidelity Puritan Trust, not summed
|
29,728 | ||
| 9 |
Fidelity Advisor Strategic Income Fund
Fund
S000005152 · Registered fund · Jun 30, 2026
Fidelity Advisor Series II, not summed
|
28,630 | ||
| 10 |
Strategic Advisers Fidelity U.S. Total Stock Fund
Fund
S000061481 · Registered fund · May 31, 2026
Fidelity Rutland Square Trust II, not summed
|
23,700 | ||
| 11 |
Ancora Advisors LLC
13F
CIK 1446114 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
18,060 | ||
| 11.1 |
Ancora/Thelen Small-Mid Cap Fund
Fund
S000039307 · Registered fund · Jun 30, 2026
ANCORA TRUST, not summed
|
18,060 | ||
| 12 |
Fidelity Series Intrinsic Opportunities Fund
Fund
S000039222 · Registered fund · Jul 31, 2026
Fidelity Puritan Trust, not summed
|
9,900 | ||
| 13 |
AMG Yacktman Special Opportunities Fund
Fund
S000045879 · Registered fund · Jun 30, 2026
AMG Funds, not summed
|
9,000 | ||
| 14 |
LSV ASSET MANAGEMENT
13F
CIK 1050470 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,000 | ||
| 15 |
VIP Strategic Income Portfolio
Fund
S000017666 · Registered fund · Jun 30, 2026
Variable Insurance Products Fund V, not summed
|
2,069 | ||
| 16 |
Asset Planning,Inc
13F
CIK 2048547 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
440 | ||
| 17 |
Financial Gravity Companies, Inc.
13F
CIK 1377167 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.