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Uber Technologies Inc

CUSIP: 90353TAM2 | TRACE | 158 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Calamos Advisors LLC89,456,000
0.3% of portfolio›$102.6M
M&G Plc61,738,000
0.4% of portfolio›$70.4M
Mackay Shields LLC51,770,000
2.1% of portfolio›$59.3M
Harel Insurance Investments & Financial Services Ltd.10,000,000
0.0% of portfolio›$11.5K
Rational Advisors, Inc.9,679,000
1.0% of portfolio›$11.1M
RWC Asset Management LLP7,831,000
0.3% of portfolio›$9.0M
Income Research & Management7,310,000
5.1% of portfolio›$8.4M
Conning Inc.5,750,000
0.2% of portfolio›$6.6M
Warberg Asset Management LLC1,953,000
0.3% of portfolio›$2.2M
Aegon USA Investment Management, LLC1,403,000
1.2% of portfolio›$1.6M
AGF Management LTD950,000
0.0% of portfolio›$1.1M
Flossbach VON Storch SE900,000
0.0% of portfolio›$1.0M
Citigroup Inc752,000
0.0% of portfolio›$859.7K
Calamos Wealth Management LLC523,000
0.0% of portfolio›$599.8K
Central Pacific Bank - Trust Division460,000
0.1% of portfolio›$525.9K
Oppenheimer Asset Management Inc.220,000
0.0% of portfolio›$251.5K
Valen Private Capital, LLC20,000
0.0% of portfolio›$22.9K
Commonwealth Equity Services, LLC18,000
0.0% of portfolio›$20.6K
Goldstein Advisors, LLC12,000
0.0% of portfolio›$13.7K
Balboa Wealth Partners12,000
0.0% of portfolio›$13.7K
Lanark Financial, Inc.11,000
0.0% of portfolio›$12.6K
Focus Financial Network, Inc.10,000
0.0% of portfolio›$11.5K
Alken Asset Management Ltd4,950
0.1% of portfolio›$5.6K
StyleTurnoverLocationFiled
Calamos Advisors LLC
89,456,000$102.6M0.3%GrowthMediumNaperville, IL2026-11-02
M&G Plc
61,738,000$70.4M0.4%CoreMediumLondon, United Kingdom2026-11-04
Mackay Shields LLC
51,770,000$59.3M2.1%Deep ValueLowNew York, NY2026-10-13
Harel Insurance Investments & Financial Services Ltd.
10,000,000$11.5K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Rational Advisors, Inc.
9,679,000$11.1M1.0%ETFMediumSan Juan, PR2026-11-02
RWC Asset Management LLP
7,831,000$9.0M0.3%YieldMediumLondon, United Kingdom2026-10-22
Income Research & Management
7,310,000$8.4M5.1%N/AN/ABoston, MA2026-10-21
Conning Inc.
5,750,000$6.6M0.2%CoreMediumHartford, CT2026-10-27
Warberg Asset Management LLC
1,953,000$2.2M0.3%YieldHighWinnetka, IL2026-11-02
Aegon USA Investment Management, LLC
1,403,000$1.6M1.2%ETFVery LowCedar Rapids, IA2026-10-30
AGF Management LTD
950,000$1.1M0.0%GrowthHighToronto, Australia2026-11-03
Flossbach VON Storch SE
900,000$1.0M0.0%CoreMediumCologne, Hong Kong2026-10-28
Citigroup Inc
752,000$859.7K0.0%CoreMediumNew York, NY2026-11-04
Calamos Wealth Management LLC
523,000$599.8K0.0%GrowthMediumNaperville, IL2026-11-02
Central Pacific Bank - Trust Division
460,000$525.9K0.1%CoreMediumHonolulu, HI2026-10-06
Oppenheimer Asset Management Inc.
220,000$251.5K0.0%CoreMediumNew York, NY2026-10-27
Valen Private Capital, LLC
20,000$22.9K0.0%ETFN/APaoli, PA2026-10-23
Commonwealth Equity Services, LLC
18,000$20.6K0.0%ETFLowWaltham, MA2026-11-02
Goldstein Advisors, LLC
12,000$13.7K0.0%ETFMediumMadison, WI2026-10-15
Balboa Wealth Partners
12,000$13.7K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Lanark Financial, Inc.
11,000$12.6K0.0%CoreMediumBirmingham, AL2026-10-26
Focus Financial Network, Inc.
10,000$11.5K0.0%ETFLowMinneapolis, MN2026-10-14
Alken Asset Management Ltd
4,950$5.6K0.1%CoreMediumLondon, United Kingdom2026-10-20