Institutional Ownership Uber Technologies, Inc (UBER)
This table provides information about the institutional ownership of Uber Technologies, Inc (UBER). We have compiled data on the 2,021 institutions that hold shares in the stock, with a total of 1.55 Billion shares, which have been reported (via 13F filing form) to have a value of $116 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
9,995
shares
|
$743,228
1.65% of portfolio
|
Q3 2022
Reduced 1.79%
|
|
|
Mjp Associates Inc
|
Jul 12, 2024 Q2 2024 |
9,987
shares
|
$742,633
0.15% of portfolio
|
Q2 2024
Added 20.53%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
9,925
shares
|
$738,023
0.11% of portfolio
|
Q3 2024
Added 46.04%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2024 Q2 2024 |
9,918
shares
|
$737,502
0.08% of portfolio
|
Q2 2024
Added 16.52%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
9,906
shares
|
$736,610
0.46% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
9,904
shares
|
$736,461
0.01% of portfolio
|
Q2 2024
Added 247.39%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
9,878
shares
|
$734,528
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Aug 14, 2024 Q2 2024 |
9,874
shares
|
$734,230
0.25% of portfolio
|
Q2 2024
Reduced 2.71%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
9,815
shares
|
$729,843
0.16% of portfolio
|
Q3 2024
Added 17.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
9,808
shares
|
$729,322
0.07% of portfolio
|
Q3 2024
Added 91.97%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
9,746
shares
|
$724,712
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
9,710
shares
|
$722,035
0.07% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
9,658
shares
|
$718,168
0.8% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
9,656
shares
|
$718,020
0.12% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
9,583
shares
|
$712,591
0.1% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
9,580
shares
|
$712,368
0.03% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
9,534
shares
|
$708,948
0.23% of portfolio
|
Q3 2024
Added 14.12%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2024 Q2 2024 |
9,500
shares
|
$706,420
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
9,499
shares
|
$706,345
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
9,485
shares
|
$705,304
0.03% of portfolio
|
Q3 2024
Reduced 23.06%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
9,434
shares
|
$701,512
0.11% of portfolio
|
Q3 2024
Reduced 38.8%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
9,394
shares
|
$698,537
0.02% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
9,393
shares
|
$698,463
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
9,374
shares
|
$697,050
0.22% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Sepio Capital, LP
|
Aug 15, 2024 Q2 2024 |
9,363
shares
|
$696,232
0.07% of portfolio
|
Q2 2024
Reduced 0.03%
|