Institutional Ownership Ultragenyx Pharmaceutical Inc. (RARE)
This table provides information about the institutional ownership of Ultragenyx Pharmaceutical Inc. (RARE). We have compiled data on the 334 institutions that hold shares in the stock, with a total of 89.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
72
shares
|
$1,900
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
60
shares
|
$1,583
0.0% of portfolio
|
Q1 2025
Reduced 38.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
53
shares
|
$1,398
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
53
shares
|
$1,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
52
shares
|
$1,372
0.0% of portfolio
|
Q1 2025
Reduced 40.91%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
50
shares
|
$1,319
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
45
shares
|
$1,187
0.0% of portfolio
|
Q4 2023
Added 21.62%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
43
shares
|
$1,134
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
38
shares
|
$1,002
0.0% of portfolio
|
Q1 2025
Added 192.31%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
34
shares
|
$897
0.0% of portfolio
|
Q1 2025
Reduced 99.57%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
34
shares
|
$897
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
29
shares
|
$765
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
28
shares
|
$738
0.0% of portfolio
|
Q1 2025
Reduced 94.04%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
25
shares
|
$659
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
24
shares
|
$633
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
20
shares
|
$527
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
19
shares
|
$501
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
19
shares
|
$501
0.0% of portfolio
|
Q1 2025
Reduced 79.57%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
15
shares
|
$395
0.0% of portfolio
|
Q1 2025
Added 1400.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
11
shares
|
$290
0.0% of portfolio
|
Q3 2023
Reduced 77.55%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
10
shares
|
$263
0.0% of portfolio
|
Q2 2021
Reduced 80.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
10
shares
|
$263
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
8
shares
|
$211
0.0% of portfolio
|
Q1 2025
Reduced 85.96%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
7
shares
|
$184
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
7
shares
|
$184
0.0% of portfolio
|
Q1 2025
Reduced 46.15%
|