United Fire UFCS Institutional Ownership

NASDAQ UFCS

$52.59 -0.94 (-1.76%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

229 Institutions

Increased 126 55.0%

Unchanged 40 17.5%

Reduced 63 27.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

68.94%

▲+1.87 pp QoQ

Shares Held by Institutions

17.70Mn

of 25.68Mn outstanding

▲+5.00% QoQ

Shares Outstanding

25.68Mn

7.97Mn held outside 13F filers

Institutional Investors

229

filed 13F for Jun 2026

▲+9 vs prior quarter

Net Shares Added (QoQ)

+842.45K

accumulated since last quarter

Value of Holdings

$930.96Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

United Fire Group Inc (NASDAQ:UFCS) is held by 229 institutional investors per 13F filings through June 2026.

They owned 68.9% of outstanding stock in June 2026, up from 67.1% the prior quarter.
Their total shares held in UFCS increased 5.0% from the prior quarter, while the number of investors in United Fire increased 29.38% year over year.
Of these 229 holders, 126 added to their stakes in United Fire, 63 trimmed positions, and 40 made no changes.
Institutional investors collectively held 17.7Mn shares in United Fire as of June 2026, up by 842.45K shares quarter on quarter, and up 1.68Mn shares year over year.
BlackRock, Inc. is the top holder of United Fire as of June 30, 2026, with 3.49Mn shares representing 13.6% of outstanding stock.
The most significant purchases of UFCS for the quarter ending June 2026 came from Sixth Street Partners Management Company, L.P. (210.18K), AMERICAN CENTURY COMPANIES INC (154.16K), PANAGORA ASSET MANAGEMENT INC (77.5K), Raymond James Financial Inc (69.51K), NORGES BANK (66.2K).
The largest sales of UFCS for the quarter ending June 2026 came from UBS Group AG (76.31K), Qube Research & Technologies Ltd (69.0K), TWO SIGMA INVESTMENTS, LP (63.45K), Goldman Sachs Group Inc (59.99K), RENAISSANCE TECHNOLOGIES LLC (36.48K).
Per Business Quant, the top 10 investors in UFCS for the quarter ending June 2026 include BlackRock, Inc. (3.49Mn), DIMENSIONAL FUND ADVISORS LP (1.51Mn), VANGUARD CAPITAL MANAGEMENT LLC (965.28K), State Street Corp (860.63K), AMERICAN CENTURY COMPANIES INC (721.25K), GEODE CAPITAL MANAGEMENT, LLC (710.2K), SYSTEMATIC FINANCIAL MANAGEMENT LP (582.93K), VANGUARD PORTFOLIO MANAGEMENT LLC (558.63K), Bank Of America Corp /De/ (475.52K), Invesco Ltd. (433.24K).

Form 13F Holdings

229 Institutional Holders

Report period 30 Jun, 2026

Total shares held 17.70Mn

Of outstanding 68.94%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	3,492,305	13.60%	▲44,240	+1.28%	$183.14Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	1,505,183	5.86%	▲15,215	+1.02%	$78.93Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	965,279	3.76%	▼1,022	-0.11%	$50.62Mn
4	State Street Corp	0000093751	860,633	3.35%	▲43,135	+5.28%	$45.13Mn
5	AMERICAN CENTURY COMPANIES INC	0000748054	721,246	2.81%	▲154,163	+27.19%	$37.82Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	710,198	2.77%	▲47,898	+7.23%	$37.25Mn
7	SYSTEMATIC FINANCIAL MANAGEMENT LP	0001085936	582,930	2.27%	▼29,466	-4.81%	$30.57Mn
8	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	558,629	2.18%	▲25,927	+4.87%	$29.29Mn
9	Bank Of America Corp /De/	0000070858	475,517	1.85%	▼21,901	-4.40%	$24.94Mn
10	Invesco Ltd.	0000914208	433,243	1.69%	▲29,647	+7.35%	$22.72Mn
11	AQR CAPITAL MANAGEMENT LLC	0001167557	405,797	1.58%	▼16,257	-3.85%	$21.28Mn
12	Morgan Stanley	0000895421	317,680	1.24%	▲61,325	+23.92%	$16.66Mn
13	Allianz Asset Management GmbH	0001535323	251,918	0.98%	0	0.00%	$9.34Mn
14	ROYCE & ASSOCIATES LP	0000906304	250,169	0.97%	▲3,160	+1.28%	$13.12Mn
15	Hillsdale Investment Management Inc.	0001368465	241,568	0.94%	▲29,800	+14.07%	$12.67Mn
16	Northern Trust Corp	0000073124	241,255	0.94%	▲26,229	+12.20%	$12.65Mn
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	210,176	0.82%	▲6,726	+3.31%	$11.02Mn
17	Sixth Street Partners Management Company, L.P.	0001812095	210,176	0.82%	▲210,176	0.00%	$11.02Mn
18	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	190,184	0.74%	▲17,754	+10.30%	$9.97Mn
19	Connor, Clark & Lunn Investment Management Ltd.	0001596800	185,359	0.72%	▼2,428	-1.29%	$9.72Mn

Showing 1 to 20 of 229 holders