Wasatch Advisors' aggressive accumulation (+261%) is the strongest signal in this cluster, but the total $5.3M in buying is small. Monitor next 13F for follow-through or reversal. The 45-day lag means positions may already be unwound.
Executive Summary
Three institutional buyers accumulated $5.3M in net new ULS positions during Q3 2026, led by Wasatch Advisors more than tripling its stake to $9.3M. One small seller trimmed $396K. The cluster is modest in scale and dominated by active asset managers, suggesting a shared thesis around UL Solutions' testing/inspection business, but the 45-day reporting lag and small absolute dollar amounts limit conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $4.9M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wasatch Advisors | DOUBLED | +261.1% | $9.3M | $5.3M |
| Farther Finance Advisors | ADD | +45.8% | $153.0K | -$10.0K |
| Td Waterhouse Canada | ADD | +56% | $8.0K | $452.00 |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Concurrent Investment Advisors | TRIM | -25.8% | $758.0K | -$396.0K |
Key Facts
- 3 institutional buyers vs 1 seller in Q3 2026
- Wasatch Advisors doubled its position +261.1% to $9.3M, accounting for $5.3M of net buying
- Farther Finance Advisors added +45.8% to $153K
- Td Waterhouse Canada added +56.0% to $8K
- Concurrent Investment Advisors trimmed -25.8% to $362K
- Total net institutional inflow: approximately $4.9M ($5.3M buys - $0.4M sells)
Financial Impact
Three institutions accumulated approximately $5.3M in new ULS positions while one reduced by $396K, for net inflow of ~$4.9M — modest relative to ULS's market cap.
Risk Factors
- 13F data is 45+ days stale — cluster may have already reversed
- Total buying value ($5.3M) is small relative to ULS's market cap, limiting price impact
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-ULS-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 10d ago | Institutional Cluster | $73.01 $73.36 | ▲ +0.48% | ▲ +0.14% | — |
Oct 8, 2026 18d ago | 144 | $69.99 $71.18 | ▲ +1.70% | ▲ +1.76% | — |
Oct 7, 2026 19d ago | SC 13G/A | $67.13 $70.65 | ▲ +5.24% | ▲ +5.67% | — |
Aug 4, 2026 12w ago | 8-K | $78.34 $79.05 | ▲ +0.91% | ▲ +1.11% | — |
Jun 12, 2026 19w ago | Institutional Cluster | $96.93 $96.99 | ▲ +0.06% | ▼ −1.70% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $98.41 $96.93 | ▼ −1.50% | ▼ −2.04% | — |
Jun 3, 2026 20w ago | 8-K | $99.20 $96.81 | ▼ −2.41% | ▲ +0.19% | — |
May 7, 2026 24w ago | Insider Cluster | $100.45 $98.86 | ▼ −1.59% | ▼ −0.36% | — |
May 5, 2026 25w ago | 8-K | $104.74 $104.89 | ▲ +0.14% | ▼ −1.24% | — |
May 1, 2026 25w ago | Insider Cluster | $89.79 $104.38 | ▲ +16.25% | ▲ +15.45% | — |
US Market Status
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