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 348 institutions that hold shares in the stock, with a total of 88.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
11
shares
|
$363
0.0% of portfolio
|
Q3 2025
Reduced 78.85%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
11
shares
|
$363
0.0% of portfolio
|
Q3 2025
Reduced 75.56%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
11
shares
|
$363
0.0% of portfolio
|
Q3 2025
Reduced 65.63%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
10
shares
|
$330
0.0% of portfolio
|
Q2 2021
Reduced 80.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
10
shares
|
$330
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
9
shares
|
$297
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
8
shares
|
$264
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
7
shares
|
$231
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
5
shares
|
$165
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
5
shares
|
$165
0.0% of portfolio
|
Q3 2025
Reduced 88.37%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
5
shares
|
$165
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4
shares
|
$132
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2
shares
|
$66
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
1
shares
|
$33
0.0% of portfolio
|
Q3 2025
Reduced 87.5%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|