Institutional manager
UNITED CAPITAL FINANCIAL ADVISORS, LLC
Holds positions in 486 of the S&P 500, worth $6.41bn as reported for the quarter ended 31-mar-2026.
Positions held486of 488 index companies covered
Reported value$6.41bnS&P 500 positions only
Top ten weight48%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 486 held. The rest are smaller than every one of these.
State Street CorporationSTT8.0m$902mFinancialsApple Inc.AAPL1.8m$447mInformation TechnologyNvidiaNVDA2.1m$374mInformation TechnologyAlphabet Inc. (Class A)GOOGL1.3m$373mCommunication ServicesMicrosoftMSFT774,509$287mInformation TechnologyGoldman SachsGS2.5m$145mFinancialsAmazonAMZN670,394$140mConsumer DiscretionaryInvescoIVZ249,988$135mFinancialsBerkshire HathawayBRK.B267,993$134mFinancialsJPMorgan ChaseJPM370,760$109mFinancialsJohnson & JohnsonJNJ366,322$90mHealth CareMeta PlatformsMETA155,967$89mCommunication ServicesVisa Inc.V279,914$85mFinancialsCostcoCOST80,677$80mConsumer StaplesBroadcomAVGO233,277$72mInformation TechnologyWalt Disney Company (The)DIS638,550$62mCommunication ServicesCiscoCSCO762,038$59mInformation TechnologyLilly (Eli)LLY60,590$56mHealth CareAbbVieABBV255,395$56mHealth CareChevron CorporationCVX258,043$53mEnergyProcter & GamblePG355,010$51mConsumer StaplesExxonMobilXOM297,404$50mEnergyStarbucksSBUX561,518$50mConsumer DiscretionaryHome Depot (The)HD141,165$46mConsumer DiscretionaryMedtronicMDT522,544$45mHealth CareQualcommQCOM345,188$44mInformation TechnologyPepsiCoPEP271,146$42mConsumer StaplesTesla, Inc.TSLA112,543$42mConsumer DiscretionaryRTX CorporationRTX210,449$41mIndustrialsWalmartWMT313,778$39mConsumer StaplesAmerican ExpressAXP127,713$39mFinancialsIntuitive SurgicalISRG79,662$37mHealth CareLowe'sLOW151,886$36mConsumer DiscretionaryNetflixNFLX364,105$35mCommunication ServicesS&P GlobalSPGI77,782$33mFinancialsMastercardMA64,313$32mFinancialsGE VernovaGEV36,788$32mIndustrialsOracle CorporationORCL215,402$32mInformation TechnologyAmgenAMGN89,829$32mHealth CareCaterpillar Inc.CAT44,369$31mIndustrialsGeneral DynamicsGD87,586$30mIndustrialsDeere & CompanyDE50,983$29mIndustrialsAccentureACN144,634$29mInformation TechnologyGE AerospaceGE93,973$27mIndustrialsParker HannifinPH29,305$26mIndustrialsAmphenolAPH202,620$26mInformation TechnologyEaton CorporationETN69,104$25mIndustrialsThermo Fisher ScientificTMO49,291$24mHealth CareSalesforceCRM129,326$24mInformation TechnologyT-Mobile USTMUS108,098$23mCommunication ServicesIllinois Tool WorksITW86,378$22mIndustrialsKKR & Co.KKR241,478$22mFinancialsServiceNowNOW204,654$21mInformation TechnologyGilead SciencesGILD144,688$20mHealth CareAbbott LaboratoriesABT195,878$20mHealth CareAdvanced Micro DevicesAMD95,885$20mInformation TechnologyWabtecWAB77,231$19mIndustrialsDanaher CorporationDHR98,431$19mHealth CareBooking HoldingsBKNG4,285$18mConsumer DiscretionaryIron MountainIRM175,653$18mReal Estate
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.