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Ultragenyx Pharmaceutical Inc.

RARE
Exchange
Nasdaq
Industry
Pharmaceutical Preparations
SEC CIK
0001515673

In the last 90 days, Ultragenyx Pharmaceutical Inc. insiders filed 0 open-market purchases and 5 sales; 311 institutions reported holding it in 13F filings for Q2 2026, worth $3.55B in total; no superinvestor holds it.

13F holders, Q4 2024

Institutional positions in Ultragenyx Pharmaceutical Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
314
+14 vs. Q3 2024
Shares held
87.5M
+635.4K (+0.7%) vs. Q3 2024
Total value
$3.68B
−$1.14B (−23.7%) vs. Q3 2024
New holders
56
111 more added
Sold out
42
109 more reduced

2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting RARE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2024: 314 institutions
Q1 2021: 255 institutionsQ2 2021: 242 institutionsQ3 2021: 223 institutionsQ4 2021: 235 institutionsQ1 2022: 240 institutionsQ2 2022: 225 institutionsQ3 2022: 233 institutionsQ4 2022: 228 institutionsQ1 2023: 230 institutionsQ2 2023: 243 institutionsQ3 2023: 221 institutionsQ4 2023: 237 institutionsQ1 2024: 270 institutionsQ2 2024: 275 institutionsQ3 2024: 302 institutionsQ4 2024: 314 institutionsQ1 2025: 301 institutionsQ2 2025: 311 institutionsQ3 2025: 303 institutionsQ4 2025: 288 institutionsQ1 2026: 298 institutionsQ2 2026: 311 institutions
Value heldQ4 2024: $3.68B
Q1 2021: $7.73BQ2 2021: $6.24BQ3 2021: $6.01BQ4 2021: $5.69BQ1 2022: $4.87BQ2 2022: $4.03BQ3 2022: $2.81BQ4 2022: $3.15BQ1 2023: $2.76BQ2 2023: $3.21BQ3 2023: $2.52BQ4 2023: $3.84BQ1 2024: $3.73BQ2 2024: $3.63BQ3 2024: $4.83BQ4 2024: $3.68BQ1 2025: $3.25BQ2 2025: $3.42BQ3 2025: $2.87BQ4 2025: $2.16BQ1 2026: $2.05BQ2 2026: $3.55B
Institutions holding RARE and their total value by quarter
QuarterHoldersValue
Q2 2026311$3.55B
Q1 2026298$2.05B
Q4 2025288$2.16B
Q3 2025303$2.87B
Q2 2025311$3.42B
Q1 2025301$3.25B
Q4 2024314$3.68B
Q3 2024302$4.83B
Q2 2024275$3.63B
Q1 2024270$3.73B
Q4 2023237$3.84B
Q3 2023221$2.52B
Q2 2023243$3.21B
Q1 2023230$2.76B
Q4 2022228$3.15B
Q3 2022233$2.81B
Q2 2022225$4.03B
Q1 2022240$4.87B
Q4 2021235$5.69B
Q3 2021223$6.01B
Q2 2021242$6.24B
Q1 2021255$7.73B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Ultragenyx Pharmaceutical Inc.; share changes are against Q3 2024.

Institutions holding RARE in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC14$00.00%−18,700−99.9%Reduced
SBI Securities Co., Ltd.1$420.00%+1New
Activest Wealth Management1$420.00%+1New
Caitlin John, LLC5$2100.00%00.0%Unchanged
Assetmark, Inc6$2520.00%+6New
Principia Wealth Advisory, LLC6$2520.00%+6New
Parkside Financial Bank & Trust6$2530.00%+6New
Principal Securities, Inc.7$2940.00%+7New
MV Capital Management, Inc.8$3370.00%+7+700.0%Added
Cassady Schiller Wealth Management, LLC10$4210.00%+10New
Bell Investment Advisors, Inc11$4630.00%00.0%Unchanged
IFP Advisors, Inc0$5050.00%0New
EverSource Wealth Advisors, LLC13$5470.00%+13New
Whipplewood Advisors, LLC13$5470.00%+13New
Signature Resources Capital Management, LLC15$6310.00%00.0%Unchanged
Continuum Advisory, LLC16$6730.00%00.0%Unchanged
Quantbot Technologies LP16$6730.00%+16New
Allworth Financial LP17$7300.00%00.0%Unchanged
Raffa Wealth Management, LLC21$8830.00%00.0%Unchanged
Creative Planning21$8830.00%+21New
Bogart Wealth, LLC23$9680.00%+23New
Central Trust Co24$1.01K0.00%00.0%Unchanged
Larson Financial Group LLC25$1.05K0.00%+8+47.1%Added
Sierra Ocean, LLC29$1.22K0.00%+29New
Sachetta, LLC32$1.35K0.00%00.0%Unchanged
Private Wealth Management Group, LLC34$1.43K0.00%00.0%Unchanged
Geneos Wealth Management Inc.37$1.56K0.00%−14−27.5%Reduced
Global Retirement Partners, LLC45$1.89K0.00%00.0%Unchanged
MAI Capital Management53$2.23K0.00%+53New
Washington Trust Advisors, Inc.57$2.40K0.00%00.0%Unchanged
Private Trust Co NA72$3.03K0.00%00.0%Unchanged
Lindbrook Capital, LLC79$3.32K0.00%−78−49.7%Reduced
Nisa Investment Advisors, LLC80$3.37K0.00%00.0%Unchanged
WPG Advisers, LLC88$3.70K0.00%+88New
Hexagon Capital Partners LLC93$3.91K0.00%+93New
Danske Bank A/S100$4.21K0.00%−1,500−93.8%Reduced
GPS Wealth Strategies Group, LLC100$4.21K0.00%00.0%Unchanged
Truvestments Capital LLC109$4.59K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.123$5.17K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.125$5.26K0.00%+3+2.5%Added
Jones Financial Companies LLLP137$5.76K0.00%+109+389.3%Added
Versant Capital Management, Inc159$6.69K0.00%+81+103.8%Added
Massmutual Trust Co FSB171$7.19K0.00%+153+850.0%Added
Quent Capital, LLC197$8.29K0.00%−29−12.8%Reduced
BFSG, LLC200$8.41K0.00%00.0%Unchanged
New Millennium Group LLC200$8.41K0.00%00.0%Unchanged
Skopos Labs, Inc.205$8.63K0.00%+205New
Parallel Advisors, LLC225$9.47K0.00%−294−56.6%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC283$11.9K0.00%+283New
Quadrant Capital Group LLC287$12.1K0.00%00.0%Unchanged
St Germain D J Co Inc300$12.6K0.00%00.0%Unchanged
Daiwa Securities Group Inc.305$13.0K0.00%−45−12.9%Reduced
Advisor Group Holdings, Inc.497$15.6K0.00%+170+52.0%Added
GAMMA Investing LLC424$17.8K0.00%+29+7.3%Added
Bryn Mawr Trust Co470$19.8K0.00%−1,019−68.4%Reduced
Huntington National Bank555$23.3K0.00%+7+1.3%Added
Smartleaf Asset Management LLC683$28.9K0.00%+493+259.5%Added
Umb Bank N A800$33.7K0.00%−233−22.6%Reduced
Aster Capital Management (DIFC) Ltd825$34.7K0.01%+825New
The PNC Financial Services Group, Inc.826$34.8K0.00%+143+20.9%Added
Signaturefd, LLC835$35.1K0.00%−40−4.6%Reduced
Tortoise Investment Management, LLC845$35.5K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd899$37.8K0.04%+899New
Covestor Ltd916$39.0K0.02%+225+32.6%Added
Human Investing LLC1,000$42.1K0.01%+1,000New
PEAK6 LLC1,093$46.0K0.00%+1,093New
CWM, LLC1,198$50.0K0.00%−20,134−94.4%Reduced
Comerica Bank1,303$54.8K0.00%−221−14.5%Reduced
Ci Investments Inc.1,336$56.0K0.00%−241−15.3%Reduced
Sterling Capital Management LLC1,457$61.3K0.00%−183−11.2%Reduced
Leonteq Securities AG1,510$63.5K0.01%+1,510New
Corebridge Financial, Inc.1,637$68.9K0.00%−94−5.4%Reduced
Steward Partners Investment Advisory, LLC1,710$71.9K0.00%+35+2.1%Added
Van Eck Associates Corp1,760$74.0K0.00%+273+18.4%Added
GF Fund Management Co. Ltd.1,939$81.6K0.00%+1,939New
Quarry LP2,000$84.1K0.02%+2,000New
Shell Asset Management Co2,240$94.0K0.00%−15−0.7%Reduced
R Squared Ltd2,460$103.5K0.10%+2,460New
Stephenson National Bank & Trust2,617$110.1K0.04%−180−6.4%Reduced
Bayforest Capital Ltd3,144$132.3K0.17%+3,144New
Mirae Asset Global Investments Co., Ltd.3,077$133.6K0.00%−256−7.7%Reduced
Hantz Financial Services, Inc.3,367$142.0K0.00%−132−3.8%Reduced
US Bancorp3,534$148.7K0.00%−615−14.8%Reduced
Group One Trading, L.P.3,610$151.9K0.01%−6,349−63.8%Reduced
Bellevue Group AG4,000$168.3K0.00%00.0%Unchanged
Utah Retirement Systems4,800$201.9K0.00%00.0%Unchanged
denkapparat Operations GmbH4,912$206.6K0.31%+4,912New
Maryland State Retirement & Pension System4,985$209.7K0.00%00.0%Unchanged
Quantinno Capital Management LP5,013$210.9K0.00%+5,013New
Vestmark Advisory Solutions, Inc.5,277$222.0K0.01%−668−11.2%Reduced
Mutual of America Capital Management LLC5,295$222.8K0.00%−485−8.4%Reduced
NewEdge Wealth, LLC5,463$229.8K0.00%−482−8.1%Reduced
MetLife Investment Management5,473$230.2K0.00%−208−3.7%Reduced
Neuberger Berman Group LLC5,608$235.9K0.00%−6−0.1%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.5,849$242.7K0.00%−712−10.9%Reduced
Prelude Capital Management, LLC5,822$244.9K0.02%−4,838−45.4%Reduced
Teza Capital Management LLC5,857$246.4K0.04%+993+20.4%Added
Simplex Trading, LLC5,929$249.0K0.01%−4,418−42.7%Reduced
Amalgamated Bank5,972$251.0K0.00%+76+1.3%Added
Oppenheimer Asset Management Inc.5,967$251.0K0.00%−524−8.1%Reduced