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Unity Software Inc.

U
Exchange
NYSE
Industry
Services-Prepackaged Software
SEC CIK
0001810806

In the last 90 days, Unity Software Inc. insiders filed 0 open-market purchases and 5 sales; 563 institutions reported holding it in 13F filings for Q2 2026, worth $10.7B in total; superinvestors D1 Capital Partners and Duquesne Family Office hold it.

13F holders, Q4 2023

Institutional positions in Unity Software Inc. as of Dec 31, 2023. 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
531
+35 vs. Q3 2023
Shares held
274.7M
+25.2M (+10.1%) vs. Q3 2023
Total value
$11.2B
+$3.39B (+43.3%) vs. Q3 2023
New holders
116
149 more added
Sold out
81
184 more reduced

5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting U 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 2023: 531 institutions
Q1 2021: 352 institutionsQ2 2021: 409 institutionsQ3 2021: 477 institutionsQ4 2021: 596 institutionsQ1 2022: 579 institutionsQ2 2022: 490 institutionsQ3 2022: 474 institutionsQ4 2022: 462 institutionsQ1 2023: 463 institutionsQ2 2023: 502 institutionsQ3 2023: 501 institutionsQ4 2023: 531 institutionsQ1 2024: 472 institutionsQ2 2024: 428 institutionsQ3 2024: 402 institutionsQ4 2024: 413 institutionsQ1 2025: 427 institutionsQ2 2025: 447 institutionsQ3 2025: 551 institutionsQ4 2025: 604 institutionsQ1 2026: 528 institutionsQ2 2026: 563 institutions
Value heldQ4 2023: $11.2B
Q1 2021: $18.5BQ2 2021: $20.3BQ3 2021: $25.9BQ4 2021: $31.8BQ1 2022: $22.2BQ2 2022: $8.74BQ3 2022: $6.55BQ4 2022: $7.18BQ1 2023: $8.04BQ2 2023: $11.1BQ3 2023: $7.84BQ4 2023: $11.2BQ1 2024: $7.91BQ2 2024: $4.69BQ3 2024: $6.90BQ4 2024: $6.76BQ1 2025: $6.47BQ2 2025: $8.44BQ3 2025: $13.9BQ4 2025: $15.3BQ1 2026: $7.57BQ2 2026: $10.7B
Institutions holding U and their total value by quarter
QuarterHoldersValue
Q2 2026563$10.7B
Q1 2026528$7.57B
Q4 2025604$15.3B
Q3 2025551$13.9B
Q2 2025447$8.44B
Q1 2025427$6.47B
Q4 2024413$6.76B
Q3 2024402$6.90B
Q2 2024428$4.69B
Q1 2024472$7.91B
Q4 2023531$11.2B
Q3 2023501$7.84B
Q2 2023502$11.1B
Q1 2023463$8.04B
Q4 2022462$7.18B
Q3 2022474$6.55B
Q2 2022490$8.74B
Q1 2022579$22.2B
Q4 2021596$31.8B
Q3 2021477$25.9B
Q2 2021409$20.3B
Q1 2021352$18.5B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Unity Software Inc.; share changes are against Q3 2023.

Institutions holding U in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
TSFG, LLC264$11.0K0.00%00.0%Unchanged
Covestor Ltd270$11.0K0.01%+6+2.3%Added
Eagle Bay Advisors LLC281$11.5K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC285$11.7K0.00%00.0%Unchanged
First Beijing Investment Ltd289$11.8K0.00%+289New
Kessler Investment Group, LLC300$12.3K0.01%00.0%Unchanged
Emfo, LLC316$12.9K0.01%00.0%Unchanged
NBC Securities, Inc.327$13.0K0.00%+230+237.1%Added
Allworth Financial LP332$13.6K0.00%+42+14.5%Added
Parkside Financial Bank & Trust337$13.8K0.00%−11−3.2%Reduced
Pacer Advisors, Inc.382$15.6K0.00%+77+25.2%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC403$16.5K0.00%−32−7.4%Reduced
Robeco Institutional Asset Management B.V.411$16.8K0.00%00.0%Unchanged
HM Payson & Co460$18.8K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC470$19.2K0.00%+470New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main451$19.2K0.00%+441+4,410.0%Added
Global Retirement Partners, LLC584$19.9K0.00%−1,168−66.7%Reduced
Raleigh Capital Management Inc.488$20.0K0.01%−56−10.3%Reduced
Benjamin Edwards Inc478$20.0K0.00%−236−33.1%Reduced
Umb Bank N A514$21.0K0.00%−149−22.5%Reduced
Wolverine Asset Management LLC514$21.0K0.00%00.0%Unchanged
Dunhill Financial, LLC517$21.1K0.02%+517New
Coppell Advisory Solutions LLC536$21.9K0.00%+536New
GAMMA Investing LLC689$22.3K0.01%+689New
Twin Lakes Capital Management, LLC570$23.3K0.02%00.0%Unchanged
TD Waterhouse Canada Inc.610$23.4K0.00%−25−3.9%Reduced
Toth Financial Advisory Corp600$24.5K0.00%00.0%Unchanged
Pacifica Partners Inc.800$25.0K0.01%+800New
Front Row Advisors LLC626$25.6K0.01%00.0%Unchanged
Harvest Fund Management Co., Ltd666$27.0K0.00%+666New
GWM Advisors LLC677$27.7K0.00%+213+45.9%Added
Quarry LP692$28.3K0.01%−64−8.5%Reduced
Geneos Wealth Management Inc.704$28.8K0.00%−1,220−63.4%Reduced
Itau Unibanco Holding S.A.746$30.5K0.00%−43−5.4%Reduced
Huntington National Bank749$30.6K0.00%−146−16.3%Reduced
Principal Securities, Inc.896$36.6K0.00%+896New
Northwestern Mutual Wealth Management Co898$36.7K0.00%−442−33.0%Reduced
Ancora Advisors, LLC900$36.8K0.00%00.0%Unchanged
Ci Investments Inc.955$39.0K0.00%+220+29.9%Added
Tidemark, LLC956$39.1K0.02%+956New
China Universal Asset Management Co., Ltd.961$39.3K0.01%00.0%Unchanged
Kelly Financial Services LLC975$39.9K0.02%+341+53.8%Added
Proequities, Inc.1,003$41.0K0.00%+100+11.1%Added
Ronald Blue Trust, Inc.1,445$45.0K0.00%+266+22.6%Added
Impact Partnership Wealth, LLC1,151$47.1K0.02%−100−8.0%Reduced
Desjardins Global Asset Management Inc.1,333$54.5K0.01%+19+1.4%Added
Steward Partners Investment Advisory, LLC1,336$54.6K0.00%+34+2.6%Added
JTC Employer Solutions Trusteee Ltd1,323$56.0K0.01%00.0%Unchanged
Westpac Banking Corp1,420$58.1K0.00%00.0%Unchanged
Sunbelt Securities, Inc.1,549$63.3K0.01%−212−12.0%Reduced
UniSuper Management Pty Ltd1,700$69.5K0.00%00.0%Unchanged
Ostrum Asset Management1,711$70.0K0.01%−6,723−79.7%Reduced
Advisors Asset Management, Inc.1,776$72.6K0.00%+350+24.5%Added
Tower Research Capital LLC (TRC)2,168$88.6K0.00%−2,169−50.0%Reduced
Banque Cantonale Vaudoise2,173$89.0K0.00%−3,919−64.3%Reduced
Signaturefd, LLC2,230$91.2K0.00%−580−20.6%Reduced
First Horizon Advisors, Inc.2,259$92.4K0.00%−26−1.1%Reduced
Chesapeake Asset Management LLC2,285$93.4K0.08%00.0%Unchanged
Harbor Capital Advisors, Inc.2,285$93.4K0.02%+139+6.5%Added
Householder Group Estate & Retirement Specialist, LLC2,322$94.0K0.03%+185+8.7%Added
Newbridge Financial Services Group, Inc.2,308$94.4K0.05%−1,010−30.4%Reduced
EMC Capital Management2,500$102.0K0.07%00.0%Unchanged
Montanaro Asset Management Ltd3,000$122.7K0.02%00.0%Unchanged
Venturi Wealth Management, LLC3,104$126.9K0.01%−82−2.6%Reduced
BI Asset Management Fondsmaeglerselskab A/S3,136$128.0K0.00%−4,117−56.8%Reduced
Lazard Asset Management LLC3,230$132.0K0.00%+3,173+5,566.7%Added
Tyler-Stone Wealth Management3,240$132.5K0.07%−800−19.8%Reduced
American International Group, Inc.3,392$138.7K0.00%−45−1.3%Reduced
Whittier Trust Co of Nevada Inc3,556$145.4K0.00%−93−2.5%Reduced
Compagnie Lombard Odier SCmA3,670$150.1K0.00%+620+20.3%Added
Y.D. More Investments Ltd3,700$151.3K0.03%00.0%Unchanged
M&R Capital Management Inc3,909$159.8K0.04%+205+5.5%Added
Ossiam4,201$171.8K0.00%00.0%Unchanged
Quent Capital, LLC4,353$178.0K0.02%+32+0.7%Added
Vestcor Inc4,597$188.0K0.01%−25−0.5%Reduced
Psagot Value Holdings Ltd. / (Israel)4,550$194.0K0.09%+3,000+193.5%Added
BluePath Capital Management, LLC5,453$202.5K0.18%+342+6.7%Added
Nkcfo LLC5,000$204.0K0.11%+5,000New
Avitas Wealth Management LLC4,994$204.2K0.03%+4,994New
Vantage Financial Partners, LLC5,100$208.5K0.06%+5,100New
Azzad Asset Management Inc5,118$209.3K0.03%+5,118New
Independent Advisor Alliance5,162$211.1K0.01%+5,162New
Comerica Bank5,195$212.4K0.00%−12,592−70.8%Reduced
Summit Trail Advisors, LLC5,209$213.0K0.01%+5,209New
Farther Finance Advisors, LLC5,307$217.0K0.02%+729+15.9%Added
Delta Financial Group, Inc.5,420$222.0K0.07%+5,420New
IFP Advisors, Inc5,444$222.6K0.01%+454+9.1%Added
Parsons Capital Management Inc5,445$222.6K0.02%+5,445New
Grassi Investment Management5,500$225.0K0.02%+5,500New
Koss-Olinger Consulting, LLC5,500$225.0K0.02%+5,500New
Austin Wealth Management, LLC6,784$230.0K0.06%+6,784New
Financial Perspectives, Inc5,637$230.5K0.09%00.0%Unchanged
Rakuten Securities, Inc.5,720$233.9K0.18%+5,720New
Investment Management Corp of Ontario5,846$239.0K0.01%+5,846New
B. Metzler seel. Sohn & Co. AG5,853$239.3K0.00%+5,853New
Motley Fool Asset Management LLC6,159$251.8K0.02%−640−9.4%Reduced
Oppenheimer & Co Inc6,296$257.4K0.00%+6,296New
O'Shaughnessy Asset Management, LLC6,470$264.6K0.00%+6,470New
Boston Private Wealth LLC6,481$265.0K0.01%+6,481New
Kestra Advisory Services, LLC6,482$265.0K0.00%+6,482New