Uber Technologies Inc (UBER) — 13F Holders Deep Dive (Q2 2026)

UBER ranks #93 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

UBER is a top-conviction position for Public Investment Fund — at 13.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in UBER belongs to BlackRock, Inc., but the position matters far more to Public Investment Fund, who has 13.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Baird Financial Group, Inc. has added to its UBER position for two straight quarters, increasing it by $591.0M to reach $656.6M today.

BlackRock has trimmed its UBER position for two straight quarters, cutting it by $2.1B while still holding $10.5B.

UBER is up 1.3% today, and institutions have been net buyers of $18.7B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

UBER posted net income of $9.6B over the trailing twelve months, and currently trades at a P/E of 17.8.

• Profitable — net income of $9.6B over the trailing twelve months
• Revenue grew 16.7% year over year
• Net income declined year over year, from $12.6B to $9.6B
• Generated $10.1B in positive operating cash flow
• Current ratio of 1.14x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.25x equity — within a conventional range