ULSNYSEServices-Testing LaboratoriesFiscal year ends December 31
UL Solutions Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$73.01−0.30 (-0.41%)
Close on Oct 19, 2026
- Market cap
- $14.89B
- P/E (TTM)
- 29.4
- Dividend yield
- 0.71%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
43.3%
87M of 202M shares
Institutional holders
390
74 new, 49 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
2 buys · 25 sales
Net sold $1.13B
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 8,391,138 | 10.70% | 13G (passive) amendment | Sep 30, 2026 |
| BlackRock, Inc. | 6,900,553 | 8.90% | 13G (passive) amendment | Jun 30, 2026 |
| Capital International Investors | 6,520,584 | 8.40% | 13G (passive) amendment | Mar 31, 2026 |
| Kayne Anderson Rudnick Investment Management, LLC | 4,694,472 | 6.00% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Capital Management | 4,048,981 | 5.23% | 13G (passive) | Mar 31, 2026 |
| Capital Research Global Investors | 3,834,395 | 5.00% | 13G (passive) amendment | Dec 31, 2025 |
| Underwriters Laboratories Inc. | 123,755,000 | 61.60% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ULS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,131,683 | 3.53% | $726.43M | +1,682,816 | 0.01% |
| T. Rowe Price Investment Management, Inc. | 6,921,422 | 3.43% | $705.02K | −364,473 | 0.46% |
| Capital International Investors | 6,115,196 | 3.03% | $622.88M | +40,930 | 0.13% |
| Kayne Anderson Rudnick Investment Management LLC | 4,694,443 | 2.33% | $478.18M | −704,153 | 1.49% |
| Vanguard Capital Management LLC | 3,504,948 | 1.74% | $357.01M | +48,201 | 0.01% |
| Capital Research Global Investors | 3,367,530 | 1.67% | $343.00M | −286,408 | 0.05% |
| Vanguard Portfolio Management LLC | 3,241,880 | 1.61% | $330.22M | +156,605 | 0.01% |
| Jupiter Topco LLC | 3,042,429 | 1.51% | $309.90M | New | 0.13% |
| Durable Capital Partners LP | 2,937,488 | 1.45% | $299.21M | −354,028 | 2.91% |
| State Street Corp | 2,279,148 | 1.13% | $232.15M | +734,579 | 0.01% |
| Geode Capital Management, LLC | 2,011,579 | 1.00% | $204.94M | +542,200 | 0.01% |
| Bessemer Group Inc | 1,870,110 | 0.93% | $190.49K | −395,662 | 0.26% |
| Neuberger Berman Group LLC | 1,819,860 | 0.90% | $185.37M | +529,443 | 0.12% |
| Allspring Global Investments Holdings, LLC | 1,566,973 | 0.78% | $153.05M | −177,550 | 0.23% |
| Norges Bank | 1,486,850 | 0.74% | $151.45M | New | 0.02% |
| FMR LLC | 1,388,891 | 0.69% | $141.47M | −236,118 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 1,338,282 | 0.66% | $136.32K | −309,258 | 0.01% |
| First Trust Advisors LP | 1,301,960 | 0.64% | $132.62M | +88,789 | 0.08% |
| Wells Fargo & Company/Mn | 1,144,170 | 0.57% | $116.55M | +22,256 | 0.02% |
| Federated Hermes, Inc. | 1,093,754 | 0.54% | $111.41M | +3,059 | 0.16% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 390 | 87M | 43.3% | 74 / 158 | 106 / 49 | 13M | 9M |
| Q1 2026 | 370 | 87M | 42.9% | 68 / 151 | 108 / 45 | 16M | 12M |
| Q4 2025 | 353 | 90M | 44.5% | 107 / 125 | 84 / 31 | 25M | 6M |
| Q3 2025 | 280 | 71M | 35.1% | 74 / 106 | 73 / 39 | 13M | 9M |
| Q2 2025 | 247 | 67M | 33.3% | 84 / 72 | 71 / 23 | 14M | 13M |
| Q1 2025 | 190 | 66M | 32.9% | 44 / 78 | 46 / 41 | 8M | 8M |
| Q4 2024 | 188 | 67M | 33.1% | 37 / 84 | 45 / 27 | 10M | 14M |
| Q3 2024 | 181 | 70M | 34.9% | 73 / 68 | 27 / 20 | 29M | 4M |
| Q2 2024 | 130 | 47M | 23.4% | 130 / 0 | 0 / 0 | 47M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ULS | Value | % of fund | As of |
|---|---|---|---|---|---|
| New Perspective Fund | 3,829,687 | 1.90% | $390.09M | 0.23% | Jun 30, 2026 |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 2,753,441 | 1.36% | $280.47M | 1.22% | Jun 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 2,662,998 | 1.32% | $271.25M | 0.22% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,469,284 | 1.22% | $251.52M | 0.01% | Jun 30, 2026 |
| AMCAP Fund | 2,169,586 | 1.07% | $215.87M | 0.22% | May 31, 2026 |
| SMALLCAP World Fund Inc | 2,166,472 | 1.07% | $220.68M | 0.23% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,785,032 | 0.88% | $181.82M | 0.10% | Jun 30, 2026 |
| Janus Henderson Enterprise Fund | 1,411,452 | 0.70% | $143.77M | 0.64% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,028,496 | 0.51% | $104.76M | 0.22% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 892,118 | 0.44% | $90.87M | 0.09% | Jun 30, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 833,662 | 0.41% | $84.92M | 0.75% | Jun 30, 2026 |
| Federated Hermes Kaufmann Small Cap Fund | 657,200 | 0.33% | $60.23M | 2.12% | Jul 31, 2026 |
| Allspring Growth Fund | 635,136 | 0.31% | $58.20M | 2.01% | Jul 31, 2026 |
| Thrivent Mid Cap Stock Fund | 558,716 | 0.28% | $51.20M | 1.64% | Jul 31, 2026 |
| Virtus KAR Small-Mid Cap Core Fund | 547,117 | 0.27% | $55.73M | 5.15% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jennifer F. Scanlon | President and CEO, Director | 228,509 | 0.11% | Sep 14, 2026 |
| Linda S. Chapin | EVP & CHRO | 23,529 | 0.01% | Sep 14, 2026 |
| Ryan D. Robinson | Executive VP & CFO | 166,514 | 0.08% | Sep 14, 2026 |
| Alberto Uggetti | EVP & CCO | 7,962 | 0.00% | Sep 14, 2026 |
| Karen K. Pepping | Senior VP & CAO | 8,082 | 0.00% | Sep 14, 2026 |
| John A. Genovesi | See Remarks | 31,112 | 0.02% | Sep 14, 2026 |
| Gitte Schjotz | See Remarks | 59,341 | 0.03% | Sep 14, 2026 |
| Alex Dadakis | See Remarks | 5,035 | 0.00% | Sep 14, 2026 |
| Scott D'Angelo | EVP, CLO & Corporate Secy | 2,876 | 0.00% | Sep 14, 2026 |
| Lynn H. Hancock | See Remarks | 21,904 | 0.01% | Jun 10, 2026 |
| Weifang Zhou | See Remarks | 46,361 | 0.02% | Jun 11, 2025 |
| Vikram Kini | Director | 2,805 | 0.00% | Sep 14, 2026 |
| Charles W. Hooper | Director | 357 | 0.00% | Sep 14, 2026 |
| Kevin Kennedy | Director | 35,714 | 0.02% | Sep 14, 2026 |
| James P. Dollive | Director | 79,160 | 0.04% | Sep 14, 2026 |
| George A. Williams | Director | 8,928 | 0.00% | Sep 14, 2026 |
| Michael H. Thaman | Director | 16,660 | 0.01% | Sep 14, 2026 |
| James M. Shannon | Director | 6,542 | 0.00% | Sep 14, 2026 |
| Friedrich Hecker | Director | 13,180 | 0.01% | Sep 14, 2026 |
| Sally Susman | Director | 3,571 | 0.00% | Sep 14, 2026 |
| Marla C. Gottschalk | Director | 71,428 | 0.04% | Sep 14, 2026 |
| Elisabeth Torstad | Director | 3,571 | 0.00% | Sep 14, 2026 |
| Lisa Marie Lambert | Director | 5,770 | 0.00% | May 6, 2025 |
| Frank J. Coyne | Director | 112,069 | 0.06% | May 6, 2025 |
| Inc. ULSE | 10% owner | 125,630,000 | 62.22% | Dec 23, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jennifer F. Scanlon President and CEO, Director | Sep 1, 2026 | Sale(10b5-1 plan) | −2,005 | $74.43 | $149.23K | 139,224 |
| Jennifer F. Scanlon President and CEO, Director | Sep 1, 2026 | Sale(10b5-1 plan) | −10,495 | $73.52 | $771.59K | 141,229 |
| James M. Shannon Director | Aug 6, 2026 | Gift | −600 | – | – | 6,542 |
| Jennifer F. Scanlon President and CEO, Director | Aug 3, 2026 | Sale(10b5-1 plan) | −3,629 | $91.02 | $330.31K | 160,595 |
| Jennifer F. Scanlon President and CEO, Director | Aug 3, 2026 | Sale(10b5-1 plan) | −3,281 | $91.89 | $301.49K | 157,314 |
| Jennifer F. Scanlon President and CEO, Director | Aug 3, 2026 | Sale(10b5-1 plan) | −5,590 | $92.89 | $519.26K | 151,724 |
| Jennifer F. Scanlon President and CEO, Director | Jul 1, 2026 | Sale(10b5-1 plan) | −1,200 | $100.34 | $120.41K | 167,124 |
| Jennifer F. Scanlon President and CEO, Director | Jul 1, 2026 | Sale(10b5-1 plan) | −300 | $101.74 | $30.52K | 164,224 |
| Jennifer F. Scanlon President and CEO, Director | Jul 1, 2026 | Sale(10b5-1 plan) | −4,800 | $97.92 | $470.02K | 171,924 |
| Jennifer F. Scanlon President and CEO, Director | Jul 1, 2026 | Sale(10b5-1 plan) | −2,600 | $101.05 | $262.73K | 164,524 |
| Jennifer F. Scanlon President and CEO, Director | Jul 1, 2026 | Sale(10b5-1 plan) | −3,600 | $99.05 | $356.58K | 168,324 |
| Karen K. Pepping Senior VP & CAO | Jun 9, 2026 | Sale(10b5-1 plan) | −725 | $97.74 | $70.86K | 8,082 |
| Gitte Schjotz See Remarks | Jun 3, 2026 | Sale(10b5-1 plan) | −9,865 | $96.98 | $956.71K | 59,341 |
| Gitte Schjotz See Remarks | Jun 2, 2026 | Sale(10b5-1 plan) | −12,015 | $99.71 | $1.20M | 69,206 |
| Jennifer F. Scanlon President and CEO, Director | Jun 1, 2026 | Sale(10b5-1 plan) | −7,505 | $99.60 | $747.50K | 181,719 |
| Jennifer F. Scanlon President and CEO, Director | Jun 1, 2026 | Sale(10b5-1 plan) | −4,995 | $100.59 | $502.45K | 176,724 |
| Ryan D. Robinson Executive VP & CFO | May 29, 2026 | Gift | +29,268 | – | – | 165,224 |
| Ryan D. Robinson Executive VP & CFO | May 29, 2026 | Gift | −29,268 | – | – | 1,290 |
| Alberto Uggetti EVP & CCO | May 28, 2026 | Sale(10b5-1 plan) | −2,345 | $99.89 | $234.24K | 7,962 |
| Friedrich Hecker Director | May 21, 2026 | Sale | −4,000 | $102.04 | $408.16K | 13,180 |
| Vikram Kini Director | May 20, 2026 | Option exercise | +2,805 | – | – | 2,805 |
| Friedrich Hecker Director | May 20, 2026 | Tax withholding | −1,266 | $101.98 | $129.11K | 17,180 |
| Friedrich Hecker Director | May 20, 2026 | Option exercise | +2,805 | – | – | 18,446 |
| James P. Dollive Director | May 20, 2026 | Option exercise | +2,805 | – | – | 79,160 |
| Michael H. Thaman Director | May 20, 2026 | Option exercise | +2,805 | – | – | 16,660 |
| Jennifer F. Scanlon President and CEO, Director | May 15, 2026 | Gift | −11,242 | – | – | 189,224 |
| Alberto Uggetti EVP & CCO | May 11, 2026 | Sale | −6,100 | $100.00 | $610.00K | 10,307 |
| Gitte Schjotz See Remarks | May 7, 2026 | Sale | −8,000 | $103.96 | $831.68K | 81,221 |
| Gitte Schjotz See Remarks | May 7, 2026 | Option exercise | +22,340 | $28.34 | $633.12K | 95,591 |
| Gitte Schjotz See Remarks | May 7, 2026 | Tax withholding | −6,370 | $99.41 | $633.24K | 89,221 |
| Karen K. Pepping Senior VP & CAO | May 1, 2026 | Tax withholding | −271 | $91.60 | $24.82K | 8,807 |
| Karen K. Pepping Senior VP & CAO | May 1, 2026 | Option exercise | +725 | – | – | 9,078 |
| Linda S. Chapin EVP & CHRO | May 1, 2026 | Option exercise | +1,456 | – | – | 23,529 |
| Linda S. Chapin EVP & CHRO | May 1, 2026 | Tax withholding | −611 | $91.60 | $55.97K | 22,918 |
| Jennifer F. Scanlon President and CEO, Director | May 1, 2026 | Option exercise | +21,413 | – | – | 209,687 |
| Jennifer F. Scanlon President and CEO, Director | May 1, 2026 | Tax withholding | −9,486 | $91.60 | $868.92K | 200,201 |
| Alberto Uggetti EVP & CCO | May 1, 2026 | Option exercise | +1,132 | – | – | 16,675 |
| Alberto Uggetti EVP & CCO | May 1, 2026 | Tax withholding | −268 | $88.03 | $23.59K | 16,407 |
| Scott D'Angelo EVP, CLO & Corporate Secy | May 1, 2026 | Tax withholding | −351 | $91.60 | $32.15K | 2,876 |
| Scott D'Angelo EVP, CLO & Corporate Secy | May 1, 2026 | Option exercise | +1,196 | – | – | 3,227 |
| Scott D'Angelo EVP, CLO & Corporate Secy | May 1, 2026 | Tax withholding | −842 | $91.60 | $77.13K | 2,031 |
| Scott D'Angelo EVP, CLO & Corporate Secy | May 1, 2026 | Option exercise | +2,873 | – | – | 2,873 |
| Ryan D. Robinson Executive VP & CFO | May 1, 2026 | Option exercise | +4,862 | – | – | 32,422 |
| Ryan D. Robinson Executive VP & CFO | May 1, 2026 | Tax withholding | −2,154 | $91.60 | $197.31K | 30,268 |
| Lynn H. Hancock See Remarks | May 1, 2026 | Option exercise | +1,293 | – | – | 21,904 |
| Lynn H. Hancock See Remarks | May 1, 2026 | Tax withholding | −573 | $91.60 | $52.49K | 21,331 |
| Gitte Schjotz See Remarks | May 1, 2026 | Option exercise | +2,755 | – | – | 73,251 |
| John A. Genovesi See Remarks | May 1, 2026 | Tax withholding | −765 | $91.60 | $70.07K | 30,935 |
| John A. Genovesi See Remarks | May 1, 2026 | Option exercise | +1,943 | – | – | 31,700 |
| Jennifer F. Scanlon President and CEO, Director | May 1, 2026 | Sale(10b5-1 plan) | −9,532 | $91.43 | $871.51K | 191,242 |
| Jennifer F. Scanlon President and CEO, Director | May 1, 2026 | Sale(10b5-1 plan) | −2,968 | $92.01 | $273.09K | 188,274 |
| Alex Dadakis See Remarks | Apr 1, 2026 | Tax withholding | −771 | $84.57 | $65.20K | 5,035 |
| Alex Dadakis See Remarks | Apr 1, 2026 | Option exercise | +1,739 | – | – | 5,806 |
| Jennifer F. Scanlon President and CEO, Director | Apr 1, 2026 | Sale(10b5-1 plan) | −7,577 | $85.84 | $650.41K | 200,774 |
| Jennifer F. Scanlon President and CEO, Director | Apr 1, 2026 | Sale(10b5-1 plan) | −4,923 | $84.98 | $418.36K | 208,351 |
| Jennifer F. Scanlon President and CEO, Director | Apr 1, 2026 | Tax withholding | −26,618 | $84.57 | $2.25M | 213,274 |
| Jennifer F. Scanlon President and CEO, Director | Apr 1, 2026 | Award | +60,084 | $84.57 | $5.08M | 239,892 |
| Jennifer F. Scanlon President and CEO, Director | Apr 1, 2026 | Option exercise | +14,265 | – | – | 186,128 |
| Jennifer F. Scanlon President and CEO, Director | Apr 1, 2026 | Tax withholding | −6,320 | $84.57 | $534.48K | 179,808 |
| Alberto Uggetti EVP & CCO | Apr 1, 2026 | Award | +2,608 | $83.80 | $218.55K | 16,159 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Scanlon Jennifer Director, Officer | Oct 8, 2026 | 35,000 | $2.35M | Oct 8, 2026 | Previously Exercised Stock Options |
| Scanlon Jennifer Director, Officer | Jul 1, 2026 | 37,500 | $3.82M | Jul 1, 2026 | Previously Exercised Stock Options |
| Karen K. Pepping Officer | Jun 9, 2026 | 725 | $70.86K | Jun 9, 2026 | Restricted Stock Vesting |
| Gitte Schjotz Officer | Jun 3, 2026 | 9,865 | $956.71K | Jun 3, 2026 | SAR |
| Gitte Schjotz Officer | Jun 2, 2026 | 12,015 | $1.20M | Jun 2, 2026 | SAR |
| Alberto Uggetti Officer | May 28, 2026 | 2,345 | $234.24K | May 28, 2026 | Restricted Stock Vesting |
| Friedrich Hecker Director | May 21, 2026 | 4,000 | $408.16K | May 21, 2026 | Purchase |
| Uggetti Alberto Officer | May 11, 2026 | 6,100 | $612.68K | May 11, 2026 | Purchase |
| Schjotz Gitte Officer | May 8, 2026 | 8,000 | $795.28K | May 7, 2026 | Purchase |
| F. Scanlon Jennifer Director, Officer | Apr 1, 2026 | 37,500 | $3.21M | Apr 1, 2026 | Restricted Stock Units |
| Lisa Marie Lambert Former Director | Jul 14, 2025 | 5,819 | $423.57K | Jul 14, 2025 | Open Market Purchase |
| Alberto Uggetti Officer | May 8, 2025 | 1,961 | $137.27K | May 8, 2025 | Restricted Stock Vesting |
| Gitte Schjotz Officer | May 7, 2025 | 7,000 | $472.08K | May 7, 2025 | SAR |
| Alberto Uggetti Officer | Mar 7, 2025 | 1,938 | $102.71K | Mar 7, 2025 | SAR |
| Gitte Schjotz Officer | Dec 12, 2024 | 21,000 | $1.07M | Dec 12, 2024 | SAR |