Utah Retirement Systems
All 13F Filings
- Location
- Salt Lake City, UT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 10,511,060
- Description
- Salt Lake City Utah based institutional pension allocator with an independent operating structure and a pragmatic and allocation disciplined investment mandate. The approach emphasizes asset liability coordination, active stewardship and governance oversight, and credit underwriting and duration control for retirement liability driven portfolios. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through execution path consistency and implementation consistency.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 983 | 10,511,060 | 13F-HR | Utah Retirement Systems |
| Q3 2025 | 11/14/2025 | 987 | 10,295,525 | 13F-HR | Utah Retirement Systems |
| Q2 2025 | 8/14/2025 | 992 | 9,576,052 | 13F-HR | Utah Retirement Systems |
| Q1 2025 | 5/15/2025 | 960 | 8,668,910 | 13F-HR | Utah Retirement Systems |
| Q4 2024 | 2/14/2025 | 977 | 9,077,485 | 13F-HR | Utah Retirement Systems |
| Q3 2024 | 11/14/2024 | 986 | 8,862,833 | 13F-HR | Utah Retirement Systems |
| Q2 2024 | 8/14/2024 | 973 | 8,421,261 | 13F-HR | Utah Retirement Systems |
| Q1 2024 | 5/15/2024 | 972 | 8,552,342 | 13F-HR | Utah Retirement Systems |
| Q4 2023 | 2/14/2024 | 986 | 7,852,184 | 13F-HR | Utah Retirement Systems |
| Q3 2023 | 11/14/2023 | 972 | 6,996,556 | 13F-HR | Utah Retirement Systems |
| Q2 2023 | 8/14/2023 | 990 | 7,211,850 | 13F-HR | Utah Retirement Systems |
| Q1 2023 | 5/16/2023 | 969 | 6,915,742 | 13F-HR | Utah Retirement Systems |
| Q4 2022 | 2/15/2023 | 957 | 6,305,942 | 13F-HR | Utah Retirement Systems |
| Q3 2022 | 11/14/2022 | 956 | 5,997,440 | 13F-HR | Utah Retirement Systems |
| Q2 2022 | 8/16/2022 | 984 | 6,245,973 | 13F-HR | Utah Retirement Systems |
| Q1 2022 | 5/13/2022 | 984 | 7,514,284 | 13F-HR | Utah Retirement Systems |
| Q4 2021 | 2/14/2022 | 994 | 8,092,295 | 13F-HR | Utah Retirement Systems |
| Q3 2021 | 11/16/2021 | 986 | 7,395,533 | 13F-HR | Utah Retirement Systems |
| Q2 2021 | 8/16/2021 | 992 | 7,768,649 | 13F-HR | Utah Retirement Systems |
| Q1 2021 | 5/17/2021 | 952 | 7,174,264 | 13F-HR | Utah Retirement Systems |
| Q4 2020 | 2/16/2021 | 928 | 7,045,587 | 13F-HR | Utah Retirement Systems |
| Q3 2020 | 11/16/2020 | 928 | 6,024,670 | 13F-HR | Utah Retirement Systems |
| Q2 2020 | 8/13/2020 | 981 | 5,448,390 | 13F-HR/A - RESTATEMENT | Utah Retirement Systems |
| Q2 2020 | 8/13/2020 | 981 | 5,448,390 | 13F-HR | Utah Retirement Systems |
| Q1 2020 | 5/15/2020 | 929 | 4,622,726 | 13F-HR | Utah Retirement Systems |
| Q4 2019 | 2/12/2020 | 956 | 5,688,442 | 13F-HR | Utah Retirement Systems |
| Q2 2014 | 8/8/2014 | 1,008 | 3,490,968 | 13F-HR | Utah Retirement Systems |
| Q1 2014 | 5/8/2014 | 986 | 3,467,348 | 13F-HR | Utah Retirement Systems |
| Q4 2013 | 2/5/2014 | 985 | 3,379,973 | 13F-HR | Utah Retirement Systems |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.5 M | 99.9% | 209.1 K | 0 | 209.1 K |
| ETFs | 6.23 K | 0.1% | 6.23 K | 0 | 6.23 K |
| Other | 4.637 K | 0.0% | 217 | 0 | 217 |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
10,511,060
Holdings
983
QoQ value change ($000)
215,535
(2.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.