L3VLUP
Quarter end
30 Sep 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 18 Oct 2023
Managers listing it
24
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q2 2023 and Q3 2023; 18 listed it in both
Shares listed
57,347,307
combined, among listed positions
Reported value
$8.9bn
combined, at the quarter end

Managers listing UPS in Q3 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

24 of 24 holders

ActionFiling
Fidelity (FMR LLC)11,076,971$1.7bn0.15%Trimmed-3,070,7975 Nov 2026 (the filing on sec.gov)
Wellington Management Group LLP9,677,202$1.5bn0.30%Added+2,331,87514 Nov 2023 (the filing on sec.gov)
Viking Global Investors LP6,660,484$1.0bn4.21%Added+5,771,29414 Nov 2023 (the filing on sec.gov)
Invesco Ltd6,286,407$980m0.26%Trimmed-814,13713 Nov 2023 (the filing on sec.gov)
Capital Research Global Investors4,589,680$715m0.20%Trimmed-235,35913 Nov 2023 (the filing on sec.gov)
T. Rowe Price Associates Inc4,332,580$675m0.10%Trimmed-805,10914 Nov 2023 (the filing on sec.gov)
Janus Henderson Group Ltd4,261,260$664m0.43%Trimmed-2,195,83214 Nov 2023 (the filing on sec.gov)
Capital World Investors3,698,089$576m0.11%Trimmed-925,17113 Nov 2023 (the filing on sec.gov)
MFS Investment Management1,380,746$215m0.08%Trimmed-2,617,7438 Nov 2023 (the filing on sec.gov)
Marshall Wace LLP972,245$152m0.31%Addedn.a.14 Nov 2023 (the filing on sec.gov)
Citadel Advisors LLC859,938$134munder 0.1%Trimmed-9,35314 Nov 2023 (the filing on sec.gov)
AllianceBernstein LP817,730$127m0.05%Trimmed-43,33414 Nov 2023 (the filing on sec.gov)
Baillie Gifford & Co733,553$114m0.10%Trimmed-12,26513 Nov 2023 (the filing on sec.gov)
D. E. Shaw & Co.475,018$74m0.08%Added+186,82014 Nov 2023 (the filing on sec.gov)
Voloridge Investment Management LLC434,504$68m0.33%Added+259,84414 Nov 2023 (the filing on sec.gov)
Squarepoint Ops LLC361,675$56m0.14%Added+260,34814 Nov 2023 (the filing on sec.gov)
Two Sigma Investments LP233,293$36m0.10%Added+98,37314 Nov 2023 (the filing on sec.gov)
AQR Capital Management LLC160,838$25m0.05%Added+49,35614 Nov 2023 (the filing on sec.gov)
Eisler Capital Management Ltd144,718$23m0.14%Newnew13 Nov 2023 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC97,467$15m0.12%Newnew14 Nov 2023 (the filing on sec.gov)
Acadian Asset Management LLC41,126$6.4munder 0.1%Addedn.a.13 Nov 2023 (the filing on sec.gov)
Verition Fund Management LLC30,926$4.8m0.06%Addedn.a.14 Nov 2023 (the filing on sec.gov)
ARK Investment Management LLC11,954$1.9munder 0.1%Added+81718 Oct 2023 (the filing on sec.gov)
Maverick Capital Ltd8,903$1.4munder 0.1%Newnew14 Nov 2023 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2023 to Q3 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
26 in Q3 2024 to 11 in Q2 2026

Tracked managers listing it, at least.

0102030402014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
UPS by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201321$10.1bnn.a.n.a.
Q3 201320$10.7bnn.a.n.a.
Q4 201320$12.1bnn.a.n.a.
Q1 201421$11.0bnn.a.n.a.
Q2 201421$10.8bnn.a.n.a.
Q3 201422$9.9bnn.a.n.a.
Q4 201415$11.0bnn.a.n.a.
Q1 201520$9.6bnn.a.n.a.
Q2 201519$9.2bnn.a.n.a.
Q3 201518$9.3bnn.a.n.a.
Q4 201517$8.4bnn.a.n.a.
Q1 201622$9.1bnn.a.n.a.
Q2 201617$9.3bnn.a.n.a.
Q3 201622$9.2bnn.a.n.a.
Q4 201625$9.5bnn.a.n.a.
Q1 201723$9.2bnn.a.n.a.
Q2 201721$9.6bnn.a.n.a.
Q3 201719$10.3bnn.a.n.a.
Q4 201721$9.9bnn.a.n.a.
Q1 201823$7.8bnn.a.n.a.
Q2 201822$9.0bnn.a.n.a.
Q3 201822$9.6bnn.a.n.a.
Q4 201819$8.5bnn.a.n.a.
Q1 201921$10.1bnn.a.n.a.
Q2 201922$9.5bnn.a.n.a.
Q3 201920$10.7bnn.a.n.a.
Q4 201922$9.7bnn.a.n.a.
Q1 202019$6.5bnn.a.n.a.
Q2 202019$8.9bnn.a.n.a.
Q3 202032$15.2bnn.a.n.a.
Q4 202020$13.8bnn.a.n.a.
Q1 202128$13.4bnn.a.n.a.
Q2 202128$17.3bnn.a.n.a.
Q3 202120$14.2bnn.a.n.a.
Q4 202128$17.1bnn.a.n.a.
Q1 202221$16.8bnn.a.n.a.
Q2 202221$12.6bnn.a.n.a.
Q3 202222$10.7bnn.a.n.a.
Q4 202216$11.0bnn.a.n.a.
Q1 202323$11.7bnn.a.n.a.
Q2 202324$10.5bnn.a.n.a.
Q3 202324$8.9bnn.a.n.a.
Q4 202326$9.6bn1313
Q1 202428$7.7bn218
Q2 202428$7.5bn219
Q3 202426$7.4bn1215
Q4 202432$7.0bn2013
Q1 202521$5.9bn1310
Q2 202527$4.7bn208
Q3 202520$3.8bn129
Q4 202518$5.6bn2018
Q1 202616$5.7bn1323
Q2 202611$6.6bn1518

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

UPS and KLAC →UPS and GE →UPS and LRCX →Choose a stock to compare with UPS →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own UPS, latest filings →Back to the 13F Explorer →