L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 17 Jan 2024
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 21 listed it in both
Shares listed
60,803,252
combined, among listed positions
Reported value
$9.6bn
combined, at the quarter end

Among the 93 comparable managers: 13 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing UPS in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
Wellington Management Group LLP18,152,900$2.9bn0.53%Added+8,475,69812 Feb 2024 (the filing on sec.gov)
Fidelity (FMR LLC)9,695,440$1.5bn0.12%Trimmed-1,381,5315 Nov 2026 (the filing on sec.gov)
Viking Global Investors LP8,199,127$1.3bn4.72%Added+1,538,64314 Feb 2024 (the filing on sec.gov)
Invesco Ltd5,860,179$921m0.22%Trimmed-426,22813 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc4,012,521$631m0.08%Trimmed-320,05916 Feb 2024 (the filing on sec.gov)
Janus Henderson Group Ltd3,553,252$559m0.33%Trimmed-708,00814 Feb 2024 (the filing on sec.gov)
Capital World Investors2,747,986$432m0.08%Trimmed-950,10313 Feb 2024 (the filing on sec.gov)
Citadel Advisors LLC1,721,237$271m0.05%Added+861,29914 Feb 2024 (the filing on sec.gov)
MFS Investment Management1,298,895$204m0.07%Trimmed-81,8518 Feb 2024 (the filing on sec.gov)
AllianceBernstein LP902,908$142m0.05%Added+85,17814 Feb 2024 (the filing on sec.gov)
Capital Research Global Investors803,177$126munder 0.1%Trimmed-3,786,50313 Feb 2024 (the filing on sec.gov)
Baillie Gifford & Co720,629$113m0.09%Trimmed-12,92426 Jan 2024 (the filing on sec.gov)
Artisan Partners LP546,115$86m0.13%Newnew12 Feb 2024 (the filing on sec.gov)
Appaloosa LP500,000$79m1.36%Newnew14 Feb 2024 (the filing on sec.gov)
Marshall Wace LLP448,032$70m0.12%Trimmed-524,21314 Feb 2024 (the filing on sec.gov)
Voloridge Investment Management LLC402,943$63m0.25%Trimmed-31,56114 Feb 2024 (the filing on sec.gov)
Squarepoint Ops LLC359,528$57m0.11%Trimmed-2,14714 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP269,607$42m0.10%Added+36,31414 Feb 2024 (the filing on sec.gov)
Two Sigma Advisers LP237,900$37m0.09%Addedn.a.14 Feb 2024 (the filing on sec.gov)
AQR Capital Management LLC143,530$23munder 0.1%Trimmed-17,30814 Feb 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP90,566$14m0.09%Newnew14 Feb 2024 (the filing on sec.gov)
Acadian Asset Management LLC47,022$7.4munder 0.1%Added+5,89613 Feb 2024 (the filing on sec.gov)
Winton Group Ltd33,865$5.3m0.39%Newnew12 Feb 2024 (the filing on sec.gov)
Eisler Capital Management Ltd24,924$3.9munder 0.1%Trimmed-119,79413 Feb 2024 (the filing on sec.gov)
Maverick Capital Ltd17,646$2.8m0.06%Added+8,74314 Feb 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2023 to Q4 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.

Exited (0)

No exit shown by a manager’s own filing.

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 →