- 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
26 of 26 holders
Largest increases and reductions, by shares
Increases
- Wellington Management Group LLPexisting position · 18,152,900 shares now+8,475,698
- Viking Global Investors LPexisting position · 8,199,127 shares now+1,538,643
- Citadel Advisors LLCexisting position · 1,721,237 shares now+861,299
- Artisan Partners LPnew position · 546,115 shares now+546,115
- Appaloosa LPnew position · 500,000 shares now+500,000
Reductions
- Capital Research Global Investorsexisting position · 803,177 shares now-3,786,503
- Fidelity (FMR LLC)existing position · 9,695,440 shares now-1,381,531
- Capital World Investorsexisting position · 2,747,986 shares now-950,103
- Janus Henderson Group Ltdexisting position · 3,553,252 shares now-708,008
- Marshall Wace LLPexisting position · 448,032 shares now-524,213
New positions and exits
New (4)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 21 | $10.1bn | n.a. | n.a. |
| Q3 2013 | 20 | $10.7bn | n.a. | n.a. |
| Q4 2013 | 20 | $12.1bn | n.a. | n.a. |
| Q1 2014 | 21 | $11.0bn | n.a. | n.a. |
| Q2 2014 | 21 | $10.8bn | n.a. | n.a. |
| Q3 2014 | 22 | $9.9bn | n.a. | n.a. |
| Q4 2014 | 15 | $11.0bn | n.a. | n.a. |
| Q1 2015 | 20 | $9.6bn | n.a. | n.a. |
| Q2 2015 | 19 | $9.2bn | n.a. | n.a. |
| Q3 2015 | 18 | $9.3bn | n.a. | n.a. |
| Q4 2015 | 17 | $8.4bn | n.a. | n.a. |
| Q1 2016 | 22 | $9.1bn | n.a. | n.a. |
| Q2 2016 | 17 | $9.3bn | n.a. | n.a. |
| Q3 2016 | 22 | $9.2bn | n.a. | n.a. |
| Q4 2016 | 25 | $9.5bn | n.a. | n.a. |
| Q1 2017 | 23 | $9.2bn | n.a. | n.a. |
| Q2 2017 | 21 | $9.6bn | n.a. | n.a. |
| Q3 2017 | 19 | $10.3bn | n.a. | n.a. |
| Q4 2017 | 21 | $9.9bn | n.a. | n.a. |
| Q1 2018 | 23 | $7.8bn | n.a. | n.a. |
| Q2 2018 | 22 | $9.0bn | n.a. | n.a. |
| Q3 2018 | 22 | $9.6bn | n.a. | n.a. |
| Q4 2018 | 19 | $8.5bn | n.a. | n.a. |
| Q1 2019 | 21 | $10.1bn | n.a. | n.a. |
| Q2 2019 | 22 | $9.5bn | n.a. | n.a. |
| Q3 2019 | 20 | $10.7bn | n.a. | n.a. |
| Q4 2019 | 22 | $9.7bn | n.a. | n.a. |
| Q1 2020 | 19 | $6.5bn | n.a. | n.a. |
| Q2 2020 | 19 | $8.9bn | n.a. | n.a. |
| Q3 2020 | 32 | $15.2bn | n.a. | n.a. |
| Q4 2020 | 20 | $13.8bn | n.a. | n.a. |
| Q1 2021 | 28 | $13.4bn | n.a. | n.a. |
| Q2 2021 | 28 | $17.3bn | n.a. | n.a. |
| Q3 2021 | 20 | $14.2bn | n.a. | n.a. |
| Q4 2021 | 28 | $17.1bn | n.a. | n.a. |
| Q1 2022 | 21 | $16.8bn | n.a. | n.a. |
| Q2 2022 | 21 | $12.6bn | n.a. | n.a. |
| Q3 2022 | 22 | $10.7bn | n.a. | n.a. |
| Q4 2022 | 16 | $11.0bn | n.a. | n.a. |
| Q1 2023 | 23 | $11.7bn | n.a. | n.a. |
| Q2 2023 | 24 | $10.5bn | n.a. | n.a. |
| Q3 2023 | 24 | $8.9bn | n.a. | n.a. |
| Q4 2023 | 26 | $9.6bn | 13 | 13 |
| Q1 2024 | 28 | $7.7bn | 21 | 8 |
| Q2 2024 | 28 | $7.5bn | 21 | 9 |
| Q3 2024 | 26 | $7.4bn | 12 | 15 |
| Q4 2024 | 32 | $7.0bn | 20 | 13 |
| Q1 2025 | 21 | $5.9bn | 13 | 10 |
| Q2 2025 | 27 | $4.7bn | 20 | 8 |
| Q3 2025 | 20 | $3.8bn | 12 | 9 |
| Q4 2025 | 18 | $5.6bn | 20 | 18 |
| Q1 2026 | 16 | $5.7bn | 13 | 23 |
| Q2 2026 | 11 | $6.6bn | 15 | 18 |
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 →