- Quarter end
- 31 Mar 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 18 Apr 2024
- Managers listing it
- 28
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 22 listed it in both
- Shares listed
- 51,861,407
- combined, among listed positions
- Reported value
- $7.7bn
- combined, at the quarter end
Among the 93 comparable managers: 21 buyers (opened or added shares) and 8 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 Q1 2024
28 of 28 holders
Largest increases and reductions, by shares
Increases
- Millennium Management LLCnew position · 797,625 shares now+797,625
- Wellington Management Group LLPexisting position · 18,933,509 shares now+780,609
- Fidelity (FMR LLC)existing position · 10,277,424 shares now+581,984
- Invesco Ltdexisting position · 6,333,958 shares now+473,779
- Capital World Investorsexisting position · 3,011,299 shares now+263,313
Reductions
- Janus Henderson Group Ltdexisting position · 474,854 shares now-3,078,398
- Two Sigma Advisers LPexisting position · 118,700 shares now-119,200
- Squarepoint Ops LLCexisting position · 268,231 shares now-91,297
- Baillie Gifford & Coexisting position · 647,611 shares now-73,018
- Voloridge Investment Management LLCexisting position · 353,912 shares now-49,031
New positions and exits
New (4)
Exited (1)
- Viking Global Investors LPwas $1.3bn
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 →