L3VLUP
Quarter end
30 Jun 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 25 Jul 2024
Managers listing it
28
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 22 listed it in both
Shares listed
55,103,892
combined, among listed positions
Reported value
$7.5bn
combined, at the quarter end

Among the 94 comparable managers: 21 buyers (opened or added shares) and 9 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 Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

28 of 28 holders

ActionFiling
Wellington Management Group LLP19,138,065$2.6bn0.47%Added+204,55614 Aug 2024 (the filing on sec.gov)
Fidelity (FMR LLC)10,247,321$1.4bn0.09%Trimmed-30,1035 Nov 2026 (the filing on sec.gov)
Invesco Ltd5,945,382$814m0.17%Trimmed-388,57613 Aug 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc4,903,340$671m0.08%Added+789,47014 Aug 2024 (the filing on sec.gov)
Capital World Investors3,010,785$412m0.07%Trimmed-51413 Aug 2024 (the filing on sec.gov)
Marshall Wace LLP2,569,831$352m0.47%Added+1,901,91414 Aug 2024 (the filing on sec.gov)
MFS Investment Management1,185,950$162munder 0.1%Trimmed-225,2679 Aug 2024 (the filing on sec.gov)
AllianceBernstein LP1,030,016$141munder 0.1%Added+62,44814 Aug 2024 (the filing on sec.gov)
Artisan Partners LP759,177$104m0.16%Added+74,38012 Aug 2024 (the filing on sec.gov)
Millennium Management LLC754,614$103munder 0.1%Trimmed-43,01114 Aug 2024 (the filing on sec.gov)
Man Group PLC696,172$95m0.24%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Baillie Gifford & Co657,334$90m0.07%Added+9,72325 Jul 2024 (the filing on sec.gov)
Squarepoint Ops LLC609,967$83m0.14%Added+341,73614 Aug 2024 (the filing on sec.gov)
Appaloosa LP605,000$83m1.34%Added+5,00014 Aug 2024 (the filing on sec.gov)
Two Sigma Investments LP567,482$78m0.18%Added+223,59714 Aug 2024 (the filing on sec.gov)
Voloridge Investment Management LLC541,059$74m0.28%Added+187,14714 Aug 2024 (the filing on sec.gov)
AQR Capital Management LLC475,418$65m0.10%Added+240,55414 Aug 2024 (the filing on sec.gov)
Tudor Investment Corp278,247$38m0.20%Added+212,53014 Aug 2024 (the filing on sec.gov)
Arrowstreet Capital LP266,421$36munder 0.1%Newnew14 Aug 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC227,182$31m0.20%Added+33,41714 Aug 2024 (the filing on sec.gov)
Two Sigma Advisers LP222,200$30m0.07%Added+103,50014 Aug 2024 (the filing on sec.gov)
Moore Capital Management LP164,423$23m0.39%Newnew14 Aug 2024 (the filing on sec.gov)
Eisler Capital Management Ltd75,842$10m0.07%Added+37,41313 Aug 2024 (the filing on sec.gov)
Acadian Asset Management LLC72,867$10.0munder 0.1%Addedn.a.6 Aug 2024 (the filing on sec.gov)
Verition Fund Management LLC59,681$8.2munder 0.1%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2024 to Q2 2024, 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 →