L3VLUP
Quarter end
30 Sep 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 31 Oct 2024
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 22 listed it in both
Shares listed
54,584,364
combined, among listed positions
Reported value
$7.4bn
combined, at the quarter end

Among the 94 comparable managers: 12 buyers (opened or added shares) and 15 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 Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, 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 LLP16,251,840$2.2bn0.39%Trimmed-2,886,22514 Nov 2024 (the filing on sec.gov)
Fidelity (FMR LLC)10,627,550$1.4bn0.09%Added+380,2295 Nov 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc5,399,637$736m0.08%Added+496,29714 Nov 2024 (the filing on sec.gov)
Invesco Ltd4,267,004$582m0.11%Trimmed-1,678,37812 Nov 2024 (the filing on sec.gov)
Capital World Investors3,144,230$429m0.07%Added+133,44513 Nov 2024 (the filing on sec.gov)
Two Sigma Advisers LP2,074,100$283m0.66%Added+1,851,90014 Nov 2024 (the filing on sec.gov)
Marshall Wace LLP2,012,028$274m0.33%Trimmed-557,80314 Nov 2024 (the filing on sec.gov)
Citadel Advisors LLC1,706,259$233munder 0.1%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Two Sigma Investments LP1,663,746$227m0.50%Added+1,096,26414 Nov 2024 (the filing on sec.gov)
Artisan Partners LP1,182,589$161m0.24%Added+423,41212 Nov 2024 (the filing on sec.gov)
AllianceBernstein LP1,016,529$139munder 0.1%Trimmed-13,48714 Nov 2024 (the filing on sec.gov)
MFS Investment Management887,096$121munder 0.1%Trimmed-298,85412 Nov 2024 (the filing on sec.gov)
Arrowstreet Capital LP854,277$116m0.10%Added+587,85614 Nov 2024 (the filing on sec.gov)
Voloridge Investment Management LLC758,255$103m0.38%Added+217,19614 Nov 2024 (the filing on sec.gov)
Baillie Gifford & Co656,034$89m0.07%Trimmed-1,3005 Nov 2024 (the filing on sec.gov)
Squarepoint Ops LLC583,322$80m0.12%Trimmed-26,64514 Nov 2024 (the filing on sec.gov)
AQR Capital Management LLC365,886$50m0.07%Trimmed-109,53214 Nov 2024 (the filing on sec.gov)
Man Group PLC346,164$47m0.12%Trimmed-350,00814 Nov 2024 (the filing on sec.gov)
Renaissance Technologies LLC328,363$45m0.07%Newnew13 Nov 2024 (the filing on sec.gov)
Janus Henderson Group Ltd269,498$37munder 0.1%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC107,237$15m0.10%Trimmed-119,94514 Nov 2024 (the filing on sec.gov)
Eisler Capital Management Ltd46,261$6.3munder 0.1%Trimmed-29,58114 Nov 2024 (the filing on sec.gov)
Quantbot Technologies LP14,149$1.9m0.08%Trimmed-7,66913 Nov 2024 (the filing on sec.gov)
ARK Investment Management LLC9,661$1.3munder 0.1%Trimmed-2,95731 Oct 2024 (the filing on sec.gov)
Moore Capital Management LP9,578$1.3munder 0.1%Trimmed-154,84514 Nov 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q2 2024 to Q3 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 →