- 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
26 of 26 holders
Largest increases and reductions, by shares
Increases
- Two Sigma Advisers LPexisting position · 2,074,100 shares now+1,851,900
- Two Sigma Investments LPexisting position · 1,663,746 shares now+1,096,264
- Arrowstreet Capital LPexisting position · 854,277 shares now+587,856
- T. Rowe Price Associates Incexisting position · 5,399,637 shares now+496,297
- Artisan Partners LPexisting position · 1,182,589 shares now+423,412
Reductions
- Wellington Management Group LLPexisting position · 16,251,840 shares now-2,886,225
- Invesco Ltdexisting position · 4,267,004 shares now-1,678,378
- Marshall Wace LLPexisting position · 2,012,028 shares now-557,803
- Man Group PLCexisting position · 346,164 shares now-350,008
- MFS Investment Managementexisting position · 887,096 shares now-298,854
New positions and exits
New (2)
Exited (1)
- Appaloosa LPwas $83m
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 →