L3VLUP
Quarter end
31 Dec 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 31 Jan 2025
Managers listing it
32
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 22 listed it in both
Shares listed
55,458,047
combined, among listed positions
Reported value
$7.0bn
combined, at the quarter end

Among the 94 comparable managers: 20 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 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

32 of 32 holders

ActionFiling
Wellington Management Group LLP14,937,261$1.9bn0.34%Trimmed-1,314,57912 Feb 2025 (the filing on sec.gov)
Fidelity (FMR LLC)10,895,828$1.4bn0.08%Added+268,2785 Nov 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc6,463,930$815m0.09%Added+1,064,29314 Feb 2025 (the filing on sec.gov)
Invesco Ltd3,623,865$457m0.08%Trimmed-643,13913 Feb 2025 (the filing on sec.gov)
Capital World Investors3,144,910$397m0.06%Added+68013 Feb 2025 (the filing on sec.gov)
Marshall Wace LLP2,259,221$285m0.34%Added+247,19313 Feb 2025 (the filing on sec.gov)
Citadel Advisors LLC1,969,325$248munder 0.1%Added+263,06614 Feb 2025 (the filing on sec.gov)
Two Sigma Advisers LP1,425,744$180m0.42%Trimmed-648,35614 Feb 2025 (the filing on sec.gov)
Artisan Partners LP1,246,471$157m0.24%Added+63,88212 Feb 2025 (the filing on sec.gov)
Janus Henderson Group Ltd1,122,886$142m0.07%Added+853,38814 Feb 2025 (the filing on sec.gov)
Millennium Management LLC1,063,138$134m0.07%Newnew14 Feb 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC822,633$104m0.60%Added+715,39614 Feb 2025 (the filing on sec.gov)
AllianceBernstein LP819,533$103munder 0.1%Trimmed-196,99612 Feb 2025 (the filing on sec.gov)
MFS Investment Management744,586$94munder 0.1%Trimmed-142,51012 Feb 2025 (the filing on sec.gov)
Two Sigma Investments LP657,585$83m0.18%Trimmed-1,006,16114 Feb 2025 (the filing on sec.gov)
Point72 Asset Management LP599,759$76m0.17%Newnew14 Feb 2025 (the filing on sec.gov)
Baillie Gifford & Co593,605$75m0.06%Trimmed-62,42931 Jan 2025 (the filing on sec.gov)
D. E. Shaw & Co.562,656$71m0.05%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Squarepoint Ops LLC461,351$58m0.06%Trimmed-121,97114 Feb 2025 (the filing on sec.gov)
Arrowstreet Capital LP388,186$49munder 0.1%Trimmed-466,09112 Feb 2025 (the filing on sec.gov)
Balyasny Asset Management LLC355,542$45m0.07%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Walleye Capital LLC324,701$41m0.10%Addedn.a.13 Feb 2025 (the filing on sec.gov)
Verition Fund Management LLC229,330$29m0.11%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Holocene Advisors LP210,000$26m0.08%Newnew14 Feb 2025 (the filing on sec.gov)
Voloridge Investment Management LLC159,592$20m0.07%Trimmed-598,66314 Feb 2025 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2024 to Q4 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 →