UGP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.7% ·
share flow -9.1% ·
net new positions +7.1%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 150.71K | $1.11M | +1 | n/a |
| Q2 2026 | 67 | +3 | 42.30M | $212.34M | +8 | −6 |
| Q1 2026 | 66 | +9 | 43.97M | $242.11M | +13 | −4 |
| Q4 2025 | 57 | +1 | 41.22M | $155.39M | +1 | n/a |
| Q3 2025 | 14 | +1 | 28.13M | $115.34M | +1 | n/a |
| Q2 2025 | 10 | -2 | 14.48M | $47.51M | n/a | −2 |
| Q1 2025 | 10 | 0 | 10.41M | $32.06M | n/a | n/a |
| Q4 2024 | 10 | 0 | 12.65M | $33.26M | n/a | n/a |
| Q3 2024 | 9 | +1 | 8.74M | $28.22M | +1 | n/a |
| Q2 2024 | 8 | n/a | 11.44M | $44.72M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 8.17M | n/a | $33.49M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 2 | Morgan Stanley ✦ | 6.18M | n/a | $25.33M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 3 | BlackRock ✦ (passive) | 3.90M | -46.8% | $16.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 4 | Millennium Management ✦ | 2.80M | +306.4% | $11.47M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Renaissance Technologies ✦ | 2.58M | +6.7% | $10.56M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 2.13M | n/a | $8.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Two Sigma Investments ✦ | 817.68K | -19.3% | $3.35M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 8 | Wellington Management ✦ | 584.65K | +0.3% | $2.40M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 9 | Citadel Advisors ✦ | 366.29K | New | $1.50M | 0.0% | New | 1 | SEC ↗ |
| 10 | Point72 Asset Management ✦ | 289.40K | -51.4% | $1.19M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | State Street Global Advisors ✦ (passive) | 210.04K | -75.6% | $861,176 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 51.83K | -1.9% | $212,491 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 34.44K | +2.2% | $141,222 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Marshall Wace ✦ | 28.54K | -96.9% | $117,030 | 0.0% | ▼ Trim | 6 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.50M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 153 holders, 61.53M shares, $332.09M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 39.20K sh · $300,664
Officer · 60.00K sh · $454,200
Officer · 30.00K sh · $227,400
Officer · 8.00K sh · $55,440
Officer · 585 sh · $3,808
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology