Security record · archived quarter
UGP
name pending profile ingest
66Tracked holders
+9Δ holders
43.97MShares held
$242.11MReported value
+13New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +15.8% ·
share flow +6.7% ·
net new positions +13.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 66 | +1 | 40.97M | $205.64M | +7 | −6 |
| Q1 2026 | 66 | +9 | 43.97M | $242.11M | +13 | −4 |
| Q4 2025 | 57 | +1 | 41.22M | $155.39M | +1 | — |
| Q3 2025 | 14 | +1 | 28.13M | $115.34M | +1 | — |
| Q2 2025 | 10 | -2 | 14.48M | $47.51M | — | −2 |
| Q1 2025 | 10 | 0 | 10.41M | $32.06M | — | — |
| Q4 2024 | 10 | 0 | 12.65M | $33.26M | — | — |
| Q3 2024 | 9 | +1 | 8.74M | $28.22M | +1 | — |
| Q2 2024 | 8 | — | 11.44M | $44.72M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 5.51M | +30.8% | $30.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 5.51M | +30.8% | $30.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 5.51M | +30.8% | $30.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 4.87M | -1.6% | $26.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 4.87M | -1.6% | $26.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 4.87M | -1.6% | $26.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 4.87M | -1.6% | $26.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 4.87M | -1.6% | $26.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 4.87M | -1.6% | $26.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 4.87M | -1.6% | $26.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 3.94M | +10.4% | $21.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 3.94M | +10.4% | $21.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 3.94M | +10.4% | $21.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 3.94M | +10.4% | $21.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 3.94M | +10.4% | $21.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 3.74M | +10.6% | $20.61M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 17 | American Century Companies Inc | 3.72M | +21.8% | $20.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Qube Research & Technologies Ltd | 2.45M | +130.3% | $13.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | UBS Group AG | 1.95M | +3.9% | $10.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | UBS Group AG | 1.95M | +3.9% | $10.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 1.95M | +3.9% | $10.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | UBS Group AG | 1.95M | +3.9% | $10.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Marshall Wace ✦ | 1.76M | +106.5% | $9.71M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 24 | Marshall Wace ✦ | 1.76M | +106.5% | $9.71M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 1.58M | -13.8% | $8.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 1.58M | -13.8% | $8.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 1.58M | -13.8% | $8.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Millennium Management ✦ | 1.43M | -11.1% | $7.89M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 29 | Jane Street Group, Llc | 1.32M | +14.3% | $7.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 1.32M | +14.3% | $7.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Deutsche Bank Ag\ | 1.14M | -46.9% | $6.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Two Sigma Investments ✦ | 946.12K | +108.3% | $5.21M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 33 | Dimensional Fund Advisors Lp | 945.62K | +42.7% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Dimensional Fund Advisors Lp | 945.62K | +42.7% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Dimensional Fund Advisors Lp | 945.62K | +42.7% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 969.00K | -64.7% | $5.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 969.00K | -64.7% | $5.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 969.00K | -64.7% | $5.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 969.00K | -64.7% | $5.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 969.00K | -64.7% | $5.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Arrowstreet Capital ✦ | 927.22K | +235.7% | $5.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 918.03K | +1663.3% | $5.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Citadel Advisors ✦ | 918.03K | +1663.3% | $5.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Invesco Ltd. | 524.03K | +105.5% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Invesco Ltd. | 524.03K | +105.5% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Invesco Ltd. | 524.03K | +105.5% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Optiver Holding B.V. | 453.45K | +3.0% | $2.50M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 48 | Hsbc Holdings Plc | 450.67K | -49.7% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | D. E. Shaw & Co. ✦ | 369.77K | New | $2.04M | 0.0% | New | 1 | SEC ↗ |
| 50 | Creative Planning | 369.47K | +5.2% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Creative Planning | 369.47K | +5.2% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Wells Fargo & Company/Mn | 367.42K | +26.2% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Wells Fargo & Company/Mn | 367.42K | +26.2% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 366.91K | -79.9% | $2.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 366.91K | -79.9% | $2.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Wellington Management ✦ | 354.93K | -37.0% | $1.96M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 57 | Wellington Management ✦ | 354.93K | -37.0% | $1.96M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 58 | Connor, Clark & Lunn Investment… | 270.26K | +37.3% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Northern Trust Corp | 261.72K | +59.3% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Northern Trust Corp | 261.72K | +59.3% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Point72 Asset Management ✦ | 255.51K | -57.2% | $1.41M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 62 | State Street Global Advisors ✦ (passive) | 234.58K | -6.1% | $1.29M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 63 | Rhumbline Advisers | 153.42K | -1.0% | $845,322 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Legal & General Group Plc | 135.50K | 0.0% | $745,928 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Mariner, LLC | 129.66K | +9.6% | $713,500 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Mariner, LLC | 129.66K | +9.6% | $713,500 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Bnp Paribas Financial Markets | 126.45K | +5.3% | $696,740 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | TD Waterhouse Canada Inc. | 99.95K | New | $559,339 | 0.0% | New | 1 | SEC ↗ |
| 69 | Sei Investments Co | 84.18K | +6.0% | $463,750 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Cerity Partners LLC | 78.38K | -1.5% | $431,883 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Cerity Partners LLC | 78.38K | -1.5% | $431,883 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Cerity Partners LLC | 78.38K | -1.5% | $431,883 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Pnc Financial Services Group, Inc. | 75.42K | +0.4% | $415,568 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Pnc Financial Services Group, Inc. | 75.42K | +0.4% | $415,568 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Pnc Financial Services Group, Inc. | 75.42K | +0.4% | $415,568 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Pnc Financial Services Group, Inc. | 75.42K | +0.4% | $415,568 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Pnc Financial Services Group, Inc. | 75.42K | +0.4% | $415,568 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Russell Investments Group, Ltd. | 69.29K | 0.0% | $381,798 | 0.0% | Held | 2 | SEC ↗ |
| 79 | Corient Private Wealth LP | 60.85K | -51.0% | $335,262 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Corient Private Wealth LP | 60.85K | -51.0% | $335,262 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Cibc World Market Inc. | 56.17K | New | $309,486 | 0.0% | New | 1 | SEC ↗ |
| 82 | AQR Capital Management ✦ | 53.69K | -16.9% | $295,850 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 83 | Citigroup Inc | 49.38K | +0.7% | $272,106 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Cetera Investment Advisers | 46.84K | New | $258,079 | 0.0% | New | 1 | SEC ↗ |
| 85 | Raymond James Financial Inc | 36.49K | New | $201,038 | 0.0% | New | 1 | SEC ↗ |
| 86 | Envestnet Asset Management Inc | 34.51K | +5.6% | $190,158 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Fidelity (FMR) ✦ | 32.65K | +4.7% | $179,882 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 88 | Fidelity (FMR) ✦ | 32.65K | +4.7% | $179,882 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 89 | HighTower Advisors, LLC | 25.39K | New | $139,877 | 0.0% | New | 1 | SEC ↗ |
| 90 | Blair William & Co/Il | 25.28K | New | $139,287 | 0.0% | New | 1 | SEC ↗ |
| 91 | Susquehanna International Group, Llp | 22.76K | New | $125,386 | 0.0% | New | 1 | SEC ↗ |
| 92 | Susquehanna International Group, Llp | 22.76K | New | $125,386 | 0.0% | New | 1 | SEC ↗ |
| 93 | Hrt Financial Lp | 22.64K | New | $124,000 | 0.0% | New | 1 | SEC ↗ |
| 94 | Robeco Institutional Asset… | 19.23K | 0.0% | $105,979 | 0.0% | Held | 2 | SEC ↗ |
| 95 | Us Bancorp \De\ | 19.13K | +13.4% | $105,396 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Us Bancorp \De\ | 19.13K | +13.4% | $105,396 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Rockefeller Capital Management L.P. | 17.72K | +12559.3% | $97,656 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Rockefeller Capital Management L.P. | 17.72K | +12559.3% | $97,656 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Rockefeller Capital Management L.P. | 17.72K | +12559.3% | $97,656 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Franklin Resources Inc | 15.58K | -18.9% | $85,829 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $2.04M | 0.0% |
| TD Waterhouse Canada Inc. | $559,339 | 0.0% |
| Cibc World Market Inc. | $309,486 | 0.0% |
| Cetera Investment Advisers | $258,079 | 0.0% |
| Raymond James Financial Inc | $201,038 | 0.0% |
| HighTower Advisors, LLC | $139,877 | 0.0% |
| Blair William & Co/Il | $139,287 | 0.0% |
| Susquehanna International… | $125,386 | 0.0% |
| Susquehanna International… | $125,386 | 0.0% |
| Hrt Financial Lp | $124,000 | 0.0% |
Exited
| Balyasny Asset Management L.P. | $849,268 | was 0.0% |
| Mirae Asset Global… | $141,930 | was 0.0% |
| Squarepoint Ops LLC | $59,174 | was 0.0% |
| Simplex Trading, Llc | $1,632 | was 0.0% |
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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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