Security record · archived quarter
UGP
name pending profile ingest
66Tracked holders
+1Δ holders
40.97MShares held
$205.64MReported value
+7New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth +1.5% ·
share flow -6.8% ·
net new positions +1.5%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Qube Research & Technologies Ltd | 5.62M | +129.4% | $28.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 5.58M | +41.6% | $28.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 5.58M | +41.6% | $28.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 5.58M | +41.6% | $28.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 5.58M | +41.6% | $28.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 5.58M | +41.6% | $28.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 5.58M | +41.6% | $28.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 4.89M | +0.4% | $24.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 4.89M | +0.4% | $24.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 4.89M | +0.4% | $24.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 4.89M | +0.4% | $24.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 4.89M | +0.4% | $24.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 4.89M | +0.4% | $24.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | American Century Companies Inc | 4.04M | +8.9% | $20.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Marshall Wace ✦ | 3.19M | +81.2% | $16.03M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 16 | Marshall Wace ✦ | 3.19M | +81.2% | $16.03M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 17 | Renaissance Technologies ✦ | 2.24M | -40.2% | $11.23M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 18 | Jane Street Group, Llc | 1.95M | +48.5% | $9.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jane Street Group, Llc | 1.95M | +48.5% | $9.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Arrowstreet Capital ✦ | 1.78M | +91.9% | $8.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 1.35M | -75.4% | $6.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 1.35M | -75.4% | $6.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 1.35M | -75.4% | $6.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Dimensional Fund Advisors Lp | 844.99K | -10.6% | $4.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 844.99K | -10.6% | $4.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Dimensional Fund Advisors Lp | 844.99K | -10.6% | $4.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Two Sigma Investments ✦ | 802.01K | -15.2% | $4.03M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 28 | Point72 Asset Management ✦ | 611.67K | +139.4% | $3.07M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 29 | Connor, Clark & Lunn Investment… | 586.33K | +117.0% | $2.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | UBS Group AG | 569.12K | -70.8% | $2.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | UBS Group AG | 569.12K | -70.8% | $2.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | UBS Group AG | 569.12K | -70.8% | $2.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Hsbc Holdings Plc | 505.00K | +12.1% | $2.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Hsbc Holdings Plc | 505.00K | +12.1% | $2.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Invesco Ltd. | 485.89K | -7.3% | $2.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Invesco Ltd. | 485.89K | -7.3% | $2.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Invesco Ltd. | 485.89K | -7.3% | $2.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 474.87K | -51.0% | $2.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 474.87K | -51.0% | $2.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 474.87K | -51.0% | $2.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 474.87K | -51.0% | $2.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 474.87K | -51.0% | $2.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 474.87K | -51.0% | $2.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Optiver Holding B.V. | 468.92K | +3.4% | $2.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Citadel Advisors ✦ | 407.51K | -55.6% | $2.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 46 | Citadel Advisors ✦ | 407.51K | -55.6% | $2.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | Envestnet Asset Management Inc | 379.74K | +1000.3% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Creative Planning | 364.50K | -1.4% | $1.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Creative Planning | 364.50K | -1.4% | $1.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Millennium Management ✦ | 310.32K | -78.3% | $1.56M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 51 | Bank Of America Corp /De/ | 281.18K | -82.2% | $1.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Bank Of America Corp /De/ | 281.18K | -82.2% | $1.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Wells Fargo & Company/Mn | 254.52K | -30.7% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Wells Fargo & Company/Mn | 254.52K | -30.7% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Balyasny Asset Management L.P. | 249.28K | New | $1.25M | 0.0% | New | 1 | SEC ↗ |
| 56 | Northern Trust Corp | 232.99K | -11.0% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Northern Trust Corp | 232.99K | -11.0% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | State Street Global Advisors ✦ (passive) | 228.24K | -2.7% | $1.15M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 59 | LPL Financial LLC | 221.60K | New | $1.11M | 0.0% | New | 1 | SEC ↗ |
| 60 | Hrt Financial Lp | 200.70K | +786.4% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Rhumbline Advisers | 161.27K | +5.1% | $809,555 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Bnp Paribas Financial Markets | 119.23K | -5.7% | $598,535 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Stifel Financial Corp | 116.88K | New | $586,758 | 0.0% | New | 1 | SEC ↗ |
| 64 | Barclays Plc | 116.37K | +3850.1% | $584,173 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Mariner, LLC | 101.84K | -21.4% | $511,235 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Sei Investments Co | 78.03K | -7.3% | $392,020 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Wellington Management ✦ | 76.97K | -78.3% | $386,399 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 68 | Cerity Partners LLC | 76.92K | -1.9% | $386,128 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Cerity Partners LLC | 76.92K | -1.9% | $386,128 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Cerity Partners LLC | 76.92K | -1.9% | $386,128 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | AQR Capital Management ✦ | 75.94K | +41.4% | $381,215 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 72 | Pnc Financial Services Group, Inc. | 75.63K | +0.3% | $379,662 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Pnc Financial Services Group, Inc. | 75.63K | +0.3% | $379,662 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Pnc Financial Services Group, Inc. | 75.63K | +0.3% | $379,662 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Pnc Financial Services Group, Inc. | 75.63K | +0.3% | $379,662 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Pnc Financial Services Group, Inc. | 75.63K | +0.3% | $379,662 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Nuveen, LLC | 74.49K | New | $373,955 | 0.0% | New | 1 | SEC ↗ |
| 78 | Russell Investments Group, Ltd. | 69.29K | 0.0% | $347,845 | 0.0% | Held | 3 | SEC ↗ |
| 79 | Robeco Institutional Asset… | 68.81K | +257.7% | $345,401 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Corient Private Wealth LP | 64.61K | +6.2% | $324,341 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Raymond James Financial Inc | 58.62K | +60.7% | $294,277 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Raymond James Financial Inc | 58.62K | +60.7% | $294,277 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Cetera Investment Advisers | 56.87K | +21.4% | $285,504 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Citigroup Inc | 49.99K | +1.2% | $250,930 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | D. E. Shaw & Co. ✦ | 49.90K | -86.5% | $250,518 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Massachusetts Financial Services Co… | 56.04K | New | $246,069 | 0.0% | New | 1 | SEC ↗ |
| 87 | Fidelity (FMR) ✦ | 31.95K | -2.1% | $160,382 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 88 | Fidelity (FMR) ✦ | 31.95K | -2.1% | $160,382 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 89 | Mirae Asset Global Investments Co.… | 31.21K | New | $156,664 | 0.0% | New | 1 | SEC ↗ |
| 90 | Mirae Asset Global Investments Co.… | 31.21K | New | $156,664 | 0.0% | New | 1 | SEC ↗ |
| 91 | Osaic Holdings, Inc. | 29.11K | +2249.7% | $146,130 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Blair William & Co/Il | 24.32K | -3.8% | $122,112 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Deutsche Bank Ag\ | 20.13K | -98.2% | $101,048 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Deutsche Bank Ag\ | 20.13K | -98.2% | $101,048 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Us Bancorp \De\ | 18.80K | -1.7% | $94,351 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Us Bancorp \De\ | 18.80K | -1.7% | $94,351 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Franklin Resources Inc | 18.57K | +19.2% | $93,196 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Rockefeller Capital Management L.P. | 18.38K | +3.7% | $92,244 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Rockefeller Capital Management L.P. | 18.38K | +3.7% | $92,244 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Rockefeller Capital Management L.P. | 18.38K | +3.7% | $92,244 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Balyasny Asset Management L.P. | $1.25M | 0.0% |
| LPL Financial LLC | $1.11M | 0.0% |
| Stifel Financial Corp | $586,758 | 0.0% |
| Nuveen, LLC | $373,955 | 0.0% |
| Massachusetts Financial… | $246,069 | 0.0% |
| Mirae Asset Global… | $156,664 | 0.0% |
| Mirae Asset Global… | $156,664 | 0.0% |
Exited
| Bank Of Montreal /Can/ | $2.02M | was 0.0% |
| Legal & General Group Plc | $745,928 | was 0.0% |
| TD Waterhouse Canada Inc. | $559,339 | was 0.0% |
| Cibc World Market Inc. | $309,486 | was 0.0% |
| HighTower Advisors, LLC | $139,877 | was 0.0% |
| Susquehanna International… | $125,386 | 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: Q2 2026 ·
Methodology ·
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