Запись по ценной бумаге · архивный квартал
UPS
United Parcel Service, Inc. · Industrials · Integrated Freight & Logistics
172Отслеживаемые держатели
-1Δ держателей
403.17MАкций в держании
$39.62BОтчётная стоимость
+4Новые позиции
−6Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -0.6% ·
поток акций +0.3% ·
новые чистые позиции -1.2%
· формула
Концентрированное накопление: рост долей при сокращении числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 1.58M | $146.02M | n/a | −1 |
| Q2 2026 | 165 | -3 | 427.57M | $45.95B | +4 | −8 |
| Q1 2026 | 172 | -1 | 403.17M | $39.62B | +4 | −6 |
| Q4 2025 | 172 | +1 | 430.17M | $42.68B | +2 | n/a |
| Q3 2025 | 25 | -1 | 227.93M | $19.04B | +1 | −3 |
| Q2 2025 | 24 | +1 | 212.13M | $21.41B | +1 | n/a |
| Q1 2025 | 20 | -2 | 86.81M | $9.55B | n/a | −2 |
| Q4 2024 | 22 | +1 | 91.69M | $11.56B | +1 | n/a |
| Q3 2024 | 20 | 0 | 60.70M | $8.27B | +1 | −1 |
| Q2 2024 | 20 | n/a | 61.22M | $8.37B | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 51.12M | +1.2% | $5.03B | 0.1% | ▲ Add | 4 | SEC ↗ ×22 |
| 2 | Vanguard Capital Management Llc | 48.15M | n/a | $4.74B | 0.1% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (пассивный) | 32.60M | +1.6% | $3.21B | 0.1% | ▲ Add | 6 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 32.57M | +16.3% | $3.20B | 0.2% | ▲ Add | 4 | SEC ↗ ×6 |
| 5 | Charles Schwab Investment… | 22.11M | -18.5% | $2.18B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 6 | Geode Capital Management ✦ (пассивный) | 17.51M | +2.1% | $1.72B | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | Victory Capital Management Inc | 11.04M | -20.1% | $1.09B | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 10.17M | +22.1% | $1.00B | 0.1% | ▲ Add | 3 | SEC ↗ ×19 |
| 9 | Bank Of America Corp /De/ | 9.73M | +23.3% | $957.05M | 0.1% | ▲ Add | 2 | SEC ↗ ×8 |
| 10 | Goldman Sachs Group ✦ | 7.11M | +13.3% | $699.97M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 11 | Northern Trust Corp | 7.11M | -1.8% | $699.09M | 0.1% | ▼ Trim | 2 | SEC ↗ ×9 |
| 12 | UBS Group AG | 6.94M | -3.2% | $682.30M | 0.1% | ▼ Trim | 2 | SEC ↗ ×10 |
| 13 | Royal Bank Of Canada | 5.89M | +19.0% | $579.63M | 0.1% | ▲ Add | 2 | SEC ↗ ×11 |
| 14 | Invesco Ltd. | 5.60M | -11.8% | $551.14M | 0.1% | ▼ Trim | 2 | SEC ↗ ×16 |
| 15 | UBS AM, a distinct business unit of… | 5.04M | +18.6% | $495.45M | 0.1% | ▲ Add | 2 | SEC ↗ ×11 |
| 16 | Dimensional Fund Advisors Lp | 5.04M | +5.7% | $495.41M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 17 | Bank of New York Mellon Corp | 4.64M | +2.1% | $456.42M | 0.1% | ▲ Add | 2 | SEC ↗ ×20 |
| 18 | AQR Capital Management ✦ | 4.40M | -15.3% | $426.14M | 0.2% | ▼ Trim | 8 | SEC ↗ ×12 |
| 19 | Nordea Investment Management Ab | 4.35M | +1.5% | $417.41M | 0.4% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Legal & General Group Plc | 4.18M | +1.2% | $411.44M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | T. Rowe Price ✦ | 3.72M | -9.1% | $366.03M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 22 | First Trust Advisors Lp | 3.63M | +37.4% | $357.23M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 23 | Pacer Advisors, Inc. | 3.51M | +8.2% | $345.38M | 1.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Arrowstreet Capital ✦ | 3.40M | -14.0% | $334.29M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 25 | Franklin Resources Inc | 3.01M | +85.2% | $296.26M | 0.1% | ▲ Add | 2 | SEC ↗ ×13 |
| 26 | Capital World Investors ✦ | 2.97M | +52.6% | $291.76M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 27 | Raymond James Financial Inc | 2.95M | +9.9% | $289.63M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 28 | JPMorgan Chase ✦ | 3.01M | +7.5% | $285.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×17 |
| 29 | Wells Fargo & Company/Mn | 2.56M | +18.2% | $251.97M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 30 | Amundi | 2.47M | -13.4% | $243.40M | 0.1% | ▼ Trim | 2 | SEC ↗ ×10 |
| 31 | Deutsche Bank Ag\ | 2.43M | -9.9% | $239.41M | 0.1% | ▼ Trim | 2 | SEC ↗ ×12 |
| 32 | National Pension Service | 2.34M | +12.9% | $230.51M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 33 | Stifel Financial Corp | 2.27M | +9.7% | $223.09M | 0.2% | ▲ Add | 2 | SEC ↗ ×6 |
| 34 | Swiss National Bank | 2.17M | +7.5% | $213.35M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 35 | Hsbc Holdings Plc | 2.17M | -30.6% | $212.68M | 0.1% | ▼ Trim | 2 | SEC ↗ ×9 |
| 36 | PRIMECAP Management ✦ | 2.15M | 0.0% | $211.14M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 37 | Nuveen, LLC | 2.07M | +14.3% | $203.53M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 38 | American Century Companies Inc | 1.96M | +21.1% | $192.85M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 39 | Allianz Asset Management GmbH | 1.81M | +11.6% | $178.39M | 0.2% | ▲ Add | 2 | SEC ↗ ×6 |
| 40 | Sumitomo Mitsui Trust Group, Inc. | 1.78M | -3.6% | $175.18M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 41 | Mitsubishi UFJ Asset Management… | 1.68M | +8.3% | $165.44M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 1.57M | +17.9% | $154.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 43 | Envestnet Asset Management Inc | 1.56M | +42.1% | $153.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | LPL Financial LLC | 1.55M | +4.3% | $152.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Artisan Partners Limited Partnership | 1.42M | -8.4% | $139.44M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 46 | Barclays Plc | 1.42M | -12.4% | $139.30M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 47 | California Public Employees… | 1.38M | -7.5% | $135.83M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 48 | Caisse De Depot Et Placement Du… | 1.32M | +119.8% | $129.73M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 49 | Rhumbline Advisers | 1.24M | -0.9% | $122.26M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 50 | Renaissance Technologies ✦ | 1.23M | -12.0% | $121.46M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 51 | Empower Advisory Group, LLC | 1.15M | +3.0% | $112.90M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 52 | Citigroup Inc | 1.13M | +5.6% | $111.44M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 53 | Marshall Wace ✦ | 1.13M | +329.1% | $111.15M | 0.1% | ▲ Add | 8 | SEC ↗ ×4 |
| 54 | Pnc Financial Services Group, Inc. | 1.08M | +0.5% | $106.65M | 0.1% | ▲ Add | 2 | SEC ↗ ×8 |
| 55 | HighTower Advisors, LLC | 1.05M | +21.3% | $103.05M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 56 | Bnp Paribas Financial Markets | 1.03M | -14.7% | $101.32M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 57 | Universal- Beteiligungs- und… | 888.66K | +4.8% | $88.13M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 58 | CIBC Bancorp USA Inc. | 883.79K | n/a | $86.97M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 59 | California State Teachers… | 857.11K | -2.6% | $84.32M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 60 | Alliancebernstein L.P. | 836.90K | -14.8% | $83.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Wellington Management ✦ | 840.04K | +18.0% | $82.64M | 0.0% | ▲ Add | 8 | SEC ↗ ×5 |
| 62 | Principal Financial Group Inc | 821.28K | +0.7% | $80.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 63 | New York State Common Retirement… | 801.43K | +1.1% | $78.84M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 64 | Bank Of Montreal /Can/ | 728.98K | -16.3% | $71.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 65 | Mirae Asset Global Investments Co.… | 695.33K | -15.5% | $68.41M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 66 | Citadel Advisors ✦ | 677.14K | -65.6% | $66.62M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 67 | Manufacturers Life Insurance… | 659.72K | -3.5% | $64.90M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 68 | Qube Research & Technologies Ltd | 655.14K | Новый | $64.45M | 0.1% | New | 1 | SEC ↗ |
| 69 | Jones Financial Companies Lllp | 678.23K | +7.5% | $64.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 70 | State Board Of Administration Of… | 641.73K | -0.6% | $63.13M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 71 | Aviva Plc | 616.03K | +3.0% | $60.61M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 72 | Mariner, LLC | 601.09K | -20.7% | $59.13M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 73 | Wealth Enhancement Advisory… | 605.25K | -19.6% | $58.43M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 74 | Adage Capital Partners ✦ | 592.00K | -3.4% | $58.24M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 75 | Nomura Asset Management… | 584.48K | +5.7% | $57.50M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 76 | Commonwealth Equity Services, Llc | 560.81K | -12.8% | $55.17M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 77 | D. E. Shaw & Co. ✦ | 555.00K | -8.9% | $54.60M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 78 | Cetera Investment Advisers | 546.68K | +7.1% | $53.78M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 79 | Cerity Partners LLC | 532.12K | +2.1% | $52.35M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 80 | PFA Pension, Forsikringsaktieselskab | 518.64K | -0.1% | $51.02M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 81 | Aberdeen Group plc | 491.83K | +0.7% | $48.39M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 82 | Grantham, Mayo, Van Otterloo & Co.… | 461.05K | +7.9% | $45.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 83 | Korea Investment CORP | 440.04K | +1.8% | $43.29M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 84 | Mitsubishi UFJ Trust & Banking Corp | 439.76K | +8.2% | $43.26M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 85 | Russell Investments Group, Ltd. | 436.39K | +2.1% | $42.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×13 |
| 86 | Quantinno Capital Management LP | 432.06K | +31.4% | $42.51M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 87 | Td Asset Management Inc | 423.10K | +6.5% | $41.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 88 | Sei Investments Co | 422.50K | +26.3% | $41.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 89 | Nomura Asset Management Co Ltd | 422.32K | -2.9% | $41.55M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 90 | Prudential Financial Inc | 415.73K | -26.9% | $40.90M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 91 | Pictet Asset Management Holding SA | 411.97K | +3.2% | $40.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | State Of Wisconsin Investment Board | 408.61K | +3.2% | $40.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 93 | Hrt Financial Lp | 400.47K | +317.3% | $39.40M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 94 | Baird Financial Group, Inc. | 397.94K | +2.6% | $39.15M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 95 | Danske Bank A/S | 393.36K | -27.3% | $38.70M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 96 | Us Bancorp \De\ | 392.28K | -6.8% | $38.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 97 | Zurcher Kantonalbank (Zurich… | 381.35K | 0.0% | $37.52M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 98 | Chevy Chase Trust Holdings, LLC | 376.23K | -2.7% | $37.01M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 99 | BNP Paribas Asset Management… | 370.37K | +33.8% | $36.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 100 | Ensign Peak Advisors, Inc | 362.26K | -31.4% | $35.64M | 0.1% | ▼ Trim | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Qube Research & Technologies… | $64.45M | 0.1% |
Закрыто
| Norges Bank | $902.45M | составлял 0.1% |
| IMC-Chicago, LLC | $8.89M | составлял 0.2% |
| Balyasny Asset Management L.P. | $7.34M | составлял 0.0% |
| ARK Investment Management | $1.33M | составлял 0.0% |
| Capstone Investment Advisors… | $431,873 | составлял 0.0% |
| Optiver Holding B.V. | $79,154 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 2,078 держатели, 498.46M акции, $47.56B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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