Stocklore

Uber Technologies (UBER)

Internet · US stock

What changed in recent filings

  • Delivery segment 31% → 37%Dec 31, 2024 → Jun 30, 2026
  • Institutions — 6 new · 2 added · 4 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Uber Technologies

How many of the institutions we track reported holding this stock, quarter by quarter.

max 15
2019 Q2 · 92019 Q3 · 92019 Q4 · 122020 Q1 · 102020 Q2 · 82020 Q3 · 92020 Q4 · 112021 Q1 · 122021 Q2 · 122021 Q3 · 122021 Q4 · 122022 Q1 · 112022 Q2 · 122022 Q3 · 132022 Q4 · 132023 Q1 · 112023 Q2 · 132023 Q3 · 112023 Q4 · 102024 Q1 · 112024 Q2 · 112024 Q3 · 92024 Q4 · 102025 Q1 · 102025 Q2 · 102025 Q3 · 92025 Q4 · 112026 Q1 · 112026 Q2 · 15
19 Q222 Q426 Q2

2019 Q2: 9 → 2026 Q2: 15 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Uber Technologies

Institutions we track that reported holding this stock in their most recent 13F.

  • Tiger Global Management0.05% of portfolio · since 2019 Q2
  • Saudi Arabia Public Inv. Fund13.87% of portfolio · since 2019 Q2
  • Glenview Capital Management2.36% of portfolio · since 2021 Q2
  • Appaloosa Management7.19% of portfolio · since 2021 Q2
  • Soros Fund Management0.08% of portfolio · since 2022 Q2
  • Moore Capital Managementunder 0.01% of portfolio · since 2022 Q3
  • Baillie Gifford & Co0.23% of portfolio · since 2025 Q1
  • Tudor Investment Corp0.03% of portfolio · since 2025 Q4
  • Point72 Asset Managementunder 0.01% of portfolio · since 2026 Q1
  • Caisse de depot (Quebec)0.13% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.21% of portfolio · held as of 2026 Q2 or earlier
  • Fundsmith4.73% of portfolio · held as of 2026 Q2 or earlier
  • Blackstoneunder 0.01% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors0.14% of portfolio · held as of 2026 Q2 or earlier
  • PRIMECAP Management0.02% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

A platform running ride-hailing, food delivery, and logistics in over 70 countries. Since turning profitable, it is diversifying revenue via advertising and self-driving partnerships.

What is the Internet sector?

Social, search, and platforms. Ad revenue is cyclical.

Uber Technologies is classified under the Internet sector. See peers below.

UBER segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Dec '24Dec '25Jun '26
Mobility 52%Delivery 37%Freight 11%

6 quarters with a different segment breakdown were omitted (filing basis changed).

ETFs holding Uber Technologies

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLIState Street(R) Industrial Select Sector SPDR(R) ETF
2.55%
VTVVANGUARD VALUE INDEX FUND
0.27%
SPY
0.23%
VOOVANGUARD 500 INDEX FUND
0.23%
IVViShares Core S&P 500 ETF
0.23%
VUGVANGUARD GROWTH INDEX FUND
0.22%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.20%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.20%
RSPInvesco S&P 500 Equal Weight ETF
0.19%

UBER on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Internet average
See full UBER analysis →

Peers · Internet

UBER FAQ

What is Uber Technologies (UBER)?

A platform running ride-hailing, food delivery, and logistics in over 70 countries. Since turning profitable, it is diversifying revenue via advertising and self-driving partnerships.

What sector is Uber Technologies in?

Uber Technologies is classified under Internet. Social, search, and platforms. Ad revenue is cyclical.

Where can I analyze Uber Technologies (UBER) stock?

On Stocklore you can see UBER's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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