Universal Health Services, Inc.
GB ˙ LSE ˙ US9139031002
145,80 $ ↑2,87 (2,01%)
2026-06-05
DEL PRIS
SecurityGB:0LJL / Universal Health Services, Inc.
InstitutionCI Private Wealth, LLC
Latest Disclosed Ownership115,321 shares
Latest Disclosed Value $ 20,583,691
CI Private Wealth, LLC reports 109.77% increase in ownership of 0LJL / Universal Health Services, Inc.

On May 15, 2026 - CI Private Wealth, LLC filed a 13F-HR form disclosing ownership of 115,321 shares of Universal Health Services, Inc. (GB:0LJL) valued at $20,662,064 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 9, 2026 disclosing 54,975 shares of Universal Health Services, Inc.. This represents a change in shares of 109.77% during the quarter. The current value of the position is $16,813,802 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F UNIVERSAL HLTH SVCS CL B 913903100 115,321 60,346 109.77 20,584 71.71 0.0294
2026-03-09 2025-12-31 13F/A-1 UNIVERSAL HLTH SVCS CL B 913903100 54,975 18,652 51.35 11,988 61.44 0.0163
2026-02-19 2025-12-31 13F UNIVERSAL HLTH SVCS CL B 913903100 162,985 126,662 10,317 0.0039
2025-11-14 2025-09-30 13F UNIVERSAL HLTH SVCS CL B 913903100 36,323 -597 -1.62 7,426 11.04 0.0117
2025-09-26 2025-06-30 13F/A-1 UNIVERSAL HLTH SVCS CL B 913903100 36,920 3,092 9.14 6,688 5.21 0.0089
2025-08-15 2025-06-30 13F UNIVERSAL HLTH SVCS CL B 913903100 74,417 40,589 13,480 0.0111
2025-05-14 2025-03-31 13F UNIVERSAL HLTH SVCS CL B 913903100 33,828 5,374 18.89 6,356 24.58 0.0104
2025-02-10 2024-12-31 13F UNIVERSAL HLTH SVCS CL B 913903100 28,454 -369 -1.28 5,103 -22.70 0.0085
2024-11-12 2024-09-30 13F UNIVERSAL HLTH SVCS CL B 913903100 28,823 4,984 20.91 6,601 49.73 0.0103
2024-08-13 2024-06-30 13F UNIVERSAL HLTH SVCS CL B 913903100 23,839 15,708 193.19 4,408 197.24 0.0077
2024-05-09 2024-03-31 13F UNIVERSAL HLTH SVCS CL B 913903100 8,131 1,879 30.05 1,483 55.78 0.0026
2024-02-09 2023-12-31 13F UNIVERSAL HLTH SVCS CL B 913903100 6,252 1,994 46.83 953 77.94 0.0018
2023-11-03 2023-09-30 13F UNIVERSAL HLTH SVCS CL B 913903100 4,258 64 1.53 535 -19.06 0.0012
2023-08-10 2023-06-30 13F UNIVERSAL HLTH SVCS CL B 913903100 4,194 -137 -3.16 662 20.18 0.0015
2023-05-15 2023-03-31 13F UNIVERSAL HLTH SVCS CL B 913903100 4,331 122 2.90 550 -7.25 0.0015
2023-02-15 2022-12-31 13F UNIVERSAL HLTH SVCS CL B 913903100 4,209 4,209 593 0.0022
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.