Universal Health Services, Inc.
GB ˙ LSE ˙ US9139031002
144,55 $ ↑0,70 (0,49%)
2026-06-03
DEL PRIS
SecurityGB:0LJL / Universal Health Services, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership28,333 shares
Latest Disclosed Value $ 5,070,770
Creative Planning reports 1.34% increase in ownership of 0LJL / Universal Health Services, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 28,333 shares of Universal Health Services, Inc. (GB:0LJL) valued at $5,076,424 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 27,958 shares of Universal Health Services, Inc.. This represents a change in shares of 1.34% during the quarter. The current value of the position is $4,095,535 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.

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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)
2026-05-12 2026-03-31 13F UNIVERSAL HLTH SVCS CL B 913903100 28,333 375 1.34 5,071 -16.82 0.0034
2026-02-17 2025-12-31 13F UNIVERSAL HLTH SVCS CL B 913903100 27,958 11,082 65.67 6,095 76.67 0.0044
2025-11-14 2025-09-30 13F UNIVERSAL HLTH SVCS CL B 913903100 16,876 6,557 63.54 3,450 84.59 0.0026
2025-08-08 2025-06-30 13F UNIVERSAL HLTH SVCS CL B 913903100 10,319 1,929 22.99 1,869 18.59 0.0016
2025-05-15 2025-03-31 13F UNIVERSAL HLTH SVCS CL B 913903100 8,390 171 2.08 1,576 6.92 0.0015
2025-02-14 2024-12-31 13F UNIVERSAL HLTH SVCS CL B 913903100 8,219 1,575 23.71 1,475 -3.09 0.0014
2024-10-11 2024-09-30 13F UNIVERSAL HLTH SVCS CL B 913903100 6,644 869 15.05 1,521 42.55 0.0015
2024-08-15 2024-06-30 13F UNIVERSAL HLTH SVCS CL B 913903100 5,775 1,140 24.60 1,068 26.27 0.0011
2024-05-13 2024-03-31 13F UNIVERSAL HLTH SVCS CL B 913903100 4,635 944 25.58 846 50.36 0.0009
2024-02-14 2023-12-31 13F UNIVERSAL HLTH SVCS CL B 913903100 3,691 168 4.77 563 27.15 0.0010
2023-11-16 2023-09-30 13F UNIVERSAL HLTH SVCS CL B 913903100 3,523 435 14.09 443 -9.24 0.0006
2023-07-21 2023-06-30 13F UNIVERSAL HLTH SVCS CL B 913903100 3,088 -14 -0.45 487 23.60 0.0006
2023-05-15 2023-03-31 13F UNIVERSAL HLTH SVCS CL B 913903100 3,102 660 27.03 394 14.53 0.0006
2023-02-10 2022-12-31 13F UNIVERSAL HLTH SVCS CL B 913903100 2,442 2,442 344 0.0005
2022-08-15 2022-06-30 13F UNIVERSAL HLTH SVCS CL B 913903100 0 -1,557 -100.00 0 -100.00
2022-05-16 2022-03-31 13F UNIVERSAL HLTH SVCS CL B 913903100 1,557 6 0.39 226 12.44 0.0004
2022-02-11 2021-12-31 13F UNIVERSAL HLTH SVCS CL B 913903100 1,551 3 0.19 201 -6.07 0.0003
2021-11-10 2021-09-30 13F UNIVERSAL HLTH SVCS CL B 913903100 1,548 -341 -18.05 214 -22.74 0.0004
2021-08-04 2021-06-30 13F UNIVERSAL HLTH SVCS CL B 913903100 1,889 -235 -11.06 277 -2.12 0.0005
2021-04-30 2021-03-31 13F CreativePlanning CL B 913903100 2,124 -17 -0.79 283 -3.74 0.0006
2021-01-29 2020-12-31 13F UNIVERSAL HLTH SVCS CL B 913903100 2,141 2,141 294 0.0006
2019-11-01 2019-09-30 13F UNIVERSAL HLTH SVCS CL B 913903100 0 -1,626 -100.00 0 -100.00
2019-07-26 2019-06-30 13F UNIVERSAL HLTH SVCS CL B 913903100 1,626 -452 -21.75 212 -23.74 0.0007
2019-04-24 2019-03-31 13F UNIVERSAL HLTH SVCS CL B 913903100 2,078 2,078 278 0.0010
2019-02-12 2018-12-31 13F/A-1 UNIVERSAL HLTH SVCS CL B 913903100 0 -1,646 -100.00 0 -100.00
2018-10-25 2018-09-30 13F UNIVERSAL HLTH SVCS CL B 913903100 1,646 1,646 210 0.0008
2017-10-17 2017-09-30 13F UNIVERSAL HLTH SVCS CL B 913903100 0 -1,152 -100.00 0 -100.00
2017-07-12 2017-06-30 13F UNIVERSAL HLTH SVCS CL B 913903100 1,152 27 2.40 141 0.71 0.0007
2017-04-07 2017-03-31 13F UNIVERSAL HLTH SVCS CL B 913903100 1,125 17 1.53 140 18.64 0.0008
2017-01-09 2016-12-31 13F UNIVERSAL HLTH SVCS CL B 913903100 1,108 -588 -34.67 118 -43.54 0.0007
2016-10-12 2016-09-30 13F UNIVERSAL HLTH SVCS CL B 913903100 1,696 588 53.07 209 40.27 0.0013
2016-07-12 2016-06-30 13F UNIVERSAL HLTH SVCS CL B 913903100 1,108 55 5.22 149 13.74 0.0011
2016-04-08 2016-03-31 13F UNIVERSAL HLTH SVCS CL B 913903100 1,053 131 14.21 131 19.09 0.0010
2016-01-11 2015-12-31 13F UNIVERSAL HLTH SVCS CL B 913903100 922 22 2.44 110 -1.79 0.0009
2015-10-09 2015-09-30 13F UNIVERSAL HLTH SVCS CL B 913903100 900 900 0.00 112 0.0010
2015-07-09 2015-06-30 13F UNIVERSAL HLTH SVCS CL B 913903100 0 -933 -100.00 0 -100.00
2015-04-13 2015-03-31 13F UNIVERSAL HLTH SVCS CL B 913903100 933 933 0.00 110 0.0010
2015-01-29 2014-12-31 13F UNIVERSAL HLTH SVCS CL B 913903100 0 -851 -100.00 0 -100.00
2014-10-10 2014-09-30 13F UNIVERSAL HLTH SVCS CL B 913903100 851 15 1.79 89 11.25 0.0010
2014-08-20 2014-06-30 13F UNIVERSAL HLTH SVCS CL B 913903100 836 30 3.72 80 21.21 0.0010
2014-04-11 2014-03-31 13F UNIVERSAL HLTH SVCS CL B 913903100 806 0 0.00 66 1.54 0.0010
2014-01-06 2013-12-31 13F UNIVERSAL HLTH SVCS CL B 913903100 806 0 0.00 65 8.33 0.0011
2013-10-10 2013-09-30 13F UNIVERSAL HLTH SVCS CL B 913903100 806 0 0.00 60 11.11 0.0012
2013-07-09 2013-06-30 13F UNIVERSAL HLTH SVCS CL B 913903100 806 806 54 0.0013
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.