Uber Technologies, Inc.
MX ˙ BMV ˙ US90353T1007
SecurityMX:UBER / Uber Technologies, Inc.
InstitutionBartlett & Co. Wealth Management Llc
Latest Disclosed Ownership584,463 shares
Latest Disclosed Value $ 43,209,350
Bartlett & Co. Wealth Management Llc reports 35.03% increase in ownership of UBER / Uber Technologies, Inc.

On May 6, 2026 - Bartlett & Co. Wealth Management Llc filed a 13F-HR form disclosing ownership of 584,463 shares of Uber Technologies, Inc. (MX:UBER) valued at $43,209,350 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 432,835 shares of Uber Technologies, Inc.. This represents a change in shares of 35.03% during the quarter.

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)
2026-05-06 2026-03-31 13F Uber Technologies COM 90353T100 584,463 151,628 35.03 43,209 22.18 0.5524
2026-01-22 2025-12-31 13F Uber Technologies COM 90353T100 432,835 431,604 35,061.25 35,367 29,371.67 0.4628
2025-10-09 2025-09-30 13F Uber Technologies COM 90353T100 1,231 204 19.86 121 26.32 0.0016
2025-07-18 2025-06-30 13F Uber Technologies COM 90353T100 1,027 -45 -4.20 96 21.79 0.0013
2025-04-24 2025-03-31 13F Uber Technologies COM 90353T100 1,072 118 12.37 78 36.84 0.0012
2025-01-17 2024-12-31 13F Uber Technologies COM 90353T100 954 0 0.00 58 -19.72 0.0008
2024-10-17 2024-09-30 13F Uber Technologies COM 90353T100 954 -5 -0.52 72 2.90 0.0010
2024-07-12 2024-06-30 13F Uber Technologies COM 90353T100 959 713 289.84 70 283.33 0.0011
2024-05-09 2024-03-31 13F Uber Technologies COM 90353T100 246 -466 -65.45 19 -59.09 0.0003
2024-02-14 2023-12-31 13F Uber Technologies COM 90353T100 712 495 228.11 45 388.89 0.0007
2024-02-14 2023-09-30 13F Uber Technologies COM 90353T100 217 17 8.50 10 12.50 0.0002
2024-02-14 2023-06-30 13F Uber Technologies COM 90353T100 200 0 0.00 9 33.33 0.0001
2024-02-14 2023-03-31 13F Uber Technologies COM 90353T100 200 0 0.00 6 50.00 0.0001
2024-02-14 2022-12-31 13F Uber Technologies COM 90353T100 200 0 0.00 5 -20.00 0.0001
2024-02-14 2022-09-30 13F Uber Technologies COM 90353T100 200 -147 -42.36 5 -28.57 0.0001
2024-02-14 2022-06-30 13F Uber Technologies COM 90353T100 347 147 73.50 7 0.00 0.0001
2024-02-14 2022-03-31 13F Uber Technologies COM 90353T100 200 200 7 0.0001
2024-02-14 2021-09-30 13F Uber Technologies COM 90353T100 0 -62 -100.00 0 -100.00
2024-02-14 2021-06-30 13F Uber Technologies COM 90353T100 62 0 0.00 3 0.00 0.0001
2024-02-14 2021-03-31 13F Uber Technologies COM 90353T100 62 0 0.00 3 0.00 0.0001
2024-02-13 2020-12-31 13F Uber Technologies COM 90353T100 62 62 3 0.0001
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.