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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

Universal Health Services, Inc. (0LJL.L)

LSE - LSE Delayed price. Currency in USD

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165.87

+1.58

(+0.96%)

At close: 03:44PM BST

Major holders

Currency in USD

3.96%	% of shares held by all insiders
98.81%	% of shares held by institutions
102.88%	% of float held by institutions
707	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Vanguard Group Inc	7,042,246	31 Dec 2023	11.72%	1,168,097,309
First Eagle Investment Management, LLC	4,630,429	31 Dec 2023	7.71%	768,049,235
Blackrock Inc.	4,398,787	31 Dec 2023	7.32%	729,626,778
FMR, LLC	3,615,013	31 Dec 2023	6.02%	599,622,188
Invesco Ltd.	3,435,912	31 Dec 2023	5.72%	569,914,706
State Street Corporation	2,674,723	31 Dec 2023	4.45%	443,656,290
Massachusetts Financial Services Co.	2,071,022	31 Dec 2023	3.45%	343,520,409
Camber Capital Management LP	1,870,000	31 Dec 2023	3.11%	310,176,890
American Century Companies Inc	1,767,506	31 Dec 2023	2.94%	293,176,211
Glenview Capital Management, Llc	1,701,416	31 Dec 2023	2.83%	282,213,863

Holder	Shares	Date reported	% out	Value
First Eagle Global Fund	3,368,166	31 Jan 2024	5.61%	558,677,677
Fidelity Low-Priced Stock Fund	1,822,301	31 Jan 2024	3.03%	302,265,057
Vanguard Total Stock Market Index Fund	1,809,806	31 Dec 2023	3.01%	300,192,512
Vanguard 500 Index Fund	1,490,334	31 Dec 2023	2.48%	247,201,693
Vanguard Small-Cap Index Fund	1,475,633	31 Dec 2023	2.46%	244,763,238
American Century Mid Cap Value Fund	1,016,519	31 Dec 2023	1.69%	168,610,001
Vanguard Small Cap Value Index Fund	1,017,842	31 Dec 2023	1.69%	168,829,447
MFS Series Trust XI-MFS Mid Cap Value Fund	985,634	31 Dec 2023	1.64%	163,487,106
Fidelity 500 Index Fund	731,684	29 Feb 2024	1.22%	121,364,421
SPDR S&P 500 ETF Trust	715,679	29 Feb 2024	1.19%	118,709,672