UNITED PARCEL SERVICE-CL B UPS

US Industrials Trucking & Courier Services (No Air)
$110.66
+1.0%
52w: $78.73 – $116.39

Latest 13F among current holders filed 3 days ago (Jul 1, 2026)

Price — last 12 months

research preview data
78.7397.56116.39
Jun 20, 2025 Jul 2, 2026
Institutional holders
2.1K
-19 QoQ
13F value
$49.66B
-1.3% QoQ
Smart-money holders
190
signal tier ≥ 2
New smart buyers
15
Q1 2026
Options barometer
1.1×
$1.61B calls / $1.47B puts

Institutional value by quarter

$87.56B
Q1 2024
$74.25B
Q2 2024
$73.16B
Q3 2024
$64.89B
Q4 2024
$55.46B
Q1 2025
$50.82B
Q2 2025
$39.84B
Q3 2025
$50.33B
Q4 2025
$49.66B
Q1 2026

Number of holders

2.2K
Q1 2024
2.2K
Q2 2024
2.2K
Q3 2024
2.3K
Q4 2024
2.2K
Q1 2025
2.1K
Q2 2025
1.9K
Q3 2025
2.1K
Q4 2025
2.1K
Q1 2026

Who owns UPS?

Q1 2026 filings
FundTypeSharesValue% of fundChange
BlackRock, Inc. Index provider51.1M$5.03B0.1%+1.2%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical48.2M$4.74B0.1%
STATE STREET CORP Index provider32.6M$3.21B0.1%+1.6%
FMR LLC Long only active32.6M$3.20B0.2%+16.3%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider22.1M$2.18B0.3%-18.5%
GEODE CAPITAL MANAGEMENT, LLC Index provider17.5M$1.72B0.1%+2.1%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical13.5M$1.33B0.1%
VICTORY CAPITAL MANAGEMENT INC Diversified mechanical11.0M$1.09B0.7%-20.1%
MORGAN STANLEY Bank broker10.2M$1.00B0.1%+22.1%
BANK OF AMERICA CORP /DE/ Bank broker9.7M$957.1M0.1%+23.3%
GOLDMAN SACHS GROUP INC Bank broker7.1M$700.0M0.1%+13.3%
NORTHERN TRUST CORP Index provider7.1M$699.1M0.1%-1.8%
UBS Group AG Bank broker6.9M$682.3M0.1%-3.2%
ROYAL BANK OF CANADA Bank broker5.9M$579.6M0.1%+19.0%
Invesco Ltd. Index provider5.6M$551.1M0.1%-11.8%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Bank broker5.0M$495.5M0.1%+18.6%
DIMENSIONAL FUND ADVISORS LP Quant stat arb5.0M$495.4M0.1%+5.7%
Bank of New York Mellon Corp Diversified mechanical4.6M$456.4M0.1%+2.1%
AQR CAPITAL MANAGEMENT LLC Quant stat arb4.4M$426.1M0.2%-15.3%
NORDEA INVESTMENT MANAGEMENT AB Other4.3M$417.4M0.4%+1.5%
Legal & General Group Plc Diversified mechanical4.2M$411.4M0.1%+1.2%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical4.2M$409.4M0.1%
PRICE T ROWE ASSOCIATES INC /MD/ Diversified mechanical3.7M$366.0M0.0%-9.1%
DIAMANT ASSET MANAGEMENT, INC. ★2Fundamental diversified360.1K$360.1M0.3%+11667.0%
FIRST TRUST ADVISORS LP Index provider3.6M$357.2M0.3%+37.4%
Pacer Advisors, Inc. Diversified mechanical3.5M$345.4M1.0%+8.2%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Quant stat arb3.4M$334.3M0.2%-14.0%
FRANKLIN RESOURCES INC Long only active3.0M$296.3M0.1%+85.2%
Capital World Investors Long only active3.0M$291.8M0.0%+52.6%
RAYMOND JAMES FINANCIAL INC Bank broker2.9M$289.6M0.1%+9.9%
JPMORGAN CHASE & CO Bank broker3.0M$285.6M0.0%+7.5%
WELLS FARGO & COMPANY/MN Bank broker2.6M$252.0M0.1%+18.2%
Amundi Diversified mechanical2.5M$243.4M0.1%-13.4%
DEUTSCHE BANK AG\ Bank broker2.4M$239.4M0.1%-10.0%
National Pension Service Other2.3M$230.5M0.2%+12.9%
STIFEL FINANCIAL CORP Diversified mechanical2.3M$223.1M0.2%+9.7%
Swiss National Bank Index provider2.2M$213.3M0.1%+7.5%
HSBC HOLDINGS PLC Bank broker2.2M$212.7M0.1%-30.6%
PRIMECAP MANAGEMENT CO/CA/ ★2Long only active2.1M$211.1M0.2%0.0%
Nuveen, LLC Diversified mechanical2.1M$203.5M0.1%+14.3%
AMERICAN CENTURY COMPANIES INC Diversified mechanical2.0M$192.8M0.1%+21.1%
MANNING & NAPIER ADVISORS LLC Other1.9M$182.3M2.6%+1.5%
Allianz Asset Management GmbH Diversified mechanical1.8M$178.4M0.2%+11.6%
VAN ECK ASSOCIATES CORP Diversified mechanical1.8M$177.7M0.1%-51.7%
Sumitomo Mitsui Trust Group, Inc. Diversified mechanical1.8M$175.2M0.1%-3.6%
COMMERCE BANK Diversified mechanical1.7M$171.5M0.8%+6572.2%
Mitsubishi UFJ Asset Management Co., Ltd. Diversified mechanical1.7M$165.4M0.1%+8.3%
Cullen Capital Management, LLC Other1.6M$159.7M1.6%+50.1%
Vanguard Global Advisers, LLC Diversified mechanical1.6M$159.6M0.1%
EQUITY INVESTMENT CORP Other1.6M$158.3M3.1%+4.4%

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.