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Security record

UPS

United Parcel Service, Inc. · Industrials · Integrated Freight & Logistics

94.54 +0.4% mkt cap $80.31B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
167Tracked holders
-3Δ holders
432.36MShares held
$46.46BReported value
+4New positions
−6Exits
Stable Conviction score 44/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -1.8% · share flow +5.5% · net new positions -1.2% — formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 167 -3 432.36M $46.46B +4 −6
Q1 2026 172 -1 403.17M $39.62B +4 −6
Q4 2025 172 +1 430.17M $42.68B +2 —
Q3 2025 25 -1 227.93M $19.04B +1 −3
Q2 2025 24 +1 212.13M $21.41B +1 —
Q1 2025 20 -2 86.81M $9.55B — −2
Q4 2024 22 +1 91.69M $11.56B +1 —
Q3 2024 20 0 60.70M $8.27B +1 −1
Q2 2024 20 — 61.22M $8.37B — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 54.93M +7.5% $5.90B 0.1% ▲ Add 5 SEC ↗ ×21
2 Vanguard Capital Management Llc 48.74M +1.2% $5.24B 0.1% ▲ Add 2 SEC ↗
3 State Street Global Advisors ✦ (passive) 33.86M +3.9% $3.64B 0.1% ▲ Add 7 SEC ↗
4 Fidelity (FMR) ✦ 32.85M +0.8% $3.53B 0.2% ▲ Add 5 SEC ↗ ×6
5 Charles Schwab Investment… 24.70M +11.7% $2.66B 0.4% ▲ Add 3 SEC ↗ ×2
6 Geode Capital Management ✦ (passive) 17.86M +2.0% $1.91B 0.1% ▲ Add 9 SEC ↗ ×2
7 Victory Capital Management Inc 14.25M +29.1% $1.53B 0.9% ▲ Add 3 SEC ↗
8 Bank Of America Corp /De/ 10.80M +11.0% $1.16B 0.1% ▲ Add 3 SEC ↗ ×8
9 Morgan Stanley ✦ 8.90M -12.5% $956.92M 0.1% ▼ Trim 4 SEC ↗ ×19
10 Goldman Sachs Group ✦ 8.84M +24.3% $950.41M 0.1% ▲ Add 4 SEC ↗ ×5
11 Capital World Investors ✦ 8.02M +170.4% $862.06M 0.1% ▲ Add 9 SEC ↗
12 Norges Bank ✦ (passive) 8.02M New $862.01M 0.1% New 1 SEC ↗
13 UBS Group AG 7.22M +4.2% $776.63M 0.1% ▲ Add 3 SEC ↗ ×9
14 Northern Trust Corp 7.03M -1.1% $755.65M 0.1% ▼ Trim 3 SEC ↗ ×9
15 Royal Bank Of Canada 6.47M +9.8% $695.57M 0.1% ▲ Add 3 SEC ↗ ×12
16 Dimensional Fund Advisors Lp 5.51M +9.5% $592.87M 0.1% ▲ Add 3 SEC ↗ ×5
17 Franklin Resources Inc 4.78M +58.8% $514.08M 0.1% ▲ Add 3 SEC ↗ ×14
18 Invesco Ltd. 4.67M -16.6% $501.97M 0.0% ▼ Trim 3 SEC ↗ ×17
19 Nordea Investment Management Ab 4.72M +8.6% $501.59M 0.4% ▲ Add 3 SEC ↗ ×3
20 Bank of New York Mellon Corp 4.59M -1.0% $493.64M 0.1% ▼ Trim 3 SEC ↗ ×20
21 UBS AM, a distinct business unit of… 4.30M -14.7% $461.77M 0.1% ▼ Trim 3 SEC ↗ ×11
22 Legal & General Group Plc 4.16M -0.5% $447.32M 0.1% ▼ Trim 3 SEC ↗ ×3
23 Amundi 3.71M +50.1% $399.16M 0.1% ▲ Add 3 SEC ↗ ×9
24 AQR Capital Management ✦ 3.71M -15.7% $398.23M 0.1% ▼ Trim 9 SEC ↗ ×11
25 First Trust Advisors Lp 3.57M -1.6% $384.13M 0.2% ▼ Trim 3 SEC ↗
26 T. Rowe Price ✦ 3.55M -4.5% $381.81M 0.0% ▼ Trim 9 SEC ↗ ×3
27 JPMorgan Chase ✦ 3.47M +15.5% $375.25M 0.0% ▲ Add 4 SEC ↗ ×18
28 Marshall Wace ✦ 3.45M +205.0% $370.49M 0.3% ▲ Add 9 SEC ↗ ×3
29 Raymond James Financial Inc 3.11M +5.5% $334.18M 0.1% ▲ Add 3 SEC ↗ ×4
30 Wellington Management ✦ 3.05M +262.7% $327.52M 0.1% ▲ Add 9 SEC ↗ ×5
31 Wells Fargo & Company/Mn 2.91M +13.6% $312.79M 0.1% ▲ Add 3 SEC ↗ ×6
32 American Century Companies Inc 2.43M +24.1% $261.47M 0.1% ▲ Add 3 SEC ↗
33 National Pension Service 2.38M +1.5% $255.76M 0.2% ▲ Add 3 SEC ↗
34 Deutsche Bank Ag\ 2.35M -3.5% $252.44M 0.1% ▼ Trim 3 SEC ↗ ×12
35 Allianz Asset Management GmbH 2.16M +19.1% $232.16M 0.2% ▲ Add 3 SEC ↗ ×6
36 PRIMECAP Management ✦ 2.15M 0.0% $230.71M 0.1% Held 9 SEC ↗
37 Swiss National Bank 2.10M -3.1% $225.78M 0.1% ▼ Trim 3 SEC ↗
38 Hsbc Holdings Plc 2.08M -4.2% $223.59M 0.1% ▼ Trim 3 SEC ↗ ×9
39 Nuveen, LLC 2.04M -1.5% $219.01M 0.1% ▼ Trim 3 SEC ↗ ×4
40 Stifel Financial Corp 1.98M -12.6% $213.11M 0.2% ▼ Trim 3 SEC ↗ ×6
41 Sumitomo Mitsui Trust Group, Inc. 1.87M +5.2% $201.36M 0.1% ▲ Add 3 SEC ↗
42 Mitsubishi UFJ Asset Management… 1.82M +8.4% $195.98M 0.1% ▲ Add 3 SEC ↗
43 Ameriprise Financial Inc 1.76M +12.1% $189.34M 0.0% ▲ Add 3 SEC ↗ ×6
44 Envestnet Asset Management Inc 1.66M +6.9% $178.83M 0.0% ▲ Add 3 SEC ↗
45 LPL Financial LLC 1.60M +3.7% $172.52M 0.0% ▲ Add 3 SEC ↗
46 Assenagon Asset Management S.A. 1.59M +2236.1% $171.39M 0.1% ▲ Add 3 SEC ↗ ×2
47 Barclays Plc 1.58M +11.3% $169.46M 0.1% ▲ Add 3 SEC ↗ ×4
48 California Public Employees… 1.30M -6.0% $139.58M 0.1% ▼ Trim 3 SEC ↗
49 Citigroup Inc 1.25M +10.1% $134.13M 0.1% ▲ Add 3 SEC ↗ ×3
50 Rhumbline Advisers 1.24M -0.4% $133.04M 0.1% ▼ Trim 3 SEC ↗
51 Bnp Paribas Financial Markets 1.23M +19.1% $131.90M 0.1% ▲ Add 3 SEC ↗
52 Empower Advisory Group, LLC 1.16M +1.1% $124.67M 0.3% ▲ Add 3 SEC ↗
53 Arrowstreet Capital ✦ 1.13M -66.9% $120.94M 0.1% ▼ Trim 9 SEC ↗
54 Pnc Financial Services Group, Inc. 1.11M +2.6% $119.62M 0.1% ▲ Add 3 SEC ↗ ×8
55 Wealth Enhancement Advisory… 1.06M +74.4% $116.65M 0.2% ▲ Add 3 SEC ↗
56 HighTower Advisors, LLC 1.07M +2.5% $115.40M 0.1% ▲ Add 3 SEC ↗
57 Universal- Beteiligungs- und… 882.68K -0.7% $95.50M 0.1% ▼ Trim 3 SEC ↗
58 Principal Financial Group Inc 881.25K +7.3% $94.73M 0.0% ▲ Add 3 SEC ↗ ×2
59 Healthcare Of Ontario Pension Plan… 867.68K +1769.3% $93.28M 0.1% ▲ Add 3 SEC ↗
60 Alliancebernstein L.P. 917.88K +9.7% $90.30M 0.0% ▲ Add 3 SEC ↗
61 Mirae Asset Global Investments Co.… 825.70K +18.8% $88.76M 0.2% ▲ Add 3 SEC ↗ ×2
62 CIBC Bancorp USA Inc. 816.22K -7.7% $87.74M 0.1% ▼ Trim 2 SEC ↗ ×3
63 Bank Of Montreal /Can/ 808.82K +10.9% $86.95M 0.0% ▲ Add 3 SEC ↗ ×9
64 Ensign Peak Advisors, Inc 804.13K +122.0% $86.44M 0.1% ▲ Add 3 SEC ↗
65 Caisse De Depot Et Placement Du… 787.77K -40.3% $84.69M 0.1% ▼ Trim 3 SEC ↗
66 New York State Common Retirement… 782.08K -2.4% $84.07M 0.1% ▼ Trim 3 SEC ↗
67 Quantinno Capital Management LP 675.89K +56.4% $72.66M 0.1% ▲ Add 3 SEC ↗
68 Manufacturers Life Insurance… 664.10K +0.7% $71.39M 0.1% ▲ Add 3 SEC ↗
69 Jones Financial Companies Lllp 652.94K -3.7% $70.61M 0.0% ▼ Trim 3 SEC ↗ ×2
70 Aviva Plc 633.05K +2.8% $68.05M 0.1% ▲ Add 3 SEC ↗
71 State Board Of Administration Of… 629.86K -1.9% $67.71M 0.1% ▼ Trim 3 SEC ↗
72 Nomura Asset Management… 626.89K +7.3% $67.39M 0.1% ▲ Add 3 SEC ↗
73 Adage Capital Partners ✦ 605.40K +2.3% $65.08M 0.1% ▲ Add 9 SEC ↗
74 Korea Investment CORP 591.31K +34.4% $63.57M 0.1% ▲ Add 3 SEC ↗
75 Jane Street Group, Llc 587.74K +2411.6% $63.18M 0.0% ▲ Add 3 SEC ↗ ×3
76 Mitsubishi UFJ Trust & Banking Corp 579.87K +31.9% $62.34M 0.1% ▲ Add 3 SEC ↗ ×2
77 Mariner, LLC 570.97K -5.0% $61.38M 0.1% ▼ Trim 3 SEC ↗ ×2
78 Cetera Investment Advisers 553.49K +1.2% $59.50M 0.1% ▲ Add 3 SEC ↗
79 PFA Pension, Forsikringsaktieselskab 545.34K +5.2% $58.62M 0.1% ▲ Add 3 SEC ↗
80 Prudential Financial Inc 534.47K +28.6% $57.46M 0.1% ▲ Add 3 SEC ↗ ×2
81 Commonwealth Equity Services, Llc 533.37K -4.9% $57.34M 0.1% ▼ Trim 3 SEC ↗
82 Cerity Partners LLC 525.03K -1.3% $56.44M 0.1% ▼ Trim 3 SEC ↗ ×5
83 Sei Investments Co 512.58K +21.3% $55.11M 0.0% ▲ Add 3 SEC ↗ ×2
84 Millennium Management ✦ 463.82K +162.8% $49.86M 0.0% ▲ Add 9 SEC ↗
85 Citadel Advisors ✦ 455.27K -32.8% $48.94M 0.0% ▼ Trim 9 SEC ↗ ×2
86 Russell Investments Group, Ltd. 452.22K +3.6% $48.65M 0.0% ▲ Add 3 SEC ↗ ×13
87 Aberdeen Group plc 450.93K -8.3% $48.47M 0.1% ▼ Trim 3 SEC ↗ ×2
88 Grantham, Mayo, Van Otterloo & Co.… 450.31K -2.3% $48.41M 0.1% ▼ Trim 3 SEC ↗
89 Td Asset Management Inc 418.95K -1.0% $45.04M 0.0% ▼ Trim 3 SEC ↗
90 Baird Financial Group, Inc. 417.43K +4.9% $44.87M 0.1% ▲ Add 3 SEC ↗ ×3
91 State Of Wisconsin Investment Board 398.04K -2.6% $42.79M 0.1% ▼ Trim 3 SEC ↗
92 National Bank Of Canada /Fi/ 390.13K +136.8% $41.93M 0.0% ▲ Add 3 SEC ↗ ×5
93 Danske Bank A/S 383.96K -2.4% $41.28M 0.1% ▼ Trim 3 SEC ↗ ×3
94 Zurcher Kantonalbank (Zurich… 381.04K -0.1% $40.96M 0.1% ▼ Trim 3 SEC ↗
95 Us Bancorp \De\ 378.08K -3.6% $40.64M 0.0% ▼ Trim 3 SEC ↗ ×4
96 Chevy Chase Trust Holdings, LLC 372.29K -1.1% $40.02M 0.1% ▼ Trim 3 SEC ↗ ×2
97 Focus Partners Wealth 371.48K +15.6% $39.93M 0.0% ▲ Add 3 SEC ↗
98 Osaic Holdings, Inc. 356.48K +10.3% $38.34M 0.0% ▲ Add 3 SEC ↗ ×5
99 Creative Planning 355.91K +4.8% $38.26M 0.0% ▲ Add 3 SEC ↗ ×2
100 Hrt Financial Lp 355.27K -11.3% $38.19M 0.1% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $862.01M 0.1%

Exited

Renaissance Technologies $121.46M was 0.2%
Qube Research & Technologies… $64.45M was 0.1%
Simplex Trading, Llc $4.24M was 0.1%
Point72 Asset Management $3.29M was 0.0%
Bridgewater Associates $933,823 was 0.0%
Connor, Clark & Lunn… $268,479 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,078 holders, 498.46M shares, $47.56B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API