Security record · archived quarter
UPS
United Parcel Service, Inc. · Industrials · Integrated Freight & Logistics
165Tracked holders
-3Δ holders
427.57MShares held
$45.95BReported value
+4New positions
−8Exits
Momentum inputs (comparable managers):
holder breadth -1.8% ·
share flow +5.2% ·
net new positions -2.4%
· 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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 165 | -3 | 427.57M | $45.95B | +4 | −8 |
| Q1 2026 | 172 | -1 | 403.17M | $39.62B | +4 | −6 |
| Q4 2025 | 172 | +1 | 430.17M | $42.68B | +2 | n/a |
| Q3 2025 | 25 | -1 | 227.93M | $19.04B | +1 | −3 |
| Q2 2025 | 24 | +1 | 212.13M | $21.41B | +1 | n/a |
| Q1 2025 | 20 | -2 | 86.81M | $9.55B | n/a | −2 |
| Q4 2024 | 22 | +1 | 91.69M | $11.56B | +1 | n/a |
| Q3 2024 | 20 | 0 | 60.70M | $8.27B | +1 | −1 |
| Q2 2024 | 20 | n/a | 61.22M | $8.37B | n/a | n/a |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 33.86M | +3.9% | $3.64B | 0.1% | ▲ Add | 7 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 32.85M | +0.8% | $3.53B | 0.2% | ▲ Add | 5 | SEC ↗ ×6 |
| 3 | Charles Schwab Investment… | 24.70M | +11.7% | $2.66B | 0.4% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 10.80M | +11.0% | $1.16B | 0.1% | ▲ Add | 3 | SEC ↗ ×8 |
| 5 | Morgan Stanley ✦ | 8.90M | -12.5% | $956.92M | 0.1% | ▼ Trim | 4 | SEC ↗ ×19 |
| 6 | Goldman Sachs Group ✦ | 8.84M | +24.3% | $950.41M | 0.1% | ▲ Add | 4 | SEC ↗ ×5 |
| 7 | Northern Trust Corp | 7.03M | -1.1% | $755.65M | 0.1% | ▼ Trim | 3 | SEC ↗ ×9 |
| 8 | Dimensional Fund Advisors Lp | 5.51M | +9.5% | $592.87M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 9 | Franklin Resources Inc | 4.78M | +58.8% | $514.08M | 0.1% | ▲ Add | 3 | SEC ↗ ×14 |
| 10 | Invesco Ltd. | 4.67M | -16.6% | $501.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×17 |
| 11 | UBS AM, a distinct business unit of… | 4.30M | -14.7% | $461.77M | 0.1% | ▼ Trim | 3 | SEC ↗ ×11 |
| 12 | Legal & General Group Plc | 4.16M | -0.5% | $447.32M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 13 | T. Rowe Price ✦ | 3.55M | -4.5% | $381.81M | 0.0% | ▼ Trim | 9 | SEC ↗ ×3 |
| 14 | JPMorgan Chase ✦ | 3.47M | +15.5% | $375.25M | 0.0% | ▲ Add | 4 | SEC ↗ ×18 |
| 15 | Raymond James Financial Inc | 3.11M | +5.5% | $334.18M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 16 | Wellington Management ✦ | 3.05M | +262.7% | $327.52M | 0.1% | ▲ Add | 9 | SEC ↗ ×5 |
| 17 | Wells Fargo & Company/Mn | 2.91M | +13.6% | $312.79M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 18 | American Century Companies Inc | 2.43M | +24.1% | $261.47M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 19 | PRIMECAP Management ✦ | 2.15M | 0.0% | $230.71M | 0.1% | Held | 9 | SEC ↗ |
| 20 | Hsbc Holdings Plc | 2.08M | -4.2% | $223.59M | 0.1% | ▼ Trim | 3 | SEC ↗ ×9 |
| 21 | Stifel Financial Corp | 1.98M | -12.6% | $213.11M | 0.2% | ▼ Trim | 3 | SEC ↗ ×6 |
| 22 | Ameriprise Financial Inc | 1.76M | +12.1% | $189.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 23 | Barclays Plc | 1.58M | +11.3% | $169.46M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 24 | California Public Employees… | 1.30M | -6.0% | $139.58M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 25 | Citigroup Inc | 1.25M | +10.1% | $134.13M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 26 | Pnc Financial Services Group, Inc. | 1.11M | +2.6% | $119.62M | 0.1% | ▲ Add | 3 | SEC ↗ ×8 |
| 27 | Caisse De Depot Et Placement Du… | 787.77K | -40.3% | $84.69M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 28 | New York State Common Retirement… | 782.08K | -2.4% | $84.07M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 652.94K | -3.7% | $70.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Nomura Asset Management… | 626.89K | +7.3% | $67.39M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 533.37K | -4.9% | $57.34M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 32 | Sei Investments Co | 512.58K | +21.3% | $55.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | State Of Wisconsin Investment Board | 398.04K | -2.6% | $42.79M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 34 | Danske Bank A/S | 383.96K | -2.4% | $41.28M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 35 | Us Bancorp \De\ | 378.08K | -3.6% | $40.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 36 | Truist Financial Corp | 288.01K | +9.0% | $30.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 37 | Royal London Asset Management Ltd | 275.37K | -14.7% | $29.60M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 264.58K | +15.1% | $28.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Mackenzie Financial Corp | 260.18K | +0.4% | $27.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Fifth Third Bancorp | 194.02K | -5.0% | $20.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Blair William & Co/Il | 122.40K | -0.4% | $13.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Bank Of Nova Scotia | 119.08K | -16.9% | $12.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Mml Investors Services, Llc | 113.62K | +27.4% | $12.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Fisher Asset Management ✦ | 77.15K | +13.5% | $8.29M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 45 | First Manhattan Co. Llc. | 30.38K | -23.3% | $3.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Loomis Sayles & Co L P | 28.38K | -0.3% | $3.05M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 47 | Tweedy, Browne ✦ | 16.63K | +7.2% | $1.79M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 48 | FIL Ltd | 9.18K | +210.8% | $986,743 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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 ·
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