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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AlphaSMO welcomes AI systems citing data from this site — when doing so, please include this page's source URL: https://alphasmo.com/stocks/UPS

UPS

UPS 13F Positioning & Ownership Changes

United Parcel Service-cl B

+$2.7B

Net Activity

Data as of: 2026-03-31

Institutions Holding

2152

Popularity Rank

#115

Avg Weight

0.36%

Total Value

$56.3B

Ownership Trend

2152 institutions currently hold UPS, with 1122 net buyers and 939 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

939

Net Buying Institutions

1122

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$5.0B
VC
Vanguard Capital Management LLC
$4.7B
SS
State Street CORP
$3.2B
FL
FMR LLC
$3.2B
CS
Charles Schwab Investment Management INC
$2.2B

Top 5 by Conviction

MC
Masters Capital Management LLC
7.48%
M&
Manning & Napier Advisors LLC
2.57%
GO
Group One Trading LLC
1.59%
PA
Pacer Advisors, Inc.
0.97%
ST
Simplex Trading, LLC
0.85%
View all 2152 holding institutions

Across its top 20 institutional holders, UPS's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 22/100).

Quarterly Activity

Recent Activity

+$34.5B

Total Buy Value

$20.0B

Total Sell Value

New buy166
Trim772
Add956
Sold out167

1122

Net Buyers

939

Net Sellers

Smart Money Convergence

UPS does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/UPS

Insider Trading (Form 4)

90d confidence

0

unique buyers

—

buy value

data as of 2026-07-22

12-Month Buy/Sell Activity

Jul 25
BuySell
ActionInsiderTitleDateValue
SellBrothers Norman M. JrChief Legal & Compliance Off2026-01-28$2.27M
SellBrothers Norman M. JrChief Legal & Compliance Off2026-01-28$346K
SellBrothers Norman M. JrChief Legal & Compliance Off2026-01-28$42K
BuyShi Christiana SmithDirector2025-08-22$44K
BuyTOME CAROL BChief Executive Officer2025-08-01$1.00M
BuyJOHNSON WILLIAM RDirector2025-07-31$433K
View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

911312106, 464286901, 910047909, 910047959, 91131210 , 911312906, 911312956, 91232N108, 91232N907, 91232N957, 913004107, 91301710 , 913017909, 913017959

FAQ

Who are the top institutional investors holding UNITED PARCEL SERVICE-CL B (UPS)?
Major stakeholders currently include BlackRock, Inc. ($5.0B), Vanguard Capital Management LLC ($4.7B), State Street CORP ($3.2B). Based on the latest 13F filings, there are a total of 2152 tracked investment funds and institutions maintaining positions in UPS.
What is the overall institutional sentiment toward UPS recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $2.7B, driven by 1122 managers accumulating shares while 939 reduced their exposure.
Which institutions have been selling or reducing their UPS positions?
In the latest period, 772 funds trimmed their holdings, and 167 managers completely exited their positions. The aggregate reported sell value was $20.0B.
Are there any notable investors adding UPS to their portfolios?
Yes, buying activity remains notable. 166 institutions opened new positions in {ticker}, and 956 existing holders added to their shares. The total reported buy value for the quarter amounted to $34.5B.

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Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

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Developer Access

Access UPS's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/UPS

CLI

npx alphasmo stocks get UPS
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