UNITED PARCEL SERVICE-CL B (UPS) Institutional Ownership Changes & 13F Activity
UNITED PARCEL SERVICE-CL B (UPS) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sound Shore Management, Renaissance Technologies LLC, Miller Value Partners, Cullen Value Fund, and Olstein Capital Management.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q4 2016 | Matrix Advisors Value Fund | Buy | 3,531 | 53,335 | $6,114 |
| Q4 2016 | ARK Invest | Buy | 2,345 | 2,345 | $269 |
| Q4 2016 | Jensen Investment Management | Sell | -2,330 | 1,672,840 | $191,774 |
| Q4 2016 | Mairs & Power Growth Fund | Buy | 1,937 | 1,229,624 | $140,964 |
| Q4 2016 | Sequoia Financial Advisors | Buy | 130 | 5,984 | $686 |
| Q3 2016 | Parnassus Endeavor Fund | Buy | 431,765 | 4,533,905 | $495,828 |
| Q3 2016 | Matrix Advisors Value Fund | Buy | 8,720 | 49,804 | $5,447 |
| Q3 2016 | Sequoia Financial Advisors | Sell | -4,578 | 5,854 | $640 |
| Q3 2016 | Jensen Investment Management | Sell | -2,028 | 1,675,170 | $183,197 |
| Q3 2016 | Mairs & Power Growth Fund | Sell | -1,942 | 1,227,687 | $134,260 |
| Q2 2016 | Jensen Investment Management | Sell | -22,639 | 1,677,198 | $180,668 |
| Q2 2016 | Parnassus Endeavor Fund | Sell | -9,949 | 4,102,140 | $441,883 |
| Q2 2016 | Sequoia Financial Advisors | Buy | 9,347 | 10,432 | $1,124 |
| Q2 2016 | Mairs & Power Growth Fund | Sell | -5,768 | 1,229,629 | $132,456 |
| Q2 2016 | Matrix Advisors Value Fund | Buy | 1,161 | 41,084 | $4,426 |
| Q1 2016 | Renaissance Technologies LLC | Sell | -121,500 | 296,800 | $31,303 |
| Q1 2016 | Jensen Investment Management | Sell | -106,630 | 1,699,837 | $179,282 |
| Q1 2016 | Parnassus Endeavor Fund | Buy | 36,465 | 4,112,089 | $433,702 |
| Q1 2016 | Olstein Capital Management | Buy | 11,000 | 60,000 | $6,328 |
| Q1 2016 | Matrix Advisors Value Fund | Buy | 10,181 | 39,923 | $4,211 |
| Q1 2016 | Mairs & Power Growth Fund | Sell | -9,615 | 1,235,397 | $130,297 |
| Q1 2016 | Sequoia Financial Advisors | Sell | -9,293 | 1,085 | $10,285 |
| Q4 2015 | Greenhaven Associates | Sell | -2,584,373 | 2,044,758 | $196,767 |
| Q4 2015 | Mairs & Power Growth Fund | Sell | -17,967 | 1,245,012 | $119,807 |
| Q4 2015 | Parnassus Endeavor Fund | Buy | 5,141 | 4,075,624 | $392,197 |
| Q4 2015 | Jensen Investment Management | Buy | 3,330 | 1,806,467 | $173,836 |
| Q4 2015 | Vulcan Value Partners | Buy | 2,225 | 2,225 | $214 |
| Q4 2015 | Matrix Advisors Value Fund | Buy | 821 | 29,742 | $2,862 |
| Q3 2015 | Mairs & Power Growth Fund | Sell | -30,545 | 1,262,979 | $124,643 |
| Q3 2015 | Matrix Advisors Value Fund | Buy | 1,064 | 28,921 | $2,854 |
Frequently asked questions about UPS activity
Which institutional owners are buying UPS?
Institutional owners buying UPS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in UPS activity?
"Buy" means an investor increased their reported position in UPS compared to the prior reporting period. This reflects growing exposure to UNITED PARCEL SERVICE-CL B (UPS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in UPS increasing?
Institutional interest in UPS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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