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 Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Assenagon Asset Management S.A., Allianz Asset Management Gmbh, Citadel Advisors Llc, and California State Teachers Retirement System.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+107,223+6.9%1,663,540$178.83MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+8,369+7.2%124,836$13.42MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+6,623+13.8%54,678$5.88MQ2 2026Sep 23, 2026
State Street CorpBuy+1,265,673+3.9%33,864,263$3.64BQ2 2026Sep 22, 2026
Andra Ap-FondenBuy+23,800+22.9%127,649$13.72MQ2 2026Sep 22, 2026
Security National Bank Of So DakBuy+60—60$6.45KQ2 2026Sep 18, 2026
Anchor Investment Management, LlcSell-3,835-11.6%29,137$3.13MQ2 2026Sep 15, 2026
Smith Chas P & Associates Pa CpasSell-95-2.9%3,153$338.96KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcSell-5,366-12.3%38,425$4.13MQ2 2026Sep 09, 2026
Manufacturers Life Insurance Company, TheBuy+4,372+0.7%664,095$71.39MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-146-3.3%4,337$466.20KQ2 2026Sep 04, 2026
Cygnus Capital Advisors, LlcSell-3,614-6.1%55,186$5.93MQ2 2026Sep 03, 2026
Allianz Asset Management GmbhBuy+346,333+19.1%2,159,641$232.16MQ2 2026Sep 02, 2026
Citadel Advisors LlcSell-221,872-32.8%455,269$48.94MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Buy+1,087+13.1%9,383$1.01MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+45+77.6%103$11.07KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-36,528-12.2%264,084$28.39MQ2 2026Aug 27, 2026
Brown Financial AdvisorsBuy+118+2.8%4,272$459.20KQ2 2026Aug 26, 2026
Groupe La FrancaiseBuy+2,474—2,474$265.95KQ2 2026Aug 25, 2026
California State Teachers Retirement SystemBuy+185,411+21.6%1,042,516$112.07MQ2 2026Aug 24, 2026
Cyber Hornet Etfs LlcBuy+2+0.1%2,034$218.66KQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Buy+728,928+1068.1%797,176$85.70MQ2 2026Aug 21, 2026
Deprince Race & Zollo IncSell-100,654-37.6%166,942$17.95MQ2 2026Aug 20, 2026
Clifford Swan Investment Counsel LlcSell-19,160-2.0%948,654$101.98MQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupSell-892-4.7%17,897$1.92MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+34,788+15.1%264,577$28.44MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoBuy+1,247+9.4%14,577$1.57MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+778+2.7%29,508$3.17MQ2 2026Aug 19, 2026
Archer Investment CorpSell-29-0.5%5,326$572.52KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+29,923+15.9%217,631$23.40MQ2 2026Aug 18, 2026
Showing 30 of 2,040

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.