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. 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 quarterNameTypeQuantityRemainingReported stock balance
Q2 2024Cullen Value FundBuy18810,109$1,383,361
Q2 2024Jensen Investment ManagementSell-10023,814$3,258,946
Q1 2024Appaloosa ManagementBuy100,000600,000$89,178,000
Q1 2024Mairs & Power Growth FundSell-49,514142,315$21,152,301
Q1 2024Jensen Investment ManagementSell-16,39623,914$3,554,338
Q1 2024Olstein Capital ManagementBuy10,00058,000$8,621
Q1 2024Torray FundBuy9,6749,674$4,068,152
Q1 2024Sequoia Financial AdvisorsSell-4,24991,789$13,642,585
Q1 2024ARK InvestSell-16313,160$1,955,971
Q1 2024Cullen Value FundBuy689,921$1,479,742
Q4 2023Viking Global InvestorsBuy1,538,6438,199,127$1,289,148,738
Q4 2023Appaloosa ManagementBuy500,000500,000$78,615,000
Q4 2023Sequoia Financial AdvisorsBuy62,52396,038$15,099,937
Q4 2023Cullen Value FundBuy9,8539,853$1,549,180
Q4 2023Mairs & Power Growth FundSell-9,263191,829$30,161,298
Q4 2023Jensen Investment ManagementSell-4,57540,310$6,337,941
Q4 2023ARK InvestBuy1,36913,323$2,094,775
Q3 2023Viking Global InvestorsBuy5,771,2946,660,484$1,038,169,641
Q3 2023Jensen Investment ManagementSell-1,442,82044,885$6,996,225
Q3 2023Bill & Melinda Gates Foundation TrustBuy14,400755,089$117,695,722
Q3 2023Mairs & Power Growth FundSell-9,621201,092$31,344,234
Q3 2023Sequoia Financial AdvisorsSell-1,67833,515$5,224,033
Q3 2023Olstein Capital ManagementBuy1,00048,000$7,482
Q3 2023ARK InvestBuy81711,954$1,863,270
Q2 2023Viking Global InvestorsBuy889,190889,190$159,387,308
Q2 2023Mairs & Power Growth FundSell-18,883210,713$37,770,333
Q2 2023Jensen Investment ManagementBuy14,5651,487,705$266,671,121
Q2 2023ARK InvestSell-1,49711,137$1,996,307
Q2 2023Sequoia Financial AdvisorsSell-1,18035,193$6,308,272
Q2 2023Olstein Capital ManagementBuy1,00047,000$8,425

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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