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
Q1 2021Matrix Private Capital GroupSell-2401,987$338
Q1 2021Sequoia Financial AdvisorsSell-16615,185$2,581
Q4 2020Jensen Investment ManagementSell-749,1661,451,795$244,482
Q4 2020Mairs & Power Growth FundSell-25,058282,651$47,598
Q4 2020Matrix Private Capital GroupBuy2,2272,227$375
Q4 2020ARK InvestBuy2,1365,536$932
Q4 2020Sequoia Financial AdvisorsBuy82215,351$2,585
Q4 2020Matrix Advisors Value FundSell-67823,324$3,928
Q3 2020Jensen Investment ManagementSell-818,0152,200,961$366,746
Q3 2020Matrix Advisors Value FundSell-58,11024,002$3,999
Q3 2020Mairs & Power Growth FundSell-27,168307,709$51,274
Q3 2020Olstein Capital ManagementSell-17,00045,000$7,498
Q3 2020Sequoia Financial AdvisorsBuy14,52914,529$2,421
Q3 2020ARK InvestBuy7543,400$567
Q2 2020Mairs & Power Growth FundSell-75,467334,877$37,232
Q2 2020Jensen Investment ManagementSell-22,3203,018,976$335,650
Q2 2020Olstein Capital ManagementSell-22,00062,000$6,893
Q2 2020Sequoia Financial AdvisorsSell-14,1740$1,582
Q2 2020Matrix Advisors Value FundBuy1,00082,112$9,129
Q2 2020ARK InvestBuy602,646$294
Q1 2020Jensen Investment ManagementBuy336,0853,041,296$284,118
Q1 2020Mairs & Power Growth FundSell-40,250410,344$38,334
Q1 2020Olstein Capital ManagementBuy19,00084,000$7,847
Q1 2020Matrix Advisors Value FundBuy12,72181,112$7,577
Q1 2020Sequoia Financial AdvisorsSell-1,51014,174$1,324
Q1 2020ARK InvestBuy182,586$242
Q4 2019Vulcan Value PartnersSell-633,4602,210,690$258,783
Q4 2019Jensen Investment ManagementBuy589,1702,705,211$316,672
Q4 2019Renaissance Technologies LLCBuy151,800378,100$44,260
Q4 2019Mairs & Power Growth FundSell-54,835450,594$52,747

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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