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
Q4 2019Matrix Advisors Value FundSell-25,70468,391$8,006
Q4 2019Sequoia Financial AdvisorsSell-3,97315,684$1,836
Q4 2019ARK InvestSell-9582,568$301
Q3 2019Vulcan Value PartnersSell-1,310,7992,844,150$340,786
Q3 2019Renaissance Technologies LLCSell-414,500226,300$27,115
Q3 2019Mairs & Power Growth FundSell-406,323505,429$60,561
Q3 2019Jensen Investment ManagementBuy70,7202,116,041$253,544
Q3 2019Matrix Advisors Value FundSell-11,25594,095$11,274
Q3 2019Olstein Capital ManagementSell-10,00065,000$7,788
Q3 2019Sequoia Financial AdvisorsBuy97919,657$2,355
Q3 2019ARK InvestBuy1743,526$422
Q2 2019Jensen Investment ManagementBuy406,5012,045,321$211,220
Q2 2019Vulcan Value PartnersBuy51,7954,154,949$429,082
Q2 2019Matrix Advisors Value FundBuy17,566105,350$10,879
Q2 2019Olstein Capital ManagementBuy11,00075,000$7,745
Q2 2019Mairs & Power Growth FundSell-2,151911,752$94,157
Q2 2019ARK InvestSell-8703,352$346
Q2 2019Sequoia Financial AdvisorsBuy31118,678$1,929
Q1 2019Parnassus Endeavor FundSell-1,503,1444,718,439$527,238
Q1 2019Vulcan Value PartnersSell-437,0044,103,154$458,486
Q1 2019Jensen Investment ManagementBuy79,7091,638,820$183,122
Q1 2019Sequoia Financial AdvisorsBuy4,52218,367$2,052
Q1 2019Mairs & Power Growth FundBuy2,508913,903$102,120
Q1 2019Matrix Advisors Value FundBuy48887,784$9,809
Q1 2019ARK InvestBuy1844,222$472
Q4 2018Eagle Capital ManagementSell-3,985,2841,053,170$102,716
Q4 2018Vulcan Value PartnersBuy1,617,2834,540,158$442,802
Q4 2018Parnassus Endeavor FundSell-627,0156,221,583$606,791
Q4 2018Mairs & Power Growth FundBuy21,709911,395$88,888
Q4 2018Jensen Investment ManagementSell-8,8001,559,111$152,060

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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