13F

Stock

United Parcel Service Inc

UPS · held by 23 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$376.5M

Holders

23

+0 new · −1 exited

Holders’ est. mark

−$21.3M

Price effect on 12 books still in the name

Largest holder

$175.2M

BARCLAYS PLC

Holder count by quarter

Q1 2015Q2 2015Q3 2015Q4 2015Q1 2016Q2 2016Q3 2016Q4 2016Q1 2017Q2 2017Q3 2017Q4 2017Q1 2018Q2 2018Q3 2018Q4 2018Q1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC1.39M$175.2M−$14.2MCut−$75.6M
Swiss Life Asset Management Ltd1.08M$136.3M−$2.99MAdded$96.5M
DANSKE BANK A/S400.4K$50.5M−$3.59MAdded$2.64M
Catherine Avery Investment Management LLC22K$2.77M—Held
Marex Group plc19.8K$2.5M−$65.9KAdded$1.62M
Millennium Capital Advisors, LLC17.3K$2.18M−$177.2KCut−$356.6K
Flavin Financial Services, Inc.11.8K$1.48M—Held
Leonteq Securities AG11.4K$1.43M−$86.3KAdded$284.9K
ONTARIO TEACHERS PENSION PLAN BOARD8.83K$1.11M−$43.4KAdded$536.1K
Roehl & Yi Investment Advisors, LLC6.83K$861.5K—Held
Womack Financial LLC4.24K$534.2K—Held
Norris Financial Group, LLC3.27K$411.7K−$33.4KCut−$33.4K
Ransom Advisory, Ltd2.39K$301K−$15.7KAdded$91.4K
Severin Investments, LLC1.82K$229.3K—Held
BROADWATER CAPITAL MANAGEMENT LLC1.56K$197.3K−$16KCut−$16K
CHESAPEAKE ASSET MANAGEMENT LLC1.38K$174K−$14.1KCut−$15.6K
Medallion Wealth Advisors, LLC585$73.6K—Held
Evelyn Partners Asset Management Ltd547$69K—Held
Aventura Private Wealth, LLC345$43.5K—Held
Evelyn Partners Investment Management LLP337$42.5K—Held
Evelyn Partners Investment Management (Europe) Ltd250$31.5K—Held
Prestige Wealth Management Group LLC154$19.4K−$1.58KCut−$1.58K
Clark Wealth Partners141$17.8K—Held

Who left

Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.