Follow-The-Filings

Security · featured owners

UPS United Parcel Service Inc.

Industrials CL B Equity as of 2026 Q2 among managers we track

  • 10 Owners
  • #100
  • Max 3.0%
  • Master 0.01%
  • $115M
  • 2 new 4 add 3 reduce 1 exit

UPS (United Parcel Service Inc.) is held in 10 featured 13F books as of 2026 Q2. Bill Miller - Miller Value Partners is the largest tracked holder by portfolio weight (3.0%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 3.0% (Bill Miller - Miller Value Partners) · not free-float ownership

  1. Bill Miller reduce 3.0%
  2. Harry Burn add 2.7%
  3. Hillman Capital Management 1.7%
  4. Murphy Pohlad reduce 1.7%
  5. Arnold Van Den Berg add 0.58%
  6. Kentucky Trust Co. add 0.23%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Harry Burn - Sound Shore Management 2026 Q2 2.7% Add +10.1% 801,772 $86M history
Bill Miller - Miller Value Partners 2026 Q2 3.0% Reduce −2.6% 116,003 $12M history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 1.7% Reduce −0.4% 45,905 $5M history
Arnold Van Den Berg - Van Den Berg Management I 2026 Q2 0.58% Add +1.4% 25,554 $3M history
Bruce Berkowitz - Fairholme Capital Management 2026 Q2 0.17% New 0.17% 23,800 $3M history
Hillman Capital Management 2026 Q2 1.7% Hold 22,316 $2M history
Tweedy, Browne Co. 2026 Q2 0.14% Add +7.2% 16,630 $2M history
Mairs & Power 2026 Q2 0.01% Reduce −34.0% 11,508 $1M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.23% Add +0.1% 4,531 $487K history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 0.01% New 0.01% 4,460 $479K history
Lee Ainslie - Maverick Capital exited 2026 Q2 last 2026 Q1 0.01% Exit −0.01% 6,900 $679K history

SEC filings

Recent issuer filings from EDGAR · 12 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02,7.01,9.01
8-K 8.01,9.01
424B5
424B5
8-K 8.01,9.01
424B5
424B5
10-Q
8-K 2.02,9.01
8-K 5.02
8-K 5.02
8-K 5.02,5.07,9.01

Insider forms

Form 3 / 4 / 5 from EDGAR · 8 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026 · 3 forms
4 Period May 15, 2026 · 7 forms
4 Period May 7, 2026 · 8 forms
4 Period May 6, 2026
4 Period May 7, 2026
4 Period May 6, 2026
4 Period May 7, 2026
4 Period May 6, 2026 · 3 forms

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $90.96B $91.07B $88.66B
Net income $6.71B $5.78B $5.57B
Net margin * 7.4% 6.3% 6.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $19.41B $19.31B $19.04B
Total non-current assets * $51.44B $50.76B $54.04B
Total assets $70.86B $70.07B $73.09B
Total current liabilities $17.68B $16.44B $15.62B
Total equity $17.31B $16.72B $16.23B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $10.24B $10.12B $8.45B
Cash from investing -$7.13B -$0.217B -$4.74B
Cash from financing -$5.53B -$6.85B -$4.14B
Net change in cash -$2.4B $2.91B -$0.225B

ownership over time

filing count by report period · click a bar for that quarter’s holders