Follow-The-Filings

Security

UPS

United Parcel Service Inc. · CL B

Equity holders as of 2026 Q1 (each manager’s latest book)

24 owners 2 new 2 exits max 3.1% (Bill Miller - Miller Valu...)

owners 24
rank #121
master % 0.03%
max % 3.1%
tracked value $25.5B
qoq N 2 A 8 R 11 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Bill Miller - Miller Value Partners, LLC 2026 Q1 3.1% Add +0.03 pp 119,108 $11.7B hist
Harry Burn - Sound Shore Management Inc. /CT/ 2026 Q1 2.4% New 2.4% 728,066 $72M hist
Hillman Capital Management, Inc. 2026 Q1 1.5% Reduce -0.01 pp 22,316 $2.2B hist
Robert Olstein - Olstein Capital Management, L.P. 2026 Q1 1.1% Exit -1.12 pp 52,000 $5M hist
Arnold Van Den Berg - Van Den Berg Management I, Inc. 2026 Q1 0.6% Reduce 0.00 pp 25,193 $2.5B hist
Kentucky Trust Co. 2026 Q2 stale 0.2% Add 0.00 pp 4,531 $487M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.2% Reduce -0.08 pp 4,402,313 $426M hist
Renaissance Technologies LLC 2026 Q1 0.2% Reduce -0.03 pp 1,234,600 $121M hist
Tweedy, Browne Co. LLC 2026 Q1 0.1% Add +0.04 pp 15,515 $2M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +0.09 pp 1,129,844 $111M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add +0.01 pp 68,496,420 $6.8B hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.10 pp 9,098,158 $902M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Reduce -0.02 pp 277,133 $27M hist
Ancora Advisors LLC 2026 Q1 0.1% Reduce 0.00 pp 32,946 $3M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 554,998 $55M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add +0.01 pp 176,860 $17M hist
Mairs & Power Inc. 2026 Q1 0.0% Reduce 0.00 pp 17,427 $2M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.02 pp 677,141 $67M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.02 pp 176,524 $17M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 74,990 $7M hist
Lee Ainslie - Maverick Capital Ltd 2026 Q1 0.0% Add 0.00 pp 6,900 $679 hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 67,961 $7M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 33,422 $3M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.01 pp 9,492 $934 hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 73,973 $7M hist
Cathie Wood - Ark Investment Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 13,383 $1M hist

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
8-K 2.02,9.01
8-K 5.02
4 Period May 15, 2026
4 Period May 15, 2026
4 Period May 15, 2026
4 Period May 15, 2026
4 Period May 15, 2026
4 Period May 15, 2026
4 Period May 15, 2026
8-K 5.02
8-K 5.02,5.07,9.01
4 Period May 6, 2026
4 Period May 7, 2026
4 Period May 7, 2026
4 Period May 7, 2026
4 Period May 7, 2026
4 Period May 7, 2026
4 Period May 7, 2026
4 Period May 7, 2026
4 Period May 7, 2026
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

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
Gross profit
Gross margin
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 non-current liabilities
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 -$217M -$4.74B
Cash from financing -$5.53B -$6.85B -$4.14B
Net change in cash -$2.4B $2.91B -$225M

ownership over time

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