§ LOGISTICS & TRANSPORTATION
USD · Logistics & TransportationUPS
UNITED PARCEL SERVICE-CL B
USDSector · Logistics & TransportationMarket cap · $73.0BBeta · 1.05
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 93.28HIGH 93.52LOW 92.4852W 82.00 — 122.41
EVENTSJUN 30 · EARNINGS +4.9%
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
1100 increased/new, 843 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 13.1 | P/B | 5.19 |
| EPS (TTM) | 6.56 | Dividend | 6.92% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 51.1M | 0.1% | +1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 48.2M | n/a | n/a |
| State Street | 32.6M | 0.1% | +2% |
| Fidelity Management | 32.6M | 0.2% | +16% |
| Charles Schwab Investment Mgmt | 22.1M | 0.3% | −19% |
| Geode Capital Management | 17.5M | 0.1% | +2% |
◇ AC INTELLIGENCE
Top institutional owners for UPS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER30.9% · 0 holders
OTHER28.8% · 1,827 holders
DEALER / BANK13.2% · 121 holders
PASSIVE / INDEX12.9% · 14 holders
QUALITY / COMPOUNDER9.8% · 41 holders
INCOME / DEFENSIVE1.7% · 60 holders
SYSTEMATIC / QUANT1.5% · 18 holders
TACTICAL / MACRO0.9% · 7 holders
ACTIVIST0.2% · 1 holder
DEEP VALUE0.1% · 2 holders
GROWTH / MOMENTUM0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for UPS in the last 180 days.