Who holds UPSticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

UNITED PARCEL SVCS INC · CL B · quarter ended 2026-03-31 · 49 members disclosed UPS ↗

1,436

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$39.7B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,387

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of UPS ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$5.0B	51,115,897	+51,115,897	new
2	VANGUARD CAPITAL MANAGEMENT LLC	$4.7B	48,152,554	—	no prior
3	STATE STREET CORP	$3.2B	32,598,590	+32,598,590	new
4	FMR LLC	$3.2B	32,574,845	+32,574,845	new
5	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$2.2B	22,112,857	+22,112,857	new
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.3B	13,471,962	—	no prior
7	MORGAN STANLEY	$1.0B	10,170,608	+10,170,608	new
8	BANK OF AMERICA CORP /DE/	$957M	9,728,123	+9,728,123	new
9	NORTHERN TRUST CORP	$699M	7,106,062	+7,106,062	new
10	UBS Group AG	$682M	6,935,351	+6,935,351	new
11	ROYAL BANK OF CANADA	$580M	5,891,742	+5,891,742	new
12	Invesco Ltd.	$551M	5,602,158	+5,602,158	new
13	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$495M	5,036,095	+5,036,095	new
14	DIMENSIONAL FUND ADVISORS LP	$495M	5,037,626	+5,037,626	new
15	AQR CAPITAL MANAGEMENT LLC	$426M	4,402,313	+4,402,313	new
16	NORDEA INVESTMENT MANAGEMENT AB	$417M	4,346,685	+4,346,685	new
17	Legal & General Group Plc	$411M	4,182,171	+4,182,171	new
18	VANGUARD FIDUCIARY TRUST CO	$409M	4,161,768	—	no prior
19	FIRST TRUST ADVISORS LP	$357M	3,631,133	+3,631,133	new
20	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$334M	3,397,979	+3,397,979	new
21	FRANKLIN RESOURCES INC	$296M	3,011,373	+3,011,373	new
22	Capital World Investors	$292M	2,965,639	+2,965,639	new
23	RAYMOND JAMES FINANCIAL INC	$290M	2,946,485	+2,946,485	new
24	WELLS FARGO & COMPANY/MN	$252M	2,561,181	+2,561,181	new
25	Amundi	$243M	2,474,049	+2,474,049	new
26	DEUTSCHE BANK AG\	$239M	2,433,554	+2,433,554	new
27	National Pension Service	$231M	2,343,090	+2,343,090	new
28	STIFEL FINANCIAL CORP	$223M	2,267,579	+2,267,579	new
29	Swiss National Bank	$213M	2,168,600	+2,168,600	new
30	HSBC HOLDINGS PLC	$213M	2,172,842	+2,172,842	new
31	PRIMECAP MANAGEMENT CO/CA/	$211M	2,146,131	+2,146,131	new
32	Nuveen, LLC	$204M	2,068,772	+2,068,772	new
33	AMERICAN CENTURY COMPANIES INC	$193M	1,960,242	+1,960,242	new
34	Allianz Asset Management GmbH	$178M	1,813,308	+1,813,308	new
35	COMMERCE BANK	$171M	1,742,900	+1,716,778	add
36	Mitsubishi UFJ Asset Management Co., Ltd.	$165M	1,681,630	+1,681,630	new
37	Vanguard Global Advisers, LLC	$160M	1,621,811	—	no prior
38	EQUITY INVESTMENT CORP	$158M	1,608,869	+1,608,869	new
39	ENVESTNET ASSET MANAGEMENT INC	$153M	1,556,317	+1,556,317	new
40	LPL Financial LLC	$152M	1,547,042	+1,547,042	new
41	VANGUARD ASSET MANAGEMENT, Ltd	$145M	1,471,970	—	no prior
42	Artisan Partners Limited Partnership	$139M	1,417,333	+1,417,333	new
43	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$136M	1,380,668	+1,380,668	new
44	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$130M	1,318,641	+1,318,641	new
45	RENAISSANCE TECHNOLOGIES LLC	$121M	1,234,600	+1,234,600	new
46	Empower Advisory Group, LLC	$113M	1,147,635	+1,147,635	new
47	CRAWFORD INVESTMENT COUNSEL INC	$112M	1,139,640	+1,139,640	new
48	CITIGROUP INC	$111M	1,132,796	+1,132,796	new
49	Swiss Life Asset Management Ltd	$106M	1,075,495	+1,075,495	new
50	HighTower Advisors, LLC	$103M	1,047,509	+1,047,509	new
51	SPIREPOINT PRIVATE CLIENT, LLC	$101M	1,026,359	+1,026,359	new
52	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$95.2M	967,814	+967,814	new
53	DAVENPORT & Co LLC	$89.0M	912,889	+912,889	new
54	CIBC Bancorp USA Inc.	$87.0M	883,786	—	no prior
55	ALLIANCEBERNSTEIN L.P.	$83.0M	836,896	+836,896	new
56	WELLINGTON MANAGEMENT GROUP LLP	$82.6M	840,041	+840,041	new
57	PRINCIPAL FINANCIAL GROUP INC	$80.8M	821,279	+821,279	new
58	Merit Financial Group, LLC	$80.2M	815,120	+815,120	new
59	Drexel Morgan & Co.	$79.9M	812,440	+812,440	new
60	Accredited Investors Inc.	$77.1M	783,700	+783,700	new
61	BANK OF MONTREAL /CAN/	$71.7M	728,976	+728,976	new
62	Mirae Asset Global Investments Co., Ltd.	$68.4M	695,326	+695,326	new
63	CITADEL ADVISORS LLC	$66.6M	677,141	+677,141	new
64	Cove Private Wealth, LLC	$66.0M	671,340	+671,340	new
65	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$64.9M	659,723	+659,723	new
66	Qube Research & Technologies Ltd	$64.5M	655,142	+655,142	new
67	MACQUARIE GROUP LTD	$64.0M	650,132	+650,132	new
68	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$63.1M	641,729	+641,729	new
69	AVIVA PLC	$60.6M	616,034	+616,034	new
70	Mariner, LLC	$59.1M	601,092	+601,092	new
71	ADAGE CAPITAL PARTNERS GP, L.L.C.	$58.2M	592,000	+592,000	new
72	Epoch Investment Partners, Inc.	$56.6M	575,286	+575,286	new
73	COMMONWEALTH EQUITY SERVICES, LLC	$55.2M	560,811	+560,811	new
74	D. E. Shaw & Co., Inc.	$54.6M	554,998	+554,998	new
75	Cetera Investment Advisers	$53.8M	546,677	+546,677	new
76	Cerity Partners LLC	$52.3M	532,115	+532,115	new
77	PFA Pension, Forsikringsaktieselskab	$51.0M	518,641	+518,641	new
78	MASTERS CAPITAL MANAGEMENT LLC	$49.2M	500,000	+500,000	new
79	Aberdeen Group plc	$48.4M	491,826	+491,826	new
80	Grantham, Mayo, Van Otterloo & Co. LLC	$45.4M	461,048	+461,048	new
81	Korea Investment CORP	$43.3M	440,042	+440,042	new
82	Quantinno Capital Management LP	$42.5M	432,064	+432,064	new
83	TD ASSET MANAGEMENT INC	$41.6M	423,099	+423,099	new
84	SEI INVESTMENTS CO	$41.6M	422,499	+422,499	new
85	NOMURA ASSET MANAGEMENT CO LTD	$41.5M	422,324	+422,324	new
86	PRUDENTIAL FINANCIAL INC	$40.9M	415,733	+415,733	new
87	Pictet Asset Management Holding SA	$40.5M	411,966	+411,966	new
88	STATE OF WISCONSIN INVESTMENT BOARD	$40.2M	408,606	+408,606	new
89	Baird Financial Group, Inc.	$39.1M	397,941	+397,941	new
90	US BANCORP \DE\	$38.6M	392,276	+392,276	new
91	Zurcher Kantonalbank (Zurich Cantonalbank)	$37.5M	381,352	+381,352	new
92	Chevy Chase Trust Holdings, LLC	$37.0M	376,232	+376,232	new
93	BNP Paribas Asset Management Holding S.A.	$36.4M	370,374	+370,374	new
94	Vanguard Investments Australia, Ltd.	$36.2M	368,123	—	no prior
95	Kestra Advisory Services, LLC	$35.7M	362,749	+362,749	new
96	Ensign Peak Advisors, Inc	$35.6M	362,264	+362,264	new
97	LETKO, BROSSEAU & ASSOCIATES INC	$35.6M	361,555	+361,555	new
98	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$35.0M	355,932	+355,932	new
99	Asset Management One Co., Ltd.	$34.9M	354,896	+354,896	new
100	Advisors Asset Management, Inc.	$34.1M	346,633	+346,633	new
101	Swedbank AB	$33.7M	342,358	+342,358	new
102	Creative Planning	$33.4M	339,747	+339,747	new
103	Manchester Capital Management LLC	$33.4M	339,277	+339,277	new
104	OSAIC HOLDINGS, INC.	$31.8M	323,295	+323,295	new
105	ROYAL LONDON ASSET MANAGEMENT LTD	$31.7M	322,727	+322,727	new
106	Focus Partners Wealth	$31.6M	321,420	+321,420	new
107	OPPENHEIMER ASSET MANAGEMENT INC.	$31.6M	320,973	+320,973	new
108	Bank Julius Baer & Co. Ltd, Zurich	$30.9M	318,610	+318,610	new
109	CWM, LLC	$30.7M	312,409	+312,409	new
110	CFO4Life Group, LLC	$30.6M	311,009	+311,009	new
111	Corient Private Wealth LLC	$29.4M	300,612	+300,612	new
112	ALPS ADVISORS INC	$28.9M	294,214	+294,214	new
113	IEQ CAPITAL, LLC	$27.4M	278,811	+278,811	new
114	Gotham Asset Management, LLC	$27.3M	277,133	+277,133	new
115	DEPRINCE RACE & ZOLLO INC	$26.3M	267,596	+267,596	new
116	LONE PEAK GLOBAL INVESTORS LLC	$26.1M	265,658	+265,658	new
117	TRUIST FINANCIAL CORP	$26.0M	264,160	+264,160	new
118	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$25.7M	263,113	+263,113	new
119	SCHRODER INVESTMENT MANAGEMENT GROUP	$25.5M	268,647	+268,647	new
120	MACKENZIE FINANCIAL CORP	$25.5M	259,079	+259,079	new
121	Arbejdsmarkedets Tillaegspension	$25.3M	257,381	+257,381	new
122	STOREBRAND ASSET MANAGEMENT AS	$25.1M	255,472	—	no prior
123	MAI Capital Management	$24.9M	253,498	+253,498	new
124	State of New Jersey Common Pension Fund D	$24.7M	251,482	+251,482	new
125	VOYA INVESTMENT MANAGEMENT LLC	$24.2M	245,994	+245,994	new
126	Lansforsakringar Fondforvaltning AB (publ)	$23.7M	240,447	+240,447	new
127	Centric Wealth Management	$23.6M	245,058	+245,058	new
128	CLOUGH CAPITAL PARTNERS L P	$23.5M	238,535	+238,535	new
129	Resona Asset Management Co.,Ltd.	$23.4M	239,431	+239,431	new
130	NewEdge Advisors, LLC	$23.4M	237,591	+237,591	new
131	GUGGENHEIM CAPITAL LLC	$23.2M	235,350	+235,350	new
132	MERCER GLOBAL ADVISORS INC /ADV	$22.6M	229,789	+229,789	new
133	Stack Financial Management, Inc	$21.6M	219,205	+219,205	new
134	STATE OF MICHIGAN RETIREMENT SYSTEM	$21.4M	217,914	+217,914	new
135	Waverly Advisors, LLC	$21.1M	214,839	+214,839	new
136	Tredje AP-fonden	$21.0M	213,504	+213,504	new
137	Empowered Funds, LLC	$20.9M	212,808	+212,808	new
138	KLCM Advisors, Inc.	$20.9M	212,251	+212,251	new
139	Rockefeller Capital Management L.P.	$20.8M	211,400	+211,400	new
140	Man Group plc	$20.1M	204,794	+204,794	new
141	FIFTH THIRD BANCORP	$20.1M	204,274	+204,274	new
142	Arizona State Retirement System	$19.9M	202,505	+202,505	new
143	Czech National Bank	$19.8M	201,261	+201,261	new
144	CIBC Asset Management Inc	$18.9M	192,545	+192,545	new
145	GODSEY & GIBB, INC	$18.9M	192,021	+192,021	new
146	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$18.8M	191,079	+191,079	new
147	Beacon Pointe Advisors, LLC	$18.5M	187,708	+187,708	new
148	Verity & Verity, LLC	$18.2M	185,063	+185,063	new
149	Allworth Financial LP	$18.1M	184,338	+184,338	new
150	CREDIT AGRICOLE S A	$18.1M	184,067	+184,067	new
151	CANADA PENSION PLAN INVESTMENT BOARD	$17.9M	182,427	+182,427	new
152	DELTA ASSET MANAGEMENT LLC/TN	$17.9M	181,908	+181,908	new
153	TWO SIGMA INVESTMENTS, LP	$17.6M	178,590	+178,590	new
154	ZACKS INVESTMENT MANAGEMENT	$17.6M	178,393	+178,393	new
155	MILLENNIUM MANAGEMENT LLC	$17.4M	176,524	+176,524	new
156	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$16.9M	172,142	+172,142	new
157	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$16.7M	169,690	+169,690	new
158	Measured Wealth Private Client Group, LLC	$16.6M	169,006	+169,006	new
159	1832 Asset Management L.P.	$16.5M	167,337	+167,337	new
160	Townsend & Associates, Inc	$16.4M	155,596	+155,596	new
161	Sanctuary Advisors, LLC	$16.3M	165,396	+165,396	new
162	NATIONAL BANK OF CANADA /FI/	$16.2M	164,751	+164,751	new
163	D.A. DAVIDSON & CO.	$15.8M	161,007	+161,007	new
164	Centiva Capital, LP	$15.6M	158,264	+158,264	new
165	Retirement Systems of Alabama	$15.4M	156,930	+156,930	new
166	World Investment Advisors	$15.4M	156,906	+156,906	new
167	VILLERE ST DENIS J & CO LLC	$15.4M	156,850	+156,850	new
168	CHOREO, LLC	$15.2M	154,212	+154,212	new
169	EASTERLY INVESTMENT PARTNERS LLC	$15.1M	153,675	+153,675	new
170	CIBC WORLD MARKET INC.	$15.0M	152,590	+152,590	new
171	SEB Asset Management AB	$14.6M	148,363	—	no prior
172	Alphadyne Asset Management LP	$14.4M	146,206	+146,206	new
173	Maven Securities LTD	$14.4M	146,159	+146,159	new
174	Robeco Institutional Asset Management B.V.	$14.2M	144,784	+144,784	new
175	Woodline Partners LP	$14.2M	144,744	+144,744	new
176	BANK OF NOVA SCOTIA	$14.1M	143,215	+143,215	new
177	WORLDQUANT MILLENNIUM ADVISORS LLC	$14.1M	143,059	+143,059	new
178	KEYBANK NATIONAL ASSOCIATION/OH	$14.0M	142,491	+142,491	new
179	USS Investment Management Ltd	$13.8M	140,001	+140,001	new
180	Stockman Wealth Management, Inc.	$13.5M	137,223	+137,223	new
181	Private Advisor Group, LLC	$13.4M	136,325	+136,325	new
182	Gradient Investments LLC	$13.4M	135,704	+135,704	new
183	Obermeyer Wealth Partners	$13.2M	134,645	+134,645	new
184	Graham Capital Management, L.P.	$13.2M	134,414	+134,414	new
185	IFM Investors Pty Ltd	$13.2M	134,132	+134,132	new
186	Steward Partners Investment Advisory, LLC	$13.1M	132,762	+132,762	new
187	TEACHER RETIREMENT SYSTEM OF TEXAS	$12.9M	131,593	+131,593	new
188	XPONANCE LLC	$12.8M	130,487	+130,487	new
189	Capital Investment Advisors, LLC	$12.6M	127,603	+127,603	new
190	Daiwa Securities Group Inc.	$12.4M	126,159	+126,159	new
191	Haverford Trust Co	$12.3M	124,710	+124,710	new
192	Tidal Investments LLC	$12.3M	124,682	+124,682	new
193	BLAIR WILLIAM & CO/IL	$12.1M	122,943	+122,943	new
194	Concurrent Investment Advisors, LLC	$12.0M	121,849	+121,849	new
195	Calamos Advisors LLC	$11.9M	121,400	+121,400	new
196	M&T BANK CORP	$11.9M	121,045	+121,045	new
197	Varma Mutual Pension Insurance Co	$11.8M	119,970	+119,970	new
198	Utah Retirement Systems	$11.7M	119,333	+119,333	new
199	PUBLIC SECTOR PENSION INVESTMENT BOARD	$11.7M	119,134	+119,134	new
200	MILLER VALUE PARTNERS, LLC	$11.7M	119,108	+119,108	new
201	QRG CAPITAL MANAGEMENT, INC.	$11.5M	116,467	+116,467	new
202	FOUNDERS CAPITAL MANAGEMENT, LLC	$11.3M	114,869	+114,869	new
203	Badgley Phelps Wealth Managers, LLC	$11.1M	112,416	+112,416	new
204	ProShare Advisors LLC	$10.9M	110,391	+110,391	new
205	Bell Bank	$10.8M	110,120	+110,120	new
206	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$10.8M	109,971	+109,971	new
207	Sumitomo Mitsui DS Asset Management Company, Ltd	$10.8M	109,602	+109,602	new
208	Wealthfront Advisers LLC	$10.7M	109,066	+109,066	new
209	GROUP ONE TRADING LLC	$10.7M	108,388	+108,388	new
210	NWAM LLC	$10.6M	107,544	+107,544	new
211	Rakuten Investment Management, Inc.	$10.4M	109,992	+109,992	new
212	NEOS Investment Management LLC	$10.4M	106,091	+106,091	new
213	Lodge Hill Capital, LLC	$10.3M	105,000	+105,000	new
214	NorthRock Partners, LLC	$10.3M	104,539	+104,539	new
215	Andra AP-fonden	$10.2M	103,849	+103,849	new
216	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$10.2M	103,325	+103,325	new
217	Y-Intercept (Hong Kong) Ltd	$10.1M	102,890	+102,890	new
218	&PARTNERS	$10.0M	101,365	+101,365	new
219	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$10.0M	101,849	+101,849	new
220	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$9.8M	100,502	+100,502	new
221	TrueMark Investments, LLC	$9.8M	99,936	+99,936	new
222	Eurizon Capital SGR S.p.A.	$9.8M	100,188	+100,188	new
223	Pathstone Holdings, LLC	$9.3M	94,970	+94,970	new
224	Federation des caisses Desjardins du Quebec	$9.3M	94,937	+94,937	new
225	NISSAY ASSET MANAGEMENT CORP /JAPAN	$9.3M	94,674	+94,674	new
226	Sage Capital Advisors,llc	$9.3M	94,617	+94,617	new
227	Gilman Hill Asset Management, LLC	$9.3M	94,279	+94,279	new
228	INTECH INVESTMENT MANAGEMENT LLC	$9.2M	93,978	+93,978	new
229	Avanza Fonder AB	$9.2M	93,230	+93,230	new
230	Modera Wealth Management, LLC	$9.1M	92,401	+92,401	new
231	SOUTHERN CAPITAL ADVISORS, LLC	$9.1M	92,263	+92,263	new
232	ASR Vermogensbeheer N.V.	$9.1M	92,015	+92,015	new
233	Westshore Wealth, LLC	$9.0M	91,093	+91,093	new
234	Candriam S.C.A.	$9.0M	91,015	+91,015	new
235	ASSETMARK, INC	$9.0M	91,000	+91,000	new
236	HENGEHOLD CAPITAL MANAGEMENT LLC	$8.8M	89,946	+89,946	new
237	OPPENHEIMER & CO INC	$8.8M	89,830	+89,830	new
238	MML INVESTORS SERVICES, LLC	$8.8M	89,158	+89,158	new
239	TWINBEECH CAPITAL LP	$8.7M	88,500	+88,500	new
240	ICICI Prudential Asset Management Co Ltd	$8.7M	88,273	+88,273	new
241	Snowden Capital Advisors LLC	$8.6M	87,265	+87,265	new
242	VestGen Advisors, LLC	$8.6M	86,982	+86,982	new
243	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$8.4M	85,791	+85,791	new
244	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$8.3M	84,595	+84,595	new
245	STEPHENS INC /AR/	$8.3M	83,474	+83,474	new
246	Clark & Stuart, Inc	$8.2M	83,076	+83,076	new
247	Mountain Hill Investment Partners Corp.	$8.1M	82,006	+82,006	new
248	Investment Management Corp of Ontario	$8.0M	81,476	+81,476	new
249	Mutual Advisors, LLC	$7.9M	80,052	+80,052	new
250	Janus Henderson Group Ltd.	$7.8M	79,830	+79,830	new
251	Addenda Capital Inc.	$7.8M	79,400	+79,400	new
252	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$7.7M	78,623	+78,623	new
253	MONETA GROUP INVESTMENT ADVISORS LLC	$7.7M	78,481	+78,481	new
254	BROWN ADVISORY INC	$7.7M	78,204	+78,204	new
255	Sowell Financial Services LLC	$7.6M	77,663	+77,663	new
256	REGIONS FINANCIAL CORP	$7.6M	77,092	+77,092	new
257	Orion Porfolio Solutions, LLC	$7.5M	76,687	+76,687	new
258	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$7.5M	75,809	+75,809	new
259	Vanguard Personalized Indexing Management, LLC	$7.4M	74,731	+74,731	new
260	OP Asset Management Ltd	$7.3M	74,704	—	no prior
261	Live Oak Private Wealth LLC	$7.2M	73,552	+73,552	new
262	U.S. Capital Wealth Advisors, LLC	$7.1M	72,290	+72,290	new
263	United Advisor Group, LLC	$7.1M	71,971	+71,971	new
264	HUNTINGTON NATIONAL BANK	$7.0M	70,834	+70,834	new
265	Soltis Investment Advisors LLC	$6.9M	69,845	+69,845	new
266	NFJ INVESTMENT GROUP, LLC	$6.8M	69,235	+69,235	new
267	Verition Fund Management LLC	$6.8M	69,095	+69,095	new
268	Assenagon Asset Management S.A.	$6.7M	68,248	+68,248	new
269	ALLIANZ SE	$6.7M	67,858	+67,858	new
270	AE Wealth Management LLC	$6.7M	67,766	+67,766	new
271	INTACT INVESTMENT MANAGEMENT INC.	$6.6M	67,000	+67,000	new
272	Independent Advisor Alliance	$6.6M	66,827	+66,827	new
273	Hi-Line Capital Management, LLC	$6.6M	66,687	+66,687	new
274	Generali Asset Management SPA SGR	$6.5M	66,347	+66,347	new
275	ADVOCATE GROUP LLC	$6.5M	66,025	+66,025	new
276	Quadrature Capital Ltd	$6.3M	64,459	+64,459	new
277	San Luis Wealth Advisors LLC	$6.3M	64,361	+64,361	new
278	Monte Financial Group, LLC	$6.2M	63,331	+63,331	new
279	BRASADA CAPITAL MANAGEMENT, LP	$6.2M	63,491	+63,491	new
280	Austin Asset Management Co Inc	$6.1M	61,919	+61,919	new
281	PFG Investments, LLC	$6.1M	61,537	+61,537	new
282	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$6.1M	61,500	+61,500	new
283	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$6.0M	61,234	+61,234	new
284	ABN AMRO INVESTMENT SOLUTIONS	$6.0M	60,694	+60,694	new
285	Sompo Asset Management Co., Ltd.	$6.0M	60,652	+60,652	new
286	Composition Wealth, LLC	$6.0M	60,579	+60,579	new
287	AustralianSuper Pty Ltd	$6.0M	60,563	+60,563	new
288	CAPITAL MANAGEMENT CORP /VA	$5.9M	59,668	+59,668	new
289	SIGMA INVESTMENT COUNSELORS INC	$5.8M	59,017	+59,017	new
290	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$5.7M	58,361	+58,361	new
291	ROMANO BROTHERS AND COMPANY	$5.7M	58,201	+58,201	new
292	LEVEL FOUR ADVISORY SERVICES, LLC	$5.7M	58,081	+58,081	new
293	Catherine Avery Investment Management LLC	$5.6M	56,869	+56,869	new
294	Fluent Financial, LLC	$5.6M	54,457	+54,457	new
295	Wealthcare Advisory Partners LLC	$5.6M	56,418	+56,418	new
296	Sequoia Financial Advisors, LLC	$5.5M	56,116	+56,116	new
297	HANCOCK WHITNEY CORP	$5.5M	55,157	+55,157	new
298	OneDigital Investment Advisors LLC	$5.3M	54,310	+54,310	new
299	ARS Wealth Advisors Group, LLC	$5.3M	54,246	+54,246	new
300	Arkfeld Wealth Strategies, L.L.C.	$5.3M	51,246	+51,246	new
301	Elo Mutual Pension Insurance Co	$5.2M	53,157	+53,157	new
302	Rafferty Asset Management, LLC	$5.2M	52,722	+52,722	new
303	FIRST NATIONAL BANK OF OMAHA	$5.2M	52,799	+52,799	new
304	BCWM, LLC	$5.1M	52,320	+52,320	new
305	Biondo Investment Advisors, LLC	$5.1M	52,307	+52,307	new
306	Skylands Capital, LLC	$5.1M	51,950	+51,950	new
307	Lido Advisors, LLC	$5.1M	51,842	+51,842	new
308	Prospera Financial Services Inc	$5.0M	51,182	+51,182	new
309	Avantax Planning Partners, Inc.	$5.0M	51,129	+51,129	new
310	United Asset Strategies, Inc.	$5.0M	50,837	+50,837	new
311	Freestone Grove Partners LP	$4.9M	50,142	+50,142	new
312	Lincoln Capital LLC	$4.9M	50,033	+50,033	new
313	FIRST NATIONAL TRUST CO	$4.9M	49,667	+49,667	new
314	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	$4.9M	49,415	+49,415	new
315	Glenview Trust Co	$4.8M	49,225	−2,421	trim
316	PRELUDE CAPITAL MANAGEMENT, LLC	$4.8M	49,144	+49,144	new
317	Vident Advisory, LLC	$4.8M	49,131	+49,131	new
318	TOWNSQUARE CAPITAL LLC	$4.8M	49,075	+49,075	new
319	NewSquare Capital LLC	$4.7M	48,197	+48,197	new
320	Envestnet Portfolio Solutions, Inc.	$4.7M	48,055	+48,055	new
321	Vestmark Advisory Solutions, Inc.	$4.7M	48,007	+48,007	new
322	Vivaldi Capital Management LP	$4.7M	47,899	+47,899	new
323	Linscomb Wealth, Inc.	$4.7M	47,730	+47,730	new
324	BENJAMIN EDWARDS INC	$4.7M	47,538	+47,538	new
325	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$4.6M	47,091	+47,091	new
326	Norinchukin Bank, The	$4.6M	46,555	+46,555	new
327	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$4.6M	46,416	+46,416	new
328	HB Wealth Management, LLC	$4.6M	46,333	+46,333	new
329	NOMURA HOLDINGS INC	$4.5M	46,245	+46,245	new
330	NATIXIS	$4.5M	46,109	+46,109	new
331	Murphy Pohlad Asset Management LLC	$4.5M	46,075	+46,075	new
332	Venture Visionary Partners LLC	$4.5M	45,991	+45,991	new
333	Edgestream Partners, L.P.	$4.5M	45,978	+45,978	new
334	Koshinski Asset Management, Inc.	$4.5M	45,895	+45,895	new
335	TCTC Holdings, LLC	$4.5M	45,867	+45,867	new
336	Keystone Financial Planning, Inc.	$4.5M	45,768	+45,768	new
337	Pentwater Capital Management LP	$4.4M	45,000	+45,000	new
338	Cooper Financial Group	$4.4M	44,818	+44,818	new
339	MIZUHO SECURITIES USA LLC	$4.4M	44,675	+44,675	new
340	PYA Waltman Capital, LLC	$4.4M	44,431	+44,431	new
341	Pinnacle Financial Partners, Inc.	$4.4M	44,413	+44,413	new
342	Osmosis Investment Management UK Ltd	$4.2M	43,003	+43,003	new
343	OMERS ADMINISTRATION Corp	$4.2M	42,751	+42,751	new
344	Capital Investment Advisory Services, LLC	$4.2M	42,630	+42,630	new
345	Dynamic Advisor Solutions LLC	$4.2M	42,466	+42,466	new
346	Eliot Finkel Investment Counsel, LLC	$4.1M	41,995	+41,995	new
347	Brookstone Capital Management	$4.1M	41,730	+41,730	new
348	Mubadala Investment Co PJSC	$4.1M	41,698	+41,698	new
349	Inspire Advisors, LLC	$4.1M	41,581	+41,581	new
350	WELCH & FORBES LLC	$4.1M	41,251	+41,251	new
351	PEAK6 LLC	$4.1M	41,244	+41,244	new
352	PRUDENTIAL PLC	$4.0M	41,066	+41,066	new
353	Savant Capital, LLC	$4.0M	40,981	+40,981	new
354	Stablepoint Partners, LLC	$4.0M	40,979	+40,979	new
355	APG Asset Management N.V.	$4.0M	47,202	+47,202	new
356	IAMS WEALTH MANAGEMENT, LLC	$4.0M	40,847	+40,847	new
357	Waterfront Wealth Inc.	$4.0M	40,826	+40,826	new
358	Northwest & Ethical Investments L.P.	$4.0M	40,719	+40,719	new
359	BUILDER INVESTMENT GROUP INC /ADV	$4.0M	40,311	+40,311	new
360	Vision Capital Management, Inc.	$3.9M	40,136	+40,136	new
361	Vontobel Holding Ltd.	$3.9M	39,934	+39,934	new
362	Palouse Capital Management, Inc.	$3.9M	39,789	+39,789	new
363	FIRST MANHATTAN CO. LLC.	$3.9M	39,592	+39,592	new
364	Atria Investments, Inc	$3.9M	39,584	+39,584	new
365	FIRST CITIZENS BANK & TRUST CO	$3.9M	39,492	+39,492	new
366	Columbia Asset Management	$3.9M	39,370	+39,370	new
367	Providence Capital Advisors, LLC	$3.9M	39,316	+39,316	new
368	Inspire Investing, LLC	$3.9M	39,213	+39,213	new
369	Global Wealth Management Investment Advisory, Inc.	$3.9M	39,187	+39,187	new
370	Allspring Global Investments Holdings, LLC	$3.8M	39,180	+39,180	new
371	Dupree Financial Group, LLC	$3.8M	38,471	+38,471	new
372	SCOTIA CAPITAL INC.	$3.7M	38,092	+38,092	new
373	Verdence Capital Advisors LLC	$3.7M	37,808	+37,808	new
374	Gilbert & Cook, Inc.	$3.7M	37,782	+37,782	new
375	NAPLES GLOBAL ADVISORS, LLC	$3.7M	37,768	+37,768	new
376	First National Bank of Mount Dora, Trust Investment Services	$3.7M	37,591	—	no prior
377	FOUNDATIONS INVESTMENT ADVISORS, LLC	$3.7M	37,447	+37,447	new
378	Truvestments Capital LLC	$3.7M	37,381	+37,381	new
379	Summit Trail Advisors, LLC	$3.7M	37,313	+37,313	new
380	Frank, Rimerman Advisors LLC	$3.6M	36,899	+36,899	new
381	Sigma Planning Corp	$3.6M	36,722	+36,722	new
382	ELEVATION POINT WEALTH PARTNERS, LLC	$3.6M	36,695	+36,695	new
383	Maryland State Retirement & Pension System	$3.6M	36,495	+36,495	new
384	FIRST FOUNDATION ADVISORS	$3.6M	36,461	+36,461	new
385	KMG FIDUCIARY PARTNERS, LLC	$3.6M	36,336	+36,336	new
386	Sovereign's Capital Management, LLC	$3.6M	36,275	+36,275	new
387	JB Capital LLC	$3.6M	36,203	+36,203	new
388	HBK Sorce Advisory LLC	$3.5M	35,060	+35,060	new
389	Perigon Wealth Management, LLC	$3.5M	35,752	+35,752	new
390	Rayburn West Financial Services LLC	$3.5M	35,722	+35,722	new
391	Ashton Thomas Private Wealth, LLC	$3.5M	35,468	+35,468	new
392	Summit Financial, LLC	$3.5M	35,436	+35,436	new
393	Laurel Wealth Advisors LLC	$3.5M	34,397	+34,397	new
394	Trask Adam Roland	$3.5M	35,086	—	no prior
395	ARMSTRONG ADVISORY GROUP, INC	$3.4M	34,533	+34,533	new
396	SHELTON CAPITAL MANAGEMENT	$3.4M	34,268	+34,268	new
397	PDS Planning, Inc	$3.4M	34,088	+34,088	new
398	GRIMES & Co WEALTH MANAGEMENT, LLC	$3.3M	33,916	+33,916	new
399	Focus Partners Advisor Solutions, LLC	$3.3M	33,494	+33,494	new
400	Point72 Asset Management, L.P.	$3.3M	33,422	+33,422	new
401	Texas Yale Capital Corp.	$3.3M	33,328	+33,328	new
402	EP Wealth Advisors, LLC	$3.3M	33,074	+33,074	new
403	Walleye Trading LLC	$3.2M	32,397	+32,397	new
404	CMG Global Holdings, LLC	$3.2M	32,121	+32,121	new
405	Cohen Investment Advisors LLC	$3.1M	31,967	+31,967	new
406	Redmond Asset Management, LLC	$3.1M	31,837	+31,837	new
407	Harvest Portfolios Group Inc.	$3.1M	31,802	+31,802	new
408	Csenge Advisory Group	$3.1M	31,775	+31,775	new
409	Baker Avenue Asset Management, LP	$3.1M	31,678	+31,678	new
410	Brevan Howard Capital Management LP	$3.1M	31,575	+31,575	new
411	MONARCH CAPITAL MANAGEMENT INC	$3.1M	31,458	+31,458	new
412	Collar Capital Management, LLC	$3.1M	31,457	+31,457	new
413	MFG WEALTH MANAGEMENT, INC.	$3.1M	31,436	+31,436	new
414	OmniStar Financial Group, Inc.	$3.1M	31,143	+31,143	new
415	Equitable Holdings, Inc.	$3.1M	30,821	+30,821	new
416	PERRYMAN FINANCIAL ADVISORY INC /AD	$3.0M	30,951	+30,951	new
417	Rench Wealth Management, Inc.	$3.0M	30,936	+30,936	new
418	UDINE WEALTH MANAGEMENT, INC.	$3.0M	30,829	+30,829	new
419	Econ Financial Services Corp	$3.0M	30,741	+30,741	new
420	GUYASUTA INVESTMENT ADVISORS INC	$3.0M	30,701	+30,701	new
421	William Allan Corp	$3.0M	30,425	+30,425	new
422	MUFG Securities EMEA plc	$3.0M	30,295	+30,295	new
423	Oasis Advisors, LLC	$3.0M	30,168	—	no prior
424	Capital Investment Counsel, Inc	$3.0M	30,159	+30,159	new
425	Gladstone Institutional Advisory LLC	$3.0M	30,010	+30,010	new
426	Clearstead Advisors, LLC	$2.9M	29,693	+29,693	new
427	Edgemoor Investment Advisors, Inc.	$2.9M	29,611	+29,611	new
428	Dai-ichi Life Insurance Company, Ltd	$2.9M	29,348	+29,348	new
429	COURIER CAPITAL LLC	$2.9M	29,186	+29,186	new
430	TD Waterhouse Canada Inc.	$2.9M	29,241	+29,241	new
431	Capital Investment Counsel, LLC	$2.8M	28,873	+28,873	new
432	Kingsview Wealth Management, LLC	$2.8M	28,730	+28,730	new
433	XML Financial, LLC	$2.8M	28,553	+28,553	new
434	Apollon Wealth Management, LLC	$2.8M	28,394	+28,394	new
435	Destination Wealth Management	$2.8M	28,336	+28,336	new
436	Pallas Capital Advisors LLC	$2.8M	28,320	+28,320	new
437	Leelyn Smith, LLC	$2.8M	28,058	+28,058	new
438	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$2.8M	28,015	+28,015	new
439	Siemens Fonds Invest GmbH	$2.7M	27,579	+27,579	new
440	EagleClaw Capital Managment, LLC	$2.7M	27,513	+27,513	new
441	First Pacific Financial	$2.7M	27,499	+27,499	new
442	Miller Financial Services LLC	$2.7M	27,444	+27,444	new
443	PRINCIPAL SECURITIES, INC.	$2.7M	27,273	+27,273	new
444	Vinva Investment Management Ltd	$2.7M	27,951	+27,951	new
445	Brookmont Capital Management	$2.6M	26,867	+26,867	new
446	Oak Thistle LLC	$2.6M	26,334	+26,334	new
447	Bleakley Financial Group, LLC	$2.6M	26,299	+26,299	new
448	Cypress Wealth Services, LLC	$2.6M	26,276	+26,276	new
449	Kestra Investment Management, LLC	$2.6M	26,171	+26,171	new
450	MATHER GROUP, LLC.	$2.6M	26,094	+26,094	new
451	Pine Valley Investments Ltd Liability Co	$2.6M	26,079	+26,079	new
452	Norris Financial Group, LLC	$2.6M	26,063	—	no prior
453	Jacobi Capital Management LLC	$2.6M	26,048	+26,048	new
454	Squarepoint Ops LLC	$2.5M	25,911	+25,911	new
455	BOURNE LENT ASSET MANAGEMENT INC	$2.5M	25,783	+25,783	new
456	Cherry Creek Investment Advisors, Inc.	$2.5M	25,397	+25,397	new
457	Visionary Wealth Advisors	$2.5M	25,393	+25,393	new
458	Morningstar Investment Management LLC	$2.5M	25,383	+25,383	new
459	Ascent Group, LLC	$2.5M	25,374	+25,374	new
460	Moss Adams Wealth Advisors LLC	$2.5M	25,308	+25,308	new
461	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$2.5M	25,307	+25,307	new
462	VAN DEN BERG MANAGEMENT I, INC	$2.5M	25,193	+25,193	new
463	WealthShield Partners, LLC	$2.5M	25,067	+25,067	new
464	DKRT Investments Corp.	$2.5M	25,000	+25,000	new
465	Americana Partners, LLC	$2.4M	24,899	+24,899	new
466	Advisors Capital Management, LLC	$2.4M	24,791	+24,791	new
467	Benin Management CORP	$2.4M	24,597	+24,597	new
468	Empirical Finance, LLC	$2.4M	24,411	+24,411	new
469	WBI INVESTMENTS, LLC	$2.4M	24,342	+24,342	new
470	Measured Risk Portfolios, Inc.	$2.4M	24,329	+24,329	new
471	COLDSTREAM CAPITAL MANAGEMENT INC	$2.4M	24,268	+24,268	new
472	Aviso Financial Inc.	$2.4M	24,232	+24,232	new
473	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.4M	24,129	+24,129	new
474	K.J. Harrison & Partners Inc	$2.4M	24,000	+24,000	new
475	Avidian Wealth Enterprises, LLC	$2.3M	23,775	+23,775	new
476	QTR Family Wealth, LLC	$2.3M	22,584	+22,584	new
477	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.3M	23,646	+23,646	new
478	BAILARD, INC.	$2.3M	23,413	+23,413	new
479	JANE STREET GROUP, LLC	$2.3M	23,401	+23,401	new
480	WATERS PARKERSON & CO., LLC	$2.3M	23,324	+23,324	new
481	QUADRANT CAPITAL GROUP LLC	$2.3M	23,284	+23,284	new
482	BONNESS ENTERPRISES INC	$2.3M	23,150	+23,150	new
483	Portside Wealth Group, LLC	$2.3M	23,004	+23,004	new
484	Tilson Financial Group, Inc.	$2.3M	22,871	+22,871	new
485	Alight Capital Management LP	$2.2M	22,444	+22,444	new
486	Carmel Capital Partners, LLC	$2.2M	22,444	+22,444	new
487	Hillman Capital Management, Inc.	$2.2M	22,316	+22,316	new
488	Compound Planning, Inc.	$2.2M	22,199	+22,199	new
489	MITCHELL & PAHL PRIVATE WEALTH, LLC	$2.2M	22,129	+22,129	new
490	Sovereign Financial Group, Inc.	$2.2M	22,098	+22,098	new
491	RITHOLTZ WEALTH MANAGEMENT	$2.2M	22,061	+22,061	new
492	BLUEFIN CAPITAL MANAGEMENT, LLC	$2.2M	22,000	—	no prior
493	Manske Wealth Management	$2.2M	21,960	+21,960	new
494	Cresset Asset Management, LLC	$2.2M	21,882	+21,882	new
495	COWA, LLC	$2.1M	21,732	+21,732	new
496	Stratos Wealth Partners, LTD.	$2.1M	21,614	+21,614	new
497	Northwest Bancshares, Inc.	$2.1M	21,553	+21,553	new
498	EVOLVE PRIVATE WEALTH, LLC	$2.1M	21,226	+21,226	new
499	Savvy Advisors, Inc.	$2.1M	21,083	+21,083	new
500	Metis Global Partners, LLC	$2.1M	21,052	+21,052	new

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · UPS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 2 Dan Newhouse R–WA-4, Tommy Tuberville R–AL $16K–$65K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Gotham Asset Management, Miller Value Partners, Bridgewater Associates $39.9M held
Trimming: 0 — $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · UNITED PARCEL SVCS INC

Merged timeline of congressional filings and notable-manager moves on UPS
Date	Who	Change	Size
2026-08-05	Tommy Tuberville Congress	Sale	$15K–$50K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-07-17	Dan Newhouse Congress	Sale	$1K–$15K
2026-05-15	Gotham Asset Management 13F	new	+277,133 sh
2026-05-15	Miller Value Partners 13F	new	+119,108 sh
2026-05-15	Bridgewater Associates 13F	new	+9,492 sh

6 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

49 members of Congress disclosed UPS — the congressional view ↗