Public record / Tickers / UPS

UPS — UNITED PARCEL SERVICE INC

Both disclosure regimes on one name: who in Congress filed about UPS, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
187
all PTR rows naming UPS
Members · 12m
7
5 buys · 4 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 06:30 UTCno price data — a disclosure record, not a chart

Ron Wyden · $100K–$250K

Sale · traded 2024-03-27 → filed 2024-04-12. Ranked over every UPS row by the provable lower bound, never a point estimate.

7 members · 5 buys / 4 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

19 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

50 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 50 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING UPS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning UPS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-08-26 LATE·709d$15K–$50Kamendment pending
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-07-17Dan Newhouse R–WA-4Sale · SP (spouse-owned)Traded 07-10 +7d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 03-13 +25d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 01-09 +35d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 187 ↗

Members active in UPS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing UPS in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-313−$13.0K to $29.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
Dan Newhouse R–WA-41−$15.0K to −$1.0K3
Katie Boyd Britt R–AL1$1.0K to $15.0K5
Marjorie Taylor Greene R–GA-141$1.0K to $15.0K
Scott DesJarlais R–TN-41−$50.0K to −$15.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

7 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-17Dan Newhouse CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Fnew+277,133 sh
2026-05-15Miller Value Partners 13Fnew+119,108 sh
2026-05-15Bridgewater Associates 13Fnew+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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of UPS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$5.0B1
2VANGUARD CAPITAL MANAGEMENT LLC$4.7B1
3STATE STREET CORP$3.2B1
4FMR LLC$3.2B1
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2.2B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B1
7MORGAN STANLEY$1.0B1
8BANK OF AMERICA CORP /DE/$957M1
9NORTHERN TRUST CORP$699M1
10UBS Group AG$682M1
11ROYAL BANK OF CANADA$580M1
12Invesco Ltd.$551M1
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$495M1
14DIMENSIONAL FUND ADVISORS LP$495M1
15AQR CAPITAL MANAGEMENT LLC$426M1
16NORDEA INVESTMENT MANAGEMENT AB$417M1
17Legal & General Group Plc$411M1
18VANGUARD FIDUCIARY TRUST CO$409M1
19FIRST TRUST ADVISORS LP$357M1
20ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$334M1
21FRANKLIN RESOURCES INC$296M1
22Capital World Investors$292M1
23RAYMOND JAMES FINANCIAL INC$290M1
24WELLS FARGO & COMPANY/MN$252M1
25Amundi$243M1
26DEUTSCHE BANK AG\$239M1
27National Pension Service$231M1
28STIFEL FINANCIAL CORP$223M1
29Swiss National Bank$213M1
30HSBC HOLDINGS PLC$213M1
31PRIMECAP MANAGEMENT CO/CA/$211M1
32Nuveen, LLC$204M1
33AMERICAN CENTURY COMPANIES INC$193M1
34Allianz Asset Management GmbH$178M1
35COMMERCE BANK$171M1
36Mitsubishi UFJ Asset Management Co., Ltd.$165M1
37Vanguard Global Advisers, LLC$160M1
38EQUITY INVESTMENT CORP$158M1
39ENVESTNET ASSET MANAGEMENT INC$153M1
40LPL Financial LLC$152M1
41VANGUARD ASSET MANAGEMENT, Ltd$145M1
42Artisan Partners Limited Partnership$139M1
43CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$136M1
44CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$130M1
45RENAISSANCE TECHNOLOGIES LLC$121M1
46Empower Advisory Group, LLC$113M1
47CRAWFORD INVESTMENT COUNSEL INC$112M1
48CITIGROUP INC$111M1
49Swiss Life Asset Management Ltd$106M1
50HighTower Advisors, LLC$103M1
51SPIREPOINT PRIVATE CLIENT, LLC$101M1
52CLIFFORD SWAN INVESTMENT COUNSEL LLC$95.2M1
53DAVENPORT & Co LLC$89.0M1
54CIBC Bancorp USA Inc.$87.0M1
55ALLIANCEBERNSTEIN L.P.$83.0M1
56WELLINGTON MANAGEMENT GROUP LLP$82.6M1
57PRINCIPAL FINANCIAL GROUP INC$80.8M1
58Merit Financial Group, LLC$80.2M1
59Drexel Morgan & Co.$79.9M1
60Accredited Investors Inc.$77.1M1
61BANK OF MONTREAL /CAN/$71.7M1
62Mirae Asset Global Investments Co., Ltd.$68.4M1
63CITADEL ADVISORS LLC$66.6M1
64Cove Private Wealth, LLC$66.0M1
65MANUFACTURERS LIFE INSURANCE COMPANY, THE$64.9M1
66Qube Research & Technologies Ltd$64.5M1
67MACQUARIE GROUP LTD$64.0M1
68STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$63.1M1
69AVIVA PLC$60.6M1
70Mariner, LLC$59.1M1
71ADAGE CAPITAL PARTNERS GP, L.L.C.$58.2M1
72Epoch Investment Partners, Inc.$56.6M1
73COMMONWEALTH EQUITY SERVICES, LLC$55.2M1
74D. E. Shaw & Co., Inc.$54.6M1
75Cetera Investment Advisers$53.8M1
76Cerity Partners LLC$52.3M1
77PFA Pension, Forsikringsaktieselskab$51.0M1
78MASTERS CAPITAL MANAGEMENT LLC$49.2M1
79Aberdeen Group plc$48.4M1
80Grantham, Mayo, Van Otterloo & Co. LLC$45.4M1
81Korea Investment CORP$43.3M1
82Quantinno Capital Management LP$42.5M1
83TD ASSET MANAGEMENT INC$41.6M1
84SEI INVESTMENTS CO$41.6M1
85NOMURA ASSET MANAGEMENT CO LTD$41.5M1
86PRUDENTIAL FINANCIAL INC$40.9M1
87Pictet Asset Management Holding SA$40.5M1
88STATE OF WISCONSIN INVESTMENT BOARD$40.2M1
89Baird Financial Group, Inc.$39.1M1
90US BANCORP \DE\$38.6M1
91Zurcher Kantonalbank (Zurich Cantonalbank)$37.5M1
92Chevy Chase Trust Holdings, LLC$37.0M1
93BNP Paribas Asset Management Holding S.A.$36.4M1
94Vanguard Investments Australia, Ltd.$36.2M1
95Kestra Advisory Services, LLC$35.7M1
96Ensign Peak Advisors, Inc$35.6M1
97LETKO, BROSSEAU & ASSOCIATES INC$35.6M1
98O'SHAUGHNESSY ASSET MANAGEMENT, LLC$35.0M1
99Asset Management One Co., Ltd.$34.9M1
100Advisors Asset Management, Inc.$34.1M1
101Swedbank AB$33.7M1
102Creative Planning$33.4M1
103Manchester Capital Management LLC$33.4M1
104OSAIC HOLDINGS, INC.$31.8M1
105ROYAL LONDON ASSET MANAGEMENT LTD$31.7M1
106Focus Partners Wealth$31.6M1
107OPPENHEIMER ASSET MANAGEMENT INC.$31.6M1
108Bank Julius Baer & Co. Ltd, Zurich$30.9M1
109CWM, LLC$30.7M1
110CFO4Life Group, LLC$30.6M1
111Corient Private Wealth LLC$29.4M1
112ALPS ADVISORS INC$28.9M1
113IEQ CAPITAL, LLC$27.4M1
114Gotham Asset Management, LLC$27.3M1
115DEPRINCE RACE & ZOLLO INC$26.3M1
116LONE PEAK GLOBAL INVESTORS LLC$26.1M1
117TRUIST FINANCIAL CORP$26.0M1
118MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$25.7M1
119SCHRODER INVESTMENT MANAGEMENT GROUP$25.5M1
120MACKENZIE FINANCIAL CORP$25.5M1
121Arbejdsmarkedets Tillaegspension$25.3M1
122STOREBRAND ASSET MANAGEMENT AS$25.1M1
123MAI Capital Management$24.9M1
124State of New Jersey Common Pension Fund D$24.7M1
125VOYA INVESTMENT MANAGEMENT LLC$24.2M1
126Lansforsakringar Fondforvaltning AB (publ)$23.7M1
127Centric Wealth Management$23.6M1
128CLOUGH CAPITAL PARTNERS L P$23.5M1
129Resona Asset Management Co.,Ltd.$23.4M1
130NewEdge Advisors, LLC$23.4M1
131GUGGENHEIM CAPITAL LLC$23.2M1
132MERCER GLOBAL ADVISORS INC /ADV$22.6M1
133Stack Financial Management, Inc$21.6M1
134STATE OF MICHIGAN RETIREMENT SYSTEM$21.4M1
135Waverly Advisors, LLC$21.1M1
136Tredje AP-fonden$21.0M1
137Empowered Funds, LLC$20.9M1
138KLCM Advisors, Inc.$20.9M1
139Rockefeller Capital Management L.P.$20.8M1
140Man Group plc$20.1M1
141FIFTH THIRD BANCORP$20.1M1
142Arizona State Retirement System$19.9M1
143Czech National Bank$19.8M1
144CIBC Asset Management Inc$18.9M1
145GODSEY & GIBB, INC$18.9M1
146SUSQUEHANNA INTERNATIONAL GROUP, LLP$18.8M1
147Beacon Pointe Advisors, LLC$18.5M1
148Verity & Verity, LLC$18.2M1
149Allworth Financial LP$18.1M1
150CREDIT AGRICOLE S A$18.1M1
151CANADA PENSION PLAN INVESTMENT BOARD$17.9M1
152DELTA ASSET MANAGEMENT LLC/TN$17.9M1
153TWO SIGMA INVESTMENTS, LP$17.6M1
154ZACKS INVESTMENT MANAGEMENT$17.6M1
155MILLENNIUM MANAGEMENT LLC$17.4M1
156COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$16.9M1
157CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$16.7M1
158Measured Wealth Private Client Group, LLC$16.6M1
1591832 Asset Management L.P.$16.5M1
160Townsend & Associates, Inc$16.4M1
161Sanctuary Advisors, LLC$16.3M1
162NATIONAL BANK OF CANADA /FI/$16.2M1
163D.A. DAVIDSON & CO.$15.8M1
164Centiva Capital, LP$15.6M1
165Retirement Systems of Alabama$15.4M1
166World Investment Advisors$15.4M1
167VILLERE ST DENIS J & CO LLC$15.4M1
168CHOREO, LLC$15.2M1
169EASTERLY INVESTMENT PARTNERS LLC$15.1M1
170CIBC WORLD MARKET INC.$15.0M1
171SEB Asset Management AB$14.6M1
172Alphadyne Asset Management LP$14.4M1
173Maven Securities LTD$14.4M1
174Robeco Institutional Asset Management B.V.$14.2M1
175Woodline Partners LP$14.2M1
176BANK OF NOVA SCOTIA$14.1M1
177WORLDQUANT MILLENNIUM ADVISORS LLC$14.1M1
178KEYBANK NATIONAL ASSOCIATION/OH$14.0M1
179USS Investment Management Ltd$13.8M1
180Stockman Wealth Management, Inc.$13.5M1
181Private Advisor Group, LLC$13.4M1
182Gradient Investments LLC$13.4M1
183Obermeyer Wealth Partners$13.2M1
184Graham Capital Management, L.P.$13.2M1
185IFM Investors Pty Ltd$13.2M1
186Steward Partners Investment Advisory, LLC$13.1M1
187TEACHER RETIREMENT SYSTEM OF TEXAS$12.9M1
188XPONANCE LLC$12.8M1
189Capital Investment Advisors, LLC$12.6M1
190Daiwa Securities Group Inc.$12.4M1
191Haverford Trust Co$12.3M1
192Tidal Investments LLC$12.3M1
193BLAIR WILLIAM & CO/IL$12.1M1
194Concurrent Investment Advisors, LLC$12.0M1
195Calamos Advisors LLC$11.9M1
196M&T BANK CORP$11.9M1
197Varma Mutual Pension Insurance Co$11.8M1
198Utah Retirement Systems$11.7M1
199PUBLIC SECTOR PENSION INVESTMENT BOARD$11.7M1
200MILLER VALUE PARTNERS, LLC$11.7M1
201QRG CAPITAL MANAGEMENT, INC.$11.5M1
202FOUNDERS CAPITAL MANAGEMENT, LLC$11.3M1
203Badgley Phelps Wealth Managers, LLC$11.1M1
204ProShare Advisors LLC$10.9M1
205Bell Bank$10.8M1
206NEW YORK LIFE INVESTMENT MANAGEMENT LLC$10.8M1
207Sumitomo Mitsui DS Asset Management Company, Ltd$10.8M1
208Wealthfront Advisers LLC$10.7M1
209GROUP ONE TRADING LLC$10.7M1
210NWAM LLC$10.6M1
211Rakuten Investment Management, Inc.$10.4M1
212NEOS Investment Management LLC$10.4M1
213Lodge Hill Capital, LLC$10.3M1
214NorthRock Partners, LLC$10.3M1
215Andra AP-fonden$10.2M1
216CAPITOLIS LIQUID GLOBAL MARKETS LLC$10.2M1
217Y-Intercept (Hong Kong) Ltd$10.1M1
218&PARTNERS$10.0M1
219BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$10.0M1
220INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$9.8M1
221TrueMark Investments, LLC$9.8M1
222Eurizon Capital SGR S.p.A.$9.8M1
223Pathstone Holdings, LLC$9.3M1
224Federation des caisses Desjardins du Quebec$9.3M1
225NISSAY ASSET MANAGEMENT CORP /JAPAN$9.3M1
226Sage Capital Advisors,llc$9.3M1
227Gilman Hill Asset Management, LLC$9.3M1
228INTECH INVESTMENT MANAGEMENT LLC$9.2M1
229Avanza Fonder AB$9.2M1
230Modera Wealth Management, LLC$9.1M1
231SOUTHERN CAPITAL ADVISORS, LLC$9.1M1
232ASR Vermogensbeheer N.V.$9.1M1
233Westshore Wealth, LLC$9.0M1
234Candriam S.C.A.$9.0M1
235ASSETMARK, INC$9.0M1
236HENGEHOLD CAPITAL MANAGEMENT LLC$8.8M1
237OPPENHEIMER & CO INC$8.8M1
238MML INVESTORS SERVICES, LLC$8.8M1
239TWINBEECH CAPITAL LP$8.7M1
240ICICI Prudential Asset Management Co Ltd$8.7M1
241Snowden Capital Advisors LLC$8.6M1
242VestGen Advisors, LLC$8.6M1
243UNITED CAPITAL FINANCIAL ADVISORS, LLC$8.4M1
244OREGON PUBLIC EMPLOYEES RETIREMENT FUND$8.3M1
245STEPHENS INC /AR/$8.3M1
246Clark & Stuart, Inc$8.2M1
247Mountain Hill Investment Partners Corp.$8.1M1
248Investment Management Corp of Ontario$8.0M1
249Mutual Advisors, LLC$7.9M1
250Janus Henderson Group Ltd.$7.8M1
251Addenda Capital Inc.$7.8M1
252MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.7M1
253MONETA GROUP INVESTMENT ADVISORS LLC$7.7M1
254BROWN ADVISORY INC$7.7M1
255Sowell Financial Services LLC$7.6M1
256REGIONS FINANCIAL CORP$7.6M1
257Orion Porfolio Solutions, LLC$7.5M1
258DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$7.5M1
259Vanguard Personalized Indexing Management, LLC$7.4M1
260OP Asset Management Ltd$7.3M1
261Live Oak Private Wealth LLC$7.2M1
262U.S. Capital Wealth Advisors, LLC$7.1M1
263United Advisor Group, LLC$7.1M1
264HUNTINGTON NATIONAL BANK$7.0M1
265Soltis Investment Advisors LLC$6.9M1
266NFJ INVESTMENT GROUP, LLC$6.8M1
267Verition Fund Management LLC$6.8M1
268Assenagon Asset Management S.A.$6.7M1
269ALLIANZ SE$6.7M1
270AE Wealth Management LLC$6.7M1
271INTACT INVESTMENT MANAGEMENT INC.$6.6M1
272Independent Advisor Alliance$6.6M1
273Hi-Line Capital Management, LLC$6.6M1
274Generali Asset Management SPA SGR$6.5M1
275ADVOCATE GROUP LLC$6.5M1
276Quadrature Capital Ltd$6.3M1
277San Luis Wealth Advisors LLC$6.3M1
278Monte Financial Group, LLC$6.2M1
279BRASADA CAPITAL MANAGEMENT, LP$6.2M1
280Austin Asset Management Co Inc$6.1M1
281PFG Investments, LLC$6.1M1
282United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$6.1M1
283NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.0M1
284ABN AMRO INVESTMENT SOLUTIONS$6.0M1
285Sompo Asset Management Co., Ltd.$6.0M1
286Composition Wealth, LLC$6.0M1
287AustralianSuper Pty Ltd$6.0M1
288CAPITAL MANAGEMENT CORP /VA$5.9M1
289SIGMA INVESTMENT COUNSELORS INC$5.8M1
290LONGFELLOW INVESTMENT MANAGEMENT CO LLC$5.7M1
291ROMANO BROTHERS AND COMPANY$5.7M1
292LEVEL FOUR ADVISORY SERVICES, LLC$5.7M1
293Catherine Avery Investment Management LLC$5.6M1
294Fluent Financial, LLC$5.6M1
295Wealthcare Advisory Partners LLC$5.6M1
296Sequoia Financial Advisors, LLC$5.5M1
297HANCOCK WHITNEY CORP$5.5M1
298OneDigital Investment Advisors LLC$5.3M1
299ARS Wealth Advisors Group, LLC$5.3M1
300Arkfeld Wealth Strategies, L.L.C.$5.3M1
301Elo Mutual Pension Insurance Co$5.2M1
302Rafferty Asset Management, LLC$5.2M1
303FIRST NATIONAL BANK OF OMAHA$5.2M1
304BCWM, LLC$5.1M1
305Biondo Investment Advisors, LLC$5.1M1
306Skylands Capital, LLC$5.1M1
307Lido Advisors, LLC$5.1M1
308Prospera Financial Services Inc$5.0M1
309Avantax Planning Partners, Inc.$5.0M1
310United Asset Strategies, Inc.$5.0M1
311Freestone Grove Partners LP$4.9M1
312Lincoln Capital LLC$4.9M1
313FIRST NATIONAL TRUST CO$4.9M1
314MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$4.9M1
315Glenview Trust Co$4.8M1
316PRELUDE CAPITAL MANAGEMENT, LLC$4.8M1
317Vident Advisory, LLC$4.8M1
318TOWNSQUARE CAPITAL LLC$4.8M1
319NewSquare Capital LLC$4.7M1
320Envestnet Portfolio Solutions, Inc.$4.7M1
321Vestmark Advisory Solutions, Inc.$4.7M1
322Vivaldi Capital Management LP$4.7M1
323Linscomb Wealth, Inc.$4.7M1
324BENJAMIN EDWARDS INC$4.7M1
325FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.6M1
326Norinchukin Bank, The$4.6M1
327HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$4.6M1
328HB Wealth Management, LLC$4.6M1
329NOMURA HOLDINGS INC$4.5M1
330NATIXIS$4.5M1
331Murphy Pohlad Asset Management LLC$4.5M1
332Venture Visionary Partners LLC$4.5M1
333Edgestream Partners, L.P.$4.5M1
334Koshinski Asset Management, Inc.$4.5M1
335TCTC Holdings, LLC$4.5M1
336Keystone Financial Planning, Inc.$4.5M1
337Pentwater Capital Management LP$4.4M1
338Cooper Financial Group$4.4M1
339MIZUHO SECURITIES USA LLC$4.4M1
340PYA Waltman Capital, LLC$4.4M1
341Pinnacle Financial Partners, Inc.$4.4M1
342Osmosis Investment Management UK Ltd$4.2M1
343OMERS ADMINISTRATION Corp$4.2M1
344Capital Investment Advisory Services, LLC$4.2M1
345Dynamic Advisor Solutions LLC$4.2M1
346Eliot Finkel Investment Counsel, LLC$4.1M1
347Brookstone Capital Management$4.1M1
348Mubadala Investment Co PJSC$4.1M1
349Inspire Advisors, LLC$4.1M1
350WELCH & FORBES LLC$4.1M1
351PEAK6 LLC$4.1M1
352PRUDENTIAL PLC$4.0M1
353Savant Capital, LLC$4.0M1
354Stablepoint Partners, LLC$4.0M1
355APG Asset Management N.V.$4.0M1
356IAMS WEALTH MANAGEMENT, LLC$4.0M1
357Waterfront Wealth Inc.$4.0M1
358Northwest & Ethical Investments L.P.$4.0M1
359BUILDER INVESTMENT GROUP INC /ADV$4.0M1
360Vision Capital Management, Inc.$3.9M1
361Vontobel Holding Ltd.$3.9M1
362Palouse Capital Management, Inc.$3.9M1
363FIRST MANHATTAN CO. LLC.$3.9M1
364Atria Investments, Inc$3.9M1
365FIRST CITIZENS BANK & TRUST CO$3.9M1
366Columbia Asset Management$3.9M1
367Providence Capital Advisors, LLC$3.9M1
368Inspire Investing, LLC$3.9M1
369Global Wealth Management Investment Advisory, Inc.$3.9M1
370Allspring Global Investments Holdings, LLC$3.8M1
371Dupree Financial Group, LLC$3.8M1
372SCOTIA CAPITAL INC.$3.7M1
373Verdence Capital Advisors LLC$3.7M1
374Gilbert & Cook, Inc.$3.7M1
375NAPLES GLOBAL ADVISORS, LLC$3.7M1
376First National Bank of Mount Dora, Trust Investment Services$3.7M1
377FOUNDATIONS INVESTMENT ADVISORS, LLC$3.7M1
378Truvestments Capital LLC$3.7M1
379Summit Trail Advisors, LLC$3.7M1
380Frank, Rimerman Advisors LLC$3.6M1
381Sigma Planning Corp$3.6M1
382ELEVATION POINT WEALTH PARTNERS, LLC$3.6M1
383Maryland State Retirement & Pension System$3.6M1
384FIRST FOUNDATION ADVISORS$3.6M1
385KMG FIDUCIARY PARTNERS, LLC$3.6M1
386Sovereign's Capital Management, LLC$3.6M1
387JB Capital LLC$3.6M1
388HBK Sorce Advisory LLC$3.5M1
389Perigon Wealth Management, LLC$3.5M1
390Rayburn West Financial Services LLC$3.5M1
391Ashton Thomas Private Wealth, LLC$3.5M1
392Summit Financial, LLC$3.5M1
393Laurel Wealth Advisors LLC$3.5M1
394Trask Adam Roland$3.5M1
395ARMSTRONG ADVISORY GROUP, INC$3.4M1
396SHELTON CAPITAL MANAGEMENT$3.4M1
397PDS Planning, Inc$3.4M1
398GRIMES & Co WEALTH MANAGEMENT, LLC$3.3M1
399Focus Partners Advisor Solutions, LLC$3.3M1
400Point72 Asset Management, L.P.$3.3M1
401Texas Yale Capital Corp.$3.3M1
402EP Wealth Advisors, LLC$3.3M1
403Walleye Trading LLC$3.2M1
404CMG Global Holdings, LLC$3.2M1
405Cohen Investment Advisors LLC$3.1M1
406Redmond Asset Management, LLC$3.1M1
407Harvest Portfolios Group Inc.$3.1M1
408Csenge Advisory Group$3.1M1
409Baker Avenue Asset Management, LP$3.1M1
410Brevan Howard Capital Management LP$3.1M1
411MONARCH CAPITAL MANAGEMENT INC$3.1M1
412Collar Capital Management, LLC$3.1M1
413MFG WEALTH MANAGEMENT, INC.$3.1M1
414OmniStar Financial Group, Inc.$3.1M1
415Equitable Holdings, Inc.$3.1M1
416PERRYMAN FINANCIAL ADVISORY INC /AD$3.0M1
417Rench Wealth Management, Inc.$3.0M1
418UDINE WEALTH MANAGEMENT, INC.$3.0M1
419Econ Financial Services Corp$3.0M1
420GUYASUTA INVESTMENT ADVISORS INC$3.0M1
421William Allan Corp$3.0M1
422MUFG Securities EMEA plc$3.0M1
423Oasis Advisors, LLC$3.0M1
424Capital Investment Counsel, Inc$3.0M1
425Gladstone Institutional Advisory LLC$3.0M1
426Clearstead Advisors, LLC$2.9M1
427Edgemoor Investment Advisors, Inc.$2.9M1
428Dai-ichi Life Insurance Company, Ltd$2.9M1
429COURIER CAPITAL LLC$2.9M1
430TD Waterhouse Canada Inc.$2.9M1
431Capital Investment Counsel, LLC$2.8M1
432Kingsview Wealth Management, LLC$2.8M1
433XML Financial, LLC$2.8M1
434Apollon Wealth Management, LLC$2.8M1
435Destination Wealth Management$2.8M1
436Pallas Capital Advisors LLC$2.8M1
437Leelyn Smith, LLC$2.8M1
438FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$2.8M1
439Siemens Fonds Invest GmbH$2.7M1
440EagleClaw Capital Managment, LLC$2.7M1
441First Pacific Financial$2.7M1
442Miller Financial Services LLC$2.7M1
443PRINCIPAL SECURITIES, INC.$2.7M1
444Vinva Investment Management Ltd$2.7M1
445Brookmont Capital Management$2.6M1
446Oak Thistle LLC$2.6M1
447Bleakley Financial Group, LLC$2.6M1
448Cypress Wealth Services, LLC$2.6M1
449Kestra Investment Management, LLC$2.6M1
450MATHER GROUP, LLC.$2.6M1
451Pine Valley Investments Ltd Liability Co$2.6M1
452Norris Financial Group, LLC$2.6M1
453Jacobi Capital Management LLC$2.6M1
454Squarepoint Ops LLC$2.5M1
455BOURNE LENT ASSET MANAGEMENT INC$2.5M1
456Cherry Creek Investment Advisors, Inc.$2.5M1
457Visionary Wealth Advisors$2.5M1
458Morningstar Investment Management LLC$2.5M1
459Ascent Group, LLC$2.5M1
460Moss Adams Wealth Advisors LLC$2.5M1
461WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.5M1
462VAN DEN BERG MANAGEMENT I, INC$2.5M1
463WealthShield Partners, LLC$2.5M1
464DKRT Investments Corp.$2.5M1
465Americana Partners, LLC$2.4M1
466Advisors Capital Management, LLC$2.4M1
467Benin Management CORP$2.4M1
468Empirical Finance, LLC$2.4M1
469WBI INVESTMENTS, LLC$2.4M1
470Measured Risk Portfolios, Inc.$2.4M1
471COLDSTREAM CAPITAL MANAGEMENT INC$2.4M1
472Aviso Financial Inc.$2.4M1
473TOKIO MARINE ASSET MANAGEMENT CO LTD$2.4M1
474K.J. Harrison & Partners Inc$2.4M1
475Avidian Wealth Enterprises, LLC$2.3M1
476QTR Family Wealth, LLC$2.3M1
477NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.3M1
478BAILARD, INC.$2.3M1
479JANE STREET GROUP, LLC$2.3M1
480WATERS PARKERSON & CO., LLC$2.3M1
481QUADRANT CAPITAL GROUP LLC$2.3M1
482BONNESS ENTERPRISES INC$2.3M1
483Portside Wealth Group, LLC$2.3M1
484Tilson Financial Group, Inc.$2.3M1
485Alight Capital Management LP$2.2M1
486Carmel Capital Partners, LLC$2.2M1
487Hillman Capital Management, Inc.$2.2M1
488Compound Planning, Inc.$2.2M1
489MITCHELL & PAHL PRIVATE WEALTH, LLC$2.2M1
490Sovereign Financial Group, Inc.$2.2M1
491RITHOLTZ WEALTH MANAGEMENT$2.2M1
492BLUEFIN CAPITAL MANAGEMENT, LLC$2.2M1
493Manske Wealth Management$2.2M1
494Cresset Asset Management, LLC$2.2M1
495COWA, LLC$2.1M1
496Stratos Wealth Partners, LTD.$2.1M1
497Northwest Bancshares, Inc.$2.1M1
498EVOLVE PRIVATE WEALTH, LLC$2.1M1
499Savvy Advisors, Inc.$2.1M1
500Metis Global Partners, LLC$2.1M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)5 buy / 4 sell
Congress net ($ bound)−$90.0K to $57.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on UPS

RETAINED WINDOW · ACTIVE HITS
Signal hits naming UPS
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for UPS · financials and macro

Financials — as filed PLANNED

UPS's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: UPS on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing