Guru Ownership Trend
Guru Analysis for United Parcel Service, Inc. (UPS)
United Parcel Service, Inc. (UPS), a key player in the Industrials sector, continues to attract institutional attention.
As of Q2 2026, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $662.56 M.
Top institutional holders include Cliff Asness and Manning & Napier Group.
Institutional sentiment is currently Bearish. This is evidenced by a $203.25 M net outflow during the quarter.
Recent activity highlights Bruce Berkowitz who opened a new position. Conversely, Mairs and Power reduced exposure by 34.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for United Parcel Service, Inc. (UPS)
Major holders include Cliff Asness ($398.23 M), Manning & Napier Group ($192.3 M), Jeremy Grantham ($48.41 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 6.61 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $203.25 M, with 7 managers increasing positions and 11 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 5 fully exited UPS. The total reported sell value was $215.39 M.
Yes, 3 managers opened new positions in UPS, and 4 increased their existing holdings. The total reported buy value was $12.13 M.
