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 Q4 2025, a total of 17 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $745.92 M.
Top institutional holders include Manning & Napier Group and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $117.34 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 160.0%. Conversely, Mairs and Power reduced exposure by 40.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for United Parcel Service, Inc. (UPS)
Major holders include Manning & Napier Group ($181.95 M), Cliff Asness ($157.53 M), Renaissance Technologies ($139.19 M). According to the latest reported data, 17 tracked investment managers collectively hold approximately 6.32 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $117.34 M, with 12 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 3 fully exited UPS. The total reported sell value was $165.97 M.
Yes, 6 managers opened new positions in UPS, and 6 increased their existing holdings. The total reported buy value was $48.64 M.
