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 $924.83 M.
Top institutional holders include Cliff Asness and Manning & Napier Group.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $583.74 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 175.7%. Conversely, Lee Ainslie reduced exposure by 83.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for United Parcel Service, Inc. (UPS)
Major holders include Cliff Asness ($515.8 M), Manning & Napier Group ($181.95 M), Renaissance Technologies ($139.19 M). According to the latest reported data, 17 tracked investment managers collectively hold approximately 9.51 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $583.74 M, with 11 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 2 fully exited UPS. The total reported sell value was $22.36 M.
Yes, 3 managers opened new positions in UPS, and 8 increased their existing holdings. The total reported buy value was $606.11 M.
