undamentalytics Newsletter

United Parcel Service: which funds bought and sold

Institutions that bought and sold United Parcel Service shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 1,052 institutions that filed 13F reports for both quarters added to or opened positions in United Parcel Service, and 945 cut or closed them. Together they added a net 23.9M shares, +4.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 10.7M shares (+13.5%); index fund managers were net buyers of 9.0M shares (+4.6%). 164 opened a new position and 135 sold out entirely.

Bought, Q2 2026 1,052 institutions, 164 of them new holders Sold, Q2 2026 945 institutions, 135 of them sold out
Net change, all compared +23.9M shares (+4.8%)
Net change, active managers +10.7M shares (+13.5%), 41 bought, 41 sold

Buyers versus sellers

institutions compared, 2,228
Active managers and hedge funds 41 bought · 41 sold · +10.7M
Index fund managers 10 bought · 2 sold · +9.0M
Other institutions 1,001 bought · 902 sold · +4.2M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Capital World Investors Active manager +5.1M +170.4% 8.0M $862M
Blackrock, Inc. Index funds +3.8M +7.5% 54.9M $5.9B
Victory Capital Management Inc Active manager +3.2M +29.1% 14.3M $1.5B
Charles Schwab Investment Management Inc Index funds +2.6M +11.7% 24.7M $2.7B
Marshall Wace, LLP Hedge fund +2.3M +205.0% 3.4M $370M
Wellington Management Group LLP Active manager +2.2M +262.7% 3.0M $328M
Franklin Resources Inc Active manager +1.8M +58.8% 4.8M $514M
Goldman Sachs Group Inc +1.7M +24.3% 8.8M $950M
LSV Asset Management Active manager +1.6M +22298.0% 1.6M $169M
Assenagon Asset Management S.A. +1.5M +2236.1% 1.6M $171M
State Street Corp Index funds +1.3M +3.9% 33.9M $3.6B
Amundi +1.2M +50.1% 3.7M $399M
Bank Of America Corp +1.1M +11.0% 10.8M $1.2B
Los Angeles Capital Management LLC Active manager +860K +348.1% 1.1M $119M
KBC Group NV +847K +527.1% 1.0M $108M
Healthcare Of Ontario Pension Plan Trust Fund +821K +1769.3% 868K $93.3M
Vanguard Capital Management LLC Index funds +586K +1.2% 48.7M $5.2B
Royal Bank Of Canada +579K +9.8% 6.5M $696M
Jane Street Group, LLC +564K +2411.6% 588K $63.2M
Dimensional Fund Advisors LP +477K +9.5% 5.5M $593M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Pacer Advisors, Inc. −3.5M −98.4% 57K $6.1M
Arrowstreet Capital, Limited Partnership Hedge fund −2.3M −66.9% 1.1M $121M
Van Eck Associates Corp −1.6M −89.4% 191K $20.5M
Artisan Partners Limited Partnership Active manager −1.3M −92.0% 114K $12.3M
Morgan Stanley −1.3M −12.5% 8.9M $957M
Renaissance Technologies LLC Hedge fund −1.2M Sold out 0 —
Invesco Ltd. −933K −16.6% 4.7M $502M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −741K −14.7% 4.3M $462M
AQR Capital Management LLC Hedge fund −689K −15.7% 3.7M $398M
Qube Research & Technologies Ltd Hedge fund −655K Sold out 0 —
Caisse De Depot Et Placement Du Quebec −531K −40.3% 788K $84.7M
SG Americas Securities, LLC −513K −62.3% 311K $33.4M
Cove Private Wealth, LLC −364K −54.3% 307K $33M
D. E. Shaw & Co., Inc. Hedge fund −357K −64.4% 198K $21.2M
Bank Julius Baer & Co. Ltd, Zurich −314K −98.7% 4,153 $447,959
Stifel Financial Corp −285K −12.6% 2.0M $213M
Clough Capital Partners L P Hedge fund −239K Sold out 0 —
Citadel Advisors LLC Hedge fund −222K −32.8% 455K $48.9M
Ofi Invest Asset Management −214K Sold out 0 —
Masters Capital Management LLC Hedge fund −200K −40.0% 300K $32.3M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Westend Advisors, LLC 380K $40.8M
J.W. Cole Advisors, Inc. 179K $19.2M
Premier Fund Managers Ltd 133K $14.4M
ING Groep NV 126K $13.6M
Logan Capital Management Inc 79K $8.5M
Occudo Quantitative Strategies LP 64K $6.9M
Aquatic Capital Management LLC 45K $4.9M
Jain Global LLCHedge fund 42K $4.5M
Kessler Investment Group, LLC 41K $4.4M
Elyxium Wealth, LLC 31K $3.3M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Renaissance Technologies LLCHedge fund 1.2M $121M
Qube Research & Technologies LtdHedge fund 655K $64.5M
Clough Capital Partners L PHedge fund 239K $23.5M
Ofi Invest Asset Management 214K $18.3M
Alphadyne Asset Management LP 146K $14.4M
Maven Securities Ltd 146K $14.4M
Graham Capital Management, L.P.Hedge fund 134K $13.2M
Varma Mutual Pension Insurance Co 120K $11.8M
Lodge Hill Capital, LLC 105K $10.3M
Capitolis Liquid Global Markets LLC 103K $10.2M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
2,128
Ten largest holders
48.8%
of 13F-reported shares
Index fund managers
38.7%
of 13F-reported shares
Active managers and hedge funds
16.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 41 41 8 12 +10.7M +13.5%
Index fund managers 10 2 0 0 +9.0M +4.6%
Other institutions 1,001 902 156 123 +4.2M +1.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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