Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

UNITED PARCEL SVCS INC · CL B · quarter ended 2026-03-31 · 49 members disclosed UPS ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,436 holders are listed, largest first: 1,436
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $39.7B
holders whose share count rose or who opened the position (new + add), by shares: 1,387
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 2

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of UPS ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$5.0B	51,115,897	+51,115,897	NEW
2	VANGUARD CAPITAL MANAGEMENT LLC	$4.7B	48,152,554	—	NO PRIOR
3	STATE STREET CORP	$3.2B	32,598,590	+32,598,590	NEW
4	FMR LLC	$3.2B	32,574,845	+32,574,845	NEW
5	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$2.2B	22,112,857	+22,112,857	NEW
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.3B	13,471,962	—	NO PRIOR
7	MORGAN STANLEY	$1.0B	10,170,608	+10,170,608	NEW
8	BANK OF AMERICA CORP /DE/	$957M	9,728,123	+9,728,123	NEW
9	NORTHERN TRUST CORP	$699M	7,106,062	+7,106,062	NEW
10	UBS Group AG	$682M	6,935,351	+6,935,351	NEW
11	ROYAL BANK OF CANADA	$580M	5,891,742	+5,891,742	NEW
12	Invesco Ltd.	$551M	5,602,158	+5,602,158	NEW
13	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$495M	5,036,095	+5,036,095	NEW
14	DIMENSIONAL FUND ADVISORS LP	$495M	5,037,626	+5,037,626	NEW
15	AQR CAPITAL MANAGEMENT LLC	$426M	4,402,313	+4,402,313	NEW
16	NORDEA INVESTMENT MANAGEMENT AB	$417M	4,346,685	+4,346,685	NEW
17	Legal & General Group Plc	$411M	4,182,171	+4,182,171	NEW
18	VANGUARD FIDUCIARY TRUST CO	$409M	4,161,768	—	NO PRIOR
19	FIRST TRUST ADVISORS LP	$357M	3,631,133	+3,631,133	NEW
20	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$334M	3,397,979	+3,397,979	NEW
21	FRANKLIN RESOURCES INC	$296M	3,011,373	+3,011,373	NEW
22	Capital World Investors	$292M	2,965,639	+2,965,639	NEW
23	RAYMOND JAMES FINANCIAL INC	$290M	2,946,485	+2,946,485	NEW
24	WELLS FARGO & COMPANY/MN	$252M	2,561,181	+2,561,181	NEW
25	Amundi	$243M	2,474,049	+2,474,049	NEW
26	DEUTSCHE BANK AG\	$239M	2,433,554	+2,433,554	NEW
27	National Pension Service	$231M	2,343,090	+2,343,090	NEW
28	STIFEL FINANCIAL CORP	$223M	2,267,579	+2,267,579	NEW
29	Swiss National Bank	$213M	2,168,600	+2,168,600	NEW
30	HSBC HOLDINGS PLC	$213M	2,172,842	+2,172,842	NEW
31	PRIMECAP MANAGEMENT CO/CA/	$211M	2,146,131	+2,146,131	NEW
32	Nuveen, LLC	$204M	2,068,772	+2,068,772	NEW
33	AMERICAN CENTURY COMPANIES INC	$193M	1,960,242	+1,960,242	NEW
34	Allianz Asset Management GmbH	$178M	1,813,308	+1,813,308	NEW
35	COMMERCE BANK	$171M	1,742,900	+1,716,778	ADD
36	Mitsubishi UFJ Asset Management Co., Ltd.	$165M	1,681,630	+1,681,630	NEW
37	Vanguard Global Advisers, LLC	$160M	1,621,811	—	NO PRIOR
38	EQUITY INVESTMENT CORP	$158M	1,608,869	+1,608,869	NEW
39	ENVESTNET ASSET MANAGEMENT INC	$153M	1,556,317	+1,556,317	NEW
40	LPL Financial LLC	$152M	1,547,042	+1,547,042	NEW
41	VANGUARD ASSET MANAGEMENT, Ltd	$145M	1,471,970	—	NO PRIOR
42	Artisan Partners Limited Partnership	$139M	1,417,333	+1,417,333	NEW
43	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$136M	1,380,668	+1,380,668	NEW
44	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$130M	1,318,641	+1,318,641	NEW
45	RENAISSANCE TECHNOLOGIES LLC	$121M	1,234,600	+1,234,600	NEW
46	Empower Advisory Group, LLC	$113M	1,147,635	+1,147,635	NEW
47	CRAWFORD INVESTMENT COUNSEL INC	$112M	1,139,640	+1,139,640	NEW
48	CITIGROUP INC	$111M	1,132,796	+1,132,796	NEW
49	Swiss Life Asset Management Ltd	$106M	1,075,495	+1,075,495	NEW
50	HighTower Advisors, LLC	$103M	1,047,509	+1,047,509	NEW
51	SPIREPOINT PRIVATE CLIENT, LLC	$101M	1,026,359	+1,026,359	NEW
52	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$95.2M	967,814	+967,814	NEW
53	DAVENPORT & Co LLC	$89.0M	912,889	+912,889	NEW
54	CIBC Bancorp USA Inc.	$87.0M	883,786	—	NO PRIOR
55	ALLIANCEBERNSTEIN L.P.	$83.0M	836,896	+836,896	NEW
56	WELLINGTON MANAGEMENT GROUP LLP	$82.6M	840,041	+840,041	NEW
57	PRINCIPAL FINANCIAL GROUP INC	$80.8M	821,279	+821,279	NEW
58	Merit Financial Group, LLC	$80.2M	815,120	+815,120	NEW
59	Drexel Morgan & Co.	$79.9M	812,440	+812,440	NEW
60	Accredited Investors Inc.	$77.1M	783,700	+783,700	NEW
61	BANK OF MONTREAL /CAN/	$71.7M	728,976	+728,976	NEW
62	Mirae Asset Global Investments Co., Ltd.	$68.4M	695,326	+695,326	NEW
63	CITADEL ADVISORS LLC	$66.6M	677,141	+677,141	NEW
64	Cove Private Wealth, LLC	$66.0M	671,340	+671,340	NEW
65	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$64.9M	659,723	+659,723	NEW
66	Qube Research & Technologies Ltd	$64.5M	655,142	+655,142	NEW
67	MACQUARIE GROUP LTD	$64.0M	650,132	+650,132	NEW
68	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$63.1M	641,729	+641,729	NEW
69	AVIVA PLC	$60.6M	616,034	+616,034	NEW
70	Mariner, LLC	$59.1M	601,092	+601,092	NEW
71	ADAGE CAPITAL PARTNERS GP, L.L.C.	$58.2M	592,000	+592,000	NEW
72	Epoch Investment Partners, Inc.	$56.6M	575,286	+575,286	NEW
73	COMMONWEALTH EQUITY SERVICES, LLC	$55.2M	560,811	+560,811	NEW
74	D. E. Shaw & Co., Inc.	$54.6M	554,998	+554,998	NEW
75	Cetera Investment Advisers	$53.8M	546,677	+546,677	NEW
76	Cerity Partners LLC	$52.3M	532,115	+532,115	NEW
77	PFA Pension, Forsikringsaktieselskab	$51.0M	518,641	+518,641	NEW
78	MASTERS CAPITAL MANAGEMENT LLC	$49.2M	500,000	+500,000	NEW
79	Aberdeen Group plc	$48.4M	491,826	+491,826	NEW
80	Grantham, Mayo, Van Otterloo & Co. LLC	$45.4M	461,048	+461,048	NEW
81	Korea Investment CORP	$43.3M	440,042	+440,042	NEW
82	Quantinno Capital Management LP	$42.5M	432,064	+432,064	NEW
83	TD ASSET MANAGEMENT INC	$41.6M	423,099	+423,099	NEW
84	SEI INVESTMENTS CO	$41.6M	422,499	+422,499	NEW
85	NOMURA ASSET MANAGEMENT CO LTD	$41.5M	422,324	+422,324	NEW
86	PRUDENTIAL FINANCIAL INC	$40.9M	415,733	+415,733	NEW
87	Pictet Asset Management Holding SA	$40.5M	411,966	+411,966	NEW
88	STATE OF WISCONSIN INVESTMENT BOARD	$40.2M	408,606	+408,606	NEW
89	Baird Financial Group, Inc.	$39.1M	397,941	+397,941	NEW
90	US BANCORP \DE\	$38.6M	392,276	+392,276	NEW
91	Zurcher Kantonalbank (Zurich Cantonalbank)	$37.5M	381,352	+381,352	NEW
92	Chevy Chase Trust Holdings, LLC	$37.0M	376,232	+376,232	NEW
93	BNP Paribas Asset Management Holding S.A.	$36.4M	370,374	+370,374	NEW
94	Vanguard Investments Australia, Ltd.	$36.2M	368,123	—	NO PRIOR
95	Kestra Advisory Services, LLC	$35.7M	362,749	+362,749	NEW
96	Ensign Peak Advisors, Inc	$35.6M	362,264	+362,264	NEW
97	LETKO, BROSSEAU & ASSOCIATES INC	$35.6M	361,555	+361,555	NEW
98	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$35.0M	355,932	+355,932	NEW
99	Asset Management One Co., Ltd.	$34.9M	354,896	+354,896	NEW
100	Advisors Asset Management, Inc.	$34.1M	346,633	+346,633	NEW
101	Swedbank AB	$33.7M	342,358	+342,358	NEW
102	Creative Planning	$33.4M	339,747	+339,747	NEW
103	Manchester Capital Management LLC	$33.4M	339,277	+339,277	NEW
104	OSAIC HOLDINGS, INC.	$31.8M	323,295	+323,295	NEW
105	ROYAL LONDON ASSET MANAGEMENT LTD	$31.7M	322,727	+322,727	NEW
106	Focus Partners Wealth	$31.6M	321,420	+321,420	NEW
107	OPPENHEIMER ASSET MANAGEMENT INC.	$31.6M	320,973	+320,973	NEW
108	Bank Julius Baer & Co. Ltd, Zurich	$30.9M	318,610	+318,610	NEW
109	CWM, LLC	$30.7M	312,409	+312,409	NEW
110	CFO4Life Group, LLC	$30.6M	311,009	+311,009	NEW
111	Corient Private Wealth LLC	$29.4M	300,612	+300,612	NEW
112	ALPS ADVISORS INC	$28.9M	294,214	+294,214	NEW
113	IEQ CAPITAL, LLC	$27.4M	278,811	+278,811	NEW
114	Gotham Asset Management, LLC	$27.3M	277,133	+277,133	NEW
115	DEPRINCE RACE & ZOLLO INC	$26.3M	267,596	+267,596	NEW
116	LONE PEAK GLOBAL INVESTORS LLC	$26.1M	265,658	+265,658	NEW
117	TRUIST FINANCIAL CORP	$26.0M	264,160	+264,160	NEW
118	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$25.7M	263,113	+263,113	NEW
119	SCHRODER INVESTMENT MANAGEMENT GROUP	$25.5M	268,647	+268,647	NEW
120	MACKENZIE FINANCIAL CORP	$25.5M	259,079	+259,079	NEW
121	Arbejdsmarkedets Tillaegspension	$25.3M	257,381	+257,381	NEW
122	STOREBRAND ASSET MANAGEMENT AS	$25.1M	255,472	—	NO PRIOR
123	MAI Capital Management	$24.9M	253,498	+253,498	NEW
124	State of New Jersey Common Pension Fund D	$24.7M	251,482	+251,482	NEW
125	VOYA INVESTMENT MANAGEMENT LLC	$24.2M	245,994	+245,994	NEW
126	Lansforsakringar Fondforvaltning AB (publ)	$23.7M	240,447	+240,447	NEW
127	Centric Wealth Management	$23.6M	245,058	+245,058	NEW
128	CLOUGH CAPITAL PARTNERS L P	$23.5M	238,535	+238,535	NEW
129	Resona Asset Management Co.,Ltd.	$23.4M	239,431	+239,431	NEW
130	NewEdge Advisors, LLC	$23.4M	237,591	+237,591	NEW
131	GUGGENHEIM CAPITAL LLC	$23.2M	235,350	+235,350	NEW
132	MERCER GLOBAL ADVISORS INC /ADV	$22.6M	229,789	+229,789	NEW
133	Stack Financial Management, Inc	$21.6M	219,205	+219,205	NEW
134	STATE OF MICHIGAN RETIREMENT SYSTEM	$21.4M	217,914	+217,914	NEW
135	Waverly Advisors, LLC	$21.1M	214,839	+214,839	NEW
136	Tredje AP-fonden	$21.0M	213,504	+213,504	NEW
137	Empowered Funds, LLC	$20.9M	212,808	+212,808	NEW
138	KLCM Advisors, Inc.	$20.9M	212,251	+212,251	NEW
139	Rockefeller Capital Management L.P.	$20.8M	211,400	+211,400	NEW
140	Man Group plc	$20.1M	204,794	+204,794	NEW
141	FIFTH THIRD BANCORP	$20.1M	204,274	+204,274	NEW
142	Arizona State Retirement System	$19.9M	202,505	+202,505	NEW
143	Czech National Bank	$19.8M	201,261	+201,261	NEW
144	CIBC Asset Management Inc	$18.9M	192,545	+192,545	NEW
145	GODSEY & GIBB, INC	$18.9M	192,021	+192,021	NEW
146	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$18.8M	191,079	+191,079	NEW
147	Beacon Pointe Advisors, LLC	$18.5M	187,708	+187,708	NEW
148	Verity & Verity, LLC	$18.2M	185,063	+185,063	NEW
149	Allworth Financial LP	$18.1M	184,338	+184,338	NEW
150	CREDIT AGRICOLE S A	$18.1M	184,067	+184,067	NEW
151	CANADA PENSION PLAN INVESTMENT BOARD	$17.9M	182,427	+182,427	NEW
152	DELTA ASSET MANAGEMENT LLC/TN	$17.9M	181,908	+181,908	NEW
153	TWO SIGMA INVESTMENTS, LP	$17.6M	178,590	+178,590	NEW
154	ZACKS INVESTMENT MANAGEMENT	$17.6M	178,393	+178,393	NEW
155	MILLENNIUM MANAGEMENT LLC	$17.4M	176,524	+176,524	NEW
156	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$16.9M	172,142	+172,142	NEW
157	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$16.7M	169,690	+169,690	NEW
158	Measured Wealth Private Client Group, LLC	$16.6M	169,006	+169,006	NEW
159	1832 Asset Management L.P.	$16.5M	167,337	+167,337	NEW
160	Townsend & Associates, Inc	$16.4M	155,596	+155,596	NEW
161	Sanctuary Advisors, LLC	$16.3M	165,396	+165,396	NEW
162	NATIONAL BANK OF CANADA /FI/	$16.2M	164,751	+164,751	NEW
163	D.A. DAVIDSON & CO.	$15.8M	161,007	+161,007	NEW
164	Centiva Capital, LP	$15.6M	158,264	+158,264	NEW
165	Retirement Systems of Alabama	$15.4M	156,930	+156,930	NEW
166	World Investment Advisors	$15.4M	156,906	+156,906	NEW
167	VILLERE ST DENIS J & CO LLC	$15.4M	156,850	+156,850	NEW
168	CHOREO, LLC	$15.2M	154,212	+154,212	NEW
169	EASTERLY INVESTMENT PARTNERS LLC	$15.1M	153,675	+153,675	NEW
170	CIBC WORLD MARKET INC.	$15.0M	152,590	+152,590	NEW
171	SEB Asset Management AB	$14.6M	148,363	—	NO PRIOR
172	Alphadyne Asset Management LP	$14.4M	146,206	+146,206	NEW
173	Maven Securities LTD	$14.4M	146,159	+146,159	NEW
174	Robeco Institutional Asset Management B.V.	$14.2M	144,784	+144,784	NEW
175	Woodline Partners LP	$14.2M	144,744	+144,744	NEW
176	BANK OF NOVA SCOTIA	$14.1M	143,215	+143,215	NEW
177	WORLDQUANT MILLENNIUM ADVISORS LLC	$14.1M	143,059	+143,059	NEW
178	KEYBANK NATIONAL ASSOCIATION/OH	$14.0M	142,491	+142,491	NEW
179	USS Investment Management Ltd	$13.8M	140,001	+140,001	NEW
180	Stockman Wealth Management, Inc.	$13.5M	137,223	+137,223	NEW
181	Private Advisor Group, LLC	$13.4M	136,325	+136,325	NEW
182	Gradient Investments LLC	$13.4M	135,704	+135,704	NEW
183	Obermeyer Wealth Partners	$13.2M	134,645	+134,645	NEW
184	Graham Capital Management, L.P.	$13.2M	134,414	+134,414	NEW
185	IFM Investors Pty Ltd	$13.2M	134,132	+134,132	NEW
186	Steward Partners Investment Advisory, LLC	$13.1M	132,762	+132,762	NEW
187	TEACHER RETIREMENT SYSTEM OF TEXAS	$12.9M	131,593	+131,593	NEW
188	XPONANCE LLC	$12.8M	130,487	+130,487	NEW
189	Capital Investment Advisors, LLC	$12.6M	127,603	+127,603	NEW
190	Daiwa Securities Group Inc.	$12.4M	126,159	+126,159	NEW
191	Haverford Trust Co	$12.3M	124,710	+124,710	NEW
192	Tidal Investments LLC	$12.3M	124,682	+124,682	NEW
193	BLAIR WILLIAM & CO/IL	$12.1M	122,943	+122,943	NEW
194	Concurrent Investment Advisors, LLC	$12.0M	121,849	+121,849	NEW
195	Calamos Advisors LLC	$11.9M	121,400	+121,400	NEW
196	M&T BANK CORP	$11.9M	121,045	+121,045	NEW
197	Varma Mutual Pension Insurance Co	$11.8M	119,970	+119,970	NEW
198	Utah Retirement Systems	$11.7M	119,333	+119,333	NEW
199	PUBLIC SECTOR PENSION INVESTMENT BOARD	$11.7M	119,134	+119,134	NEW
200	MILLER VALUE PARTNERS, LLC	$11.7M	119,108	+119,108	NEW
201	QRG CAPITAL MANAGEMENT, INC.	$11.5M	116,467	+116,467	NEW
202	FOUNDERS CAPITAL MANAGEMENT, LLC	$11.3M	114,869	+114,869	NEW
203	Badgley Phelps Wealth Managers, LLC	$11.1M	112,416	+112,416	NEW
204	ProShare Advisors LLC	$10.9M	110,391	+110,391	NEW
205	Bell Bank	$10.8M	110,120	+110,120	NEW
206	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$10.8M	109,971	+109,971	NEW
207	Sumitomo Mitsui DS Asset Management Company, Ltd	$10.8M	109,602	+109,602	NEW
208	Wealthfront Advisers LLC	$10.7M	109,066	+109,066	NEW
209	GROUP ONE TRADING LLC	$10.7M	108,388	+108,388	NEW
210	NWAM LLC	$10.6M	107,544	+107,544	NEW
211	Rakuten Investment Management, Inc.	$10.4M	109,992	+109,992	NEW
212	NEOS Investment Management LLC	$10.4M	106,091	+106,091	NEW
213	Lodge Hill Capital, LLC	$10.3M	105,000	+105,000	NEW
214	NorthRock Partners, LLC	$10.3M	104,539	+104,539	NEW
215	Andra AP-fonden	$10.2M	103,849	+103,849	NEW
216	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$10.2M	103,325	+103,325	NEW
217	Y-Intercept (Hong Kong) Ltd	$10.1M	102,890	+102,890	NEW
218	&PARTNERS	$10.0M	101,365	+101,365	NEW
219	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$10.0M	101,849	+101,849	NEW
220	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$9.8M	100,502	+100,502	NEW
221	TrueMark Investments, LLC	$9.8M	99,936	+99,936	NEW
222	Eurizon Capital SGR S.p.A.	$9.8M	100,188	+100,188	NEW
223	Pathstone Holdings, LLC	$9.3M	94,970	+94,970	NEW
224	Federation des caisses Desjardins du Quebec	$9.3M	94,937	+94,937	NEW
225	NISSAY ASSET MANAGEMENT CORP /JAPAN	$9.3M	94,674	+94,674	NEW
226	Sage Capital Advisors,llc	$9.3M	94,617	+94,617	NEW
227	Gilman Hill Asset Management, LLC	$9.3M	94,279	+94,279	NEW
228	INTECH INVESTMENT MANAGEMENT LLC	$9.2M	93,978	+93,978	NEW
229	Avanza Fonder AB	$9.2M	93,230	+93,230	NEW
230	Modera Wealth Management, LLC	$9.1M	92,401	+92,401	NEW
231	SOUTHERN CAPITAL ADVISORS, LLC	$9.1M	92,263	+92,263	NEW
232	ASR Vermogensbeheer N.V.	$9.1M	92,015	+92,015	NEW
233	Westshore Wealth, LLC	$9.0M	91,093	+91,093	NEW
234	Candriam S.C.A.	$9.0M	91,015	+91,015	NEW
235	ASSETMARK, INC	$9.0M	91,000	+91,000	NEW
236	HENGEHOLD CAPITAL MANAGEMENT LLC	$8.8M	89,946	+89,946	NEW
237	OPPENHEIMER & CO INC	$8.8M	89,830	+89,830	NEW
238	MML INVESTORS SERVICES, LLC	$8.8M	89,158	+89,158	NEW
239	TWINBEECH CAPITAL LP	$8.7M	88,500	+88,500	NEW
240	ICICI Prudential Asset Management Co Ltd	$8.7M	88,273	+88,273	NEW
241	Snowden Capital Advisors LLC	$8.6M	87,265	+87,265	NEW
242	VestGen Advisors, LLC	$8.6M	86,982	+86,982	NEW
243	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$8.4M	85,791	+85,791	NEW
244	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$8.3M	84,595	+84,595	NEW
245	STEPHENS INC /AR/	$8.3M	83,474	+83,474	NEW
246	Clark & Stuart, Inc	$8.2M	83,076	+83,076	NEW
247	Mountain Hill Investment Partners Corp.	$8.1M	82,006	+82,006	NEW
248	Investment Management Corp of Ontario	$8.0M	81,476	+81,476	NEW
249	Mutual Advisors, LLC	$7.9M	80,052	+80,052	NEW
250	Janus Henderson Group Ltd.	$7.8M	79,830	+79,830	NEW
251	Addenda Capital Inc.	$7.8M	79,400	+79,400	NEW
252	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$7.7M	78,623	+78,623	NEW
253	MONETA GROUP INVESTMENT ADVISORS LLC	$7.7M	78,481	+78,481	NEW
254	BROWN ADVISORY INC	$7.7M	78,204	+78,204	NEW
255	Sowell Financial Services LLC	$7.6M	77,663	+77,663	NEW
256	REGIONS FINANCIAL CORP	$7.6M	77,092	+77,092	NEW
257	Orion Porfolio Solutions, LLC	$7.5M	76,687	+76,687	NEW
258	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$7.5M	75,809	+75,809	NEW
259	Vanguard Personalized Indexing Management, LLC	$7.4M	74,731	+74,731	NEW
260	OP Asset Management Ltd	$7.3M	74,704	—	NO PRIOR
261	Live Oak Private Wealth LLC	$7.2M	73,552	+73,552	NEW
262	U.S. Capital Wealth Advisors, LLC	$7.1M	72,290	+72,290	NEW
263	United Advisor Group, LLC	$7.1M	71,971	+71,971	NEW
264	HUNTINGTON NATIONAL BANK	$7.0M	70,834	+70,834	NEW
265	Soltis Investment Advisors LLC	$6.9M	69,845	+69,845	NEW
266	NFJ INVESTMENT GROUP, LLC	$6.8M	69,235	+69,235	NEW
267	Verition Fund Management LLC	$6.8M	69,095	+69,095	NEW
268	Assenagon Asset Management S.A.	$6.7M	68,248	+68,248	NEW
269	ALLIANZ SE	$6.7M	67,858	+67,858	NEW
270	AE Wealth Management LLC	$6.7M	67,766	+67,766	NEW
271	INTACT INVESTMENT MANAGEMENT INC.	$6.6M	67,000	+67,000	NEW
272	Independent Advisor Alliance	$6.6M	66,827	+66,827	NEW
273	Hi-Line Capital Management, LLC	$6.6M	66,687	+66,687	NEW
274	Generali Asset Management SPA SGR	$6.5M	66,347	+66,347	NEW
275	ADVOCATE GROUP LLC	$6.5M	66,025	+66,025	NEW
276	Quadrature Capital Ltd	$6.3M	64,459	+64,459	NEW
277	San Luis Wealth Advisors LLC	$6.3M	64,361	+64,361	NEW
278	Monte Financial Group, LLC	$6.2M	63,331	+63,331	NEW
279	BRASADA CAPITAL MANAGEMENT, LP	$6.2M	63,491	+63,491	NEW
280	Austin Asset Management Co Inc	$6.1M	61,919	+61,919	NEW
281	PFG Investments, LLC	$6.1M	61,537	+61,537	NEW
282	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$6.1M	61,500	+61,500	NEW
283	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$6.0M	61,234	+61,234	NEW
284	ABN AMRO INVESTMENT SOLUTIONS	$6.0M	60,694	+60,694	NEW
285	Sompo Asset Management Co., Ltd.	$6.0M	60,652	+60,652	NEW
286	Composition Wealth, LLC	$6.0M	60,579	+60,579	NEW
287	AustralianSuper Pty Ltd	$6.0M	60,563	+60,563	NEW
288	CAPITAL MANAGEMENT CORP /VA	$5.9M	59,668	+59,668	NEW
289	SIGMA INVESTMENT COUNSELORS INC	$5.8M	59,017	+59,017	NEW
290	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$5.7M	58,361	+58,361	NEW
291	ROMANO BROTHERS AND COMPANY	$5.7M	58,201	+58,201	NEW
292	LEVEL FOUR ADVISORY SERVICES, LLC	$5.7M	58,081	+58,081	NEW
293	Catherine Avery Investment Management LLC	$5.6M	56,869	+56,869	NEW
294	Fluent Financial, LLC	$5.6M	54,457	+54,457	NEW
295	Wealthcare Advisory Partners LLC	$5.6M	56,418	+56,418	NEW
296	Sequoia Financial Advisors, LLC	$5.5M	56,116	+56,116	NEW
297	HANCOCK WHITNEY CORP	$5.5M	55,157	+55,157	NEW
298	OneDigital Investment Advisors LLC	$5.3M	54,310	+54,310	NEW
299	ARS Wealth Advisors Group, LLC	$5.3M	54,246	+54,246	NEW
300	Arkfeld Wealth Strategies, L.L.C.	$5.3M	51,246	+51,246	NEW
301	Elo Mutual Pension Insurance Co	$5.2M	53,157	+53,157	NEW
302	Rafferty Asset Management, LLC	$5.2M	52,722	+52,722	NEW
303	FIRST NATIONAL BANK OF OMAHA	$5.2M	52,799	+52,799	NEW
304	BCWM, LLC	$5.1M	52,320	+52,320	NEW
305	Biondo Investment Advisors, LLC	$5.1M	52,307	+52,307	NEW
306	Skylands Capital, LLC	$5.1M	51,950	+51,950	NEW
307	Lido Advisors, LLC	$5.1M	51,842	+51,842	NEW
308	Prospera Financial Services Inc	$5.0M	51,182	+51,182	NEW
309	Avantax Planning Partners, Inc.	$5.0M	51,129	+51,129	NEW
310	United Asset Strategies, Inc.	$5.0M	50,837	+50,837	NEW
311	Freestone Grove Partners LP	$4.9M	50,142	+50,142	NEW
312	Lincoln Capital LLC	$4.9M	50,033	+50,033	NEW
313	FIRST NATIONAL TRUST CO	$4.9M	49,667	+49,667	NEW
314	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	$4.9M	49,415	+49,415	NEW
315	Glenview Trust Co	$4.8M	49,225	−2,421	TRIM
316	PRELUDE CAPITAL MANAGEMENT, LLC	$4.8M	49,144	+49,144	NEW
317	Vident Advisory, LLC	$4.8M	49,131	+49,131	NEW
318	TOWNSQUARE CAPITAL LLC	$4.8M	49,075	+49,075	NEW
319	NewSquare Capital LLC	$4.7M	48,197	+48,197	NEW
320	Envestnet Portfolio Solutions, Inc.	$4.7M	48,055	+48,055	NEW
321	Vestmark Advisory Solutions, Inc.	$4.7M	48,007	+48,007	NEW
322	Vivaldi Capital Management LP	$4.7M	47,899	+47,899	NEW
323	Linscomb Wealth, Inc.	$4.7M	47,730	+47,730	NEW
324	BENJAMIN EDWARDS INC	$4.7M	47,538	+47,538	NEW
325	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$4.6M	47,091	+47,091	NEW
326	Norinchukin Bank, The	$4.6M	46,555	+46,555	NEW
327	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$4.6M	46,416	+46,416	NEW
328	HB Wealth Management, LLC	$4.6M	46,333	+46,333	NEW
329	NOMURA HOLDINGS INC	$4.5M	46,245	+46,245	NEW
330	NATIXIS	$4.5M	46,109	+46,109	NEW
331	Murphy Pohlad Asset Management LLC	$4.5M	46,075	+46,075	NEW
332	Venture Visionary Partners LLC	$4.5M	45,991	+45,991	NEW
333	Edgestream Partners, L.P.	$4.5M	45,978	+45,978	NEW
334	Koshinski Asset Management, Inc.	$4.5M	45,895	+45,895	NEW
335	TCTC Holdings, LLC	$4.5M	45,867	+45,867	NEW
336	Keystone Financial Planning, Inc.	$4.5M	45,768	+45,768	NEW
337	Pentwater Capital Management LP	$4.4M	45,000	+45,000	NEW
338	Cooper Financial Group	$4.4M	44,818	+44,818	NEW
339	MIZUHO SECURITIES USA LLC	$4.4M	44,675	+44,675	NEW
340	PYA Waltman Capital, LLC	$4.4M	44,431	+44,431	NEW
341	Pinnacle Financial Partners, Inc.	$4.4M	44,413	+44,413	NEW
342	Osmosis Investment Management UK Ltd	$4.2M	43,003	+43,003	NEW
343	OMERS ADMINISTRATION Corp	$4.2M	42,751	+42,751	NEW
344	Capital Investment Advisory Services, LLC	$4.2M	42,630	+42,630	NEW
345	Dynamic Advisor Solutions LLC	$4.2M	42,466	+42,466	NEW
346	Eliot Finkel Investment Counsel, LLC	$4.1M	41,995	+41,995	NEW
347	Brookstone Capital Management	$4.1M	41,730	+41,730	NEW
348	Mubadala Investment Co PJSC	$4.1M	41,698	+41,698	NEW
349	Inspire Advisors, LLC	$4.1M	41,581	+41,581	NEW
350	WELCH & FORBES LLC	$4.1M	41,251	+41,251	NEW
351	PEAK6 LLC	$4.1M	41,244	+41,244	NEW
352	PRUDENTIAL PLC	$4.0M	41,066	+41,066	NEW
353	Savant Capital, LLC	$4.0M	40,981	+40,981	NEW
354	Stablepoint Partners, LLC	$4.0M	40,979	+40,979	NEW
355	APG Asset Management N.V.	$4.0M	47,202	+47,202	NEW
356	IAMS WEALTH MANAGEMENT, LLC	$4.0M	40,847	+40,847	NEW
357	Waterfront Wealth Inc.	$4.0M	40,826	+40,826	NEW
358	Northwest & Ethical Investments L.P.	$4.0M	40,719	+40,719	NEW
359	BUILDER INVESTMENT GROUP INC /ADV	$4.0M	40,311	+40,311	NEW
360	Vision Capital Management, Inc.	$3.9M	40,136	+40,136	NEW
361	Vontobel Holding Ltd.	$3.9M	39,934	+39,934	NEW
362	Palouse Capital Management, Inc.	$3.9M	39,789	+39,789	NEW
363	FIRST MANHATTAN CO. LLC.	$3.9M	39,592	+39,592	NEW
364	Atria Investments, Inc	$3.9M	39,584	+39,584	NEW
365	FIRST CITIZENS BANK & TRUST CO	$3.9M	39,492	+39,492	NEW
366	Columbia Asset Management	$3.9M	39,370	+39,370	NEW
367	Providence Capital Advisors, LLC	$3.9M	39,316	+39,316	NEW
368	Inspire Investing, LLC	$3.9M	39,213	+39,213	NEW
369	Global Wealth Management Investment Advisory, Inc.	$3.9M	39,187	+39,187	NEW
370	Allspring Global Investments Holdings, LLC	$3.8M	39,180	+39,180	NEW
371	Dupree Financial Group, LLC	$3.8M	38,471	+38,471	NEW
372	SCOTIA CAPITAL INC.	$3.7M	38,092	+38,092	NEW
373	Verdence Capital Advisors LLC	$3.7M	37,808	+37,808	NEW
374	Gilbert & Cook, Inc.	$3.7M	37,782	+37,782	NEW
375	NAPLES GLOBAL ADVISORS, LLC	$3.7M	37,768	+37,768	NEW
376	First National Bank of Mount Dora, Trust Investment Services	$3.7M	37,591	—	NO PRIOR
377	FOUNDATIONS INVESTMENT ADVISORS, LLC	$3.7M	37,447	+37,447	NEW
378	Truvestments Capital LLC	$3.7M	37,381	+37,381	NEW
379	Summit Trail Advisors, LLC	$3.7M	37,313	+37,313	NEW
380	Frank, Rimerman Advisors LLC	$3.6M	36,899	+36,899	NEW
381	Sigma Planning Corp	$3.6M	36,722	+36,722	NEW
382	ELEVATION POINT WEALTH PARTNERS, LLC	$3.6M	36,695	+36,695	NEW
383	Maryland State Retirement & Pension System	$3.6M	36,495	+36,495	NEW
384	FIRST FOUNDATION ADVISORS	$3.6M	36,461	+36,461	NEW
385	KMG FIDUCIARY PARTNERS, LLC	$3.6M	36,336	+36,336	NEW
386	Sovereign's Capital Management, LLC	$3.6M	36,275	+36,275	NEW
387	JB Capital LLC	$3.6M	36,203	+36,203	NEW
388	HBK Sorce Advisory LLC	$3.5M	35,060	+35,060	NEW
389	Perigon Wealth Management, LLC	$3.5M	35,752	+35,752	NEW
390	Rayburn West Financial Services LLC	$3.5M	35,722	+35,722	NEW
391	Ashton Thomas Private Wealth, LLC	$3.5M	35,468	+35,468	NEW
392	Summit Financial, LLC	$3.5M	35,436	+35,436	NEW
393	Laurel Wealth Advisors LLC	$3.5M	34,397	+34,397	NEW
394	Trask Adam Roland	$3.5M	35,086	—	NO PRIOR
395	ARMSTRONG ADVISORY GROUP, INC	$3.4M	34,533	+34,533	NEW
396	SHELTON CAPITAL MANAGEMENT	$3.4M	34,268	+34,268	NEW
397	PDS Planning, Inc	$3.4M	34,088	+34,088	NEW
398	GRIMES & Co WEALTH MANAGEMENT, LLC	$3.3M	33,916	+33,916	NEW
399	Focus Partners Advisor Solutions, LLC	$3.3M	33,494	+33,494	NEW
400	Point72 Asset Management, L.P.	$3.3M	33,422	+33,422	NEW
401	Texas Yale Capital Corp.	$3.3M	33,328	+33,328	NEW
402	EP Wealth Advisors, LLC	$3.3M	33,074	+33,074	NEW
403	Walleye Trading LLC	$3.2M	32,397	+32,397	NEW
404	CMG Global Holdings, LLC	$3.2M	32,121	+32,121	NEW
405	Cohen Investment Advisors LLC	$3.1M	31,967	+31,967	NEW
406	Redmond Asset Management, LLC	$3.1M	31,837	+31,837	NEW
407	Harvest Portfolios Group Inc.	$3.1M	31,802	+31,802	NEW
408	Csenge Advisory Group	$3.1M	31,775	+31,775	NEW
409	Baker Avenue Asset Management, LP	$3.1M	31,678	+31,678	NEW
410	Brevan Howard Capital Management LP	$3.1M	31,575	+31,575	NEW
411	MONARCH CAPITAL MANAGEMENT INC	$3.1M	31,458	+31,458	NEW
412	Collar Capital Management, LLC	$3.1M	31,457	+31,457	NEW
413	MFG WEALTH MANAGEMENT, INC.	$3.1M	31,436	+31,436	NEW
414	OmniStar Financial Group, Inc.	$3.1M	31,143	+31,143	NEW
415	Equitable Holdings, Inc.	$3.1M	30,821	+30,821	NEW
416	PERRYMAN FINANCIAL ADVISORY INC /AD	$3.0M	30,951	+30,951	NEW
417	Rench Wealth Management, Inc.	$3.0M	30,936	+30,936	NEW
418	UDINE WEALTH MANAGEMENT, INC.	$3.0M	30,829	+30,829	NEW
419	Econ Financial Services Corp	$3.0M	30,741	+30,741	NEW
420	GUYASUTA INVESTMENT ADVISORS INC	$3.0M	30,701	+30,701	NEW
421	William Allan Corp	$3.0M	30,425	+30,425	NEW
422	MUFG Securities EMEA plc	$3.0M	30,295	+30,295	NEW
423	Oasis Advisors, LLC	$3.0M	30,168	—	NO PRIOR
424	Capital Investment Counsel, Inc	$3.0M	30,159	+30,159	NEW
425	Gladstone Institutional Advisory LLC	$3.0M	30,010	+30,010	NEW
426	Clearstead Advisors, LLC	$2.9M	29,693	+29,693	NEW
427	Edgemoor Investment Advisors, Inc.	$2.9M	29,611	+29,611	NEW
428	Dai-ichi Life Insurance Company, Ltd	$2.9M	29,348	+29,348	NEW
429	COURIER CAPITAL LLC	$2.9M	29,186	+29,186	NEW
430	TD Waterhouse Canada Inc.	$2.9M	29,241	+29,241	NEW
431	Capital Investment Counsel, LLC	$2.8M	28,873	+28,873	NEW
432	Kingsview Wealth Management, LLC	$2.8M	28,730	+28,730	NEW
433	XML Financial, LLC	$2.8M	28,553	+28,553	NEW
434	Apollon Wealth Management, LLC	$2.8M	28,394	+28,394	NEW
435	Destination Wealth Management	$2.8M	28,336	+28,336	NEW
436	Pallas Capital Advisors LLC	$2.8M	28,320	+28,320	NEW
437	Leelyn Smith, LLC	$2.8M	28,058	+28,058	NEW
438	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$2.8M	28,015	+28,015	NEW
439	Siemens Fonds Invest GmbH	$2.7M	27,579	+27,579	NEW
440	EagleClaw Capital Managment, LLC	$2.7M	27,513	+27,513	NEW
441	First Pacific Financial	$2.7M	27,499	+27,499	NEW
442	Miller Financial Services LLC	$2.7M	27,444	+27,444	NEW
443	PRINCIPAL SECURITIES, INC.	$2.7M	27,273	+27,273	NEW
444	Vinva Investment Management Ltd	$2.7M	27,951	+27,951	NEW
445	Brookmont Capital Management	$2.6M	26,867	+26,867	NEW
446	Oak Thistle LLC	$2.6M	26,334	+26,334	NEW
447	Bleakley Financial Group, LLC	$2.6M	26,299	+26,299	NEW
448	Cypress Wealth Services, LLC	$2.6M	26,276	+26,276	NEW
449	Kestra Investment Management, LLC	$2.6M	26,171	+26,171	NEW
450	MATHER GROUP, LLC.	$2.6M	26,094	+26,094	NEW
451	Pine Valley Investments Ltd Liability Co	$2.6M	26,079	+26,079	NEW
452	Norris Financial Group, LLC	$2.6M	26,063	—	NO PRIOR
453	Jacobi Capital Management LLC	$2.6M	26,048	+26,048	NEW
454	Squarepoint Ops LLC	$2.5M	25,911	+25,911	NEW
455	BOURNE LENT ASSET MANAGEMENT INC	$2.5M	25,783	+25,783	NEW
456	Cherry Creek Investment Advisors, Inc.	$2.5M	25,397	+25,397	NEW
457	Visionary Wealth Advisors	$2.5M	25,393	+25,393	NEW
458	Morningstar Investment Management LLC	$2.5M	25,383	+25,383	NEW
459	Ascent Group, LLC	$2.5M	25,374	+25,374	NEW
460	Moss Adams Wealth Advisors LLC	$2.5M	25,308	+25,308	NEW
461	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$2.5M	25,307	+25,307	NEW
462	VAN DEN BERG MANAGEMENT I, INC	$2.5M	25,193	+25,193	NEW
463	WealthShield Partners, LLC	$2.5M	25,067	+25,067	NEW
464	DKRT Investments Corp.	$2.5M	25,000	+25,000	NEW
465	Americana Partners, LLC	$2.4M	24,899	+24,899	NEW
466	Advisors Capital Management, LLC	$2.4M	24,791	+24,791	NEW
467	Benin Management CORP	$2.4M	24,597	+24,597	NEW
468	Empirical Finance, LLC	$2.4M	24,411	+24,411	NEW
469	WBI INVESTMENTS, LLC	$2.4M	24,342	+24,342	NEW
470	Measured Risk Portfolios, Inc.	$2.4M	24,329	+24,329	NEW
471	COLDSTREAM CAPITAL MANAGEMENT INC	$2.4M	24,268	+24,268	NEW
472	Aviso Financial Inc.	$2.4M	24,232	+24,232	NEW
473	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.4M	24,129	+24,129	NEW
474	K.J. Harrison & Partners Inc	$2.4M	24,000	+24,000	NEW
475	Avidian Wealth Enterprises, LLC	$2.3M	23,775	+23,775	NEW
476	QTR Family Wealth, LLC	$2.3M	22,584	+22,584	NEW
477	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.3M	23,646	+23,646	NEW
478	BAILARD, INC.	$2.3M	23,413	+23,413	NEW
479	JANE STREET GROUP, LLC	$2.3M	23,401	+23,401	NEW
480	WATERS PARKERSON & CO., LLC	$2.3M	23,324	+23,324	NEW
481	QUADRANT CAPITAL GROUP LLC	$2.3M	23,284	+23,284	NEW
482	BONNESS ENTERPRISES INC	$2.3M	23,150	+23,150	NEW
483	Portside Wealth Group, LLC	$2.3M	23,004	+23,004	NEW
484	Tilson Financial Group, Inc.	$2.3M	22,871	+22,871	NEW
485	Alight Capital Management LP	$2.2M	22,444	+22,444	NEW
486	Carmel Capital Partners, LLC	$2.2M	22,444	+22,444	NEW
487	Hillman Capital Management, Inc.	$2.2M	22,316	+22,316	NEW
488	Compound Planning, Inc.	$2.2M	22,199	+22,199	NEW
489	MITCHELL & PAHL PRIVATE WEALTH, LLC	$2.2M	22,129	+22,129	NEW
490	Sovereign Financial Group, Inc.	$2.2M	22,098	+22,098	NEW
491	RITHOLTZ WEALTH MANAGEMENT	$2.2M	22,061	+22,061	NEW
492	BLUEFIN CAPITAL MANAGEMENT, LLC	$2.2M	22,000	—	NO PRIOR
493	Manske Wealth Management	$2.2M	21,960	+21,960	NEW
494	Cresset Asset Management, LLC	$2.2M	21,882	+21,882	NEW
495	COWA, LLC	$2.1M	21,732	+21,732	NEW
496	Stratos Wealth Partners, LTD.	$2.1M	21,614	+21,614	NEW
497	Northwest Bancshares, Inc.	$2.1M	21,553	+21,553	NEW
498	EVOLVE PRIVATE WEALTH, LLC	$2.1M	21,226	+21,226	NEW
499	Savvy Advisors, Inc.	$2.1M	21,083	+21,083	NEW
500	Metis Global Partners, LLC	$2.1M	21,052	+21,052	NEW

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

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 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Gotham Asset Management, Miller Value Partners, Bridgewater Associates $39.9M held
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
Date	Who	Change	Size
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-07-17	Dan Newhouse Congress	SELL	$1K–$15K
2026-05-15	Gotham Asset Management 13F	NEW	+277,133 sh
2026-05-15	Miller Value Partners 13F	NEW	+119,108 sh
2026-05-15	Bridgewater Associates 13F	NEW	+9,492 sh

6 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

49 members of Congress disclosed UPS — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).