Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

United Parcel Svcs Inc (UPS)

2K + Investors. Track Smart Money conviction in UPS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — UPS

Based on 2096 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their UPS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
2,096 hedge funds hold UPS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding UPS is almost the same as a year ago (-55 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

1141 buying977 selling
Last quarter: 1,141 funds bought or added vs 977 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-163 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 188 → 153 → 361 → 198. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 16% medium ■ 14% new
1,454 out of 2,096 hedge funds have held UPS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

206 → 188 → 153 → 361 → 198 new funds/Q
New funds entering each quarter: 188 → 153 → 361 → 198. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 10% 1-2yr ■ 17% new
Of 2,187 current holders: 1,584 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
65 of 2096 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in UPS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UPS

In 2026 Q1, 1141 hedge funds were net buyers of UPS (198 opened a new position, 943 added to an existing one), while 977 reduced or exited (778 trimmed, 199 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 53% of total institutional value in UPS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 2096.

Hedge Fund Ownership: UPS

How many hedge funds hold UPS — quarterly history vs. share price
Quarterly hedge fund ownership of UPS vs. share price

Market Analysis: UPS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UPS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy United Parcel Svcs Inc (UPS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UPS has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
UPS
+9.9%
XLI
-76.3%

UPS outperformed XLI by +86.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
UPS
+11.1%
XLI
-6.5%

Since the filing became public, UPS outperformed XLI by +17.6% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

94 top-rated funds 23 high-conviction
Consensus
8.6
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: UPS
2K + Investors

Track Smart Money conviction in UPS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2074 2097 -1.1%
13F Shares 527M 545M -3.17%
Total Value $50.50B $53.52B -5.65%
New Positions 194 361 -167
Increased Positions 910 707 +203
Closed Positions 217 175 +42
Reduced Positions 743 849 -106
Total Calls 45 45 -
Total Puts 51 47 8.51%
PUT/CALL Ratio 1.13 1.04 Neutral

Statistics: UPS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UPS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UPS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Capital CS Group, LLC 45.55% 225,038 $22.1M
2 Cove Private Wealth, LLC 15.00% 671,340 $66.0M
3 Drexel Morgan & Co. 11.72% 812,440 $79.9M
4 Mayar Capital Ltd. 10.49% 89,420 $8.8M
5 Spirepoint Private Client, LLC 9.60% 1,026,359 $101.0M
6 Oakland Financial Corp 6.60% 4,250 $418K
7 Spurstone Advisory Services, LLC 6.22% 3,692 $363K
8 Masters Capital Management LLC 5.85% 1,800,000 $177.1M
9 Clark & Stuart, Inc 5.51% 83,076 $8.2M
10 Manchester Capital Management LLC 4.81% 339,277 $33.4M
11 Mountain Hill Investment Partners Corp. 4.77% 82,006 $8.1M
12 Centric Wealth Management 4.71% 245,058 $23.6M
13 CFO4Life Group, LLC 4.66% 311,009 $30.6M
14 Measured Wealth Private Client Group, LLC 4.54% 169,006 $16.6M
15 Lone Peak Global Investors LLC 4.35% 265,658 $26.1M
16 Southern Capital Advisors, LLC 4.25% 92,263 $9.1M
17 Accredited Investors Inc. 4.15% 783,700 $77.1M
18 Bbr Partners, LLC 4.14% 754,290 $74.2M
19 Trask Adam Roland 3.27% 35,086 $3.5M
20 Clifford Swan Investment Counsel LLC 3.24% 967,814 $95.2M
21 Westshore Wealth, LLC 3.14% 91,093 $9.0M
22 Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 3.11% 84,574 $8.3M
23 Equity Investment Corp 3.10% 1,608,869 $158.3M
24 Miller Value Partners, LLC 3.06% 119,108 $11.7M
25 Nexus Investment Management ULC 3.05% 221,656 $21.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — United Parcel Svcs Inc (UPS)

What does the Smart Money Trend signal show for UPS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their UPS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UPS?

Slight buying edge — 54% buying: Last quarter: 1,141 funds bought or added vs 977 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UPS holders?

Elite ownership — 53% AUM from top-100 funds: 65 of 2096 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in UPS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UPS?

69% of holders stayed for 2+ years: 1,454 out of 2,096 hedge funds have held UPS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy United Parcel Svcs Inc (UPS) following the 2026 Q1 hedge fund 13F filings?

As of today, UPS has moved +11.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -6.5% for the XLI sector ETF — an outperformance of +17.6%. Since the quarter end (March 31, 2026), UPS has gained +9.9% vs -76.3% for XLI. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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