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
↑ +44
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — UPS

Based on 2148 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added UPS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
2,148 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 (+62 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

1119 buying1017 selling
Last quarter: 1,119 funds bought or added vs 1,017 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.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new UPS position: 154 → 362 → 202 → 213. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 15% medium ■ 14% new
1,515 out of 2,148 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.
📊

Peak discovery — momentum slowing

190 → 154 → 362 → 202 → 213 new funds/Q
New funds entering each quarter: 154 → 362 → 202 → 213. UPS is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 74% veterans vs 16% newcomers

■ 74% veterans ■ 11% 1-2yr ■ 16% new
Entry-cohort mix of 2,243 holders: 1,652 (74%) are 2+ year veterans, 239 entered 1–2 years ago, and 352 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
68 of 2134 holders are among the 100 largest funds by AUM, controlling 65% 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 Q2, 1119 hedge funds were net buyers of UPS (213 opened a new position, 906 added to an existing one), while 1017 reduced or exited (848 trimmed, 169 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 65% of total institutional value in UPS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +44 funds (more new holders than closures). Total institutional holders: 2148.

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 Q2 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 June 30, 2026 · 79d ago
UPS
-8.1%
XLI
-8.6%

UPS outperformed XLI by +0.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 34d ago
UPS
-4.0%
XLI
-9.3%

Since the filing became public, UPS outperformed XLI by +5.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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.

57 top-rated funds 25 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
4.6
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 2115 2104 0.52%
13F Shares 556M 536M 3.65%
Total Value $58.51B $51.44B 13.73%
New Positions 208 202 +6
Increased Positions 878 922 -44
Closed Positions 183 198 -15
Reduced Positions 807 752 +55
Total Calls 50 46 8.7%
Total Puts 57 51 11.76%
PUT/CALL Ratio 1.14 1.11 Neutral

Statistics: UPS

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Capital CS Group, LLC 19.24% 226,819 $24.4M
2 Drexel Morgan & Co. 13.66% 913,465 $98.2M
3 Oakland Financial Corp 10.12% 4,250 $457K
4 Mayar Capital Ltd. 10.04% 83,220 $8.9M
5 Spirepoint Private Client, LLC 8.92% 1,023,838 $110.1M
6 Centric Wealth Management 7.66% 480,457 $49.3M
7 Langley Wealth Management, LLC 7.30% 10,314 $1.1M
8 Cove Private Wealth, LLC 6.38% 307,074 $33.0M
9 Clark & Stuart, Inc 5.77% 85,593 $9.2M
10 Mountain Hill Investment Partners Corp. 5.33% 87,607 $9.4M
11 Spurstone Advisory Services, LLC 4.76% 3,182 $349K
12 CFO4Life Group, LLC 4.50% 310,836 $33.4M
13 Measured Wealth Private Client Group, LLC 4.14% 159,528 $17.1M
14 Southern Capital Advisors, LLC 4.11% 91,610 $9.8M
15 Lone Peak Global Investors LLC 3.86% 260,994 $28.1M
16 Bbr Partners, LLC 3.80% 754,288 $81.1M
17 Accredited Investors Inc. 3.64% 783,975 $84.3M
18 Manchester Capital Management LLC 3.61% 257,859 $27.7M
19 Clifford Swan Investment Counsel LLC 3.27% 948,654 $102.0M
20 Birch Capital Management, LLC 3.27% 62,243 $6.7M
21 Equity Investment Corp 3.24% 1,579,697 $169.8M
22 Burnham & Co LLC 3.10% 35,746 $3.8M
23 Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 3.07% 84,574 $9.1M
24 Westshore Wealth, LLC 3.04% 91,149 $9.8M
25 Nexus Investment Management ULC 2.99% 213,211 $22.9M
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?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added UPS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UPS?

Slight buying edge — 52% buying: Last quarter: 1,119 funds bought or added vs 1,017 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 — 65% AUM from top-100 funds: 68 of 2134 holders are among the 100 largest funds by AUM, controlling 65% 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?

71% of holders stayed for 2+ years: 1,515 out of 2,148 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 Q2 hedge fund 13F filings?

As of today, UPS has moved -4.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -9.3% for the XLI sector ETF — an outperformance of +5.3%. Since the quarter end (June 30, 2026), UPS has gained -8.1% vs -8.6% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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.

Full history →