LPL Financial LLC

Position in UPS — United Parcel Service Inc

CIK 1403438 FORT MILL, SC

Back to UPS Full portfolio

Position in UPS

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$152,197,991

+$5,104,578 QoQ

Shares Held

1,547,042

+4.3% QoQ

Ownership

0.182%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Common Shares in UPS Over Time

Shares Held

Position Value (USD)

Derivatives in UPS

reported options exposure · as of Mar 31, 2026

CallValue

$275,464

CallShares

2,800

PutValue

$3,453,138

PutShares

35,100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Integrated Freight & Logistics

Industrials · as of Mar 31, 2026

LPL Financial LLC holds $321,737,057 across 10 Integrated Freight & Logistics names. UPS ranks #1 (47.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	1,547,042	$152,197,991
2	FDX	Fedex Corp	356,619	$102,353,397
3	EXPD	Expeditors International Of Washington Inc	185,236	$26,531,352
4	CHRW	C. H. Robinson Worldwide, Inc.	112,283	$18,646,837
5	JBHT	Hunt J B Transport Services Inc	53,897	$11,420,774
6	LSTR	Landstar System Inc	27,102	$4,344,721
7	GXO	GXO Logistics, Inc.	57,322	$2,972,145
8	PBI	Pitney Bowes Inc /De/	214,245	$2,367,407

All Filings in UPS

Export CSV

34 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,453,138	35,100	-97.7%	Put	Sole	2026-05-06
2026-03-31	$152,197,991	1,547,042	+55151.5%	Shares	Sole	2026-05-06
2026-03-31	$275,464	2,800	-37.8%	Call	Sole	2026-05-06
2025-12-31	$446,355	4,500	-99.7%	Call	Sole	2026-02-11
2025-12-31	$147,093,413	1,482,946	-11.4%	Shares	Sole	2026-02-11
2025-09-30	$139,789,292	1,673,522	+21083.8%	Shares	Sole	2025-11-12
2025-09-30	$659,887	7,900	+163.3%	Call	Sole	2025-11-12
2025-06-30	$302,820	3,000	-99.8%	Put	Sole	2025-08-12
2025-06-30	$170,477,666	1,688,901	+7.6%	Shares	Sole	2025-08-12
2025-03-31	$172,629,195	1,569,499	+39137.5%	Shares	Sole	2025-05-07
2025-03-31	$439,960	4,000	-99.7%	Put	Sole	2025-05-07
2024-12-31	$174,339,807	1,382,552	+27008.9%	Shares	Sole	2025-02-11
2024-12-31	$643,110	5,100	0.0%	Put	Sole	2025-02-11
2024-09-30	$695,334	5,100	-99.6%	Put	Sole	2024-11-08
2024-09-30	$183,445,333	1,345,499	+6.8%	Shares	Sole	2024-11-08
2024-06-30	$172,390,629	1,259,705	+24600.1%	Shares	Sole	2024-08-07
2024-06-30	$697,935	5,100	-99.6%	Put	Sole	2024-08-07
2024-03-31	$175,004,988	1,177,454	+0.5%	Shares	Sole	2024-05-10
2023-12-31	$184,296,515	1,172,146	+7.5%	Shares	Sole	2024-02-14
2023-09-30	$169,880,530	1,089,886	+9.1%	Shares	Sole	2023-11-13
2023-06-30	$179,118,789	999,268	+3.4%	Shares	Sole	2023-07-31
2023-03-31	$187,479,307	966,438	+21.9%	Shares	Sole	2023-05-10
2022-12-31	$137,780,368	792,570	+6.3%	Shares	Sole	2023-02-07
2022-09-30	$120,406,423	745,366	-1.1%	Shares	Sole	2022-11-14
2022-06-30	$137,539,143	753,474	+9.2%	Shares	Sole	2022-08-12
2022-03-31	$147,966,462	689,949	+6.4%	Shares	Sole	2022-05-16
2021-12-31	$139,026,068	648,624	+7.7%	Shares	Sole	2022-02-14
2021-09-30	$109,717,071	602,510	+2.5%	Shares	Sole	2021-11-15
2021-06-30	$122,299,046	588,061	+3.9%	Shares	Sole	2021-08-13
2021-03-31	$96,176,772	565,779	-1.6%	Shares	Sole	2021-05-14
2020-12-31	$96,839,767	575,058	+4.1%	Shares	Sole	2021-02-12
2020-09-30	$92,042,579	552,377	-11.7%	Shares	Sole	2020-11-09
2020-06-30	$69,550,094	625,563	+21.3%	Shares	Sole	2020-08-13
2020-03-31	$48,161,933	515,542	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.