Position in UPS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$296,258,869
+$134,988,928 QoQ
Shares Held
3,011,373
+85.2% QoQ
Ownership
0.354%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Derivatives in UPS
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$1,071,252
PutShares
10,800
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, 2026FRANKLIN RESOURCES INC holds $2,089,341,152 across 12 Integrated Freight & Logistics names. UPS ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
5,895,234 | $1,691,994,052 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
3,011,373 | $296,258,869 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
248,892 | $35,648,796 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
156,793 | $26,038,609 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
116,193 | $24,621,292 | |
| 6 | PBI |
Pitney Bowes Inc /De/
|
598,220 | $6,610,330 | |
| 7 | LSTR |
Landstar System Inc
|
22,633 | $3,628,293 | |
| 8 | HUBG |
Hub Group, Inc.
|
63,065 | $2,272,861 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $296,258,869 | 3,011,373 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,071,252 | 10,800 | Put | Defined | 2026-02-11 | |
| 2025-12-31 | $161,269,941 | 1,625,869 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $93,271,514 | 1,116,623 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $520,680,109 | 5,158,313 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $745,684,787 | 6,779,569 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,384,566,520 | 10,979,909 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,294,610,602 | 9,495,457 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $1,439,680,605 | 10,520,136 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,490,083,966 | 10,025,459 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,510,517,253 | 9,607,055 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,344,649,646 | 8,626,738 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,387,461,141 | 7,740,369 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,218,897,167 | 6,283,299 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,135,016,653 | 6,529,088 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,030,766,543 | 6,380,875 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,170,528,982 | 6,412,452 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,082,988,681 | 5,049,840 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,105,588,863 | 5,158,108 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,154,995,468 | 6,342,644 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,307,654,211 | 6,287,706 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,444,615,302 | 8,498,237 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,674,431,170 | 9,943,178 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,705,774,307 | 10,236,898 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,178,106,525 | 10,596,389 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $922,757,448 | 9,877,515 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||