Position in UPS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$957,052,736
+$174,297,632 QoQ
Shares Held
9,728,123
+23.3% QoQ
Ownership
1.14%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Derivatives in UPS
reported options exposure · as of Sep 30, 2025CallValue
$12,412,558
CallShares
148,600
PutValue
$77,256,897
PutShares
924,900
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, 2026BANK OF AMERICA CORP /DE/ holds $2,219,305,914 across 14 Integrated Freight & Logistics names. UPS ranks #1 (43.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
9,728,123 | $957,052,736 | |
| 2 | FDX |
Fedex Corp
|
1,743,685 | $500,455,899 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
2,564,534 | $367,318,201 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,055,602 | $175,303,820 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
454,610 | $96,331,855 | |
| 6 | LSTR |
Landstar System Inc
|
250,112 | $40,095,453 | |
| 7 | HUBG |
Hub Group, Inc.
|
810,131 | $29,197,120 | |
| 8 | ZTO |
ZTO Express (Cayman) Inc.
|
835,707 | $21,034,744 |
All Filings in UPS
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $957,052,736 | 9,728,123 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $782,755,104 | 7,891,472 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $957,434,220 | 11,462,160 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $12,412,558 | 148,600 | Call | Defined | 2026-02-03 | |
| 2025-09-30 | $77,256,897 | 924,900 | Put | Defined | 2026-02-03 | |
| 2025-06-30 | $873,243,948 | 8,651,119 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $17,684,688 | 175,200 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $17,856,286 | 176,900 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $42,995,091 | 390,900 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $26,254,613 | 238,700 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $1,339,506,723 | 12,178,441 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $31,764,590 | 251,900 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $1,258,788,834 | 9,982,465 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $39,204,490 | 310,900 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $16,374,434 | 120,100 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $1,505,974,278 | 11,045,726 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $31,726,318 | 232,700 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $20,349,595 | 148,700 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $1,726,126,955 | 12,613,277 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $31,886,050 | 233,000 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $10,418,963 | 70,100 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $2,046,592,884 | 13,769,716 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $66,794,322 | 449,400 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $8,286,021 | 52,700 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $41,508,720 | 264,000 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $2,018,482,574 | 12,837,770 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,198,762 | 52,600 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $64,732,811 | 415,300 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $2,120,755,838 | 13,605,927 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,481,202,696 | 13,842,135 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $65,175,300 | 363,600 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $3,871,800 | 21,600 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $3,341,578,427 | 17,225,519 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $3,763,406 | 19,400 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $44,928,084 | 231,600 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $9,039,680 | 52,000 | Call | Defined | 2023-02-10 | |
| 2022-12-31 | $2,846,574,541 | 16,374,681 | Shares | Defined | 2023-02-10 | |
| 2022-12-31 | $51,804,320 | 298,000 | Put | Defined | 2023-02-10 | |
| 2022-09-30 | $46,361,980 | 287,000 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $2,688,357,076 | 16,642,052 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $33,002,622 | 204,300 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $8,360,332 | 45,800 | Call | Defined | 2022-08-12 | |
| 2022-06-30 | $32,273,072 | 176,800 | Put | Defined | 2022-08-12 | |
| 2022-06-30 | $3,073,546,087 | 16,837,658 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,602,928 | 16,800 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $3,695,822,632 | 17,233,156 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $60,606,396 | 282,600 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $15,796,858 | 73,700 | Call | Defined | 2022-02-08 | |
| 2021-12-31 | $4,458,272 | 20,800 | Put | Defined | 2022-02-08 | |
| 2021-12-31 | $3,579,371,469 | 16,699,503 | Shares | Defined | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||