Position in UPS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$223,084,419
+$18,072,281 QoQ
Shares Held
2,267,579
+9.7% QoQ
Ownership
0.267%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $516,183,094 across 10 Integrated Freight & Logistics names. UPS ranks #1 (43.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
2,267,579 | $223,084,419 | |
| 2 | JBHT |
Hunt J B Transport Services Inc
|
779,596 | $165,196,390 | |
| 3 | FDX |
Fedex Corp
|
258,922 | $74,313,330 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
140,001 | $20,052,341 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
77,419 | $12,856,972 | |
| 6 | LSTR |
Landstar System Inc
|
63,240 | $10,138,003 | |
| 7 | GXO |
GXO Logistics, Inc.
|
111,717 | $5,792,525 | |
| 8 | ZTO |
ZTO Express (Cayman) Inc.
|
121,297 | $3,053,045 |
All Filings in UPS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $223,084,419 | 2,267,579 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $205,012,138 | 2,066,863 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $179,047,303 | 2,143,509 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $214,893,888 | 2,128,927 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $214,942,895 | 1,954,204 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $198,008,270 | 1,570,248 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $210,064,488 | 1,540,740 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $207,234,141 | 1,514,316 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $226,521,480 | 1,524,063 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $216,816,077 | 1,378,974 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $205,304,946 | 1,317,155 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $227,694,819 | 1,270,264 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $189,576,530 | 977,249 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $169,211,160 | 973,373 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $153,296,610 | 948,970 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $170,546,023 | 934,294 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $194,747,262 | 908,082 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $284,538,060 | 1,327,508 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $235,695,306 | 1,294,318 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $264,943,170 | 1,273,949 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $217,497,952 | 1,279,475 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $210,560,116 | 1,250,357 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $217,759,744 | 1,306,846 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $177,682,313 | 1,598,150 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $145,542,096 | 1,557,933 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||