HERITAGE INVESTORS MANAGEMENT CORP
Position in UPS — United Parcel Service Inc
CIK 937589
BETHESDA, MD
Position in UPS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,999,002
+$6,992,127 QoQ
Shares Held
65,107
-6.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#131
of 1,174 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026HERITAGE INVESTORS MANAGEMENT CORP holds $45,924,324 across 4 Integrated Freight & Logistics names. UPS ranks #3 (15.2% of the industry book) .
All Filings in UPS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,999,002 | 65,107 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,875 | 69,885 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,084 | 71,421 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,477 | 77,547 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,905 | 78,317 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,825 | 80,232 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $10,397 | 82,448 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $11,172 | 81,941 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $11,269 | 82,346 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $12,237 | 82,332 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $12,913 | 82,129 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $12,572 | 80,637 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $14,626 | 81,593 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $15,834 | 81,622 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $14,325 | 82,403 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $13,213,648 | 81,798 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $15,137,859 | 82,929 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $17,367,828 | 80,984 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $17,721,631 | 82,680 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $15,348,844 | 84,288 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $17,713,636 | 85,174 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $14,865,795 | 87,451 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $14,764,133 | 87,673 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $15,006,197 | 90,057 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $10,370,759 | 93,279 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $8,789,327 | 94,084 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||