United Parcel Service, Inc.
US ˙ NYSE ˙ US9113121068

SecurityUPS / United Parcel Service, Inc.
InstitutionLsv Asset Management
Latest Disclosed Ownership7,000 shares
Latest Disclosed Value $ 689
Lsv Asset Management ownership in UPS / United Parcel Service, Inc.

On May 11, 2026 - Lsv Asset Management filed a 13F-HR form disclosing ownership of 7,000 shares of United Parcel Service, Inc. (US:UPS) valued at $688,660 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 7,000 shares of United Parcel Service, Inc.. The current value of the position is $771,540 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F United Parcel Service COM 911312106 7,000 0 0.00 1 0.0015
2026-02-06 2025-12-31 13F United Parcel Service COM 911312106 7,000 7,000 1 0.0015
2023-08-02 2023-06-30 13F United Parcel Service COM 911312106 0 -300 -100.00 0 0.0000
2023-05-02 2023-03-31 13F United Parcel Service COM 911312106 300 0 0.00 0 0.0001
2023-02-08 2022-12-31 13F United Parcel Service COM 911312106 300 -200 -40.00 0 -100.00 0.0001
2022-11-07 2022-09-30 13F/A-1 United Parcel Service COM 911312106 500 -300 -37.50 81 -44.52 0.0002
2022-11-04 2022-09-30 13F United Parcel Service COM 911312106 800 0 146 0.0003
2022-08-10 2022-06-30 13F United Parcel Service COM 911312106 800 0 0.00 146 -15.12 0.0003
2022-05-12 2022-03-31 13F United Parcel Service COM 911312106 800 0 0.00 172 0.58 0.0003
2022-01-28 2021-12-31 13F United Parcel Service COM 911312106 800 0 0.00 171 17.93 0.0003
2021-11-04 2021-09-30 13F United Parcel Service COM 911312106 800 -100 -11.11 145 -22.46 0.0003
2021-08-04 2021-06-30 13F United Parcel Service COM 911312106 900 0 0.00 187 23.03 0.0003
2021-04-30 2021-03-31 13F United Parcel Service COM 911312106 900 0 0.00 152 0.66 0.0003
2021-02-08 2020-12-31 13F United Parcel Service COM 911312106 900 -600 -40.00 151 -39.36 0.0003
2020-10-23 2020-09-30 13F United Parcel Service COM 911312106 1,500 -31,300 -95.43 249 -93.17 0.0005
2020-08-05 2020-06-30 13F United Parcel Service COM 911312106 32,800 30,300 1,212.00 3,646 1,464.81 0.0076
2020-05-07 2020-03-31 13F United Parcel Service COM 911312106 2,500 0 0.00 233 -20.21 0.0006
2020-02-10 2019-12-31 13F United Parcel Service COM 911312106 2,500 -5,100 -67.11 292 -67.91 0.0005
2019-11-07 2019-09-30 13F United Parcel Service COM 911312106 7,600 0 0.00 910 16.07 0.0015
2019-08-08 2019-06-30 13F/A-1 United Parcel Service COM 911312106 7,600 -900 -10.59 784 -17.39 0.0013
2019-08-07 2019-06-30 13F United Parcel Service COM 911312106 8,500 0 949
2019-05-07 2019-03-31 13F United Parcel Service COM 911312106 8,500 0 0.00 949 14.48 0.0015
2019-02-05 2018-12-31 13F United Parcel Service COM 911312106 8,500 8,500 829 0.0015
2018-08-08 2018-06-30 13F United Parcel Service COM 911312106 0 -1,600 -100.00 0 -100.00
2018-05-04 2018-03-31 13F United Parcel Service COM 911312106 1,600 1,600 167 0.0003
2017-08-09 2017-06-30 13F United Parcel Service COM 911312106 0 -187,650 -100.00 0 -100.00
2017-05-01 2017-03-31 13F United Parcel Service COM 911312106 187,650 -14,850 -7.33 20,134 -13.27 0.0367
2017-02-07 2016-12-31 13F United Parcel Service COM 911312106 202,500 4,000 2.02 23,214 6.94 0.0427
2016-11-07 2016-09-30 13F United Parcel Service COM 911312106 198,500 47,729 31.66 21,707 33.66 0.0426
2016-08-05 2016-06-30 13F United Parcel Service COM 911312106 150,771 150,771 6,182.12 16,241 7,315.98 0.0332
2014-02-05 2013-12-31 13F United Parcel Service COM 911312106 0 -2,400 -100.00 0 -100.00
2013-11-08 2013-09-30 13F United Parcel Service COM 911312106 2,400 2,400 219 0.0006
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.