United Parcel Service, Inc.
US ˙ NYSE ˙ US9113121068

SecurityUPS / United Parcel Service, Inc.
InstitutionCalamos Advisors LLC
Latest Disclosed Ownership121,400 shares
Latest Disclosed Value $ 11,943,333
Calamos Advisors LLC reports 4.95% increase in ownership of UPS / United Parcel Service, Inc.

On May 4, 2026 - Calamos Advisors LLC filed a 13F-HR form disclosing ownership of 121,400 shares of United Parcel Service, Inc. (US:UPS) valued at $11,943,332 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 115,675 shares of United Parcel Service, Inc.. This represents a change in shares of 4.95% during the quarter. The current value of the position is $13,176,756 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)
2026-05-04 2026-03-31 13F UNITED PARCEL SVCS CL B 911312106 121,400 5,725 4.95 11,943 4.10 0.0421
2026-01-29 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 115,675 -4,697 -3.90 11,474 14.11 0.0431
2025-10-20 2025-09-30 13F UNITED PARCEL SERVICE CL B 911312106 120,372 0 0.00 10,055 -17.25 0.0371
2025-08-08 2025-06-30 13F UNITED PARCEL SERVICE CL B 911312106 120,372 0 0.00 12,150 -8.23 0.0478
2025-04-29 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 120,372 1,341 1.13 13,240 -11.79 0.0576
2025-01-24 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 119,031 0 0.00 15,010 -7.51 0.0628
2024-11-07 2024-09-30 13F UNITED PARCEL SERVICE CL B 911312106 119,031 -2,920 -2.39 16,229 -2.76 0.0702
2024-07-25 2024-06-30 13F UNITED PARCEL SERVICE CL B 911312106 121,951 -4,451 -3.52 16,689 -11.17 0.0741
2024-05-08 2024-03-31 13F UNITED PARCEL SERVICE CL B 911312106 126,402 -3,445 -2.65 18,787 -7.97 0.0890
2024-01-31 2023-12-31 13F UNITED PARCEL SERVICE CL B 911312106 129,847 -2,050 -1.55 20,416 -0.70 0.0990
2023-10-26 2023-09-30 13F UNITED PARCEL SERVICE CL B 911312106 131,897 120 0.09 20,559 -12.97 0.1068
2023-07-28 2023-06-30 13F UNITED PARCEL SERVICE CL B 911312106 131,777 -8 -0.01 23,621 -7.60 0.1169
2023-05-04 2023-03-31 13F UNITED PARCEL SERVICE CL B 911312106 131,785 -16,412 -11.07 25,565 -0.77 0.1249
2023-01-26 2022-12-31 13F UNITED PARCEL SERVICE CL B 911312106 148,197 -26,159 -15.00 25,763 -8.53 0.1209
2022-10-24 2022-09-30 13F UNITED PARCEL SERVICE CL B 911312106 174,356 -135 -0.08 28,165 -11.58 0.1288
2022-08-01 2022-06-30 13F UNITED PARCEL SERVICE CL B 911312106 174,491 4,672 2.75 31,852 -12.54 0.1374
2022-05-03 2022-03-31 13F UNITED PARCEL SERVICE CL B 911312106 169,819 22,900 15.59 36,419 15.65 0.1367
2022-02-01 2021-12-31 13F UNITED PARCEL SERVICE CL B 911312106 146,919 5,674 4.02 31,491 22.43 0.1177
2021-10-26 2021-09-30 13F UNITED PARCEL SERVICE CL B 911312106 141,245 12,776 9.94 25,721 -3.73 0.1123
2021-07-22 2021-06-30 13F UNITED PARCEL SERVICE CL B 911312106 128,469 29,221 29.44 26,718 58.37 0.1221
2021-04-12 2021-03-31 13F UNITED PARCEL SERVICE CL B 911312106 99,248 -41,743 -29.61 16,871 -28.94 0.0920
2021-01-27 2020-12-31 13F UNITED PARCEL SERVICE CL B 911312106 140,991 -8,181 -5.48 23,743 -4.48 0.1378
2020-10-26 2020-09-30 13F UNITED PARCEL SERVICE CL B 911312106 149,172 40,019 36.66 24,857 104.82 0.1600
2020-07-27 2020-06-30 13F UNITED PARCEL SERVICE CL B 911312106 109,153 -6,984 -6.01 12,136 11.85 0.0858
2020-04-28 2020-03-31 13F UNITED PARCEL SERVICE CL B 911312106 116,137 -11,209 -8.80 10,850 -27.22 0.0851
2020-01-15 2019-12-31 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 127,346 -583 -0.46 14,907 -2.75 0.0737
2019-10-21 2019-09-30 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 127,929 11,104 9.50 15,328 27.05 0.0835
2019-08-07 2019-06-30 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 116,825 4,485 3.99 12,065 -3.89 0.0670
2019-04-12 2019-03-31 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 112,340 1,111 1.00 12,553 15.72 0.0783
2019-01-24 2018-12-31 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 111,229 16,454 17.36 10,848 -1.96 0.0716
2018-10-22 2018-09-30 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 94,775 39,704 72.10 11,065 89.15 0.0609
2018-07-17 2018-06-30 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 55,071 -137,234 -71.36 5,850 -70.93 0.0358
2018-04-13 2018-03-31 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 192,305 -6,390 -3.22 20,127 -14.99 0.1310
2018-02-13 2017-12-31 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 198,695 -108,621 -35.35 23,675 -35.85 0.1207
2017-10-25 2017-09-30 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 307,316 816 0.27 36,906 8.88 0.2854
2017-08-09 2017-06-30 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 306,500 1,235 0.40 33,896 3.48 0.2505
2017-04-20 2017-03-31 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 305,265 -137,679 -31.08 32,755 -35.49 0.2579
2017-02-06 2016-12-31 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 442,944 -511,280 -53.58 50,779 -51.34 0.4036
2016-11-14 2016-09-30 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 954,224 -191,415 -16.71 104,354 -15.44 0.7457
2016-07-26 2016-06-30 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 1,145,639 -93,307 -7.53 123,408 -5.56 0.8657
2016-04-25 2016-03-31 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 1,238,946 37,678 3.14 130,672 13.04 0.8669
2016-02-05 2015-12-31 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 1,201,268 -77,923 -6.09 115,598 -8.43 0.7345
2015-11-10 2015-09-30 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 1,279,191 346,366 37.13 126,243 39.65 0.8700
2015-08-14 2015-06-30 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 932,825 -29,287 -3.04 90,400 -3.07 0.5583
2015-05-13 2015-03-31 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 962,112 35,292 3.81 93,267 -9.48 0.5846
2015-02-13 2014-12-31 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 926,820 69,307 8.08 103,035 22.25 0.6815
2014-11-14 2014-09-30 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 857,513 447,408 109.10 84,285 100.20 0.5625
2014-08-14 2014-06-30 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 410,105 6,015 1.49 42,101 6.99 0.2668
2014-05-16 2014-03-31 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 404,090 321,590 389.81 39,350 353.92 0.2515
2014-02-14 2013-12-31 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 82,500 0 0.00 8,669 15.00 0.0551
2013-11-14 2013-09-30 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 82,500 0 0.00 7,538 5.65 0.0473
2013-08-12 2013-06-30 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 82,500 82,500 7,135 0.0466
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.