United Parcel Service, Inc.
US ˙ NYSE ˙ US9113121068

SecurityUPS / United Parcel Service, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership5,037,626 shares
Latest Disclosed Value $ 495,411,195
Dimensional Fund Advisors Lp reports 5.70% increase in ownership of UPS / United Parcel Service, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 5,037,626 shares of United Parcel Service, Inc. (US:UPS) valued at $495,601,646 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 4,765,980 shares of United Parcel Service, Inc.. This represents a change in shares of 5.70% during the quarter. The current value of the position is $546,783,926 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)
2026-05-07 2026-03-31 13F UNITED PARCEL SVCS CL B 911312106 5,037,626 271,646 5.70 495,411 4.79 0.0222
2026-02-12 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 4,765,980 -306,302 -6.04 472,758 11.57 0.0992
2025-11-12 2025-09-30 13F UNITED PARCEL SERVICE CL B 911312106 5,072,282 486,384 10.61 423,746 -8.47 0.0909
2025-08-12 2025-06-30 13F UNITED PARCEL SERVICE CL B 911312106 4,585,898 694,271 17.84 462,942 8.17 0.1072
2025-05-13 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 3,891,627 268,418 7.41 427,993 -6.32 0.1064
2025-02-13 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 3,623,209 200,169 5.85 456,870 -2.09 0.1097
2024-11-07 2024-09-30 13F UNITED PARCEL SERVICE CL B 911312106 3,423,040 -182,318 -5.06 466,620 -5.42 0.1132
2024-08-09 2024-06-30 13F UNITED PARCEL SERVICE CL B 911312106 3,605,358 -75,374 -2.05 493,373 -9.82 0.1289
2024-05-10 2024-03-31 13F UNITED PARCEL SERVICE CL B 911312106 3,680,732 4,291 0.12 547,067 -5.36 0.1481
2024-02-07 2023-12-31 13F UNITED PARCEL SERVICE CL B 911312106 3,676,441 200,297 5.76 578,053 6.69 0.1688
2023-11-09 2023-09-30 13F UNITED PARCEL SERVICE CL B 911312106 3,476,144 49,294 1.44 541,832 -11.79 0.1777
2023-08-09 2023-06-30 13F UNITED PARCEL SERVICE CL B 911312106 3,426,850 148,876 4.54 614,229 -3.40 0.1958
2023-05-12 2023-03-31 13F UNITED PARCEL SERVICE CL B 911312106 3,277,974 111,008 3.51 635,860 115,510.91 0.2142
2023-02-09 2022-12-31 13F UNITED PARCEL SERVICE CL B 911312106 3,166,966 63,730 2.05 551 -99.89 0.1627
2022-11-10 2022-09-30 13F UNITED PARCEL SERVICE CL B 911312106 3,103,236 82,716 2.74 501,354 -9.06 0.1925
2022-08-12 2022-06-30 13F UNITED PARCEL SERVICE CL B 911312106 3,020,520 131,677 4.56 551,326 -11.02 0.1978
2022-05-13 2022-03-31 13F UNITED PARCEL SERVICE CLB 911312106 2,888,843 129,991 4.71 619,609 4.78 0.1909
2022-02-09 2021-12-31 13F UNITED PARCEL SERVICE CLB 911312106 2,758,852 88,251 3.30 591,322 21.58 0.1788
2021-11-12 2021-09-30 13F UNITED PARCEL SERVICE CLB 911312106 2,670,601 65,897 2.53 486,354 -10.22 0.1567
2021-08-12 2021-06-30 13F UNITED PARCEL SERVICE CLB 911312106 2,604,704 -2,921 -0.11 541,695 22.21 0.1715
2021-05-14 2021-03-31 13F UNITED PARCEL SERVICE CLB 911312106 2,607,625 14,854 0.57 443,258 1.53 0.1466
2021-03-08 2020-12-31 13F/A-2 UNITED PARCEL SERVICE CLB 911312106 2,592,771 62,412 2.47 436,599 3.54 0.1577
2021-02-11 2020-12-31 13F UNITED PARCEL SERVICE CLB 911312106 2,592,771 62,412 436,599 157,676.3523
2020-11-12 2020-09-30 13F UNITED PARCEL SERVICE CLB 911312106 2,530,359 91,317 3.74 421,655 55.51 0.1788
2020-08-13 2020-06-30 13F UNITED PARCEL SERVICE CLB 911312106 2,439,042 38,559 1.61 271,147 20.88 0.1192
2020-05-14 2020-03-31 13F UNITED PARCEL SERVICE CLB 911312106 2,400,483 58,258 2.49 224,305 -18.19 0.1169
2020-02-14 2019-12-31 13F UNITED PARCEL SERVICE CLB 911312106 2,342,225 89,633 3.98 274,174 1.58 0.0999
2019-11-12 2019-09-30 13F UNITED PARCEL SERVICE CLB 911312106 2,252,592 11,726 0.52 269,898 16.64 0.1049
2019-08-13 2019-06-30 13F UNITED PARCEL SERVICE CLB 911312106 2,240,866 95,945 4.47 231,399 -3.45 0.0898
2019-08-12 2019-03-31 13F/A-2 UNITED PARCEL SERVICE CLB 911312106 2,144,921 50,483 2.41 239,662 17.33 0.0955
2019-05-10 2019-03-31 13F UNITED PARCEL SERVICE CLB 911312106 2,144,921 50,483 239,662
2019-02-26 2018-12-31 13F/A-1 UNITED PARCEL SERVICE CLB 911312106 2,094,438 58,079 2.85 204,264 -14.08 0.0925
2019-02-13 2018-12-31 13F UNITED PARCEL SERVICE CLB 911312106 2,094,438 58,079 204,264
2018-11-13 2018-09-30 13F UNITED PARCEL SERVICE CLB 911312106 2,036,359 47,982 2.41 237,744 12.56 0.0905
2018-08-10 2018-06-30 13F UNITED PARCEL SERVICE CLB 911312106 1,988,377 189,466 10.53 211,224 12.19 0.0842
2018-05-11 2018-03-31 13F UNITED PARCEL SERVICE CLB 911312106 1,798,911 27,329 1.54 188,274 -10.81 0.0785
2018-02-12 2017-12-31 13F UNITED PARCEL SERVICE CLB 911312106 1,771,582 31,767 1.83 211,087 1.03 0.0875
2017-11-13 2017-09-30 13F UNITED PARCEL SERVICE CLB 911312106 1,739,815 2,145 0.12 208,930 8.73 0.0913
2017-08-11 2017-06-30 13F UNITED PARCEL SERVICE CLB 911312106 1,737,670 49,059 2.91 192,163 6.06 0.0887
2017-05-12 2017-03-31 13F UNITED PARCEL SERVICE CLB 911312106 1,688,611 143,630 9.30 181,180 2.29 0.0866
2017-02-09 2016-12-31 13F UNITED PARCEL SERVICE CLB 911312106 1,544,981 54,019 3.62 177,122 8.64 0.0885
2016-11-10 2016-09-30 13F UNITED PARCEL SERVICE CLB 911312106 1,490,962 54,597 3.80 163,041 5.38 0.0881
2016-08-09 2016-06-30 13F UNITED PARCEL SERVICE CLB 911312106 1,436,365 4,197 0.29 154,713 2.42 0.0890
2016-05-13 2016-03-31 13F UNITED PARCEL SERVICE CLB 911312106 1,432,168 86,159 6.40 151,052 16.61 0.0904
2016-02-10 2015-12-31 13F UNITED PARCEL SERVICE CLB 911312106 1,346,009 96,168 7.69 129,534 5.01 0.0807
2015-11-13 2015-09-30 13F UNITED PARCEL SERVICE CLB 911312106 1,249,841 56,010 4.69 123,350 6.61 0.0810
2015-08-14 2015-06-30 13F UNITED PARCEL SERVICE CLB 911312106 1,193,831 71,979 6.42 115,703 6.39 0.0708
2015-05-14 2015-03-31 13F UNITED PARCEL SERVICE CLB 911312106 1,121,852 48,008 4.47 108,750 -8.91 0.0687
2015-02-06 2014-12-31 13F UNITED PARCEL SERVICE CLB 911312106 1,073,844 76,179 7.64 119,390 21.76 0.0784
2014-11-13 2014-09-30 13F UNITED PARCEL SERVICE CLB 911312106 997,665 93,248 10.31 98,054 5.61 0.0695
2014-08-08 2014-06-30 13F UNITED PARCEL SERVICE CLB 911312106 904,417 48,673 5.69 92,847 11.42 0.0645
2014-05-14 2014-03-31 13F UNITED PARCEL SERVICE CLB 911312106 855,744 151,305 21.48 83,331 12.58 0.0623
2014-02-12 2013-12-31 13F UNITED PARCEL SERVICE CLB 911312106 704,439 10,974 1.58 74,021 16.83 0.0577
2013-11-13 2013-09-30 13F UNITED PARCEL SERVICE CLB 911312106 693,465 30,899 4.66 63,357 10.56 0.0548
2013-08-15 2013-06-30 13F UNITED PARCEL SERVICE CLB 911312106 662,566 662,566 57,304 0.0540
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.