United Parcel Service, Inc.
US ˙ NYSE ˙ US9113121068

SecurityUPS / United Parcel Service, Inc.
InstitutionJanney Montgomery Scott LLC
Latest Disclosed Ownership571,218 shares
Latest Disclosed Value $ 56,197
Janney Montgomery Scott LLC reports 9.19% increase in ownership of UPS / United Parcel Service, Inc.

On April 22, 2026 - Janney Montgomery Scott LLC filed a 13F-HR form disclosing ownership of 571,218 shares of United Parcel Service, Inc. (US:UPS) valued at $56,196,427 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 523,160 shares of United Parcel Service, Inc.. This represents a change in shares of 9.19% during the quarter. The current value of the position is $62,000,002 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)
2026-04-22 2026-03-31 13F UPS INC B Common Stock 911312106 571,218 48,058 9.19 56 9.80 0.1391
2026-02-11 2025-12-31 13F UPS INC B Common Stock 911312106 523,160 -21,097 -3.88 52 13.33 0.1190
2025-10-27 2025-09-30 13F UPS INC B Common Stock 911312106 544,257 -28,579 -4.99 45 -21.05 0.1077
2025-07-17 2025-06-30 13F UPS INC B Common Stock 911312106 572,836 64,758 12.75 58 3.64 0.1511
2025-04-17 2025-03-31 13F UPS INC B Common Stock 911312106 508,078 -36,746 -6.74 56 -19.12 0.1584
2025-01-17 2024-12-31 13F UPS INC B Common Stock 911312106 544,824 -25,838 -4.53 69 -11.69 0.1904
2024-10-29 2024-09-30 13F UPS INC B Common Stock 911312106 570,662 -11,734 -2.01 78 -2.53 0.2172
2024-07-25 2024-06-30 13F UPS INC B Common Stock 911312106 582,396 -14,791 -2.48 80 -10.23 0.2430
2024-05-01 2024-03-31 13F UPS INC B Common Stock 911312106 597,187 46,653 8.47 89 2.33 0.2639
2024-02-08 2023-12-31 13F UPS INC B Common Stock 911312106 550,534 -14,160 -2.51 87 -2.27 0.2809
2023-11-08 2023-09-30 13F UPS INC B Common Stock 911312106 564,694 -13,775 -2.38 88 -14.56 0.3281
2023-07-26 2023-06-30 13F UPS INC B Common Stock 911312106 578,469 -9,090 -1.55 104 -8.85 0.3617
2023-04-28 2023-03-31 13F UPS INC B Common Stock 911312106 587,559 -2,330 -0.39 114 10.78 0.4653
2023-02-01 2022-12-31 13F UPS INC B Common Stock 911312106 589,889 26,380 4.68 103 -99.89 0.3994
2022-10-25 2022-09-30 13F UPS INC B Common Stock 911312106 563,509 12,120 2.20 91,029 -8.63 0.3900
2022-08-03 2022-06-30 13F UPS INC B Common Stock 911312106 551,389 6,665 1.22 99,624 -14.72 0.4500
2022-05-04 2022-03-31 13F SUMMIT MATLS INC A Common Stock 911312106 544,724 34,025 6.66 116,822 6.72 0.4995
2022-01-27 2021-12-31 13F UPS INC B Common Stock 911312106 510,699 5,543 1.10 109,463 19.00 0.4246
2021-10-29 2021-09-30 13F UPS INC B Common Stock 911312106 505,156 9,665 1.95 91,989 -10.73 0.3934
2021-07-26 2021-06-30 13F UPS INC B Common Stock 911312106 495,491 -27,016 -5.17 103,047 16.02 0.4544
2021-04-27 2021-03-31 13F UPS INC B Common Stock 911312106 522,507 -18,545 -3.43 88,821 -2.52 0.4316
2021-01-25 2020-12-31 13F UPS INC B Common Stock 911312106 541,052 5,319 0.99 91,113 2.07 0.4402
2020-11-06 2020-09-30 13F UPS INC B Common Stock 911312106 535,733 61,175 12.89 89,269 69.20 0.5090
2020-07-23 2020-06-30 13F UPS INC B Common Stock 911312106 474,558 43,213 10.02 52,761 30.93 0.3334
2020-04-30 2020-03-31 13F UPS INC B Common Stock 911312106 431,345 47,995 12.52 40,296 -10.20 0.3188
2020-01-21 2019-12-31 13F UPS INC B Common Stock 911312106 383,350 11,335 3.05 44,875 0.67 0.2946
2019-10-29 2019-09-30 13F UPS INC B Common Stock 911312106 372,015 -3,102 -0.83 44,575 15.07 0.3244
2019-07-29 2019-06-30 13F UPS INC B Common Stock 911312106 375,117 36,099 10.65 38,738 2.26 0.2975
2019-04-30 2019-03-31 13F/A-1 UPS INC B Common Stock 911312106 339,018 1,900 0.56 37,882 15.22 0.3116
2019-04-30 2019-03-31 13F UPS INC B Common Stock 911312106 337,118 0 32,879
2019-02-01 2018-12-31 13F UPS INC B Common Stock 911312106 337,118 9,650 2.95 32,879 -14.00 0.3169
2018-11-05 2018-09-30 13F UPS INC B Common Stock 911312106 327,468 19,073 6.18 38,232 16.70 0.3292
2018-07-24 2018-06-30 13F UPS INC B Common Stock 911312106 308,395 19,692 6.82 32,761 8.42 0.3150
2018-04-19 2018-03-31 13F UPS INC B Common Stock 911312106 288,703 18,893 7.00 30,216 -6.01 0.3041
2018-02-14 2017-12-31 13F UPS INC B Common Stock 911312106 269,810 40,296 17.56 32,148 16.64 0.3339
2017-11-15 2017-09-30 13F UPS INC B Common Stock 911312106 229,514 12,444 5.73 27,562 14.81 0.3141
2017-07-27 2017-06-30 13F UPS INC B Common Stock 911312106 217,070 32,946 17.89 24,006 21.51 0.2998
2017-04-26 2017-03-31 13F UNITED PARCEL SVC INC B Common Stock 911312106 184,124 10,804 6.23 19,757 -0.56 0.2630
2017-02-13 2016-12-31 13F UNITED PARCEL SVC INC B Common Stock 911312106 173,320 14,023 8.80 19,869 14.05 0.2996
2016-11-14 2016-09-30 13F UNITED PARCEL SVC INC B Common Stock 911312106 159,297 -150,829 -48.63 17,421 -47.85 0.3068
2016-08-11 2016-06-30 13F/A-1 UNITED PARCEL SVC INC B Common Stock 911312106 310,126 170,526 122.15 33,406 126.88 0.6811
2016-08-05 2016-06-30 13F UNITED PARCEL SVC INC B Common Stock 911312106 269,938 27,757
2016-05-10 2016-03-31 13F UNITED PARCEL SVC INC B Common Stock 911312106 139,600 24,725 21.52 14,724 33.20 0.3857
2016-02-19 2015-12-31 13F UNITED PARCEL SVC INC B Common Stock 911312106 114,875 3,957 3.57 11,054 0.98 0.2855
2015-11-16 2015-09-30 13F UNITED PARCEL SVC INC B Common Stock 911312106 110,918 -7,998 -6.73 10,947 -5.01 0.3090
2015-08-04 2015-06-30 13F UNITED PARCEL SVC INC B Common Stock 911312106 118,916 9,156 8.34 11,524 8.31 0.2413
2015-05-12 2015-03-31 13F/A-1 UNITED PARCEL SVC INC B Common Stock 911312106 109,760 14,861 15.66 10,640 0.86 0.1982
2015-04-30 2015-03-31 13F UNITED PARCEL SVC INC B Common Stock 911312106 109,760 10,640
2015-02-10 2014-12-31 13F UNITED PARCEL SVC INC B Common Stock 911312106 94,899 6,657 7.54 10,550 21.63 0.2111
2014-11-14 2014-09-30 13F UNITED PARCEL SVC INC B Common Stock 911312106 88,242 -4,961 -5.32 8,673 -9.35 0.1805
2014-08-13 2014-06-30 13F UNITED PARCEL SVC INC B Common Stock 911312106 93,203 6,033 6.92 9,568 12.72 0.2085
2014-05-14 2014-03-31 13F UNITED PARCEL SVC INC B Common Stock 911312106 87,170 -6,461 -6.90 8,489 -13.72 0.2054
2014-02-19 2013-12-31 13F UNITED PARCEL SVC INC B Common Stock 911312106 93,631 2,844 3.13 9,839 -99.88 0.2599
2013-11-14 2013-09-30 13F UNITED PARCEL SVC INC B Common Stock 911312106 90,787 65,146 254.07 8,295,222 274.09 0.2491
2013-08-13 2013-06-30 13F UNITED PARCEL SVC COMMON 911312106 25,641 25,641 2,217,447 0.2318
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.