This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UPS/capital-change-brief"
Use Arkolith's capital_change_brief for UPS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $5.0B | 51.1M | ▲+1.2% Added · +615K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $4.7B | 48.2M | ▲New +48.2M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $3.2B | 32.6M | ▲+1.6% Added · +506K sh | Q1 2026 | |
| 4 | FMR LLC | $3.2B | 32.6M | ▲+16% Added · +4.6M sh | Q1 2026 | |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.2B | 22.1M | ▼−19% Reduced · −5.0M sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $1.7B | 17.5M | ▲+2.1% Added · +358K sh | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3B | 13.5M | ▲New +13.5M sh | Q1 2026 | |
| 8 | VICTORY CAPITAL MANAGEMENT INC | $1.1B | 11.0M | ▼−20% Reduced · −2.8M sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $1.0B | 10.2M | ▲+22% Added · +1.8M sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $957.1M | 9.7M | ▲+23% Added · +1.8M sh | Q1 2026 | |
| 11 | NORGES BANK | $902.4M | 9.1M | ▲+7.8% Added · +659K sh | Q4 2025 | |
| 12 | GOLDMAN SACHS GROUP INC | $700.0M | 7.1M | ▲+13% Added · +836K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $699.1M | 7.1M | ▼−1.8% Reduced · −130K sh | Q1 2026 | |
| 14 | UBS Group AG | $682.3M | 6.9M | ▼−3.2% Reduced · −228K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $579.6M | 5.9M | ▲+19% Added · +940K sh | Q1 2026 | |
| 16 | DIMENSIONAL FUND ADVISORS LP | $495.4M | 5.0M | ▲+5.7% Added · +272K sh | Q1 2026 | |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $495.5M | 5.0M | ▲+19% Added · +788K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $456.4M | 4.6M | ▲+2.1% Added · +98K sh | Q1 2026 | |
| 19 | AQR CAPITAL MANAGEMENT LLC | $426.1M | 4.4M | ▼−15% Reduced · −798K sh | Q1 2026 | |
| 20 | NORDEA INVESTMENT MANAGEMENT AB | $417.4M | 4.3M | ▲+1.4% Added · +62K sh | Q1 2026 | |
| 21 | Legal & General Group Plc | $411.4M | 4.2M | ▲+1.2% Added · +50K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $409.4M | 4.2M | ▲New +4.2M sh | Q1 2026 | |
| 23 | PRICE T ROWE ASSOCIATES INC /MD/ | $366.0M | 3.7M | ▼−9.1% Reduced · −372K sh | Q1 2026 | |
| 24 | FIRST TRUST ADVISORS LP | $357.2M | 3.6M | ▲+37% Added · +988K sh | Q1 2026 | |
| 25 | Pacer Advisors, Inc. | $345.4M | 3.5M | ▲+8.2% Added · +266K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 15, 2026 | Ford Darrell L | Chief Human Resources Officer | Option exercise (M) | 2K | $0 |
| May 15, 2026 | Ford Darrell L | Chief Human Resources Officer | Tax withholding (F) | 969 | $98K |
| May 15, 2026 | Ford Darrell L | Chief Human Resources Officer | Option exercise (M) | 2K | $0 |
| May 15, 2026 | Brothers Norman M. Jr | Chief Legal & Compliance Off | Option exercise (M) | 3K | $0 |
| May 15, 2026 | Brothers Norman M. Jr | Chief Legal & Compliance Off | Tax withholding (F) | 1K | $112K |
| May 15, 2026 | Brothers Norman M. Jr | Chief Legal & Compliance Off | Option exercise (M) | 3K | $0 |
| May 15, 2026 | Cesarone Nando | President, US Operations | Option exercise (M) | 4K | $0 |
| May 15, 2026 | Cesarone Nando | President, US Operations | Tax withholding (F) | 2K | $159K |
| May 15, 2026 | Cesarone Nando | President, US Operations | Option exercise (M) | 4K | $0 |
| May 15, 2026 | Dykes Brian M | Chief Financial Officer | Option exercise (M) | 3K | $0 |
| May 15, 2026 | Dykes Brian M | Chief Financial Officer | Tax withholding (F) | 1K | $141K |
| May 15, 2026 | Dykes Brian M | Chief Financial Officer | Option exercise (M) | 3K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 507 funds | $297.8B |
| NVIDIA CORPNVDA | 496 funds | $413.1B |
| APPLE INCAAPL | 496 funds | $322.7B |
| AMAZON.COM INCAMZN | 494 funds | $222.6B |
| JPMORGAN CHASE & COJPM | 493 funds | $79.9B |
| ALPHABET INC-CL AGOOGL | 491 funds | $198.9B |
| META PLATFORMS INC-CLASS AMETA | 491 funds | $124.1B |
| BROADCOM INCAVGO | 487 funds | $161.8B |
| JOHNSON & JOHNSONJNJ | 487 funds | $58.7B |
| ALPHABET INC-CL CGOOG | 486 funds | $132.8B |
| VISA INC-CLASS A SHARESV | 482 funds | $68.2B |
| ELI LILLY & COLLY | 479 funds | $89.6B |
Ranked by how many of UPS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UPS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.