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Rockefeller Capital Management L.P.: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockefeller Capital Management L.P. on UPS, newest first. How the timeline and the estimate are built.

Rockefeller Capital Management L.P. held 235,947 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 235,947 shares
    Change vs previous 13F +24,547 shares

    0.04% of the 13F portfolio, value $25,364,443.

    13F-HR 0001739439-26-000006 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 211,400 shares
    Change vs previous 13F +5,638 shares

    0.04% of the 13F portfolio, value $20,797,703.

    13F-HR 0001739439-26-000005 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 205,762 shares
    Change vs previous 13F +2,568 shares

    0.04% of the 13F portfolio, value $20,409,611.

    13F-HR/A 0001739439-26-000003 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 203,194 shares
    Change vs previous 13F -11,596 shares

    0.03% of the 13F portfolio, value $16,972,932.

    13F-HR 0001739439-25-000031 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 214,790 shares
    Change vs previous 13F -154,058 shares

    0.05% of the 13F portfolio, value $21,680,980.

    13F-HR/A 0001739439-25-000022 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 368,848 shares
    Change vs previous 13F -63,572 shares

    0.1% of the 13F portfolio, value $40,569,699.

    13F-HR 0001739439-25-000008 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 432,420 shares
    Change vs previous 13F +118,881 shares

    0.14% of the 13F portfolio, value $54,539,522.

    13F-HR 0001739439-25-000002 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 313,539 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $42,754,253.

    13F-HR 0001739439-24-000023 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).