United Parcel Service Inc (UPS) Ownership

135.41 ↓0.43 (-0.32%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of United Parcel Service Inc (UPS), owning a total of 63.9 million shares. Combined, the top 28 institutional holders of UPS own 46.88% of the company with a total of 401.6 million shares.

In the latest ownership report on June 30th 2024, the top 28 institutional holders decreased their combined ownership of UPS by 9.2 million shares. 10 institutions bought 6,939,272 total additional shares and increased their ownership by an average of 6.78%. However 10 institutions sold 16,102,994 total shares and decreased their ownership by an average of 13.07%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of United Parcel Service decreased by a net total of -9,163,722 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	7.466%	0.776%	63,948,287	492,142	2024-06-30
BlackRock Inc	6.464%	1.715%	55,367,533	933,329	2024-06-30
State Street Corp	3.384%	-0.047%	28,984,016	-13,507	2024-06-30
JPMorgan Chase & Co	2.771%	-8.486%	23,735,441	-2,200,831	2024-06-30
Charles Schwab Investment Management Inc	2.406%	7.938%	20,606,686	1,515,406	2024-06-30
Wellington Management Company LLP	2.234%	1.080%	19,138,065	204,556	2024-06-30
Geode Capital Management, LLC	1.741%	2.012%	14,916,422	294,140	2024-06-30
Bank of America Corp	1.473%	-8.398%	12,613,277	-1,156,439	2024-06-30
Franklin Resources Inc	1.228%	4.934%	10,520,136	494,677	2024-06-30
FMR Inc	1.196%	-0.293%	10,247,321	-30,103	2024-06-30
NORGES BANK	0.953%	13.793%	8,166,089	989,838	2024-06-30
Morgan Stanley - Brokerage Accounts	0.848%	-49.368%	7,260,064	-7,078,938	2024-06-30
Northern Trust Corp	0.837%	-3.765%	7,167,098	-280,392	2024-06-30
Goldman Sachs Group Inc	0.827%	28.143%	7,086,911	1,556,424	2024-06-30
UBS Group AG	0.776%	7.060%	6,646,749	438,334	2024-06-30
Bank of New York Mellon Corp	0.758%	0.316%	6,490,712	20,426	2024-06-30
Ameriprise Financial Inc	0.730%	-37.887%	6,249,416	-3,811,935	2024-06-30
Wells Fargo & Co	0.716%	-14.447%	6,133,527	-1,035,749	2024-06-30
Amvescap Plc.	0.694%	-6.135%	5,945,382	-388,576	2024-06-30
Legal & General Group PLC	0.642%	-1.901%	5,497,889	-106,524	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	7.466%	0.776%	63,948,287	492,142	2024-06-30
BlackRock Inc	6.464%	1.715%	55,367,533	933,329	2024-06-30
State Street Corporation	3.385%	2.835%	28,997,523	799,321	2024-03-31
State Street Corp	3.384%	-0.047%	28,984,016	-13,507	2024-06-30
JPMorgan Chase & Co	2.771%	-8.486%	23,735,441	-2,200,831	2024-06-30
Charles Schwab Investment Management Inc	2.406%	7.938%	20,606,686	1,515,406	2024-06-30
Wellington Management Company LLP	2.234%	1.080%	19,138,065	204,556	2024-06-30
Geode Capital Management, LLC	1.741%	2.012%	14,916,422	294,140	2024-06-30
Bank of America Corp	1.473%	-8.398%	12,613,277	-1,156,439	2024-06-30
Franklin Resources Inc	1.228%	4.934%	10,520,136	494,677	2024-06-30
FMR Inc	1.196%	-0.293%	10,247,321	-30,103	2024-06-30
Capital Research & Mgmt Co - Division 3	1.152%	-4.620%	9,962,484	-482,537	2022-09-30
Viking Global Investors LP	0.958%	23.101%	8,199,127	1,538,643	2023-12-31
NORGES BANK	0.953%	13.793%	8,166,089	989,838	2024-06-30
Morgan Stanley - Brokerage Accounts	0.848%	-49.368%	7,260,064	-7,078,938	2024-06-30
Northern Trust Corp	0.837%	-3.765%	7,167,098	-280,392	2024-06-30
Goldman Sachs Group Inc	0.827%	28.143%	7,086,911	1,556,424	2024-06-30
ClearBridge Advisors, LLC	0.779%	6.484%	6,671,306	406,248	2024-03-31
UBS Group AG	0.776%	7.060%	6,646,749	438,334	2024-06-30
Bank of New York Mellon Corp	0.758%	0.316%	6,490,712	20,426	2024-06-30
HHG PLC	0.758%	-12.158%	6,457,092	-893,703	2023-06-30
Ameriprise Financial Inc	0.730%	-37.887%	6,249,416	-3,811,935	2024-06-30
Wells Fargo & Co	0.716%	-14.447%	6,133,527	-1,035,749	2024-06-30
Amvescap Plc.	0.694%	-6.135%	5,945,382	-388,576	2024-06-30
Capital World Investors	0.661%	-0.012%	5,680,979	-655	2022-12-31
Legal & General Group PLC	0.642%	-1.901%	5,497,889	-106,524	2024-06-30
Capital Research Global Investors	0.539%	-4.878%	4,589,680	-235,359	2023-09-30
T. Rowe Price Associates, Inc.	0.509%	-15.671%	4,332,580	-805,109	2023-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of United Parcel Service Inc (UPS), owning a total of 23.1 million shares. Combined, the top 37 mutual fund holders of UPS own 29.10% of the company with a total of 249.2 million shares.

In the latest ownership report on September 30th 2024, the top 37 fund holders increased their combined ownership of UPS by 11 thousand shares. 1 funds bought 26,413 total additional shares and increased their ownership by an average of 0.33%. However 2 funds sold 15,396 total shares and decreased their ownership by an average of 0.15%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding United Parcel Service increased by a net total of 11,017 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500® ETF Trust	1.039%	-0.092%	8,896,727	-8,208	2024-09-30
iShares Core S&P 500 ETF	0.934%	0.331%	7,997,121	26,413	2024-09-30
The Industrial Select Sector SPDR® ETF	0.404%	-0.207%	3,458,630	-7,188	2024-09-30
iShares Core Dividend Growth ETF	0.300%	0.000%	2,565,314	0	2024-09-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.697%	0.415%	23,100,888	95,542	2024-08-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.635%	1.128%	22,445,336	250,359	2023-03-31
Vanguard Institutional 500 Index Trust	2.227%	0.780%	19,078,654	147,634	2024-08-31
Vanguard 500 Index Investor	2.043%	0.571%	17,456,062	99,070	2023-08-31
Schwab US Dividend Equity ETF™	2.035%	0.207%	17,433,452	35,970	2024-09-28
Fidelity 500 Index	1.049%	0.781%	8,986,078	69,622	2024-08-31
SPDR® S&P 500® ETF Trust	1.039%	-0.092%	8,896,727	-8,208	2024-09-30
SPDR® S&P 500 ETF Trust	1.010%	0.700%	8,640,277	60,060	2024-05-30
Fidelity® 500 Index	0.989%	0.640%	8,428,195	53,634	2023-11-30
iShares Core S&P 500 ETF	0.934%	0.331%	7,997,121	26,413	2024-09-30
Capital Group Wash Mutual Invtrs Comp	0.712%	2.755%	6,155,301	165,000	2022-09-30
American Funds Washington Mutual A	0.712%	2.755%	6,155,301	165,000	2022-09-30
Vanguard Value Index Inv	0.705%	0.711%	6,042,462	42,665	2024-08-31
Vanguard Dividend Growth Inv	0.667%	-1.723%	5,713,747	-100,199	2024-06-30
JPM US Equity Income-Composite	0.647%	-0.483%	5,542,410	-26,901	2024-06-30
JPMorgan Equity Income I	0.643%	-0.667%	5,505,448	-36,962	2024-08-31
JPM US Equity Income-MA	0.551%	101,081.000%	4,694,812	4,690,172	2023-09-30
Vanguard Institutional Index I	0.547%	-0.673%	4,681,350	-31,740	2024-08-31
Six Circles U.S. Unconstrained Equity	0.536%	15.676%	4,593,817	622,541	2024-06-30
Vanguard Dividend Appreciation ETF	0.489%	0.609%	4,172,852	25,265	2024-02-29
Vanguard Equity-Income Inv	0.463%	-0.081%	3,964,803	-3,220	2024-06-30
American Funds American Mutual A	0.452%	-20.834%	3,911,783	-1,029,482	2022-09-30
Capital Group American Mutual Comp	0.452%	-20.834%	3,911,783	-1,029,482	2022-09-30
American Funds Income Fund of Amer A	0.416%	55.930%	3,554,641	1,275,000	2023-06-30
State St S&P 500® Indx SL Cl III	0.412%	0.150%	3,532,125	5,300	2024-08-31
The Industrial Select Sector SPDR® ETF	0.404%	-0.207%	3,458,630	-7,188	2024-09-30
Industrial Select Sector SPDR® ETF	0.400%	-2.126%	3,423,049	-74,340	2024-05-30
Fidelity® Contrafund®	0.374%	-20.225%	3,215,848	-815,300	2023-05-31
Vanguard Growth Index Investor	0.359%	0.011%	3,085,623	350	2023-05-31
Vanguard High Dividend Yield ETF	0.347%	0.481%	2,971,963	14,237	2024-08-31
Franklin Rising Dividends Fund A	0.342%	0.000%	2,925,000	0	2024-08-31
Franklin Rising Dividends A	0.342%	0.000%	2,925,000	0	2024-08-31
Columbia Dividend Value	0.302%	-34.625%	2,588,454	-1,370,960	2024-06-30
Blackrock Eq Idx Fund CF	0.302%	0.022%	2,582,921	576	2024-06-30
Columbia Dividend Income Inst	0.301%	-0.245%	2,582,116	-6,338	2024-07-31
iShares Core Dividend Growth ETF	0.300%	0.000%	2,565,314	0	2024-09-30
JPMorgan Equity Premium Income ETF	0.269%	0.025%	2,306,174	576	2024-08-30