United Parcel Service Inc (UPS) Ownership

109.66 ↓1.35 (-1.22%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of United Parcel Service Inc (UPS), owning a total of 65.1 million shares. Combined, the top 31 institutional holders of UPS own 50.09% of the company with a total of 428.1 million shares.

In the latest ownership report on December 31st 2024, the top 31 institutional holders decreased their combined ownership of UPS by 22.1 million shares. 12 institutions bought 9,486,430 total additional shares and increased their ownership by an average of 8.77%. However 7 institutions sold 31,544,772 total shares and decreased their ownership by an average of 14.93%.

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 -22,058,342 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc7.626%0.572%65,136,394370,7052024-12-31
BlackRock Inc6.038%-3.846%51,570,250-2,062,9582024-12-31
State Street Corp3.524%1.710%30,103,668506,2432024-12-31
Charles Schwab Investment Management Inc2.724%6.098%23,264,6651,337,0582024-12-31
JPMorgan Chase & Co2.638%-52.814%22,535,413-25,223,2112024-12-31
Geode Capital Management, LLC1.839%2.712%15,704,334414,7102024-12-31
Wellington Management Company LLP1.749%-8.089%14,937,261-1,314,5792024-12-31
Franklin Resources Inc1.285%15.633%10,979,9091,484,4522024-12-31
FMR Inc1.276%2.524%10,895,828268,2782024-12-31
Amundi1.176%14.576%10,040,8631,277,3282024-12-31
Bank of America Corp1.169%-9.626%9,982,465-1,063,2612024-12-31
NORGES BANK0.998%4.433%8,528,097362,0082024-12-31
Morgan Stanley - Brokerage Accounts0.882%9.530%7,535,959655,6562024-12-31
Northern Trust Corp0.865%9.618%7,391,605648,5392024-12-31
UBS Group AG0.839%18.083%7,164,6571,097,1602024-12-31
T. Rowe Price Associates, Inc.0.757%19.711%6,463,9301,064,2932024-12-31
Wells Fargo & Co0.650%-5.545%5,549,354-325,7462024-12-31
Bank of New York Mellon Corp0.587%-22.599%5,012,851-1,463,5872024-12-31
UBS Asset Mgmt Americas Inc0.532%-1.971%4,547,842-91,4302024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc7.626%0.572%65,136,394370,7052024-12-31
BlackRock Inc6.038%-3.846%51,570,250-2,062,9582024-12-31
State Street Corp3.524%1.710%30,103,668506,2432024-12-31
State Street Corporation3.385%2.835%28,997,523799,3212024-03-31
Charles Schwab Investment Management Inc2.724%6.098%23,264,6651,337,0582024-12-31
JPMorgan Chase & Co2.638%-52.814%22,535,413-25,223,2112024-12-31
Geode Capital Management, LLC1.839%2.712%15,704,334414,7102024-12-31
Wellington Management Company LLP1.749%-8.089%14,937,261-1,314,5792024-12-31
International Assets Investment Management, LLC1.713%15,779.600%14,631,46114,539,3212024-09-30
Franklin Resources Inc1.285%15.633%10,979,9091,484,4522024-12-31
FMR Inc1.276%2.524%10,895,828268,2782024-12-31
Amundi1.176%14.576%10,040,8631,277,3282024-12-31
Bank of America Corp1.169%-9.626%9,982,465-1,063,2612024-12-31
Capital Research & Mgmt Co - Division 31.152%-4.620%9,962,484-482,5372022-09-30
NORGES BANK0.998%4.433%8,528,097362,0082024-12-31
Viking Global Investors LP0.958%23.101%8,199,1271,538,6432023-12-31
Goldman Sachs Group Inc0.926%11.556%7,905,879818,9682024-09-30
Morgan Stanley - Brokerage Accounts0.882%9.530%7,535,959655,6562024-12-31
Northern Trust Corp0.865%9.618%7,391,605648,5392024-12-31
UBS Group AG0.839%18.083%7,164,6571,097,1602024-12-31
ClearBridge Advisors, LLC0.779%6.484%6,671,306406,2482024-03-31
T. Rowe Price Associates, Inc.0.757%19.711%6,463,9301,064,2932024-12-31
HHG PLC0.758%-12.158%6,457,092-893,7032023-06-30
Ameriprise Financial Inc0.732%-37.887%6,249,416-3,811,9352024-06-30
Amvescap Plc.0.697%-6.135%5,945,382-388,5762024-06-30
Capital World Investors0.661%-0.012%5,680,979-6552022-12-31
Wells Fargo & Co0.650%-5.545%5,549,354-325,7462024-12-31
Legal & General Group PLC0.638%-1.045%5,440,452-57,4372024-09-30
Bank of New York Mellon Corp0.587%-22.599%5,012,851-1,463,5872024-12-31
Capital Research Global Investors0.539%-4.878%4,589,680-235,3592023-09-30
UBS Asset Mgmt Americas Inc0.532%-1.971%4,547,842-91,4302024-12-31

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 million shares. Combined, the top 42 mutual fund holders of UPS own 30.93% of the company with a total of 264.4 million shares.

In the latest ownership report on February 28th 2025, the top 42 fund holders increased their combined ownership of UPS by 62 thousand shares. 2 funds bought 82,681 total additional shares and increased their ownership by an average of 0.41%. However 2 funds sold 20,958 total shares and decreased their ownership by an average of 0.3%.

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 61,723 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Schwab US Dividend Equity ETF™2.254%0.083%19,253,51616,0312025-02-28
SPDR® S&P 500® ETF Trust1.075%0.732%9,177,87066,6502025-02-28
The Industrial Select Sector SPDR® ETF0.435%-0.413%3,716,667-15,4202025-02-28
VanEck Morningstar Wide Moat ETF0.341%-0.190%2,912,950-5,5382025-02-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.691%0.309%22,985,42570,8442025-01-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.635%1.128%22,445,336250,3592023-03-31
Vanguard Institutional 500 Index Trust2.358%1.703%20,144,109337,2072025-01-31
Schwab US Dividend Equity ETF™2.254%0.083%19,253,51616,0312025-02-28
Vanguard 500 Index Investor2.043%0.571%17,456,06299,0702023-08-31
SPDR® S&P 500® ETF Trust1.075%0.732%9,177,87066,6502025-02-28
Fidelity 500 Index1.068%0.443%9,119,16140,2362025-01-31
SPDR® S&P 500 ETF Trust1.010%0.700%8,640,27760,0602024-05-30
iShares Core S&P 500 ETF1.006%-0.236%8,591,155-20,3042025-02-27
Fidelity® 500 Index0.989%0.640%8,428,19553,6342023-11-30
Vanguard Value Index Inv0.734%0.628%6,272,27339,1682025-01-31
Capital Group Wash Mutual Invtrs Comp0.712%2.755%6,155,301165,0002022-09-30
American Funds Washington Mutual A0.712%2.755%6,155,301165,0002022-09-30
JPMorgan Equity Income I0.633%-1.261%5,405,373-69,0042024-12-31
JPM US Equity Income-Composite0.633%-1.261%5,405,373-69,0042024-12-31
Vanguard Dividend Growth Inv0.617%-6.479%5,265,570-364,7812024-12-31
JPM US Equity Income-MA0.551%101,081.000%4,694,8124,690,1722023-09-30
Vanguard Institutional Index I0.537%-0.615%4,587,450-28,4052025-01-31
Vanguard Dividend Appreciation ETF0.489%0.609%4,172,85225,2652024-02-29
American Funds American Mutual A0.452%-20.834%3,911,783-1,029,4822022-09-30
Capital Group American Mutual Comp0.452%-20.834%3,911,783-1,029,4822022-09-30
The Industrial Select Sector SPDR® ETF0.435%-0.413%3,716,667-15,4202025-02-28
American Funds Income Fund of Amer A0.416%55.930%3,554,6411,275,0002023-06-30
State St S&P 500® Indx SL Cl III0.414%0.615%3,534,43621,6002025-01-31
Industrial Select Sector SPDR® ETF0.400%-2.126%3,423,049-74,3402024-05-30
Fidelity® Contrafund®0.374%-20.225%3,215,848-815,3002023-05-31
Vanguard Equity-Income Inv0.371%-2.701%3,170,161-87,9982024-12-31
Pioneer US Large Core Equity0.362%28.445%3,088,235683,9172024-12-31
Pioneer A0.362%1.705%3,088,23551,7692024-12-31
Vanguard Growth Index Investor0.359%0.011%3,085,6233502023-05-31
Vanguard High Dividend Yield ETF0.356%-0.354%3,036,619-10,7812025-01-31
Franklin Income A10.355%0.000%3,030,00002025-01-31
VanEck Morningstar Wide Moat0.354%102.250%3,025,6521,529,6542024-12-31
VanEck Morningstar Wide Moat ETF0.341%-0.190%2,912,950-5,5382025-02-28
Blackrock Eq Idx Fund CF0.320%-1.618%2,733,518-44,9642024-12-31
Franklin Rising Dividends Fund A0.308%-9.744%2,640,000-285,0002024-09-30
Columbia Dividend Value0.302%-34.625%2,588,454-1,370,9602024-06-30
Columbia Dividend Income Inst0.301%-0.245%2,582,116-6,3382024-07-31
Six Circles U.S. Unconstrained Equity0.302%-43.914%2,576,506-2,017,3112024-09-30
iShares Core Dividend Growth ETF0.301%0.000%2,566,15302024-11-30
Franklin Rising Dividends A0.279%-9.849%2,380,000-260,0002024-10-31
JPMorgan Equity Premium Income ETF0.269%0.025%2,306,1745762024-08-30

Discussions

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SayMyName7/23/24 04:25am

$UPS I need a smoke after this trade

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