United Parcel Service Inc (UPS) Ownership

146.66 ↑0.03 (0.02%)

As of April 25, 2024, 3:16pm 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 67.2 million shares. Combined, the top 27 institutional holders of UPS own 43.45% of the company with a total of 370.9 million shares.

In the latest ownership report on December 31st 2023, the top 27 institutional holders increased their combined ownership of UPS by 18.7 million shares. 12 institutions bought 22,753,911 total additional shares and increased their ownership by an average of 26.01%. However 8 institutions sold 4,086,391 total shares and decreased their ownership by an average of 5.11%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of United Parcel Service increased by a net total of 18,667,520 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	7.879%	0.266%	67,218,714	178,394	2023-12-31
BlackRock Inc	6.363%	-0.466%	54,284,779	-254,054	2023-12-31
State Street Corporation	3.305%	1.568%	28,198,202	435,381	2023-12-31
JPMorgan Chase & Co	2.989%	11.312%	25,495,801	2,590,916	2023-12-31
Wellington Management Company LLP	2.128%	87.584%	18,152,900	8,475,698	2023-12-31
Charles Schwab Investment Management Inc	1.855%	-0.379%	15,829,304	-60,266	2023-12-31
Geode Capital Management, LLC	1.657%	2.170%	14,139,812	300,374	2023-12-31
Bank of America Corp	1.505%	-5.646%	12,837,770	-768,157	2023-12-31
FMR Inc	1.136%	-12.472%	9,695,440	-1,381,531	2023-12-31
Franklin Resources Inc	1.126%	11.364%	9,607,055	980,317	2023-12-31
Goldman Sachs Group Inc	1.117%	133.689%	9,525,324	5,449,247	2023-12-31
Ameriprise Financial Inc	1.042%	17.174%	8,887,676	1,302,631	2023-12-31
Viking Global Investors LP	0.961%	23.101%	8,199,127	1,538,643	2023-12-31
Northern Trust Corp	0.907%	-8.001%	7,738,913	-673,076	2023-12-31
Morgan Stanley - Brokerage Accounts	0.860%	11.976%	7,333,283	784,321	2023-12-31
NORGES BANK	0.841%	-0.645%	7,176,251	-46,615	2023-12-31
Wells Fargo & Co	0.808%	-6.466%	6,891,794	-476,464	2023-12-31
Bank of New York Mellon Corp	0.786%	3.840%	6,704,530	247,936	2023-12-31
ClearBridge Advisors, LLC	0.734%	8.111%	6,265,058	470,053	2023-12-31
Amvescap Plc.	0.687%	-6.780%	5,860,179	-426,228	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	7.879%	0.266%	67,218,714	178,394	2023-12-31
BlackRock Inc	6.363%	-0.466%	54,284,779	-254,054	2023-12-31
State Street Corporation	3.305%	1.568%	28,198,202	435,381	2023-12-31
JPMorgan Chase & Co	2.989%	11.312%	25,495,801	2,590,916	2023-12-31
Wellington Management Company LLP	2.128%	87.584%	18,152,900	8,475,698	2023-12-31
Charles Schwab Investment Management Inc	1.855%	-0.379%	15,829,304	-60,266	2023-12-31
Geode Capital Management, LLC	1.657%	2.170%	14,139,812	300,374	2023-12-31
Bank of America Corp	1.505%	-5.646%	12,837,770	-768,157	2023-12-31
Capital Research & Mgmt Co - Division 3	1.152%	-4.620%	9,962,484	-482,537	2022-09-30
FMR Inc	1.136%	-12.472%	9,695,440	-1,381,531	2023-12-31
Franklin Resources Inc	1.126%	11.364%	9,607,055	980,317	2023-12-31
Goldman Sachs Group Inc	1.117%	133.689%	9,525,324	5,449,247	2023-12-31
Ameriprise Financial Inc	1.042%	17.174%	8,887,676	1,302,631	2023-12-31
Viking Global Investors LP	0.961%	23.101%	8,199,127	1,538,643	2023-12-31
Northern Trust Corp	0.907%	-8.001%	7,738,913	-673,076	2023-12-31
Morgan Stanley - Brokerage Accounts	0.860%	11.976%	7,333,283	784,321	2023-12-31
NORGES BANK	0.841%	-0.645%	7,176,251	-46,615	2023-12-31
Wells Fargo & Co	0.808%	-6.466%	6,891,794	-476,464	2023-12-31
Bank of New York Mellon Corp	0.786%	3.840%	6,704,530	247,936	2023-12-31
HHG PLC	0.758%	-12.158%	6,457,092	-893,703	2023-06-30
ClearBridge Advisors, LLC	0.734%	8.111%	6,265,058	470,053	2023-12-31
Amvescap Plc.	0.687%	-6.780%	5,860,179	-426,228	2023-12-31
Capital World Investors	0.661%	-0.012%	5,680,979	-655	2022-12-31
UBS Group AG	0.575%	-8.036%	4,903,684	-428,514	2023-09-30
Legal & General Group PLC	0.567%	3.320%	4,900,322	157,479	2022-06-30
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 22.7 million shares. Combined, the top 33 mutual fund holders of UPS own 26.73% of the company with a total of 228.3 million shares.

In the latest ownership report on March 31st 2024, the top 33 fund holders increased their combined ownership of UPS by 104 thousand shares. 1 funds bought 12,500 total additional shares and increased their ownership by an average of 0.36%. However 3 funds sold 116,506 total shares and decreased their ownership by an average of 0.63%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding United Parcel Service decreased by a net total of -104,006 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	1.022%	-0.771%	8,721,787	-67,782	2024-03-31
JPM US Equity Income-Composite	0.653%	-0.472%	5,569,311	-26,418	2024-03-31
State St S&P 500® Indx SL Cl III	0.412%	0.357%	3,512,926	12,500	2024-03-31
Industrial Select Sector SPDR® ETF	0.396%	-0.656%	3,376,181	-22,306	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.656%	-0.211%	22,662,432	-47,894	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.635%	1.128%	22,445,336	250,359	2023-03-31
Vanguard Institutional 500 Index Trust	2.117%	1.024%	18,058,406	183,089	2024-02-29
Vanguard 500 Index Investor	2.043%	0.571%	17,456,062	99,070	2023-08-31
Schwab US Dividend Equity ETF™	1.695%	0.145%	14,458,693	20,929	2024-03-29
SPDR® S&P 500 ETF Trust	1.022%	-0.771%	8,721,787	-67,782	2024-03-31
Fidelity 500 Index	1.017%	1.017%	8,674,349	87,295	2024-02-29
Fidelity® 500 Index	0.989%	0.640%	8,428,195	53,634	2023-11-30
iShares Core S&P 500 ETF	0.879%	0.741%	7,497,752	55,168	2024-03-28
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 Dividend Growth Inv	0.710%	3.840%	6,058,319	224,027	2023-12-31
Vanguard Value Index Inv	0.708%	0.444%	6,038,212	26,671	2024-02-29
JPM US Equity Income-Composite	0.653%	-0.472%	5,569,311	-26,418	2024-03-31
JPMorgan Equity Income I	0.653%	-0.472%	5,569,311	-26,418	2024-02-29
Vanguard Institutional Index I	0.559%	-0.374%	4,764,968	-17,898	2024-02-29
JPM US Equity Income-MA	0.551%	101,081.000%	4,694,812	4,690,172	2023-09-30
Vanguard Dividend Appreciation ETF	0.489%	0.609%	4,172,852	25,265	2024-02-29
Columbia Dividend Income Inst	0.464%	0.000%	3,959,414	0	2024-02-29
Capital Group American Mutual Comp	0.452%	-20.834%	3,911,783	-1,029,482	2022-09-30
American Funds American Mutual A	0.452%	-20.834%	3,911,783	-1,029,482	2022-09-30
Vanguard Equity-Income Inv	0.438%	169.769%	3,739,072	2,353,043	2023-12-31
American Funds Income Fund of Amer A	0.416%	55.930%	3,554,641	1,275,000	2023-06-30
Six Circles U.S. Unconstrained Equity	0.413%	-0.832%	3,520,367	-29,524	2023-12-31
State St S&P 500® Indx SL Cl III	0.412%	0.357%	3,512,926	12,500	2024-03-31
Industrial Select Sector SPDR® ETF	0.396%	-0.656%	3,376,181	-22,306	2024-03-31
Columbia Dividend Value	0.380%	-0.897%	3,242,438	-29,342	2023-12-31
Vanguard High Dividend Yield ETF	0.379%	0.247%	3,236,471	7,985	2024-02-29
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
Franklin Rising Dividends A	0.346%	0.000%	2,953,352	0	2024-02-29
Franklin Rising Dividends Fund A	0.346%	0.000%	2,953,352	0	2024-02-29
Blackrock Eq Idx Fund CF	0.304%	0.735%	2,585,523	18,859	2023-12-31