United Parcel Service Class BUPS
13F holders, Q1 2024 (March 31)2,215holders
11famous investors
$148.69avg. 13F price*
At the end of Q1 2024, 2,215 institutions reported holding United Parcel Service Class B (UPS) in their 13F filings. The largest holders were Vanguard Group Inc. ($9.4B), BlackRock Inc. ($8.1B) and State Street Corp. ($4.3B). 11 famous investors held it, including David Tepper (1.3% of Appaloosa's portfolio), Bill Gates / Michael Larson (0.2% of Gates Foundation Trust's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- United Parcel Service Class B
- Sector
- Industrials
- CUSIP
- 911312106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 115 | $326.9M |
| Exits | 169 | $1.5B |
Ownership 2,215 holders
| Vanguard Group Inc. | 0.19% | Reduce -5.6% | 63,456,145 | $9.4B |
| BlackRock Inc. | 0.19% | Add +0.3% | 54,434,204 | $8.1B |
| State Street Corp. | 0.19% | Add +2.8% | 28,997,523 | $4.3B |
| JPMorgan Chase & Co. | 0.34% | Add +1.6% | 25,936,272 | $3.9B |
| Charles Schwab Investment Management Inc. | 0.65% | Add +20.6% | 19,091,280 | $2.8B |
| Wellington Management Group LLP | 0.50% | Add +4.3% | 18,933,509 | $2.8B |
| Geode Capital Management, LLC | 0.20% | Add +3.4% | 14,622,282 | $2.2B |
| Bank of America Corp. | 0.20% | Add +7.3% | 13,769,716 | $2.0B |
| FMR LLC | 0.10% | Add +6.0% | 10,277,424 | $1.5B |
| Ameriprise Financial Inc. | 0.41% | Add +13.2% | 10,061,351 | $1.5B |
| Franklin Resources Inc. | 0.48% | Add +4.4% | 10,025,459 | $1.5B |
| Norges Bank | 0.18% | Add +4.6% | 7,504,734 | $1.1B |
| Northern Trust Corp. | 0.19% | Reduce -3.8% | 7,447,490 | $1.1B |
| Morgan Stanley | 0.09% | Reduce -2.2% | 7,169,501 | $1.1B |
| Wells Fargo & Company | 0.28% | Add +4.0% | 7,169,276 | $1.1B |
| Clearbridge Investments, LLC | 0.79% | Add +6.5% | 6,671,306 | $991.6M |
| Bank of New York Mellon Corp | 0.18% | Reduce -3.5% | 6,470,286 | $961.7M |
| Invesco Ltd. | 0.20% | Add +8.1% | 6,333,958 | $941.4M |
| UBS Group AG | 0.30% | Add +32.5% | 6,208,415 | $922.8M |
| Goldman Sachs Group Inc. | 0.17% | Add +16.1% | 5,530,487 | $822.0M |
| Legal & General Group Plc | 0.19% | Reduce -0.3% | 4,512,210 | $670.6M |
| T. Rowe Price Associates Inc. | 0.07% | Add +2.5% | 4,113,870 | $611.4M |
| American Century Companies Inc. | 0.35% | Add +17.9% | 3,750,938 | $557.5M |
| Nuveen Asset Management, LLC | 0.17% | Add +1.2% | 3,746,604 | $556.9M |
| Dimensional Fund Advisors LP | 0.15% | Add +0.1% | 3,680,732 | $547.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.19% | Reduce -12.5% | 3,612,303 | $536.9M |
| Capital World Investors | 0.07% | Add +9.6% | 3,011,299 | $447.6M |
| Raymond James & Associates | 0.29% | Add +12.1% | 2,905,616 | $431.9M |
| Primecap Management Co. | 0.32% | Add +0.2% | 2,902,305 | $431.4M |
| Royal Bank of Canada | 0.10% | Reduce -16.9% | 2,681,837 | $398.6M |
| Deutsche Bank AG | 0.16% | Add +10.8% | 2,312,912 | $343.8M |
| Amundi | 0.15% | Reduce -11.7% | 2,388,914 | $342.3M |
| California Public Employees Retirement System | 0.23% | Reduce -3.8% | 2,174,849 | $323.2M |
| Swiss National Bank | 0.23% | Reduce -4.2% | 2,165,900 | $321.9M |
| Envestnet Asset Management Inc. | 0.11% | Add +4.1% | 2,018,320 | $300.0M |
| Barclays PLC | 0.13% | Reduce -16.0% | 1,882,133 | $279.7M |
| Federated Hermes, Inc. | 0.64% | Reduce -2.3% | 1,862,667 | $276.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.18% | Reduce -0.8% | 1,774,141 | $263.7M |
| FineMark National Bank & Trust | 9.57% | Add +0.1% | 1,732,701 | $257.5M |
| First Trust Advisors LP | 0.26% | Add +0.8% | 1,731,144 | $257.3M |
| London Co. of Virginia | 1.23% | Reduce -2.6% | 1,565,112 | $232.6M |
| HSBC Holdings PLC | 0.16% | Add +55.7% | 1,527,846 | $227.1M |
| Stifel Financial Corp. | 0.26% | Add +10.5% | 1,524,063 | $226.5M |
| Credit Suisse AG/ | 0.22% | Reduce -1.8% | 1,513,334 | $224.9M |
| Massachusetts Financial Services Co. | 0.06% | Add +8.7% | 1,411,217 | $209.7M |
| Rhumbline Advisers | 0.20% | Add +0.7% | 1,387,244 | $206.2M |
| PNC Financial Services Group, Inc. | 0.14% | Add +0.9% | 1,366,766 | $203.1M |
| Thrivent Financial for Lutherans | 0.39% | Add +3.3% | 1,313,432 | $195.2M |
| Bank of Montreal | 0.06% | Reduce -6.2% | 1,019,578 | $184.6M |
| Citigroup Inc. | 0.19% | Add +71.4% | 1,200,960 | $178.5M |
| LPL Financial LLC | 0.09% | Add +0.5% | 1,177,454 | $175.0M |
| HighTower Advisors, LLC | 0.28% | Add +2.5% | 1,176,572 | $174.8M |
| Voya Investment Management LLC | 0.20% | Add +77.7% | 1,167,981 | $173.6M |
| California State Teachers Retirement System | 0.22% | Add +0.3% | 1,153,467 | $171.4M |
| National Pension Service | 0.20% | Add +1.3% | 1,144,192 | $170.1M |
| Truist Financial Corp. | 0.25% | Reduce -29.3% | 1,103,402 | $164.0M |
| Spirepoint Private Client, LLC | 24.49% | — | 1,081,797 | $160.8M |
| Haverford Trust Co | 1.67% | Add +9.1% | 1,074,722 | $159.7M |
| Nordea Investment Management AB | 0.18% | Add +5.9% | 1,052,120 | $156.3M |
| State Board of Administration of Florida Retirement System | 0.36% | Add +6.1% | 785,337 | $152.3M |
| Cullen Capital Management, LLC | 1.61% | Add +141.9% | 974,610 | $144.9M |
| Alliancebernstein L.P. | 0.05% | Add +7.2% | 967,568 | $143.8M |
| New York State Common Retirement Fund | 0.19% | Reduce -2.0% | 961,363 | $142.9M |
| Capital International Investors | 0.03% | Reduce -35.9% | 958,731 | $142.5M |
| Bahl & Gaynor LLC | 0.74% | Reduce -3.0% | 896,447 | $133.2M |
| Merit Financial Group, LLC | 3.15% | Add +2.3% | 901,397 | $132.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.18% | Add +20.4% | 869,763 | $129.3M |
| Clifford Swan Investment Counsel LLC | 4.78% | Reduce -0.8% | 865,033 | $128.6M |
| Principal Financial Group Inc. | 0.08% | Reduce -0.6% | 861,040 | $128.0M |
| Crawford Investment Counsel Inc. | 2.24% | Add +12.7% | 809,219 | $120.3M |
| Capital Research Global Investors | 0.03% | Add +0.0% | 803,496 | $119.4M |
| Millennium Management | 0.10% | Add +721.5% | 797,625 | $118.6M |
| CANADA LIFE ASSURANCE Co | 0.24% | Add +14.2% | 788,052 | $117.2M |
| Accredited Investors Inc. | 7.49% | Add +0.0% | 784,864 | $116.7M |
| US Bancorp \de | 0.16% | Add +1.4% | 779,576 | $115.9M |
| Hamlin Capital Management, LLC | 3.40% | Add +22.9% | 775,222 | $115.2M |
| Mariner, LLC | 0.24% | Add +1.7% | 767,600 | $114.1M |
| Gates Foundation Trust | 0.24% | No change | 755,089 | $112.2M |
| Raymond James Financial Services Advisors, Inc. | 0.16% | Add +1.3% | 744,794 | $110.7M |
| New York State Teachers Retirement System | 0.22% | Reduce -1.6% | 721,239 | $107.2M |
| Coho Partners, Ltd. | 2.59% | Reduce -1.5% | 709,820 | $105.5M |
| Victory Capital Management Inc. | 0.10% | Reduce -6.1% | 694,754 | $103.3M |
| Baird Financial Group, Inc. | 0.22% | Reduce -2.4% | 693,467 | $103.1M |
| Artisan Partners Limited Partnership | 0.15% | Add +25.4% | 684,797 | $101.8M |
| Confluence Investment Management LLC | 1.35% | Add +109.9% | 673,993 | $100.2M |
| Marshall Wace, LLP | 0.17% | Add +49.1% | 667,917 | $99.3M |
| Empower Advisory Group, LLC | 0.37% | Add +12.8% | 665,847 | $99.0M |
| Boston Trust Walden Corp | 0.70% | Reduce -1.9% | 661,001 | $98.2M |
| BBR Partners, LLC | 7.73% | Add +0.4% | 648,802 | $96.4M |
| Baillie Gifford & Co. | 0.07% | Reduce -10.1% | 647,611 | $96.3M |
| Sarasin & Partners LLP | 0.90% | Add +2.5% | 615,365 | $91.5M |
| Interval Partners, LP | 3.40% | New | 606,195 | $90.1M |
| Adage Capital Partners Gp, L.L.C. | 0.17% | Add +4.5% | 603,490 | $89.7M |
| Appaloosa | 1.34% | Add +20.0% | 600,000 | $89.2M |
| Janney Montgomery Scott LLC | 0.26% | Add +8.5% | 597,187 | $88.8M |
| BNP Paribas Financial Markets | 0.10% | Add +27.7% | 555,436 | $82.6M |
| Manufacturers Life Insurance Company, The | 0.08% | Reduce -8.3% | 550,414 | $81.8M |
| M&T Bank Corp | 0.28% | Add +21.7% | 545,659 | $81.1M |
| Corient Private Wealth LP | 0.14% | Reduce -17.6% | 532,200 | $79.1M |
| Prudential Financial Inc. | 0.11% | Reduce -0.5% | 524,067 | $77.9M |
"% of holder's portfolio" is UPS's weight in each manager's 13F, not the share of United Parcel Service Class B the manager owns.