United Parcel Service Class BUPS

13F holders, Q2 2024 (June 30)
2,177holders −38
123new positions
159sold out
11famous investors
$136.92avg. 13F price*

At the end of Q2 2024, 2,177 institutions reported holding United Parcel Service Class B (UPS) in their 13F filings, down 38 from Q1 2024. 123 opened new positions and 159 sold out. The largest holders were Vanguard Group Inc. ($8.8B), BlackRock Inc. ($7.6B) and State Street Corp. ($4.0B). 11 famous investors held it, including David Tepper (1.3% of Appaloosa's portfolio), Paul Tudor Jones (0.4% of Tudor Investment Corporation's portfolio) and Bill Gates / Michael Larson (0.2% of Gates Foundation Trust's portfolio).

Company
United Parcel Service Class B
Sector
Industrials
CUSIP
911312106
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 2,215Q1 2024Q2 2024: 2,177Q2 2024Q3 2024: 2,165Q3 2024Q4 2024: 2,290Q4 2024Q1 2025: 2,201Q1 2025Q2 2025: 2,115Q2 2025Q3 2025: 1,947Q3 2025Q4 2025: 2,123Q4 2025Q1 2026: 2,116Q1 2026Q2 2026: 2,145Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions123$400.3M
Exits159$461.2M

All 13F filers, Q1 2024 → Q2 2024: 30,210,626 shares bought and 23,692,446 shares sold, net +6,518,180 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,177 holders

Vanguard Group Inc. 0.17% Add +0.8% 63,948,287 $8.8B
BlackRock Inc. 0.17% Add +1.7% 55,367,533 $7.6B
State Street Corp. 0.17% Reduce -0.1% 28,984,016 $4.0B
JPMorgan Chase & Co. 0.28% Reduce -8.4% 23,743,980 $3.2B
Charles Schwab Investment Management Inc. 0.54% Add +7.9% 20,606,686 $2.8B
Wellington Management Group LLP 0.47% Add +1.1% 19,138,065 $2.6B
Geode Capital Management, LLC 0.18% Add +2.0% 14,916,422 $2.0B
Bank of America Corp. 0.17% Reduce -8.4% 12,613,277 $1.7B
Franklin Resources Inc. 0.45% Add +4.9% 10,520,136 $1.4B
FMR LLC 0.09% Reduce -0.3% 10,247,321 $1.4B
Norges Bank 0.17% Add +8.8% 8,166,089 $1.1B
Morgan Stanley 0.08% Add +1.3% 7,260,064 $993.5M
Northern Trust Corp. 0.17% Reduce -3.8% 7,167,098 $980.8M
Goldman Sachs Group Inc. 0.19% Add +28.1% 7,086,911 $969.8M
UBS Group AG 0.28% Add +7.1% 6,646,749 $909.6M
Bank of New York Mellon Corp 0.17% Add +0.3% 6,490,712 $888.3M
Ameriprise Financial Inc. 0.23% Reduce -37.9% 6,249,416 $855.2M
Wells Fargo & Company 0.22% Reduce -14.4% 6,133,527 $839.4M
Invesco Ltd. 0.17% Reduce -6.1% 5,945,382 $813.6M
T. Rowe Price Associates Inc. 0.08% Add +19.2% 4,903,340 $671.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.17% Add +20.3% 4,346,495 $594.8M
Legal & General Group Plc 0.16% Reduce -6.5% 4,218,787 $577.3M
Amundi 0.22% Add +76.0% 4,204,440 $570.2M
American Century Companies Inc. 0.35% Add +10.5% 4,144,372 $567.2M
Nuveen Asset Management, LLC 0.15% Add +3.2% 3,866,784 $529.2M
Dimensional Fund Advisors LP 0.13% Reduce -2.0% 3,605,358 $493.4M
Clearbridge Investments, LLC 0.36% Reduce -51.1% 3,262,718 $446.5M
Capital World Investors 0.07% Reduce -0.0% 3,010,785 $412.0M
Primecap Management Co. 0.29% Reduce -0.3% 2,893,315 $396.0M
Raymond James & Associates 0.25% Reduce -5.2% 2,755,110 $377.0M
Royal Bank of Canada 0.09% Add +1.1% 2,710,247 $370.9M
Marshall Wace, LLP 0.50% Add +284.8% 2,569,831 $351.7M
California Public Employees Retirement System 0.25% Add +16.2% 2,528,087 $346.0M
Deutsche Bank AG 0.15% Add +2.3% 2,365,371 $323.7M
Swiss National Bank 0.20% Reduce -0.5% 2,155,000 $294.9M
Envestnet Asset Management Inc. 0.09% Reduce -6.9% 1,878,417 $257.1M
Nordea Investment Management AB 0.30% Add +77.3% 1,865,893 $254.9M
Barclays PLC 0.11% Reduce -3.8% 1,809,819 $247.7M
Bank of Montreal 0.07% Add +30.6% 1,331,160 $241.0M
Federated Hermes, Inc. 0.56% Reduce -6.5% 1,740,741 $238.2M
Sumitomo Mitsui Trust Group, Inc. 0.18% Reduce -2.0% 1,738,065 $237.9M
FineMark National Bank & Trust 8.71% Reduce -0.4% 1,726,271 $236.2M
BNP Paribas Financial Markets 0.24% Add +192.0% 1,621,894 $222.0M
HSBC Holdings PLC 0.14% Add +5.5% 1,612,217 $220.6M
First Trust Advisors LP 0.22% Reduce -8.8% 1,579,014 $216.1M
Stifel Financial Corp. 0.23% Reduce -0.6% 1,514,316 $207.3M
London Co. of Virginia 1.12% Reduce -6.6% 1,461,837 $200.1M
Rhumbline Advisers 0.18% Add +1.1% 1,401,844 $191.8M
Thrivent Financial for Lutherans 0.38% Add +5.0% 1,379,369 $188.8M
PNC Financial Services Group, Inc. 0.12% Reduce -0.5% 1,359,571 $186.1M
LPL Financial LLC 0.09% Add +7.0% 1,259,705 $172.4M
Capital International Investors 0.03% Add +25.4% 1,201,898 $164.5M
Massachusetts Financial Services Co. 0.05% Reduce -16.0% 1,185,950 $162.3M
National Pension Service 0.18% Add +1.5% 1,161,421 $158.9M
California State Teachers Retirement System 0.19% Add +0.1% 1,155,207 $158.1M
Qube Research & Technologies Ltd 0.28% Add +1475.5% 1,121,323 $153.5M
HighTower Advisors, LLC 0.24% Reduce -4.8% 1,120,192 $153.3M
Spirepoint Private Client, LLC 20.99% Add +0.0% 1,081,937 $148.1M
Focus Partners Wealth 0.48% Add +458.5% 1,045,830 $143.1M
Truist Financial Corp. 0.22% Reduce -6.0% 1,036,669 $141.9M
Alliancebernstein L.P. 0.05% Add +6.5% 1,030,016 $141.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.16% Add +12.6% 979,717 $134.1M
New York State Common Retirement Fund 0.17% Reduce -0.2% 959,032 $131.2M
Merit Financial Group, LLC 2.68% Reduce -1.6% 886,531 $121.3M
Cullen Capital Management, LLC 1.38% Reduce -10.0% 877,171 $120.0M
Clifford Swan Investment Counsel LLC 4.42% Reduce -0.1% 863,980 $118.2M
Citigroup Inc. 0.11% Reduce -29.8% 842,969 $115.4M
Crawford Investment Counsel Inc. 2.17% Add +2.7% 831,116 $113.7M
Principal Financial Group Inc. 0.06% Reduce -7.6% 795,291 $108.8M
Bahl & Gaynor LLC 0.60% Reduce -12.4% 784,797 $107.4M
Accredited Investors Inc. 6.70% Reduce -0.0% 784,749 $107.4M
Haverford Trust Co 1.13% Reduce -27.3% 781,618 $107.0M
US Bancorp \de 0.15% Reduce -0.1% 778,999 $106.6M
Mariner, LLC 0.21% Add +0.7% 773,127 $105.8M
Artisan Partners Limited Partnership 0.16% Add +10.9% 759,177 $103.9M
Gates Foundation Trust 0.22% No change 755,089 $103.3M
Millennium Management 0.09% Reduce -5.4% 754,614 $103.3M
Raymond James Financial Services Advisors, Inc. 0.14% Reduce -0.4% 741,693 $101.5M
CANADA LIFE ASSURANCE Co 0.19% Reduce -8.5% 720,725 $98.7M
Empower Advisory Group, LLC 0.36% Add +6.4% 708,646 $97.0M
Victory Capital Management Inc. 0.10% Add +1.4% 704,133 $96.4M
State Board of Administration of Florida Retirement System 0.19% Reduce -10.7% 701,214 $96.0M
Baird Financial Group, Inc. 0.20% Add +1.0% 700,100 $95.8M
Man Group plc 0.26% Add +671.8% 696,172 $95.3M
New York State Teachers Retirement System 0.20% Reduce -3.6% 695,242 $95.1M
Prudential Financial Inc. 0.14% Add +31.9% 691,232 $94.6M
Baillie Gifford & Co. 0.07% Add +1.5% 657,334 $90.0M
Voya Investment Management LLC 0.10% Reduce -44.3% 650,256 $89.0M
BBR Partners, LLC 7.25% Reduce -0.4% 646,149 $88.4M
Confluence Investment Management LLC 1.27% Reduce -4.6% 642,987 $88.0M
Boston Trust Walden Corp 0.64% Reduce -4.2% 633,473 $86.7M
Citadel Advisors 0.09% Add +416.9% 627,959 $85.9M
Adage Capital Partners Gp, L.L.C. 0.16% Add +3.1% 622,307 $85.2M
Squarepoint Ops LLC 0.31% Add +127.4% 609,967 $83.5M
Appaloosa 1.35% Add +0.8% 605,000 $82.8M
Sarasin & Partners LLP 0.72% Reduce -3.1% 596,510 $81.6M
Janney Montgomery Scott LLC 0.24% Reduce -2.5% 582,396 $79.7M
Bank Julius Baer & Co. Ltd, Zurich 0.30% Add +1.9% 533,444 $78.2M
Manufacturers Life Insurance Company, The 0.07% Add +3.4% 569,357 $77.9M
Two Sigma Investments, LP 0.19% Add +65.0% 567,482 $77.7M

"% 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.

Show all 2,177 holders