United Parcel Service Class BUPS
13F holders, Q2 2024 (June 30)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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 123 | $400.3M |
| Exits | 159 | $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.