United Parcel Service Class BUPS

13F holders, Q3 2024 (September 30)
2,165holders −12
126new positions
141sold out
11famous investors
$136.15avg. 13F price*

At the end of Q3 2024, 2,165 institutions reported holding United Parcel Service Class B (UPS) in their 13F filings, down 12 from Q2 2024. 126 opened new positions and 141 sold out. The largest holders were Vanguard Group Inc. ($8.8B), BlackRock, Inc. ($7.3B) and State Street Corp. ($4.0B). 11 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Bill Gates / Michael Larson (0.2% of Gates Foundation Trust's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions126$261.0M
Exits141$509.6M

All 13F filers, Q2 2024 → Q3 2024: 30,265,967 shares bought and 33,521,018 shares sold, net −3,255,051 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,165 holders

Vanguard Group Inc. 0.16% Add +1.3% 64,765,689 $8.8B
BlackRock, Inc. 0.15% — 53,633,208 $7.3B
State Street Corp. 0.16% Add +2.1% 29,597,425 $4.0B
JPMorgan Chase & Co. 0.26% Add +0.6% 23,879,312 $3.3B
Charles Schwab Investment Management Inc. 0.57% Add +6.4% 21,927,607 $3.0B
Wellington Management Group LLP 0.39% Reduce -15.1% 16,251,840 $2.2B
Geode Capital Management, LLC 0.17% Add +2.5% 15,289,624 $2.1B
Bank of America Corp. 0.13% Reduce -12.4% 11,045,726 $1.5B
FMR LLC 0.09% Add +3.7% 10,627,550 $1.4B
Franklin Resources Inc. 0.36% Reduce -9.7% 9,495,457 $1.3B
Amundi 0.42% Add +108.4% 8,763,535 $1.1B
Goldman Sachs Group Inc. 0.21% Add +11.6% 7,905,879 $1.1B
Norges Bank 0.15% Reduce -4.5% 7,801,710 $1.1B
Morgan Stanley 0.07% Reduce -5.2% 6,880,303 $938.1M
Northern Trust Corp. 0.15% Reduce -5.9% 6,743,066 $919.3M
Bank of New York Mellon Corp 0.16% Reduce -0.2% 6,476,438 $883.0M
UBS Group AG 0.23% Reduce -8.7% 6,067,497 $827.2M
Wells Fargo & Company 0.19% Reduce -4.2% 5,875,100 $801.0M
T. Rowe Price Associates Inc. 0.08% Add +10.1% 5,399,637 $736.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.16% Add +6.7% 4,639,272 $632.5M
Invesco Ltd. 0.11% Reduce -28.2% 4,267,004 $581.8M
Legal & General Group Plc 0.15% Add +0.6% 4,243,749 $578.6M
American Century Companies Inc. 0.32% Reduce -2.7% 4,033,848 $550.0M
Nuveen Asset Management, LLC 0.14% Reduce -8.3% 3,547,342 $483.6M
Dimensional Fund Advisors LP 0.11% Reduce -5.1% 3,423,040 $466.6M
Ameriprise Financial Inc. 0.11% Reduce -48.9% 3,191,078 $435.1M
Capital World Investors 0.07% Add +4.4% 3,144,230 $428.7M
Royal Bank of Canada 0.09% Add +9.2% 2,958,139 $403.3M
Primecap Management Co. 0.29% Reduce -1.2% 2,857,715 $389.6M
Raymond James & Associates 0.21% Reduce -9.3% 2,498,982 $340.7M
Nordea Investment Management AB 0.35% Add +19.8% 2,234,686 $305.2M
Swiss National Bank 0.19% Add +0.5% 2,165,000 $295.2M
Two Sigma Advisers, LP 0.66% Add +833.4% 2,074,100 $282.8M
Deutsche Bank AG 0.11% Reduce -14.2% 2,030,232 $276.8M
Marshall Wace, LLP 0.36% Reduce -21.7% 2,012,028 $274.3M
California Public Employees Retirement System 0.18% Reduce -26.1% 1,867,569 $254.6M
Barclays PLC 0.11% Add +1.6% 1,839,079 $250.7M
Sumitomo Mitsui Trust Group, Inc. 0.17% Add +0.8% 1,752,700 $239.0M
FineMark National Bank & Trust 8.17% Reduce -0.2% 1,722,852 $234.9M
Van Eck Associates Corp. 0.29% Add +1061.1% 1,772,765 $233.0M
Citadel Advisors 0.25% Add +171.7% 1,706,259 $232.6M
First Trust Advisors LP 0.22% Add +7.7% 1,700,864 $231.9M
Two Sigma Investments, LP 0.53% Add +193.2% 1,663,746 $226.8M
HSBC Holdings PLC 0.14% Add +1.4% 1,635,467 $223.1M
Federated Hermes, Inc. 0.48% Reduce -8.6% 1,590,724 $216.9M
Stifel Financial Corp. 0.22% Add +1.7% 1,540,740 $210.1M
Envestnet Asset Management Inc. 0.06% Reduce -23.9% 1,429,486 $194.9M
Thrivent Financial for Lutherans 0.36% Add +0.0% 1,379,666 $188.1M
Rhumbline Advisers 0.17% Reduce -2.1% 1,372,579 $187.1M
London Co. of Virginia 0.97% Reduce -7.9% 1,345,917 $183.5M
LPL Financial LLC 0.08% Add +6.8% 1,345,499 $183.4M
National Pension Service 0.17% Add +11.7% 1,296,691 $176.8M
PNC Financial Services Group, Inc. 0.11% Reduce -10.9% 1,211,655 $165.2M
Capital International Investors 0.03% Add +0.1% 1,202,690 $164.0M
SG Americas Securities, LLC 0.63% Add +1414.1% 1,201,336 $163.8M
Artisan Partners Limited Partnership 0.24% Add +55.8% 1,182,589 $161.2M
BNP Paribas Financial Markets 0.15% Reduce -28.9% 1,152,809 $157.2M
California State Teachers Retirement System 0.18% Reduce -0.8% 1,145,579 $156.2M
Bank of Montreal 0.07% Reduce -16.5% 1,111,200 $149.2M
HighTower Advisors, LLC 0.22% Reduce -2.4% 1,093,882 $149.1M
Spirepoint Private Client, LLC 19.55% Add +0.1% 1,083,210 $147.7M
Assenagon Asset Management S.A. 0.30% Add +5136.2% 1,079,964 $147.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.15% Add +8.4% 1,061,931 $144.8M
Cullen Capital Management, LLC 1.53% Add +17.4% 1,029,500 $140.4M
Alliancebernstein L.P. 0.05% Reduce -1.3% 1,016,529 $138.6M
Merit Financial Group, LLC 2.86% Add +5.7% 937,156 $127.8M
DAVENPORT & Co LLC 0.72% Add +657.7% 897,886 $122.1M
Massachusetts Financial Services Co. 0.04% Reduce -25.2% 887,096 $120.9M
Crawford Investment Counsel Inc. 2.06% Add +6.3% 883,651 $120.5M
Clifford Swan Investment Counsel LLC 4.20% Add +0.5% 868,335 $118.4M
Maj Invest Holding A/S 3.14% Add +86.5% 867,064 $118.2M
New York State Common Retirement Fund 0.16% Reduce -9.9% 864,132 $117.8M
Arrowstreet Capital, Limited Partnership 0.10% Add +220.7% 854,277 $116.5M
Principal Financial Group Inc. 0.06% Add +4.3% 829,280 $113.1M
Clearbridge Investments, LLC 0.09% Reduce -75.0% 815,187 $111.1M
Empower Advisory Group, LLC 0.37% Add +13.6% 804,971 $109.7M
Accredited Investors Inc. 6.12% Add +0.0% 784,924 $107.0M
Haverford Trust Co 1.03% Reduce -0.7% 776,371 $105.9M
Voloridge Investment Management, LLC 0.38% Add +40.1% 758,255 $103.4M
Mariner, LLC 0.18% Reduce -2.1% 757,021 $103.2M
Gates Foundation Trust 0.23% No change 755,089 $102.9M
US Bancorp \de 0.13% Reduce -3.4% 752,826 $102.6M
Baird Financial Group, Inc. 0.20% Add +7.5% 752,384 $102.6M
Raymond James Financial Services Advisors, Inc. 0.13% Reduce -0.1% 741,137 $101.0M
CANADA LIFE ASSURANCE Co 0.17% Add +1.9% 734,420 $100.2M
Adage Capital Partners Gp, L.L.C. 0.17% Add +11.0% 690,500 $94.1M
State Board of Administration of Florida Retirement System 0.18% Reduce -2.9% 680,878 $92.8M
New York State Teachers Retirement System 0.19% Reduce -4.9% 660,951 $90.1M
Baillie Gifford & Co. 0.07% Reduce -0.2% 656,034 $89.4M
Prudential Financial Inc. 0.13% Reduce -5.1% 655,724 $89.4M
Macquarie Group Ltd. 0.10% Add +34.9% 651,459 $88.8M
BBR Partners, LLC 6.71% Reduce -0.0% 646,056 $88.1M
Boston Trust Walden Corp 0.59% Reduce -1.4% 624,505 $85.1M
Victory Capital Management Inc. 0.08% Reduce -11.4% 624,064 $85.1M
Commonwealth Equity Services, LLC 0.13% Add +22.2% 616,317 $84.0M
Confluence Investment Management LLC 1.12% Reduce -4.5% 613,787 $83.7M
Korea Investment CORP 0.19% Add +33.2% 600,268 $81.8M
Epoch Investment Partners, Inc. 0.36% Add +57.4% 596,414 $81.3M
Manufacturers Life Insurance Company, The 0.07% Add +3.0% 586,735 $80.0M
Squarepoint Ops LLC 0.26% Reduce -4.4% 583,322 $79.5M

"% 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 2,165 holders