Who owns United Parcel Service (UPS)
Which tracked institutional funds hold UPS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UPS company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on UPS is one-sided between 2026-Q1 and 2026-Q2: 13 added or opened and 1272 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
UPS’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes UPS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in UPS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 2081 tracked filers holding UPS, 1098 increased or opened the position and 965 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in UPS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- BALYASNY ASSET MANAGEMENT L.P.$3M
- Schonfeld Strategic Advisors LLC$912K
Full exits 1266
- VANGUARD CAPITAL MANAGEMENT LLC$4.7B
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2.2B
- GEODE CAPITAL MANAGEMENT, LLC$1.7B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B
- VICTORY CAPITAL MANAGEMENT INC$1.1B
- MORGAN STANLEY$1.0B
Largest adds
- BlackRock, Inc.$1.7B
- Capital World Investors$570M
- STATE STREET CORP$433M
- FMR LLC$329M
- MARSHALL WACE, LLP$259M
- WELLINGTON MANAGEMENT GROUP LLP$246M
Largest trims
- NORGES BANK$37M
- Invesco Ltd.$37M
- D. E. Shaw & Co., Inc.$33M
- AQR CAPITAL MANAGEMENT LLC$28M
- CITADEL ADVISORS LLC$18M
- Verition Fund Management LLC$6M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 54,929,329 | $5.9B | 11.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 48,152,554 | $4.7B | 9.1% | 2026-Q1 |
| STATE STREET CORP added | 33,864,263 | $3.6B | 7.0% | 2026-Q2 |
| FMR LLC added | 32,848,561 | $3.5B | 6.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 22,112,857 | $2.2B | 4.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 17,511,765 | $1.7B | 3.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 13,471,962 | $1.3B | 2.5% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 11,040,973 | $1.1B | 2.1% | 2026-Q1 |
| MORGAN STANLEY added | 10,170,608 | $1.0B | 1.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 9,728,123 | $957M | 1.8% | 2026-Q1 |
| Capital World Investors added | 8,019,194 | $862M | 1.7% | 2026-Q2 |
| NORGES BANK trimmed | 8,018,679 | $862M | 1.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 7,114,961 | $700M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 7,106,062 | $699M | 1.3% | 2026-Q1 |
| UBS Group AG trimmed | 6,935,351 | $682M | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 5,891,742 | $580M | 1.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 4,669,447 | $502M | 1.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 5,036,095 | $495M | 0.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 5,037,626 | $495M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp added | 4,639,324 | $456M | 0.9% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB added | 4,346,685 | $417M | 0.8% | 2026-Q1 |
| Legal & General Group Plc added | 4,182,171 | $411M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 4,161,768 | $409M | 0.8% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 3,713,091 | $398M | 0.8% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 3,551,678 | $382M | 0.7% | 2026-Q2 |
| MARSHALL WACE, LLP added | 3,446,393 | $370M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 3,631,133 | $357M | 0.7% | 2026-Q1 |
| Pacer Advisors, Inc. added | 3,510,630 | $345M | 0.7% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 3,397,979 | $334M | 0.6% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 3,046,707 | $328M | 0.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 3,011,373 | $296M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,946,485 | $290M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 3,007,637 | $286M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,561,181 | $252M | 0.5% | 2026-Q1 |
| Amundi trimmed | 2,474,049 | $243M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 2,433,554 | $239M | 0.5% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ | 2,146,131 | $231M | 0.4% | 2026-Q2 |
| National Pension Service added | 2,343,090 | $231M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 2,267,579 | $223M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 2,168,600 | $213M | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 2,172,842 | $213M | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 2,068,772 | $204M | 0.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,960,242 | $193M | 0.4% | 2026-Q1 |
| MANNING & NAPIER ADVISORS LLC added | 1,852,919 | $182M | 0.3% | 2026-Q1 |
| Allianz Asset Management GmbH added | 1,813,308 | $178M | 0.3% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP trimmed | 1,806,562 | $178M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,780,697 | $175M | 0.3% | 2026-Q1 |
| COMMERCE BANK added | 1,742,900 | $171M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,681,630 | $165M | 0.3% | 2026-Q1 |
| Cullen Capital Management, LLC added | 1,623,438 | $160M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,621,811 | $160M | 0.3% | 2026-Q1 |
| EQUITY INVESTMENT CORP added | 1,608,869 | $158M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,571,362 | $155M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,556,317 | $153M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 1,547,042 | $152M | 0.3% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 1,471,970 | $145M | 0.3% | 2026-Q1 |
| Artisan Partners Limited Partnership trimmed | 1,417,333 | $139M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 1,415,889 | $139M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 1,380,668 | $136M | 0.3% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 1,318,641 | $130M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 1,242,699 | $122M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,234,600 | $121M | 0.2% | 2026-Q1 |
| Empower Advisory Group, LLC added | 1,147,635 | $113M | 0.2% | 2026-Q1 |
| CRAWFORD INVESTMENT COUNSEL INC added | 1,139,640 | $112M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 1,132,796 | $111M | 0.2% | 2026-Q1 |
| Maj Invest Holding A/S added | 1,098,186 | $108M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 1,084,054 | $107M | 0.2% | 2026-Q1 |
| Swiss Life Asset Management Ltd added | 1,075,495 | $106M | 0.2% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC added | 1,055,980 | $104M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,047,509 | $103M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,029,916 | $101M | 0.2% | 2026-Q1 |
| SPIREPOINT PRIVATE CLIENT, LLC | 1,026,359 | $101M | 0.2% | 2026-Q1 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC trimmed | 967,814 | $95M | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC added | 912,889 | $89M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 888,665 | $88M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 883,786 | $87M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 857,105 | $84M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 836,896 | $83M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 824,050 | $81M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 821,279 | $81M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 815,120 | $80M | 0.2% | 2026-Q1 |
| Drexel Morgan & Co. added | 812,440 | $80M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 801,432 | $79M | 0.2% | 2026-Q1 |
| Accredited Investors Inc. | 783,700 | $77M | 0.1% | 2026-Q1 |
| TCW GROUP INC added | 763,777 | $75M | 0.1% | 2026-Q1 |
| BBR PARTNERS, LLC added | 754,290 | $74M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 728,976 | $72M | 0.1% | 2026-Q1 |
| SOUND SHORE MANAGEMENT INC /CT/ new | 728,066 | $72M | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 695,326 | $68M | 0.1% | 2026-Q1 |
| Cove Private Wealth, LLC added | 671,340 | $66M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 659,723 | $65M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 655,142 | $64M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 678,227 | $64M | 0.1% | 2026-Q1 |
| MACQUARIE GROUP LTD trimmed | 650,132 | $64M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 641,729 | $63M | 0.1% | 2026-Q1 |
| AVIVA PLC added | 616,034 | $61M | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 601,092 | $59M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 68,496,420 | $6.8B | 13.0% | 2025-Q4 stale |
| FineMark National Bank & Trust trimmed | 1,706,226 | $169M | 0.3% | 2025-Q4 stale |
| GATES FOUNDATION TRUST | 755,089 | $76M | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.