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Institutional Ownership · SEC Form 13F

Who owns UPS (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. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

2,083
Institutional holders
500,726,350
Shares held (tracked funds)

How the tape is positioned

389 tracked funds added or opened UPS while 359 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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, 1097 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 2025-Q4 and 2026-Q1 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 65

  • VANGUARD CAPITAL MANAGEMENT LLC$4.7B
  • VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B
  • VANGUARD FIDUCIARY TRUST CO$409M
  • Vanguard Global Advisers, LLC$160M
  • VANGUARD ASSET MANAGEMENT, Ltd$145M
  • CIBC Bancorp USA Inc.$87M

Full exits 85

  • VANGUARD GROUP INC$6.8B
  • FineMark National Bank & Trust$169M
  • CIBC Private Wealth Group LLC$53M
  • RNC CAPITAL MANAGEMENT LLC$38M
  • NewEdge Advisors, LLC$24M
  • Trexquant Investment LP$23M

Largest adds

  • FMR LLC$424M
  • MORGAN STANLEY$174M
  • BANK OF AMERICA CORP /DE/$174M
  • COMMERCE BANK$169M
  • FRANKLIN RESOURCES INC$135M
  • Capital World Investors$99M

Largest trims

  • BlackRock, Inc.$844M
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$517M
  • VICTORY CAPITAL MANAGEMENT INC$284M
  • VAN ECK ASSOCIATES CORP$194M
  • CITADEL ADVISORS LLC$128M
  • Assenagon Asset Management S.A.$100M

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).

FundSharesReported value% of valueQuarter
VANGUARD CAPITAL MANAGEMENT LLC new48,152,554$4.7B9.7%2026-Q1
BlackRock, Inc. trimmed42,336,949$4.2B8.6%2026-Q1
STATE STREET CORP added32,598,590$3.2B6.6%2026-Q1
FMR LLC added32,550,749$3.2B6.6%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed22,112,857$2.2B4.5%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added17,511,765$1.7B3.5%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new13,471,962$1.3B2.7%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed11,040,973$1.1B2.2%2026-Q1
MORGAN STANLEY added10,170,608$1.0B2.1%2026-Q1
BANK OF AMERICA CORP /DE/ added9,728,123$957M2.0%2026-Q1
NORGES BANK trimmed8,177,656$899M1.8%2026-Q1
GOLDMAN SACHS GROUP INC added7,114,961$700M1.4%2026-Q1
NORTHERN TRUST CORP trimmed7,106,062$699M1.4%2026-Q1
UBS Group AG trimmed6,935,351$682M1.4%2026-Q1
ROYAL BANK OF CANADA added5,891,742$580M1.2%2026-Q1
Invesco Ltd. trimmed5,480,185$539M1.1%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added5,036,095$495M1.0%2026-Q1
DIMENSIONAL FUND ADVISORS LP added5,037,626$495M1.0%2026-Q1
Bank of New York Mellon Corp added4,639,324$456M0.9%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed4,401,357$426M0.9%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB added4,346,685$417M0.9%2026-Q1
Legal & General Group Plc added4,182,171$411M0.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new4,161,768$409M0.8%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed3,720,603$366M0.8%2026-Q1
FIRST TRUST ADVISORS LP added3,631,133$357M0.7%2026-Q1
Pacer Advisors, Inc. added3,510,630$345M0.7%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed3,397,979$334M0.7%2026-Q1
FRANKLIN RESOURCES INC added3,011,373$296M0.6%2026-Q1
Capital World Investors added2,965,639$292M0.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added2,946,485$290M0.6%2026-Q1
JPMORGAN CHASE & CO added3,007,637$286M0.6%2026-Q1
WELLS FARGO & COMPANY/MN added2,561,181$252M0.5%2026-Q1
Amundi trimmed2,474,049$243M0.5%2026-Q1
DEUTSCHE BANK AG\ trimmed2,433,554$239M0.5%2026-Q1
National Pension Service added2,343,090$231M0.5%2026-Q1
STIFEL FINANCIAL CORP added2,267,579$223M0.5%2026-Q1
Swiss National Bank added2,168,600$213M0.4%2026-Q1
HSBC HOLDINGS PLC added2,172,842$213M0.4%2026-Q1
PRIMECAP MANAGEMENT CO/CA/ trimmed2,146,131$211M0.4%2026-Q1
Nuveen, LLC added2,068,772$204M0.4%2026-Q1
AMERICAN CENTURY COMPANIES INC added1,960,242$193M0.4%2026-Q1
MANNING & NAPIER ADVISORS LLC added1,852,919$182M0.4%2026-Q1
Allianz Asset Management GmbH added1,813,308$178M0.4%2026-Q1
VAN ECK ASSOCIATES CORP trimmed1,806,562$178M0.4%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed1,780,697$175M0.4%2026-Q1
COMMERCE BANK added1,742,900$171M0.4%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added1,681,630$165M0.3%2026-Q1
Cullen Capital Management, LLC added1,623,438$160M0.3%2026-Q1
Vanguard Global Advisers, LLC new1,621,811$160M0.3%2026-Q1
EQUITY INVESTMENT CORP added1,608,869$158M0.3%2026-Q1
AMERIPRISE FINANCIAL INC added1,571,362$155M0.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,556,317$153M0.3%2026-Q1
LPL Financial LLC added1,547,042$152M0.3%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new1,471,970$145M0.3%2026-Q1
Artisan Partners Limited Partnership trimmed1,417,333$139M0.3%2026-Q1
BARCLAYS PLC trimmed1,415,889$139M0.3%2026-Q1
California Public Employees Retirement System trimmed1,380,668$136M0.3%2026-Q1
Caisse de depot et placement du Quebec added1,318,641$130M0.3%2026-Q1
RHUMBLINE ADVISERS trimmed1,242,699$122M0.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed1,234,600$121M0.2%2026-Q1
Empower Advisory Group, LLC added1,147,635$113M0.2%2026-Q1
CRAWFORD INVESTMENT COUNSEL INC added1,139,640$112M0.2%2026-Q1
CITIGROUP INC added1,132,796$111M0.2%2026-Q1
MARSHALL WACE, LLP added1,129,844$111M0.2%2026-Q1
Maj Invest Holding A/S added1,098,186$108M0.2%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added1,084,054$107M0.2%2026-Q1
Swiss Life Asset Management Ltd added1,075,495$106M0.2%2026-Q1
OpenArc Corporate Advisory, LLC added1,055,980$104M0.2%2026-Q1
HighTower Advisors, LLC added1,047,509$103M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed1,029,916$101M0.2%2026-Q1
SPIREPOINT PRIVATE CLIENT, LLC1,026,359$101M0.2%2026-Q1
CLIFFORD SWAN INVESTMENT COUNSEL LLC trimmed967,814$95M0.2%2026-Q1
DAVENPORT & Co LLC added912,889$89M0.2%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH added888,665$88M0.2%2026-Q1
CIBC Bancorp USA Inc. added883,786$87M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed857,105$84M0.2%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed836,896$83M0.2%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added831,639$82M0.2%2026-Q1
SG Americas Securities, LLC added824,050$81M0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added821,279$81M0.2%2026-Q1
Merit Financial Group, LLC trimmed815,120$80M0.2%2026-Q1
Drexel Morgan & Co. added812,440$80M0.2%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added801,432$79M0.2%2026-Q1
Accredited Investors Inc.783,700$77M0.2%2026-Q1
TCW GROUP INC added763,777$75M0.2%2026-Q1
BBR PARTNERS, LLC added754,290$74M0.2%2026-Q1
BANK OF MONTREAL /CAN/ trimmed728,976$72M0.1%2026-Q1
SOUND SHORE MANAGEMENT INC /CT/ new728,066$72M0.1%2026-Q1
Mirae Asset Global Investments Co., Ltd. trimmed695,326$68M0.1%2026-Q1
CITADEL ADVISORS LLC trimmed677,141$67M0.1%2026-Q1
Cove Private Wealth, LLC added671,340$66M0.1%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed659,723$65M0.1%2026-Q1
Qube Research & Technologies Ltd added655,142$64M0.1%2026-Q1
JONES FINANCIAL COMPANIES LLLP added678,227$64M0.1%2026-Q1
MACQUARIE GROUP LTD trimmed650,132$64M0.1%2026-Q1
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed641,729$63M0.1%2026-Q1
AVIVA PLC added616,034$61M0.1%2026-Q1
VANGUARD GROUP INC added68,495,971$6.8B14.0%2025-Q4 stale
FineMark National Bank & Trust trimmed1,706,226$169M0.3%2025-Q4 stale
GATES FOUNDATION TRUST755,089$76M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership