United Parcel Service Ownership 2024 | Who Owns United Parcel Service Now?
Institutional Ownership
12.83%
Insider Ownership
0.02%
Retail Ownership
87.16%
Institutional Holders
1.41K
United Parcel Service Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 7.47% | 0.17% | 63,948,287 | 492,142 | 0.78% | 8,751,323,101 | Jun 30, 2024 |
| BLACKROCK INC. | 6.47% | 0.17% | 55,367,533 | 933,329 | 1.71% | 7,577,046,895 | Jun 30, 2024 |
| STATE STREET CORP | 3.39% | 0.17% | 28,984,016 | -13,507 | -0.05% | 3,966,462,590,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.77% | 0.27% | 23,735,441 | -2,200,831 | -8.49% | 3,248,195,202 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.41% | 0.54% | 20,606,686 | 1,515,406 | 7.94% | 2,820,025,066 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.24% | 0.47% | 19,138,065 | 204,556 | 1.08% | 2,619,044,197 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.74% | 0.18% | 14,916,422 | 294,140 | 2.01% | 2,035,331,078 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.47% | 0.15% | 12,613,277 | -1,156,439 | -8.40% | 1,726,126,963 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 1.23% | 0.44% | 10,520,136 | 494,677 | 4.93% | 1,439,680,556 | Jun 30, 2024 |
| FMR LLC | 1.20% | 0.09% | 10,247,321 | -30,103 | -0.29% | 1,402,346,017 | Jun 30, 2024 |
| NORGES BANK | 0.95% | 0.17% | 8,166,089 | 8,166,089 | 100.00% | 1,117,529,280 | Jun 30, 2024 |
| MORGAN STANLEY | 0.85% | 0.08% | 7,260,064 | 90,563 | 1.26% | 993,540,224 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.84% | 0.17% | 7,167,098 | -280,392 | -3.76% | 980,817,362,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.83% | 0.16% | 7,086,911 | 1,556,424 | 28.14% | 969,843,758 | Jun 30, 2024 |
| UBS GROUP AG | 0.78% | 0.22% | 6,646,749 | 438,334 | 7.06% | 909,607,601 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.76% | 0.17% | 6,490,712 | 20,426 | 0.32% | 888,253,952 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.73% | 0.23% | 6,249,416 | -3,811,935 | -37.89% | 855,235,362 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.72% | 0.20% | 6,133,527 | -1,035,749 | -14.45% | 839,373,024 | Jun 30, 2024 |
| INVESCO LTD. | 0.69% | 0.17% | 5,945,382 | -388,576 | -6.13% | 813,625,584 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.64% | 0.17% | 5,497,889 | -106,524 | -1.90% | 752,385,999 | Jun 30, 2024 |
United Parcel Service's largest institutional shareholder is VANGUARD GROUP INC, holding 7.47% of the company's total share outstanding, currently valued at $8.75B. The top 10 institutional shareholders own together 30.38% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CAPITAL CS GROUP, LLC | 0.04% | 48.85% | 320,198 | -13,463 | -4.03% | 43,819,141 | Jun 30, 2024 |
| SPIREPOINT PRIVATE CLIENT, LLC | 0.13% | 20.99% | 1,081,937 | 140 | 0.01% | 148,063,074 | Jun 30, 2024 |
| S. R. SCHILL & ASSOCIATES | 0.04% | 19.93% | 332,536 | 393 | 0.12% | 45,507,554 | Jun 30, 2024 |
| MAYAR CAPITAL LTD. | 0.01% | 13.41% | 105,488 | 6,527 | 6.60% | 14,436,033 | Jun 30, 2024 |
| CENTRIC WEALTH MANAGEMENT | 0.04% | 13.21% | 356,012 | -558 | -0.16% | 45,865,044 | Jun 30, 2024 |
| DONALD L. HAGAN, LLC | 0.02% | 9.40% | 129,745 | -295 | -0.23% | 17,755,603 | Jun 30, 2024 |
| OAKVIEW CAPITAL MANAGEMENT, L.P. | 0.00% | 8.92% | 20,725 | -27,684 | -57.19% | 2,836,216 | Jun 30, 2024 |
| FINEMARK NATIONAL BANK & TRUST | 0.20% | 8.70% | 1,726,271 | -6,430 | -0.37% | 236,240,307 | Jun 30, 2024 |
| CFO4LIFE GROUP, LLC | 0.04% | 8.26% | 321,215 | -983 | -0.31% | 43,958,233 | Jun 30, 2024 |
| SOUTHERN CAPITAL ADVISORS, LLC | 0.01% | 8.12% | 96,450 | 168 | 0.17% | 13,199,216 | Jun 30, 2024 |
| MANCHESTER CAPITAL MANAGEMENT LLC | 0.06% | 8.09% | 492,226 | -7,283 | -1.46% | 67,361,147 | Jun 30, 2024 |
| BBR PARTNERS, LLC | 0.08% | 7.24% | 646,149 | -2,653 | -0.41% | 88,425,491 | Jun 30, 2024 |
| FULLCIRCLE WEALTH LLC | 0.01% | 6.89% | 109,290 | 109,290 | 100.00% | 14,047,044 | Jun 30, 2024 |
| ACCREDITED INVESTORS INC. | 0.09% | 6.70% | 784,749 | -115 | -0.01% | 107,392,940 | Jun 30, 2024 |
| BIECHELE ROYCE ADVISORS | 0.01% | 4.66% | 100,812 | 6,797 | 7.23% | 13,796,000 | Jun 30, 2024 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 0.10% | 4.42% | 863,980 | -1,053 | -0.12% | 118,235,660 | Jun 30, 2024 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 0.02% | 3.97% | 174,530 | 513 | 0.29% | 23,884,499 | Jun 30, 2024 |
| GARLAND CAPITAL MANAGEMENT INC | 0.00% | 3.79% | 39,140 | -302 | -0.77% | 5,356,309 | Jun 30, 2024 |
| CMG GLOBAL HOLDINGS, LLC | 0.00% | 3.59% | 39,658 | - | - | 5,427,197 | Jun 30, 2024 |
| PROFESSIONAL ADVISORY SERVICES INC | 0.02% | 3.52% | 188,284 | 3,515 | 1.90% | 25,767,000 | Jun 30, 2024 |
The largest United Parcel Service shareholder by % of total assets is CAPITAL CS GROUP, LLC. The company owns 320.20K shares of United Parcel Service (UPS), representing 48.85% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.95% | 0.17% | 8,166,089 | 8,166,089 | 100.00% | 1,117,529,280 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.30% | 0.47% | 2,569,831 | 1,901,914 | 284.75% | 351,681,373 | Jun 30, 2024 |
| AMUNDI | 0.49% | 0.22% | 4,204,440 | 1,815,526 | 76.00% | 570,187,186 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.20% | 0.53% | 1,720,000 | 1,720,000 | 100.00% | 235,382,010 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.83% | 0.16% | 7,086,911 | 1,556,424 | 28.14% | 969,843,758 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.41% | 0.54% | 20,606,686 | 1,515,406 | 7.94% | 2,820,025,066 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.19% | 0.18% | 1,621,894 | 1,066,458 | 192.00% | 221,956,194 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.13% | 0.24% | 1,121,323 | 1,050,150 | 1475.49% | 153,453,052 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.34% | 0.91% | 2,932,100 | 1,009,000 | 52.47% | 401,257,903 | Jun 30, 2024 |
| BLACKROCK INC. | 6.47% | 0.17% | 55,367,533 | 933,329 | 1.71% | 7,577,046,895 | Jun 30, 2024 |
| COLONY GROUP, LLC | 0.12% | 0.48% | 1,045,830 | 858,585 | 458.54% | 143,122,000 | Jun 30, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | 0.22% | 0.30% | 1,865,893 | 813,773 | 77.35% | 254,899,643 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.57% | 0.08% | 4,903,340 | 789,470 | 19.19% | 671,023,000 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.51% | 0.17% | 4,346,495 | 734,192 | 20.32% | 594,817,843 | Jun 30, 2024 |
| MAN GROUP PLC | 0.08% | 0.24% | 696,172 | 605,969 | 671.78% | 95,271,138 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 1.23% | 0.44% | 10,520,136 | 494,677 | 4.93% | 1,439,680,556 | Jun 30, 2024 |
| VANGUARD GROUP INC | 7.47% | 0.17% | 63,948,287 | 492,142 | 0.78% | 8,751,323,101 | Jun 30, 2024 |
| MAJ INVEST HOLDING A/S | 0.05% | 1.77% | 464,779 | 464,779 | 100.00% | 63,604,000 | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.05% | 0.18% | 450,000 | 449,058 | 47670.70% | 61,582,500 | Jun 30, 2024 |
| UBS GROUP AG | 0.78% | 0.22% | 6,646,749 | 438,334 | 7.06% | 909,607,601 | Jun 30, 2024 |
As of Jun 30 2024, United Parcel Service's largest institutional buyer is NORGES BANK. The company purchased 8.17M stocks of UPS, valued at $1.12B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 0.73% | 0.23% | 6,249,416 | -3,811,935 | -37.89% | 855,235,362 | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS, LLC | 0.38% | 0.37% | 3,262,718 | -3,408,588 | -51.09% | 446,500,830 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.77% | 0.27% | 23,735,441 | -2,200,831 | -8.49% | 3,248,195,202 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.47% | 0.15% | 12,613,277 | -1,156,439 | -8.40% | 1,726,126,963 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.72% | 0.20% | 6,133,527 | -1,035,749 | -14.45% | 839,373,024 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | - | - | - | -803,496 | -100.00% | - | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | - | - | - | -606,195 | -100.00% | - | Jun 30, 2024 |
| HBK INVESTMENTS L P | - | - | - | -582,700 | -100.00% | - | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | 0.08% | 0.10% | 650,256 | -517,725 | -44.33% | 88,987,533 | Jun 30, 2024 |
| INVESCO LTD. | 0.69% | 0.17% | 5,945,382 | -388,576 | -6.13% | 813,625,584 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 0.01% | 0.01% | 88,979 | -385,875 | -81.26% | 12,176,337 | Jun 30, 2024 |
| HAVERFORD TRUST CO | 0.09% | 1.13% | 781,618 | -293,104 | -27.27% | 106,964,451 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.84% | 0.17% | 7,167,098 | -280,392 | -3.76% | 980,817,362,000 | Jun 30, 2024 |
| HAMLIN CAPITAL MANAGEMENT, LLC | 0.06% | 2.21% | 548,021 | -227,201 | -29.31% | 75,055,930 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.14% | 0.05% | 1,185,950 | -225,267 | -15.96% | 162,297,257 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.00% | 0.01% | 20,625 | -223,923 | -91.57% | 2,822,531 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.03% | 0.00% | 233,000 | -216,400 | -48.15% | 31,886,050 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -183,189 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.00% | 0.03% | 40,400 | -177,200 | -81.43% | 5,528,740 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.02% | 0.01% | 186,900 | -175,700 | -48.46% | 25,577,265 | Jun 30, 2024 |
As of Jun 30 2024, United Parcel Service's biggest institutional seller is AMERIPRISE FINANCIAL INC. The company sold -3.81M shares of UPS, valued at $855.24M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.95% | 0.17% | 8,166,089 | 8,166,089 | 100.00% | 1,117,529,280 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.20% | 0.53% | 1,720,000 | 1,720,000 | 100.00% | 235,382,010 | Jun 30, 2024 |
| MAJ INVEST HOLDING A/S | 0.05% | 1.77% | 464,779 | 464,779 | 100.00% | 63,604,000 | Jun 30, 2024 |
| J. SAFRA SARASIN HOLDING AG | 0.05% | 1.08% | 432,020 | 432,020 | 100.00% | 59,100,313 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.03% | 0.03% | 266,421 | 266,421 | 100.00% | 36,460,000 | Jun 30, 2024 |
| SCOPUS ASSET MANAGEMENT, L.P. | 0.02% | 0.55% | 200,000 | 200,000 | 100.00% | 27,370,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.02% | 0.14% | 180,759 | 180,759 | 100.00% | 24,736,869 | Jun 30, 2024 |
| MOORE CAPITAL MANAGEMENT, LP | 0.02% | 0.39% | 164,423 | 164,423 | 100.00% | 22,501,288 | Jun 30, 2024 |
| SCOPUS ASSET MANAGEMENT, L.P. | 0.02% | 0.37% | 135,000 | 135,000 | 100.00% | 18,474,750 | Jun 30, 2024 |
| DDD PARTNERS, LLC | 0.01% | 1.81% | 114,242 | 114,242 | 100.00% | 15,634,018 | Jun 30, 2024 |
| FULLCIRCLE WEALTH LLC | 0.01% | 6.89% | 109,290 | 109,290 | 100.00% | 14,047,044 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.03% | 103,476 | 103,476 | 100.00% | 14,155,900 | Jun 30, 2024 |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 0.01% | 0.05% | 97,527 | 97,527 | 100.00% | 13,346,570 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.01% | 0.14% | 93,008 | 93,008 | 100.00% | 12,728,000 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.17% | 56,243 | 56,243 | 100.00% | 7,696,855 | Jun 30, 2024 |
| LEE DANNER & BASS INC | 0.01% | 0.54% | 51,532 | 51,532 | 100.00% | 7,052,000 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.01% | 0.00% | 47,721 | 47,721 | 100.00% | 3,928,000 | Jun 30, 2024 |
| 0.00% | 0.15% | 38,674 | 38,674 | 100.00% | 5,292,483 | Jun 30, 2024 | |
| TEZA CAPITAL MANAGEMENT LLC | 0.00% | 0.63% | 37,723 | 37,723 | 100.00% | 5,162,393 | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | 0.00% | 0.17% | 37,663 | 37,663 | 100.00% | 5,154,182 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.00% | 0.13% | 27,148 | 27,148 | 100.00% | 3,715,164 | Jun 30, 2024 |
| NEO IVY CAPITAL MANAGEMENT | 0.00% | 0.72% | 26,992 | 26,992 | 100.00% | 3,694,000 | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | 0.00% | 0.26% | 26,000 | 26,000 | 100.00% | 3,558,100 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.00% | 0.03% | 25,077 | 25,077 | 100.00% | 3,431,787 | Jun 30, 2024 |
| LECAP ASSET MANAGEMENT LTD | 0.00% | 0.70% | 23,736 | 23,736 | 100.00% | 3,248,272 | Jun 30, 2024 |
| 0.00% | 0.82% | 22,607 | 22,607 | 100.00% | 3,093,801 | Jun 30, 2024 | |
| QUANTBOT TECHNOLOGIES LP | 0.00% | 0.14% | 21,818 | 21,818 | 100.00% | 2,985,793 | Jun 30, 2024 |
| BDF-GESTION | 0.00% | 0.28% | 21,254 | 21,254 | 100.00% | 2,908,610 | Jun 30, 2024 |
| INSPIRE TRUST CO, N.A. | 0.00% | 0.87% | 19,291 | 19,291 | 100.00% | 2,639,973 | Jun 30, 2024 |
| POINT72 HONG KONG LTD | 0.00% | 0.16% | 19,226 | 19,226 | 100.00% | 2,631,073 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.42% | 18,815 | 18,815 | 100.00% | 2,574,900 | Jun 30, 2024 |
| BEECH HILL ADVISORS, INC. | 0.00% | 1.03% | 18,285 | 18,285 | 100.00% | 2,502,302 | Jun 30, 2024 |
| TWIN CAPITAL MANAGEMENT INC | 0.00% | 0.28% | 17,303 | 17,303 | 100.00% | 2,367,916 | Jun 30, 2024 |
| AXQ CAPITAL, LP | 0.00% | 0.45% | 14,069 | 14,069 | 100.00% | 1,925,343 | Jun 30, 2024 |
| MACHINA CAPITAL S.A.S. | 0.00% | 0.85% | 13,917 | 13,917 | 100.00% | 1,904,541 | Jun 30, 2024 |
| HERBST GROUP, LLC | 0.00% | 1.13% | 13,590 | 13,590 | 100.00% | 1,859,819 | Jun 30, 2024 |
| 0.00% | 0.21% | 13,399 | 13,399 | 100.00% | 1,688,502 | Jun 30, 2024 | |
| CONCENTRIC CAPITAL STRATEGIES, LP | 0.00% | 0.09% | 13,168 | 13,168 | 100.00% | 1,802,041 | Jun 30, 2024 |
| ALERUS FINANCIAL NA | 0.00% | 0.13% | 12,892 | 12,892 | 100.00% | 1,764,277 | Jun 30, 2024 |
| CORDATUS WEALTH MANAGEMENT LLC | 0.00% | 0.65% | 12,606 | 12,606 | 100.00% | 1,725,000 | Jun 30, 2024 |
| MUFG SECURITIES EMEA PLC | 0.00% | 0.07% | 12,299 | 12,299 | 100.00% | 1,683,255 | Jun 30, 2024 |
| EMPIRICAL ASSET MANAGEMENT, LLC | 0.00% | 0.01% | 11,967 | 11,967 | 100.00% | 27,112 | Jun 30, 2024 |
| STRENGTHENING FAMILIES & COMMUNITIES, LLC | 0.00% | 0.47% | 11,965 | 11,965 | 100.00% | 1,637,000 | Jun 30, 2024 |
| 0.00% | 1.17% | 11,783 | 11,783 | 100.00% | 1,612,504 | Jun 30, 2024 | |
| CENTIVA CAPITAL, LP | 0.00% | 0.02% | 10,724 | 10,724 | 100.00% | 1,467,579 | Jun 30, 2024 |
| BEACON FINANCIAL ADVISORY LLC | 0.00% | 0.53% | 10,448 | 10,448 | 100.00% | 1,429,780 | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | 0.00% | 0.02% | 10,000 | 10,000 | 100.00% | 1,368,500 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.00% | 0.01% | 9,900 | 9,900 | 100.00% | 1,354,815 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.00% | 0.20% | 8,419 | 8,419 | 100.00% | 1,152,140 | Jun 30, 2024 |
| EISLER CAPITAL (US) LLC | 0.00% | 0.02% | 8,356 | 8,356 | 100.00% | 1,143,519 | Jun 30, 2024 |
| CFS INVESTMENT ADVISORY SERVICES, LLC | 0.00% | 0.09% | 8,029 | 8,029 | 100.00% | 1,099,000 | Jun 30, 2024 |
| CRESCENT GROVE ADVISORS, LLC | 0.00% | 0.12% | 7,668 | 7,668 | 100.00% | 1,049,366 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.07% | 6,964 | 6,964 | 100.00% | 953,023 | Jun 30, 2024 |
| EASTERLY INVESTMENT PARTNERS LLC | 0.00% | 0.08% | 6,774 | 6,774 | 100.00% | 927,022 | Jun 30, 2024 |
| ALAN B. LANCZ & ASSOCIATES, INC. | 0.00% | 0.92% | 6,770 | 6,770 | 100.00% | 926,475 | Jun 30, 2024 |
| AXIOM ADVISORY, LLC | 0.00% | 0.01% | 6,726 | 6,726 | 100.00% | 962,932 | Jun 30, 2024 |
| KINGS PATH PARTNERS LLC | 0.00% | 0.43% | 6,605 | 6,605 | 100.00% | 903,894 | Jun 30, 2024 |
| PALISADE CAPITAL MANAGEMENT, LP | 0.00% | 0.02% | 5,880 | 5,880 | 100.00% | 804,678 | Jun 30, 2024 |
| ALPHASTAR CAPITAL MANAGEMENT, LLC | 0.00% | 0.07% | 5,241 | 5,241 | 100.00% | 717,191 | Jun 30, 2024 |
| GARDA CAPITAL PARTNERS LP | 0.00% | 0.03% | 5,210 | 5,210 | 100.00% | 712,989,000 | Jun 30, 2024 |
| CTC ALTERNATIVE STRATEGIES, LTD. | 0.00% | 0.30% | 5,182 | 5,182 | 100.00% | 709,157 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 0.00% | 0.00% | 5,100 | 5,100 | 100.00% | 697,935 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.14% | 5,033 | 5,033 | 100.00% | 688,818 | Jun 30, 2024 |
| TRADEWINDS, LLC. | 0.00% | 0.19% | 4,406 | 4,406 | 100.00% | 603,006 | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | 0.00% | 0.11% | 4,273 | 4,273 | 100.00% | 584,760 | Jun 30, 2024 |
| REVOLVE WEALTH PARTNERS, LLC | 0.00% | 0.10% | 4,262 | 4,262 | 100.00% | 583,255 | Jun 30, 2024 |
| GUARDIAN INVESTMENT MANAGEMENT | 0.00% | 0.40% | 4,075 | 4,075 | 100.00% | 557,663 | Jun 30, 2024 |
| CEERA INVESTMENTS, LLC | 0.00% | 0.23% | 3,936 | 3,936 | 100.00% | 538,642 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.16% | 3,871 | 3,871 | 100.00% | 529,708 | Jun 30, 2024 |
| ELLIS INVESTMENT PARTNERS, LLC | 0.00% | 0.11% | 3,722 | 3,722 | 100.00% | 509,336 | Jun 30, 2024 |
| SAX WEALTH ADVISORS, LLC | 0.00% | 0.05% | 3,496 | 3,496 | 100.00% | 478,452 | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.00% | 0.03% | 3,381 | 3,381 | 100.00% | 462,690 | Jun 30, 2024 |
| MASON & ASSOCIATES, LLC | 0.00% | 0.14% | 3,023 | 3,023 | 100.00% | 413,698 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.23% | 2,800 | 2,800 | 100.00% | 383,180 | Jun 30, 2024 |
| HYPERION PARTNERS, LLC | 0.00% | 0.26% | 2,668 | 2,668 | 100.00% | 365,116 | Jun 30, 2024 |
| WCM INVESTMENT MANAGEMENT, LLC | 0.00% | 0.00% | 2,561 | 2,561 | 100.00% | 347,793 | Jun 30, 2024 |
| BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | 0.00% | 0.02% | 2,461 | 2,461 | 100.00% | 336,788 | Jun 30, 2024 |
| FIDUCIARY FINANCIAL GROUP, LLC | 0.00% | 0.09% | 2,456 | 2,456 | 100.00% | 361,842 | Jun 30, 2024 |
| SAN LUIS WEALTH ADVISORS LLC | 0.00% | 0.08% | 2,398 | 2,398 | 100.00% | 328,000 | Jun 30, 2024 |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC | 0.00% | 0.04% | 2,173 | 2,173 | 100.00% | 295,433 | Jun 30, 2024 |
| VERACITY CAPITAL LLC | 0.00% | 0.12% | 2,111 | 2,111 | 100.00% | 288,939 | Jun 30, 2024 |
| NUMERAI GP LLC | 0.00% | 0.10% | 2,060 | 2,060 | 100.00% | 281,911 | Jun 30, 2024 |
| WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC | 0.00% | 0.28% | 2,040 | 2,040 | 100.00% | 279,174 | Jun 30, 2024 |
| QUINN OPPORTUNITY PARTNERS LLC | 0.00% | 0.03% | 2,000 | 2,000 | 100.00% | 273,700 | Jun 30, 2024 |
| SAWGRASS ASSET MANAGEMENT LLC | 0.00% | 0.03% | 1,971 | 1,971 | 100.00% | 269,731 | Jun 30, 2024 |
| GATEWAY ADVISORY, LLC | 0.00% | 0.05% | 1,944 | 1,944 | 100.00% | 266,036 | Jun 30, 2024 |
| PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.09% | 1,926 | 1,926 | 100.00% | 263,606 | Jun 30, 2024 |
| ZEGA FINANCIAL, LLC | 0.00% | 0.05% | 1,922 | 1,922 | 100.00% | 263,026 | Jun 30, 2024 |
| CRESTMONT PRIVATE WEALTH LLC | 0.00% | 0.11% | 1,736 | 1,736 | 100.00% | 237,541 | Jun 30, 2024 |
| INTEGRITY FINANCIAL CORP /WA | 0.00% | 0.15% | 1,704 | 1,704 | 100.00% | 233,192 | Jun 30, 2024 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.00% | 0.01% | 1,632 | 1,632 | 100.00% | 223,288 | Jun 30, 2024 |
| SAVVY ADVISORS, INC. | 0.00% | 0.07% | 1,621 | 1,621 | 100.00% | 221,832 | Jun 30, 2024 |
| 0.00% | 0.13% | 1,617 | 1,617 | 100.00% | 221,286 | Jun 30, 2024 | |
| CORE WEALTH PARTNERS LLC | 0.00% | 0.15% | 1,556 | 1,556 | 100.00% | 212,939 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL SARL | 0.00% | 0.01% | 1,509 | 1,509 | 100.00% | 206,507 | Jun 30, 2024 |
| CALLAN FAMILY OFFICE, LLC | 0.00% | 0.04% | 1,505 | 1,505 | 100.00% | 205,958 | Jun 30, 2024 |
| NELSON CAPITAL MANAGEMENT, LLC | 0.00% | 0.04% | 1,469 | 1,469 | 100.00% | 201,033 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.13% | 1,299 | 1,299 | 100.00% | 177,165 | Jun 30, 2024 |
| 0.00% | 0.10% | 1,041 | 1,041 | 100.00% | 142,458 | Jun 30, 2024 | |
| 0.00% | 0.01% | 1,020 | 1,020 | 100.00% | 139,577 | Jun 30, 2024 |
United Parcel Service's largest new institutional shareholder by number of shares is NORGES BANK, purchased 8.17M shares, valued at $1.12B, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CAPITAL RESEARCH GLOBAL INVESTORS | - | - | - | -803,496 | -100.00% | - | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | - | - | - | -606,195 | -100.00% | - | Jun 30, 2024 |
| HBK INVESTMENTS L P | - | - | - | -582,700 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -183,189 | -100.00% | - | Jun 30, 2024 |
| MARATHON ASSET MANAGEMENT LTD | - | - | - | -140,403 | -100.00% | - | Jun 30, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | - | - | - | -134,759 | -100.00% | - | Jun 30, 2024 |
| WOODLINE PARTNERS LP | - | - | - | -129,480 | -100.00% | - | Jun 30, 2024 |
| ROYAL BANK OF CANADA | - | - | - | -98,100 | -100.00% | - | Jun 30, 2024 |
| AVALON GLOBAL ASSET MANAGEMENT LLC | - | - | - | -70,000 | -100.00% | - | Jun 30, 2024 |
| PARKWOOD LLC | - | - | - | -63,503 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -62,262 | -100.00% | - | Jun 30, 2024 |
| EXECUTIVE WEALTH MANAGEMENT, LLC | - | - | - | -53,635 | -100.00% | - | Jun 30, 2024 |
| HUDSON BAY CAPITAL MANAGEMENT LP | - | - | - | -45,070 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -42,245 | -100.00% | - | Jun 30, 2024 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | - | - | - | -40,332 | -100.00% | - | Jun 30, 2024 |
| NOMURA HOLDINGS INC | - | - | - | -40,100 | -100.00% | - | Jun 30, 2024 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | - | - | - | -33,726 | -100.00% | - | Jun 30, 2024 |
| GREYSTONE FINANCIAL GROUP, LLC | - | - | - | -33,442 | -100.00% | - | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -32,148 | -100.00% | - | Jun 30, 2024 |
| ADVENT CAPITAL MANAGEMENT /DE/ | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -29,170 | -100.00% | - | Jun 30, 2024 |
| MOTLEY FOOL ASSET MANAGEMENT LLC | - | - | - | -28,508 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -27,100 | -100.00% | - | Jun 30, 2024 |
| TILSON FINANCIAL GROUP, INC. | - | - | - | -22,894 | -100.00% | - | Jun 30, 2024 |
| MAVERICK CAPITAL LTD | - | - | - | -20,025 | -100.00% | - | Jun 30, 2024 |
| STERLING INVESTMENT ADVISORS, LTD. | - | - | - | -19,804 | -100.00% | - | Jun 30, 2024 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | - | - | - | -18,053 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -16,823 | -100.00% | - | Jun 30, 2024 |
| RADNOR CAPITAL MANAGEMENT, LLC | - | - | - | -15,806 | -100.00% | - | Jun 30, 2024 |
| LINEWEAVER WEALTH ADVISORS, LLC | - | - | - | -13,654 | -100.00% | - | Jun 30, 2024 |
| AZZAD ASSET MANAGEMENT INC /ADV | - | - | - | -13,276 | -100.00% | - | Jun 30, 2024 |
| BALENTINE LLC | - | - | - | -13,043 | -100.00% | - | Jun 30, 2024 |
| TEALWOOD ASSET MANAGEMENT INC | - | - | - | -12,537 | -100.00% | - | Jun 30, 2024 |
| FAS WEALTH PARTNERS, INC. | - | - | - | -10,914 | -100.00% | - | Jun 30, 2024 |
| DECATUR CAPITAL MANAGEMENT, INC. | - | - | - | -10,877 | -100.00% | - | Jun 30, 2024 |
| HOULIHAN FINANCIAL RESOURCE GROUP, LTD. | - | - | - | -10,430 | -100.00% | - | Jun 30, 2024 |
| ILLINOIS MUNICIPAL RETIREMENT FUND | - | - | - | -10,265 | -100.00% | - | Jun 30, 2024 |
| BLUECREST CAPITAL MANAGEMENT LTD | - | - | - | -9,055 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -8,895 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL CONSULATE, INC | - | - | - | -8,549 | -100.00% | - | Jun 30, 2024 |
| PRIVATE PORTFOLIO PARTNERS LLC | - | - | - | -8,519 | -100.00% | - | Jun 30, 2024 |
| ALAETHES WEALTH LLC | - | - | - | -8,402 | -100.00% | - | Jun 30, 2024 |
| WOLFF FINANCIAL MANAGEMENT LLC | - | - | - | -7,515 | -100.00% | - | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | - | - | - | -6,979 | -100.00% | - | Jun 30, 2024 |
| FAYEZ SAROFIM & CO | - | - | - | -6,509 | -100.00% | - | Jun 30, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | - | - | - | -5,600 | -100.00% | - | Jun 30, 2024 |
| TORNO CAPITAL, LLC | - | - | - | -5,500 | -100.00% | - | Jun 30, 2024 |
| BOSTON FINANCIAL MANGEMENT LLC | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
| DARWIN WEALTH MANAGEMENT, LLC | - | - | - | -4,878 | -100.00% | - | Jun 30, 2024 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | - | - | - | -4,709 | -100.00% | - | Jun 30, 2024 |
| DELTA FINANCIAL GROUP, INC. | - | - | - | -4,605 | -100.00% | - | Jun 30, 2024 |
| SILVERLEAFE CAPITAL PARTNERS, LLC | - | - | - | -4,579 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -4,372 | -100.00% | - | Jun 30, 2024 |
| SUTTON PLACE INVESTORS LLC | - | - | - | -4,256 | -100.00% | - | Jun 30, 2024 |
| COOKSON PEIRCE & CO INC | - | - | - | -4,115 | -100.00% | - | Jun 30, 2024 |
| JOHNSON & WHITE WEALTH MANAGEMENT, LLC | - | - | - | -4,094 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE ASSET MANAGEMENT LLC | - | - | - | -3,970 | -100.00% | - | Jun 30, 2024 |
| LAVACA CAPITAL LLC | - | - | - | -3,839 | -100.00% | - | Jun 30, 2024 |
| BLUEPATH CAPITAL MANAGEMENT, LLC | - | - | - | -3,837 | -100.00% | - | Jun 30, 2024 |
| NWAM LLC | - | - | - | -3,798 | -100.00% | - | Jun 30, 2024 |
| ACCUVEST GLOBAL ADVISORS | - | - | - | -3,708 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -3,630 | -100.00% | - | Jun 30, 2024 |
| CENTRAL VALLEY ADVISORS, LLC | - | - | - | -3,515 | -100.00% | - | Jun 30, 2024 |
| BENNETT ASSOCIATES WEALTH MANAGEMENT | - | - | - | -3,046 | -100.00% | - | Jun 30, 2024 |
| ASB CONSULTORES, LLC | - | - | - | -2,922 | -100.00% | - | Jun 30, 2024 |
| TEAM HEWINS, LLC | - | - | - | -2,864 | -100.00% | - | Jun 30, 2024 |
| PASSUMPSIC SAVINGS BANK | - | - | - | -2,803 | -100.00% | - | Jun 30, 2024 |
| CORNERSTONE ADVISORY, LLC | - | - | - | -2,745 | -100.00% | - | Jun 30, 2024 |
| DE BURLO GROUP INC | - | - | - | -2,744 | -100.00% | - | Jun 30, 2024 |
| WASHINGTON TRUST BANK | - | - | - | -2,713 | -100.00% | - | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | - | - | - | -2,675 | -100.00% | - | Jun 30, 2024 |
| NAVELLIER & ASSOCIATES INC | - | - | - | -2,610 | -100.00% | - | Jun 30, 2024 |
| WILKINSON GLOBAL ASSET MANAGEMENT LLC | - | - | - | -2,507 | -100.00% | - | Jun 30, 2024 |
| CRESTWOOD ADVISORS GROUP LLC | - | - | - | -2,474 | -100.00% | - | Jun 30, 2024 |
| GRANDVIEW ASSET MANAGEMENT LLC | - | - | - | -2,396 | -100.00% | - | Jun 30, 2024 |
| PROVIDENCE WEALTH ADVISORS, LLC | - | - | - | -2,318 | -100.00% | - | Jun 30, 2024 |
| ONEASCENT FINANCIAL SERVICES LLC | - | - | - | -2,229 | -100.00% | - | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | - | - | - | -2,170 | -100.00% | - | Jun 30, 2024 |
| EIGHT 31 FINANCIAL LLC | - | - | - | -2,162 | -100.00% | - | Jun 30, 2024 |
| PATTON ALBERTSON MILLER GROUP, LLC | - | - | - | -2,152 | -100.00% | - | Jun 30, 2024 |
| ARKOS GLOBAL ADVISORS | - | - | - | -2,100 | -100.00% | - | Jun 30, 2024 |
| EVOKE WEALTH, LLC | - | - | - | -2,086 | -100.00% | - | Jun 30, 2024 |
| ASPIRIANT, LLC | - | - | - | -2,031 | -100.00% | - | Jun 30, 2024 |
| AVISO WEALTH MANAGEMENT | - | - | - | -2,024 | -100.00% | - | Jun 30, 2024 |
| ALERA INVESTMENT ADVISORS, LLC | - | - | - | -2,002 | -100.00% | - | Jun 30, 2024 |
| CAERUS INVESTMENT ADVISORS, LLC | - | - | - | -2,000 | -100.00% | - | Jun 30, 2024 |
| MISSION CREEK CAPITAL PARTNERS, INC. | - | - | - | -1,852 | -100.00% | - | Jun 30, 2024 |
| FIRST CITY CAPITAL MANAGEMENT, INC. | - | - | - | -1,848 | -100.00% | - | Jun 30, 2024 |
| CAPITAL INSIGHT PARTNERS, LLC | - | - | - | -1,810 | -100.00% | - | Jun 30, 2024 |
| PASADENA PRIVATE WEALTH, LLC | - | - | - | -1,790 | -100.00% | - | Jun 30, 2024 |
| CBOE VEST FINANCIAL, LLC | - | - | - | -1,746 | -100.00% | - | Jun 30, 2024 |
| PATTEN GROUP, INC. | - | - | - | -1,728 | -100.00% | - | Jun 30, 2024 |
| OPUS CAPITAL GROUP, LLC | - | - | - | -1,701 | -100.00% | - | Jun 30, 2024 |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC | - | - | - | -1,693 | -100.00% | - | Jun 30, 2024 |
| SIERRA SUMMIT ADVISORS LLC | - | - | - | -1,680 | -100.00% | - | Jun 30, 2024 |
| TITLEIST ASSET MANAGEMENT, LLC | - | - | - | -1,678 | -100.00% | - | Jun 30, 2024 |
| BRAUN-BOSTICH & ASSOCIATES INC. | - | - | - | -1,634 | -100.00% | - | Jun 30, 2024 |
| BULLTICK WEALTH MANAGEMENT, LLC | - | - | - | -1,633 | -100.00% | - | Jun 30, 2024 |
| ANGELES INVESTMENT ADVISORS, LLC | - | - | - | -1,628 | -100.00% | - | Jun 30, 2024 |
| INTEGRAL INVESTMENT ADVISORS, INC. | - | - | - | -1,628 | -100.00% | - | Jun 30, 2024 |
United Parcel Service's largest sold out institutional shareholder by shares sold is CAPITAL RESEARCH GLOBAL INVESTORS, sold -0.80M shares, valued at -, as of undefined.
United Parcel Service Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| VANGUARD VALLEY FORGE FUNDS | 5.50% | 2,870,000 | - | - | Mar 31, 2024 |
| HIGHLAND FUNDS II | 4.73% | 70,000 | - | - | Dec 31, 2023 |
| WISCONSIN CAPITAL FUNDS INC | 3.66% | 1,000,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.82% | 950,000 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 1.38% | 1,135,000 | - | - | Dec 31, 2023 |
| PIONEER EQUITY INCOME FUND | 1.25% | 279,091 | 48,452 | 21.01% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.25% | 650,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.25% | 650,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.17% | 609,000 | - | - | Mar 31, 2024 |
| HIGHLAND FUNDS II | 1.15% | 17,000 | - | - | Dec 31, 2023 |
| Investment House Funds | 1.15% | 12,000 | - | - | Jan 31, 2024 |
| ASSET MANAGEMENT FUND | 0.97% | 20,000 | - | - | Mar 28, 2024 |
| New Age Alpha Trust | 0.97% | 3,370 | - | - | May 31, 2022 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,931 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.89% | 465,000 | - | - | Mar 31, 2024 |
| ActiveShares ETF Trust | 0.87% | 753 | - | - | Mar 31, 2024 |
| STEWARD FUNDS, INC. | 0.82% | 2,000,000 | - | - | Jan 31, 2024 |
| LKCM Funds | 0.79% | 3,000,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.75% | 390,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.67% | 350,000 | - | - | Mar 31, 2024 |
| Jensen Quality Growth Fund Inc | 0.59% | 1,070,000 | - | - | Feb 29, 2024 |
| GENERAL ELECTRIC RSP U.S. EQUITY FUND | 0.58% | 291,785 | 100,137 | 52.25% | Mar 31, 2021 |
| Voya VARIABLE INSURANCE TRUST | 0.58% | 1,370,000 | - | - | Mar 31, 2024 |
| GLENMEDE FUND INC | 0.45% | 4,000,000 | - | - | Jan 31, 2024 |
| Procure ETF Trust I | 0.43% | 150 | -60 | -28.57% | Jan 31, 2022 |
| STEWARD FUNDS, INC. | 0.41% | 1,000,000 | - | - | Jan 31, 2024 |
| STEWARD FUNDS, INC. | 0.41% | 1,000,000 | - | - | Jan 31, 2024 |
| CM ADVISORS FAMILY OF FUNDS | 0.41% | 100,000 | - | - | Feb 29, 2024 |
| T. Rowe Price Value Fund, Inc. | 0.40% | 2,056,821 | - | - | Mar 31, 2024 |
| Natixis ETF Trust | 0.39% | 80,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.38% | 200,000 | - | - | Mar 31, 2024 |
| ABERDEEN INVESTMENT FUNDS | 0.37% | 560,000 | - | - | Oct 31, 2021 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.34% | 127,908 | - | - | Mar 31, 2024 |
| Matrix Advisors Funds Trust | 0.33% | 1,800 | - | - | Mar 31, 2024 |
| FRANKLIN MANAGED TRUST | 0.33% | 2,953,352 | - | - | Mar 31, 2024 |
| Build Funds Trust | 0.32% | 58,000 | - | - | Dec 31, 2023 |
| Federated Hermes Investment Series Funds, Inc. | 0.32% | 3,675,000 | - | - | Feb 29, 2024 |
| SCHWARTZ INVESTMENT TRUST | 0.32% | 1,869,000 | - | - | Mar 31, 2024 |
| OSI ETF Trust | 0.31% | 54,158 | 3,024 | 5.91% | Mar 31, 2022 |
| PIONEER SERIES TRUST XII | 0.30% | 219,922 | - | - | Feb 29, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.30% | 8,871 | -220 | -2.42% | Mar 31, 2024 |
| KAVILCO INC/WA/ | 0.30% | 2,170 | 2,170 | - | Mar 31, 2021 |
| BOYAR VALUE FUND INC | 0.30% | 5,000 | - | - | Mar 31, 2024 |
| Impact Shares Trust I | 0.28% | 3,012 | -44 | -1.44% | Mar 31, 2024 |
| FRANKLIN STRATEGIC SERIES | 0.28% | 2,400,000 | - | - | Jan 31, 2024 |
| Voya VARIABLE FUNDS | 0.28% | 243,113 | 243,113 | - | Mar 31, 2024 |
| T. Rowe Price Equity Income Fund, Inc. | 0.27% | 1,130,000 | 70,000 | 6.60% | Mar 31, 2024 |
| American Beacon Institutional Funds Trust | 0.24% | 490,000 | - | - | Jan 31, 2024 |
| Invesco Bond Fund | 0.24% | 436,000 | -25,000 | -5.42% | Feb 29, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.23% | 52,654 | -701 | -1.31% | Jan 31, 2024 |
| SPDR S&P 500 ETF TRUST | 0.22% | 8,789,569 | -195,873 | -2.18% | Mar 31, 2024 |
| Index Funds | 0.22% | 1,875 | -38 | -1.99% | Mar 31, 2024 |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. | 0.22% | 375,871 | - | - | Mar 31, 2024 |
| BlackRock Enhanced Global Dividend Trust | 0.22% | 96,388 | - | - | Mar 31, 2024 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) | 0.21% | 2,849,778 | 225,972 | 8.61% | Jan 31, 2024 |
| Voya VARIABLE INSURANCE TRUST | 0.20% | 480,000 | - | - | Mar 31, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.20% | 1,000,000 | - | - | Mar 28, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.20% | 1,000,000 | - | - | Mar 28, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.20% | 1,000,000 | - | - | Mar 28, 2024 |
| Elevation Series Trust | 0.20% | 9,869 | - | - | Jan 31, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.18% | 10,084,230 | 154,364 | 1.55% | Jan 31, 2024 |
| VANGUARD FENWAY FUNDS | 0.18% | 4,520,023 | 228,951 | 5.34% | Mar 31, 2024 |
| NORTH COUNTRY FUNDS | 0.18% | 5,700 | - | - | Feb 29, 2024 |
| Engine No. 1 ETF Trust | 0.17% | 10,431 | -250 | -2.34% | Jan 31, 2024 |
| SCHWARTZ INVESTMENT TRUST | 0.17% | 1,000,000 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.17% | 5,205,223 | -67,279 | -1.28% | Mar 31, 2024 |
| SPARROW FUNDS | 0.16% | 570 | - | - | Feb 29, 2024 |
| ANCHOR SERIES TRUST | 0.16% | 5,000,000 | - | - | Sep 30, 2021 |
| NICHOLAS FUND, INC. | 0.16% | 260,000 | - | - | Dec 31, 2023 |
| IDX Funds | 0.16% | 5,999 | - | - | Dec 31, 2021 |
| FIDELITY DESTINY PORTFOLIOS | 0.15% | 329,200 | 49,500 | 17.70% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.15% | 1,453,220 | -18,847 | -1.28% | Mar 31, 2024 |
| Franklin Investors Securities Trust | 0.15% | 10,000,000 | - | - | Jan 31, 2024 |
| FRANKLIN MUTUAL SERIES FUNDS | 0.14% | 3,275,969 | 388,542 | 13.46% | Mar 31, 2024 |
| MASTER LARGE CAP SERIES LLC | 0.13% | 121,253 | 86,505 | 248.95% | Mar 31, 2022 |
| PFM Multi-Manager Series Trust | 0.13% | 104,000 | - | - | Dec 31, 2023 |
| Invesco Bond Fund | 0.13% | 231,000 | - | - | Feb 29, 2024 |
| Pioneer Series Trust III | 0.12% | 34,781 | - | - | Feb 29, 2024 |
| T. Rowe Price Growth & Income Fund, Inc. | 0.12% | 119,580 | -36,770 | -23.52% | Dec 31, 2020 |
| Adviser Managed Trust | 0.12% | 200,000 | 200,000 | - | Jan 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.12% | 196,050 | 3,910 | 2.03% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.11% | 47,937,801 | 760,788 | 1.61% | Mar 31, 2024 |
| Arrow Investments Trust | 0.11% | 217,000 | - | - | Jan 31, 2024 |
| Siren ETF Trust | 0.11% | 4,143 | - | - | Mar 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Strategy Fund | 0.11% | 1,266 | - | - | Mar 31, 2023 |
| Gateway Trust | 0.11% | 216,724 | - | - | Mar 31, 2024 |
| Cohen & Steers Global Income Builder, Inc | 0.11% | 27,024 | 27,024 | - | Sep 30, 2019 |
| MARSICO INVESTMENT FUND | 0.11% | 130,245 | - | - | Mar 31, 2024 |
| Transparent Value Trust | 0.11% | 1,695 | - | - | Dec 31, 2023 |
| STATE FARM ASSOCIATES FUNDS TRUSTS | 0.11% | 2,000,000 | - | - | May 31, 2021 |
| MFS SERIES TRUST VII | 0.10% | 16,864 | -9,577 | -36.22% | Jan 31, 2024 |
| Voya EQUITY TRUST | 0.10% | 152,981 | 98,115 | 178.83% | Feb 29, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.10% | 500,000 | - | - | Mar 28, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.10% | 500,000 | - | - | Mar 28, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.10% | 500,000 | - | - | Mar 28, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.10% | 500,000 | - | - | Mar 28, 2024 |
| CARILLON SERIES TRUST | 0.10% | 5,515,000 | - | - | Mar 31, 2024 |
| SCHWAB ANNUITY PORTFOLIOS | 0.09% | 35,864 | 1,563 | 4.56% | Mar 31, 2024 |
| SELECT SECTOR SPDR TRUST | 0.09% | 3,398,487 | 245,428 | 7.78% | Mar 31, 2024 |
| John Hancock Tax-Advantaged Global Shareholder Yield Fund | 0.09% | 2,000 | -200 | -9.09% | Jan 31, 2024 |
United Parcel Service's largest mutual fund holder by % of total assets is "VANGUARD VALLEY FORGE FUNDS", owning 2.87M shares, compromising 5.50% of its total assets.
United Parcel Service Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 1,412 | -37.47% |
| 31 Mar, 24 | 2,258 | -2.71% |
| 31 Dec, 23 | 2,321 | 2.47% |
| 30 Sep, 23 | 2,265 | -2.16% |
| 30 Jun, 23 | 2,315 | 0.78% |
| 31 Mar, 23 | 2,297 | 0.48% |
| 31 Dec, 22 | 2,286 | 4.81% |
| 30 Sep, 22 | 2,181 | -1.31% |
| 30 Jun, 22 | 2,210 | -3.83% |
| 31 Mar, 22 | 2,298 | -0.04% |
| 31 Dec, 21 | 2,299 | 11.98% |
| 30 Sep, 21 | 2,053 | -0.96% |
| 30 Jun, 21 | 2,073 | 2.37% |
| 31 Mar, 21 | 2,025 | 1.30% |
| 31 Dec, 20 | 1,999 | 7.65% |
| 30 Sep, 20 | 1,857 | 9.62% |
| 30 Jun, 20 | 1,694 | 2.05% |
| 31 Mar, 20 | 1,660 | -1.83% |
| 31 Dec, 19 | 1,691 | 8.75% |
| 30 Sep, 19 | 1,555 | 1.77% |
| 30 Jun, 19 | 1,528 | -3.17% |
| 31 Mar, 19 | 1,578 | 5.69% |
| 31 Dec, 18 | 1,493 | -0.99% |
| 30 Sep, 18 | 1,508 | 0.47% |
| 30 Jun, 18 | 1,501 | 0.40% |
| 31 Mar, 18 | 1,495 | - |
| 31 Dec, 17 | 1,495 | 9.20% |
| 30 Sep, 17 | 1,369 | 1.71% |
| 30 Jun, 17 | 1,346 | -0.59% |
| 31 Mar, 17 | 1,354 | -2.38% |
| 31 Dec, 16 | 1,387 | 7.27% |
| 30 Sep, 16 | 1,293 | 0.86% |
| 30 Jun, 16 | 1,282 | 0.87% |
| 31 Mar, 16 | 1,271 | 0.32% |
| 31 Dec, 15 | 1,267 | 5.23% |
| 30 Sep, 15 | 1,204 | -0.33% |
| 30 Jun, 15 | 1,208 | 0.67% |
| 31 Mar, 15 | 1,200 | -1.48% |
| 31 Dec, 14 | 1,218 | 7.12% |
| 30 Sep, 14 | 1,137 | -0.70% |
| 30 Jun, 14 | 1,145 | 0.97% |
| 31 Mar, 14 | 1,134 | 2.25% |
| 31 Dec, 13 | 1,109 | 10.57% |
| 30 Sep, 13 | 1,003 | 0.30% |
| 30 Jun, 13 | 1,000 | 110.08% |
| 31 Mar, 13 | 476 | 1.49% |
| 31 Dec, 12 | 469 | 9.07% |
| 30 Sep, 12 | 430 | 3.37% |
| 30 Jun, 12 | 416 | -1.19% |
| 31 Mar, 12 | 421 | 2.68% |
| 31 Dec, 11 | 410 | 21.66% |
| 30 Sep, 11 | 337 | -1.17% |
| 30 Jun, 11 | 341 | 3.65% |
| 31 Mar, 11 | 329 | 4.44% |
| 31 Dec, 10 | 315 | 7.14% |
| 30 Sep, 10 | 294 | 8.89% |
| 30 Jun, 10 | 270 | 2.27% |
| 31 Mar, 10 | 264 | 7.32% |
| 31 Dec, 09 | 246 | 3.80% |
| 30 Sep, 09 | 237 | -1.25% |
| 30 Jun, 09 | 240 | 3.90% |
| 31 Mar, 09 | 231 | 0.43% |
| 31 Dec, 08 | 230 | 3.60% |
| 30 Sep, 08 | 222 | 1.37% |
| 30 Jun, 08 | 219 | -3.10% |
| 31 Mar, 08 | 226 | -5.04% |
| 31 Dec, 07 | 238 | 13.33% |
| 30 Sep, 07 | 210 | -6.67% |
| 30 Jun, 07 | 225 | 3.21% |
| 31 Mar, 07 | 218 | 2.83% |
| 31 Dec, 06 | 212 | 15.22% |
| 30 Sep, 06 | 184 | -6.60% |
| 30 Jun, 06 | 197 | -7.08% |
| 31 Mar, 06 | 212 | 8.72% |
| 31 Dec, 05 | 195 | 23.42% |
| 30 Sep, 05 | 158 | -5.95% |
| 30 Jun, 05 | 168 | 5.00% |
| 31 Mar, 05 | 160 | -5.33% |
| 31 Dec, 04 | 169 | 19.01% |
| 30 Sep, 04 | 142 | 10.94% |
| 30 Jun, 04 | 128 | -11.72% |
| 31 Mar, 04 | 145 | 9.02% |
| 31 Dec, 03 | 133 | 8.13% |
| 30 Sep, 03 | 123 | 18.27% |
| 30 Jun, 03 | 104 | 4.00% |
| 31 Mar, 03 | 100 | -4.76% |
| 31 Dec, 02 | 105 | 10.53% |
| 30 Sep, 02 | 95 | 2.15% |
| 30 Jun, 02 | 93 | 16.25% |
| 31 Mar, 02 | 80 | 31.15% |
| 31 Dec, 01 | 61 | -1.61% |
| 30 Sep, 01 | 62 | -8.82% |
| 30 Jun, 01 | 68 | 17.24% |
| 31 Mar, 01 | 58 | 28.89% |
| 31 Dec, 00 | 45 | 21.62% |
| 30 Sep, 00 | 37 | -9.76% |
| 30 Jun, 00 | 41 | 28.13% |
| 31 Mar, 00 | 32 | 45.45% |
| 31 Dec, 99 | 22 | - |
| 31 Mar, 87 | 1 | - |
As of 30 Jun 24, 1,412 institutions are holding United Parcel Service's shares, representing a decrease of -37.47% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 109,805,183 | -78.24% |
| 31 Mar, 24 | 504,647,642 | -1.62% |
| 31 Dec, 23 | 512,974,968 | 3.11% |
| 30 Sep, 23 | 497,524,806 | -0.23% |
| 30 Jun, 23 | 498,692,093 | -3.49% |
| 31 Mar, 23 | 516,746,596 | 0.40% |
| 31 Dec, 22 | 514,682,568 | -0.46% |
| 30 Sep, 22 | 517,054,389 | -0.71% |
| 30 Jun, 22 | 520,755,295 | 1.61% |
| 31 Mar, 22 | 512,494,116 | 1.65% |
| 31 Dec, 21 | 504,166,134 | 0.39% |
| 30 Sep, 21 | 502,190,988 | 0.05% |
| 30 Jun, 21 | 501,916,815 | 1.58% |
| 31 Mar, 21 | 494,099,874 | 1.77% |
| 31 Dec, 20 | 485,504,064 | -0.27% |
| 30 Sep, 20 | 486,821,298 | -0.00% |
| 30 Jun, 20 | 486,832,476 | 2.01% |
| 31 Mar, 20 | 477,240,545 | -1.56% |
| 31 Dec, 19 | 484,816,862 | -0.05% |
| 30 Sep, 19 | 485,068,777 | 1.02% |
| 30 Jun, 19 | 480,168,468 | -0.56% |
| 31 Mar, 19 | 482,893,523 | 1.19% |
| 31 Dec, 18 | 477,226,424 | 1.43% |
| 30 Sep, 18 | 470,491,988 | 0.21% |
| 30 Jun, 18 | 469,526,788 | 0.75% |
| 31 Mar, 18 | 466,027,551 | -0.33% |
| 31 Dec, 17 | 467,577,940 | 0.06% |
| 30 Sep, 17 | 467,313,423 | 0.65% |
| 30 Jun, 17 | 464,296,937 | -0.75% |
| 31 Mar, 17 | 467,812,147 | -1.13% |
| 31 Dec, 16 | 473,173,666 | 0.47% |
| 30 Sep, 16 | 470,953,448 | -0.77% |
| 30 Jun, 16 | 474,610,811 | -3.64% |
| 31 Mar, 16 | 492,546,620 | 4.17% |
| 31 Dec, 15 | 472,842,327 | -2.28% |
| 30 Sep, 15 | 483,885,838 | 1.56% |
| 30 Jun, 15 | 476,457,823 | -0.81% |
| 31 Mar, 15 | 480,364,603 | -2.06% |
| 31 Dec, 14 | 490,486,779 | 3.06% |
| 30 Sep, 14 | 475,929,168 | -3.37% |
| 30 Jun, 14 | 492,542,714 | 1.37% |
| 31 Mar, 14 | 485,900,025 | -0.77% |
| 31 Dec, 13 | 489,670,317 | -1.01% |
| 30 Sep, 13 | 494,648,291 | 1.09% |
| 30 Jun, 13 | 489,316,016 | -57.23% |
| 31 Mar, 13 | 1,144,156,829 | -45.32% |
| 31 Dec, 12 | 2,092,279,391 | 1027.05% |
| 30 Sep, 12 | 185,642,535 | -91.31% |
| 30 Jun, 12 | 2,135,835,965 | 1137.36% |
| 31 Mar, 12 | 172,612,367 | -85.19% |
| 31 Dec, 11 | 1,165,606,645 | 570.95% |
| 30 Sep, 11 | 173,724,294 | -14.87% |
| 30 Jun, 11 | 204,079,902 | -1.38% |
| 31 Mar, 11 | 206,932,434 | 32.50% |
| 31 Dec, 10 | 156,169,920 | 8.84% |
| 30 Sep, 10 | 143,488,732 | 9.23% |
| 30 Jun, 10 | 131,367,624 | -2.64% |
| 31 Mar, 10 | 134,926,405 | 2.15% |
| 31 Dec, 09 | 132,081,322 | 2.29% |
| 30 Sep, 09 | 129,119,705 | 1.37% |
| 30 Jun, 09 | 127,378,330 | -4.84% |
| 31 Mar, 09 | 133,862,118 | -11.20% |
| 31 Dec, 08 | 150,750,816 | 42.13% |
| 30 Sep, 08 | 106,065,063 | 42.63% |
| 30 Jun, 08 | 74,363,715 | 0.78% |
| 31 Mar, 08 | 73,791,811 | -7.40% |
| 31 Dec, 07 | 79,691,558 | 4.15% |
| 30 Sep, 07 | 76,515,407 | -11.67% |
| 30 Jun, 07 | 86,622,648 | 29.34% |
| 31 Mar, 07 | 66,974,436 | -29.96% |
| 31 Dec, 06 | 95,622,934 | 6.24% |
| 30 Sep, 06 | 90,005,750 | -4.53% |
| 30 Jun, 06 | 94,279,427 | 24.55% |
| 31 Mar, 06 | 75,697,649 | 23.48% |
| 31 Dec, 05 | 61,302,200 | -4.63% |
| 30 Sep, 05 | 64,278,387 | 3.96% |
| 30 Jun, 05 | 61,831,405 | -5.54% |
| 31 Mar, 05 | 65,459,603 | -14.60% |
| 31 Dec, 04 | 76,649,016 | 21.97% |
| 30 Sep, 04 | 62,843,624 | -8.31% |
| 30 Jun, 04 | 68,541,547 | 21.97% |
| 31 Mar, 04 | 56,195,677 | 28.50% |
| 31 Dec, 03 | 43,730,976 | -17.70% |
| 30 Sep, 03 | 53,137,103 | 39.30% |
| 30 Jun, 03 | 38,144,973 | -6.20% |
| 31 Mar, 03 | 40,667,386 | 19.98% |
| 31 Dec, 02 | 33,894,414 | -15.42% |
| 30 Sep, 02 | 40,072,500 | 66.03% |
| 30 Jun, 02 | 24,135,702 | 14.21% |
| 31 Mar, 02 | 21,132,092 | 18.62% |
| 31 Dec, 01 | 17,814,884 | 38.68% |
| 30 Sep, 01 | 12,846,171 | -28.68% |
| 30 Jun, 01 | 18,012,189 | 31.05% |
| 31 Mar, 01 | 13,744,715 | 51.26% |
| 31 Dec, 00 | 9,087,019 | 45.93% |
| 30 Sep, 00 | 6,226,902 | -11.26% |
| 30 Jun, 00 | 7,017,206 | 12.27% |
| 31 Mar, 00 | 6,250,130 | 5.18% |
| 31 Dec, 99 | 5,942,298 | - |
| 31 Mar, 87 | 1,450 | - |
United Parcel Service (UPS) has 109.81M shares outstanding as of 30 Jun 24, down -78.24% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 12.83% | 0.37% |
| 31 Mar, 24 | 58.95% | 1.64% |
| 31 Dec, 23 | 59.93% | 1.78% |
| 30 Sep, 23 | 58.05% | 1.73% |
| 30 Jun, 23 | 57.99% | 1.61% |
| 31 Mar, 23 | 59.95% | 1.72% |
| 31 Dec, 22 | 59.09% | 1.67% |
| 30 Sep, 22 | 59.43% | 1.67% |
| 30 Jun, 22 | 59.58% | 1.73% |
| 31 Mar, 22 | 58.64% | 1.77% |
| 31 Dec, 21 | 57.62% | 1.75% |
| 30 Sep, 21 | 57.39% | 1.74% |
| 30 Jun, 21 | 57.36% | 1.79% |
| 31 Mar, 21 | 56.66% | 1.82% |
| 31 Dec, 20 | 55.76% | 1.77% |
| 30 Sep, 20 | 56.09% | 1.77% |
| 30 Jun, 20 | 56.22% | 1.84% |
| 31 Mar, 20 | 55.24% | 1.75% |
| 31 Dec, 19 | 56.18% | 1.78% |
| 30 Sep, 19 | 56.14% | 1.82% |
| 30 Jun, 19 | 55.51% | 1.79% |
| 31 Mar, 19 | 55.76% | 1.84% |
| 31 Dec, 18 | 55.11% | 1.86% |
| 30 Sep, 18 | 54.39% | 1.85% |
| 30 Jun, 18 | 54.22% | 1.87% |
| 31 Mar, 18 | 53.81% | 1.87% |
| 31 Dec, 17 | 53.68% | 1.86% |
| 30 Sep, 17 | 53.78% | 1.90% |
| 30 Jun, 17 | 53.25% | 1.86% |
| 31 Mar, 17 | 53.53% | 1.86% |
| 31 Dec, 16 | 53.59% | 1.87% |
| 30 Sep, 16 | 53.52% | 1.87% |
| 30 Jun, 16 | 53.57% | 1.74% |
| 31 Mar, 16 | 55.40% | 1.98% |
| 31 Dec, 15 | 52.95% | 1.81% |
| 30 Sep, 15 | 54.07% | 1.93% |
| 30 Jun, 15 | 52.88% | 1.88% |
| 31 Mar, 15 | 53.02% | 1.82% |
| 31 Dec, 14 | 54.02% | 1.99% |
| 30 Sep, 14 | 52.13% | 1.81% |
| 30 Jun, 14 | 53.65% | 1.94% |
| 31 Mar, 14 | 52.64% | 1.94% |
| 31 Dec, 13 | 52.09% | 1.86% |
| 30 Sep, 13 | 52.90% | 1.96% |
| 30 Jun, 13 | 51.89% | 0.36% |
| 31 Mar, 13 | 120.18% | 0.25% |
| 31 Dec, 12 | 217.95% | 58.40% |
| 30 Sep, 12 | 19.32% | 0.04% |
| 30 Jun, 12 | 222.02% | 68.96% |
| 31 Mar, 12 | 17.94% | 0.13% |
| 31 Dec, 11 | 118.82% | 37.58% |
| 30 Sep, 11 | 17.78% | 4.17% |
| 30 Jun, 11 | 20.66% | 4.75% |
| 31 Mar, 11 | 20.86% | 8.45% |
| 31 Dec, 10 | 15.71% | 7.54% |
| 30 Sep, 10 | 14.44% | 8.26% |
| 30 Jun, 10 | 13.22% | 7.19% |
| 31 Mar, 10 | 13.56% | 7.74% |
| 31 Dec, 09 | 13.23% | 7.89% |
| 30 Sep, 09 | 12.95% | 7.95% |
| 30 Jun, 09 | 12.76% | 7.08% |
| 31 Mar, 09 | 13.43% | 6.10% |
| 31 Dec, 08 | 14.84% | 13.35% |
| 30 Sep, 08 | 10.54% | 19.88% |
| 30 Jun, 08 | 7.28% | 14.38% |
| 31 Mar, 08 | 7.12% | 12.52% |
| 31 Dec, 07 | 7.54% | 14.22% |
| 30 Sep, 07 | 7.28% | 10.86% |
| 30 Jun, 07 | 8.19% | 20.78% |
| 31 Mar, 07 | 6.28% | 8.08% |
| 31 Dec, 06 | 8.81% | 12.72% |
| 30 Sep, 06 | 8.32% | 10.98% |
| 30 Jun, 06 | 8.71% | 18.24% |
| 31 Mar, 06 | 6.91% | 22.74% |
| 31 Dec, 05 | 5.51% | 16.38% |
| 30 Sep, 05 | 5.80% | 19.05% |
| 30 Jun, 05 | 5.52% | 16.47% |
| 31 Mar, 05 | 5.79% | 12.58% |
| 31 Dec, 04 | 6.78% | 21.80% |
| 30 Sep, 04 | 5.58% | 14.91% |
| 30 Jun, 04 | 6.12% | 24.86% |
| 31 Mar, 04 | 4.96% | 32.89% |
| 31 Dec, 03 | 3.88% | 17.25% |
| 30 Sep, 03 | 4.75% | 41.97% |
| 30 Jun, 03 | 3.36% | 26.03% |
| 31 Mar, 03 | 3.59% | 39.27% |
| 31 Dec, 02 | 3.03% | 23.55% |
| 30 Sep, 02 | 3.58% | 75.94% |
| 30 Jun, 02 | 2.17% | 60.81% |
| 31 Mar, 02 | 1.89% | 75.55% |
| 31 Dec, 01 | 1.58% | 121.52% |
| 30 Sep, 01 | 1.14% | 44.66% |
| 30 Jun, 01 | 1.60% | 107.84% |
| 31 Mar, 01 | 1.22% | 189.84% |
| 31 Dec, 00 | 0.80% | 264.76% |
| 30 Sep, 00 | 0.55% | 144.97% |
| 30 Jun, 00 | 0.62% | 225.36% |
| 31 Mar, 00 | 0.52% | 184.97% |
| 31 Dec, 99 | 0.53% | - |
| 31 Mar, 87 | 0.00% | - |
As of 30 Jun 24, United Parcel Service is held by 12.83% institutional shareholders, representing a 0.37% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 598 | -46.42% |
| 31 Mar, 24 | 1,116 | 8.77% |
| 31 Dec, 23 | 1,026 | 2.09% |
| 30 Sep, 23 | 1,005 | -2.24% |
| 30 Jun, 23 | 1,028 | -10.45% |
| 31 Mar, 23 | 1,148 | -3.77% |
| 31 Dec, 22 | 1,193 | 9.95% |
| 30 Sep, 22 | 1,085 | -6.55% |
| 30 Jun, 22 | 1,161 | 1.49% |
| 31 Mar, 22 | 1,144 | -9.85% |
| 31 Dec, 21 | 1,269 | 26.52% |
| 30 Sep, 21 | 1,003 | 4.59% |
| 30 Jun, 21 | 959 | -0.52% |
| 31 Mar, 21 | 964 | -4.17% |
| 31 Dec, 20 | 1,006 | 27.99% |
| 30 Sep, 20 | 786 | -5.64% |
| 30 Jun, 20 | 833 | -3.70% |
| 31 Mar, 20 | 865 | -1.14% |
| 31 Dec, 19 | 875 | 26.81% |
| 30 Sep, 19 | 690 | -4.30% |
| 30 Jun, 19 | 721 | -10.10% |
| 31 Mar, 19 | 802 | 16.40% |
| 31 Dec, 18 | 689 | 10.77% |
| 30 Sep, 18 | 622 | -4.01% |
| 30 Jun, 18 | 648 | -12.55% |
| 31 Mar, 18 | 741 | -4.02% |
| 31 Dec, 17 | 772 | 27.39% |
| 30 Sep, 17 | 606 | -2.73% |
| 30 Jun, 17 | 623 | 1.30% |
| 31 Mar, 17 | 615 | -2.54% |
| 31 Dec, 16 | 631 | 14.94% |
| 30 Sep, 16 | 549 | -10.00% |
| 30 Jun, 16 | 610 | 0.99% |
| 31 Mar, 16 | 604 | 0.83% |
| 31 Dec, 15 | 599 | 6.77% |
| 30 Sep, 15 | 561 | 1.63% |
| 30 Jun, 15 | 552 | 5.34% |
| 31 Mar, 15 | 524 | -10.27% |
| 31 Dec, 14 | 584 | 17.03% |
| 30 Sep, 14 | 499 | -3.48% |
| 30 Jun, 14 | 517 | -2.27% |
| 31 Mar, 14 | 529 | 5.59% |
| 31 Dec, 13 | 501 | 8.21% |
| 30 Sep, 13 | 463 | -34.97% |
| 30 Jun, 13 | 712 | 171.76% |
| 31 Mar, 13 | 262 | 2.34% |
| 31 Dec, 12 | 256 | 17.97% |
| 30 Sep, 12 | 217 | -0.91% |
| 30 Jun, 12 | 219 | 2.82% |
| 31 Mar, 12 | 213 | -6.17% |
| 31 Dec, 11 | 227 | 20.11% |
| 30 Sep, 11 | 189 | - |
| 30 Jun, 11 | 189 | 3.85% |
| 31 Mar, 11 | 182 | 7.06% |
| 31 Dec, 10 | 170 | - |
| 30 Sep, 10 | 170 | 10.39% |
| 30 Jun, 10 | 154 | -2.53% |
| 31 Mar, 10 | 158 | 19.70% |
| 31 Dec, 09 | 132 | 23.36% |
| 30 Sep, 09 | 107 | -13.01% |
| 30 Jun, 09 | 123 | -6.11% |
| 31 Mar, 09 | 131 | 3.15% |
| 31 Dec, 08 | 127 | 12.39% |
| 30 Sep, 08 | 113 | 13.00% |
| 30 Jun, 08 | 100 | 2.04% |
| 31 Mar, 08 | 98 | -14.04% |
| 31 Dec, 07 | 114 | 4.59% |
| 30 Sep, 07 | 109 | -6.03% |
| 30 Jun, 07 | 116 | -8.66% |
| 31 Mar, 07 | 127 | 6.72% |
| 31 Dec, 06 | 119 | 14.42% |
| 30 Sep, 06 | 104 | 6.12% |
| 30 Jun, 06 | 98 | -26.87% |
| 31 Mar, 06 | 134 | 10.74% |
| 31 Dec, 05 | 121 | 28.72% |
| 30 Sep, 05 | 94 | 6.82% |
| 30 Jun, 05 | 88 | -4.35% |
| 31 Mar, 05 | 92 | -2.13% |
| 31 Dec, 04 | 94 | 10.59% |
| 30 Sep, 04 | 85 | 18.06% |
| 30 Jun, 04 | 72 | -12.20% |
| 31 Mar, 04 | 82 | 5.13% |
| 31 Dec, 03 | 78 | 6.85% |
| 30 Sep, 03 | 73 | 32.73% |
| 30 Jun, 03 | 55 | -11.29% |
| 31 Mar, 03 | 62 | - |
| 31 Dec, 02 | 62 | 8.77% |
| 30 Sep, 02 | 57 | 3.64% |
| 30 Jun, 02 | 55 | -3.51% |
| 31 Mar, 02 | 57 | 54.05% |
| 31 Dec, 01 | 37 | -17.78% |
| 30 Sep, 01 | 45 | 4.65% |
| 30 Jun, 01 | 43 | -4.44% |
| 31 Mar, 01 | 45 | 36.36% |
| 31 Dec, 00 | 33 | 65.00% |
| 30 Sep, 00 | 20 | -33.33% |
| 30 Jun, 00 | 30 | 20.00% |
| 31 Mar, 00 | 25 | 13.64% |
| 31 Dec, 99 | 22 | - |
| 31 Mar, 87 | 1 | - |
598 institutional shareholders have increased their position in UPS stock as of 30 Jun 24 compared to 1,116 in the previous quarter (a -46.42% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 629 | -24.40% |
| 31 Mar, 24 | 832 | -16.38% |
| 31 Dec, 23 | 995 | 10.80% |
| 30 Sep, 23 | 898 | -4.97% |
| 30 Jun, 23 | 945 | 19.32% |
| 31 Mar, 23 | 792 | 3.80% |
| 31 Dec, 22 | 763 | 1.87% |
| 30 Sep, 22 | 749 | 3.88% |
| 30 Jun, 22 | 721 | -9.76% |
| 31 Mar, 22 | 799 | 13.49% |
| 31 Dec, 21 | 704 | -1.68% |
| 30 Sep, 21 | 716 | -11.93% |
| 30 Jun, 21 | 813 | 9.42% |
| 31 Mar, 21 | 743 | 1.50% |
| 31 Dec, 20 | 732 | -11.38% |
| 30 Sep, 20 | 826 | 33.23% |
| 30 Jun, 20 | 620 | 9.15% |
| 31 Mar, 20 | 568 | 2.16% |
| 31 Dec, 19 | 556 | -12.03% |
| 30 Sep, 19 | 632 | 10.68% |
| 30 Jun, 19 | 571 | 6.13% |
| 31 Mar, 19 | 538 | -10.03% |
| 31 Dec, 18 | 598 | -2.45% |
| 30 Sep, 18 | 613 | 1.49% |
| 30 Jun, 18 | 604 | 12.69% |
| 31 Mar, 18 | 536 | 12.37% |
| 31 Dec, 17 | 477 | -4.79% |
| 30 Sep, 17 | 501 | - |
| 30 Jun, 17 | 501 | -5.83% |
| 31 Mar, 17 | 532 | 3.30% |
| 31 Dec, 16 | 515 | 1.78% |
| 30 Sep, 16 | 506 | 8.58% |
| 30 Jun, 16 | 466 | -1.69% |
| 31 Mar, 16 | 474 | 0.64% |
| 31 Dec, 15 | 471 | 7.53% |
| 30 Sep, 15 | 438 | -1.79% |
| 30 Jun, 15 | 446 | -8.42% |
| 31 Mar, 15 | 487 | 10.93% |
| 31 Dec, 14 | 439 | 3.54% |
| 30 Sep, 14 | 424 | 3.41% |
| 30 Jun, 14 | 410 | 3.02% |
| 31 Mar, 14 | 398 | -7.44% |
| 31 Dec, 13 | 430 | 18.46% |
| 30 Sep, 13 | 363 | 108.62% |
| 30 Jun, 13 | 174 | 18.37% |
| 31 Mar, 13 | 147 | -2.65% |
| 31 Dec, 12 | 151 | 2.03% |
| 30 Sep, 12 | 148 | 2.78% |
| 30 Jun, 12 | 144 | -7.10% |
| 31 Mar, 12 | 155 | 21.09% |
| 31 Dec, 11 | 128 | 25.49% |
| 30 Sep, 11 | 102 | -4.67% |
| 30 Jun, 11 | 107 | 1.90% |
| 31 Mar, 11 | 105 | 5.00% |
| 31 Dec, 10 | 100 | 21.95% |
| 30 Sep, 10 | 82 | -4.65% |
| 30 Jun, 10 | 86 | 19.44% |
| 31 Mar, 10 | 72 | -17.24% |
| 31 Dec, 09 | 87 | -6.45% |
| 30 Sep, 09 | 93 | 16.25% |
| 30 Jun, 09 | 80 | 2.56% |
| 31 Mar, 09 | 78 | -4.88% |
| 31 Dec, 08 | 82 | -2.38% |
| 30 Sep, 08 | 84 | -11.58% |
| 30 Jun, 08 | 95 | - |
| 31 Mar, 08 | 95 | 2.15% |
| 31 Dec, 07 | 93 | 19.23% |
| 30 Sep, 07 | 78 | -11.36% |
| 30 Jun, 07 | 88 | 33.33% |
| 31 Mar, 07 | 66 | 1.54% |
| 31 Dec, 06 | 65 | 4.84% |
| 30 Sep, 06 | 62 | -18.42% |
| 30 Jun, 06 | 76 | 28.81% |
| 31 Mar, 06 | 59 | 15.69% |
| 31 Dec, 05 | 51 | 18.60% |
| 30 Sep, 05 | 43 | -17.31% |
| 30 Jun, 05 | 52 | 18.18% |
| 31 Mar, 05 | 44 | -6.38% |
| 31 Dec, 04 | 47 | 20.51% |
| 30 Sep, 04 | 39 | 2.63% |
| 30 Jun, 04 | 38 | -20.83% |
| 31 Mar, 04 | 48 | 29.73% |
| 31 Dec, 03 | 37 | 23.33% |
| 30 Sep, 03 | 30 | - |
| 30 Jun, 03 | 30 | 25.00% |
| 31 Mar, 03 | 24 | -7.69% |
| 31 Dec, 02 | 26 | - |
| 30 Sep, 02 | 26 | 8.33% |
| 30 Jun, 02 | 24 | 41.18% |
| 31 Mar, 02 | 17 | 13.33% |
| 31 Dec, 01 | 15 | 36.36% |
| 30 Sep, 01 | 11 | -26.67% |
| 30 Jun, 01 | 15 | 200.00% |
| 31 Mar, 01 | 5 | - |
| 31 Dec, 00 | 5 | -54.55% |
| 30 Sep, 00 | 11 | 37.50% |
| 30 Jun, 00 | 8 | 100.00% |
| 31 Mar, 00 | 4 | - |
| 31 Dec, 99 | - | - |
| 31 Mar, 87 | - | - |
629 institutional shareholders have reduced their position in UPS stock as of 30 Jun 24 compared to 832 in the previous quarter (a -24.40% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 1,412 | -37.47% | 109,805,183 | -78.24% | 12.83% | 0.37% | 598 | -46.42% | 629 | -24.40% |
| 31 Mar, 24 | 2,258 | -2.71% | 504,647,642 | -1.62% | 58.95% | 1.64% | 1,116 | 8.77% | 832 | -16.38% |
| 31 Dec, 23 | 2,321 | 2.47% | 512,974,968 | 3.11% | 59.93% | 1.78% | 1,026 | 2.09% | 995 | 10.80% |
| 30 Sep, 23 | 2,265 | -2.16% | 497,524,806 | -0.23% | 58.05% | 1.73% | 1,005 | -2.24% | 898 | -4.97% |
| 30 Jun, 23 | 2,315 | 0.78% | 498,692,093 | -3.49% | 57.99% | 1.61% | 1,028 | -10.45% | 945 | 19.32% |
| 31 Mar, 23 | 2,297 | 0.48% | 516,746,596 | 0.40% | 59.95% | 1.72% | 1,148 | -3.77% | 792 | 3.80% |
| 31 Dec, 22 | 2,286 | 4.81% | 514,682,568 | -0.46% | 59.09% | 1.67% | 1,193 | 9.95% | 763 | 1.87% |
| 30 Sep, 22 | 2,181 | -1.31% | 517,054,389 | -0.71% | 59.43% | 1.67% | 1,085 | -6.55% | 749 | 3.88% |
| 30 Jun, 22 | 2,210 | -3.83% | 520,755,295 | 1.61% | 59.58% | 1.73% | 1,161 | 1.49% | 721 | -9.76% |
| 31 Mar, 22 | 2,298 | -0.04% | 512,494,116 | 1.65% | 58.64% | 1.77% | 1,144 | -9.85% | 799 | 13.49% |
| 31 Dec, 21 | 2,299 | 11.98% | 504,166,134 | 0.39% | 57.62% | 1.75% | 1,269 | 26.52% | 704 | -1.68% |
| 30 Sep, 21 | 2,053 | -0.96% | 502,190,988 | 0.05% | 57.39% | 1.74% | 1,003 | 4.59% | 716 | -11.93% |
| 30 Jun, 21 | 2,073 | 2.37% | 501,916,815 | 1.58% | 57.36% | 1.79% | 959 | -0.52% | 813 | 9.42% |
| 31 Mar, 21 | 2,025 | 1.30% | 494,099,874 | 1.77% | 56.66% | 1.82% | 964 | -4.17% | 743 | 1.50% |
| 31 Dec, 20 | 1,999 | 7.65% | 485,504,064 | -0.27% | 55.76% | 1.77% | 1,006 | 27.99% | 732 | -11.38% |
| 30 Sep, 20 | 1,857 | 9.62% | 486,821,298 | -0.00% | 56.09% | 1.77% | 786 | -5.64% | 826 | 33.23% |
| 30 Jun, 20 | 1,694 | 2.05% | 486,832,476 | 2.01% | 56.22% | 1.84% | 833 | -3.70% | 620 | 9.15% |
| 31 Mar, 20 | 1,660 | -1.83% | 477,240,545 | -1.56% | 55.24% | 1.75% | 865 | -1.14% | 568 | 2.16% |
| 31 Dec, 19 | 1,691 | 8.75% | 484,816,862 | -0.05% | 56.18% | 1.78% | 875 | 26.81% | 556 | -12.03% |
| 30 Sep, 19 | 1,555 | 1.77% | 485,068,777 | 1.02% | 56.14% | 1.82% | 690 | -4.30% | 632 | 10.68% |
| 30 Jun, 19 | 1,528 | -3.17% | 480,168,468 | -0.56% | 55.51% | 1.79% | 721 | -10.10% | 571 | 6.13% |
| 31 Mar, 19 | 1,578 | 5.69% | 482,893,523 | 1.19% | 55.76% | 1.84% | 802 | 16.40% | 538 | -10.03% |
| 31 Dec, 18 | 1,493 | -0.99% | 477,226,424 | 1.43% | 55.11% | 1.86% | 689 | 10.77% | 598 | -2.45% |
| 30 Sep, 18 | 1,508 | 0.47% | 470,491,988 | 0.21% | 54.39% | 1.85% | 622 | -4.01% | 613 | 1.49% |
| 30 Jun, 18 | 1,501 | 0.40% | 469,526,788 | 0.75% | 54.22% | 1.87% | 648 | -12.55% | 604 | 12.69% |
| 31 Mar, 18 | 1,495 | - | 466,027,551 | -0.33% | 53.81% | 1.87% | 741 | -4.02% | 536 | 12.37% |
| 31 Dec, 17 | 1,495 | 9.20% | 467,577,940 | 0.06% | 53.68% | 1.86% | 772 | 27.39% | 477 | -4.79% |
| 30 Sep, 17 | 1,369 | 1.71% | 467,313,423 | 0.65% | 53.78% | 1.90% | 606 | -2.73% | 501 | - |
| 30 Jun, 17 | 1,346 | -0.59% | 464,296,937 | -0.75% | 53.25% | 1.86% | 623 | 1.30% | 501 | -5.83% |
| 31 Mar, 17 | 1,354 | -2.38% | 467,812,147 | -1.13% | 53.53% | 1.86% | 615 | -2.54% | 532 | 3.30% |
| 31 Dec, 16 | 1,387 | 7.27% | 473,173,666 | 0.47% | 53.59% | 1.87% | 631 | 14.94% | 515 | 1.78% |
| 30 Sep, 16 | 1,293 | 0.86% | 470,953,448 | -0.77% | 53.52% | 1.87% | 549 | -10.00% | 506 | 8.58% |
| 30 Jun, 16 | 1,282 | 0.87% | 474,610,811 | -3.64% | 53.57% | 1.74% | 610 | 0.99% | 466 | -1.69% |
| 31 Mar, 16 | 1,271 | 0.32% | 492,546,620 | 4.17% | 55.40% | 1.98% | 604 | 0.83% | 474 | 0.64% |
| 31 Dec, 15 | 1,267 | 5.23% | 472,842,327 | -2.28% | 52.95% | 1.81% | 599 | 6.77% | 471 | 7.53% |
| 30 Sep, 15 | 1,204 | -0.33% | 483,885,838 | 1.56% | 54.07% | 1.93% | 561 | 1.63% | 438 | -1.79% |
| 30 Jun, 15 | 1,208 | 0.67% | 476,457,823 | -0.81% | 52.88% | 1.88% | 552 | 5.34% | 446 | -8.42% |
| 31 Mar, 15 | 1,200 | -1.48% | 480,364,603 | -2.06% | 53.02% | 1.82% | 524 | -10.27% | 487 | 10.93% |
| 31 Dec, 14 | 1,218 | 7.12% | 490,486,779 | 3.06% | 54.02% | 1.99% | 584 | 17.03% | 439 | 3.54% |
| 30 Sep, 14 | 1,137 | -0.70% | 475,929,168 | -3.37% | 52.13% | 1.81% | 499 | -3.48% | 424 | 3.41% |
| 30 Jun, 14 | 1,145 | 0.97% | 492,542,714 | 1.37% | 53.65% | 1.94% | 517 | -2.27% | 410 | 3.02% |
| 31 Mar, 14 | 1,134 | 2.25% | 485,900,025 | -0.77% | 52.64% | 1.94% | 529 | 5.59% | 398 | -7.44% |
| 31 Dec, 13 | 1,109 | 10.57% | 489,670,317 | -1.01% | 52.09% | 1.86% | 501 | 8.21% | 430 | 18.46% |
| 30 Sep, 13 | 1,003 | 0.30% | 494,648,291 | 1.09% | 52.90% | 1.96% | 463 | -34.97% | 363 | 108.62% |
| 30 Jun, 13 | 1,000 | 110.08% | 489,316,016 | -57.23% | 51.89% | 0.36% | 712 | 171.76% | 174 | 18.37% |
| 31 Mar, 13 | 476 | 1.49% | 1,144,156,829 | -45.32% | 120.18% | 0.25% | 262 | 2.34% | 147 | -2.65% |
| 31 Dec, 12 | 469 | 9.07% | 2,092,279,391 | 1027.05% | 217.95% | 58.40% | 256 | 17.97% | 151 | 2.03% |
| 30 Sep, 12 | 430 | 3.37% | 185,642,535 | -91.31% | 19.32% | 0.04% | 217 | -0.91% | 148 | 2.78% |
| 30 Jun, 12 | 416 | -1.19% | 2,135,835,965 | 1137.36% | 222.02% | 68.96% | 219 | 2.82% | 144 | -7.10% |
| 31 Mar, 12 | 421 | 2.68% | 172,612,367 | -85.19% | 17.94% | 0.13% | 213 | -6.17% | 155 | 21.09% |
| 31 Dec, 11 | 410 | 21.66% | 1,165,606,645 | 570.95% | 118.82% | 37.58% | 227 | 20.11% | 128 | 25.49% |
| 30 Sep, 11 | 337 | -1.17% | 173,724,294 | -14.87% | 17.78% | 4.17% | 189 | - | 102 | -4.67% |
| 30 Jun, 11 | 341 | 3.65% | 204,079,902 | -1.38% | 20.66% | 4.75% | 189 | 3.85% | 107 | 1.90% |
| 31 Mar, 11 | 329 | 4.44% | 206,932,434 | 32.50% | 20.86% | 8.45% | 182 | 7.06% | 105 | 5.00% |
| 31 Dec, 10 | 315 | 7.14% | 156,169,920 | 8.84% | 15.71% | 7.54% | 170 | - | 100 | 21.95% |
| 30 Sep, 10 | 294 | 8.89% | 143,488,732 | 9.23% | 14.44% | 8.26% | 170 | 10.39% | 82 | -4.65% |
| 30 Jun, 10 | 270 | 2.27% | 131,367,624 | -2.64% | 13.22% | 7.19% | 154 | -2.53% | 86 | 19.44% |
| 31 Mar, 10 | 264 | 7.32% | 134,926,405 | 2.15% | 13.56% | 7.74% | 158 | 19.70% | 72 | -17.24% |
| 31 Dec, 09 | 246 | 3.80% | 132,081,322 | 2.29% | 13.23% | 7.89% | 132 | 23.36% | 87 | -6.45% |
| 30 Sep, 09 | 237 | -1.25% | 129,119,705 | 1.37% | 12.95% | 7.95% | 107 | -13.01% | 93 | 16.25% |
| 30 Jun, 09 | 240 | 3.90% | 127,378,330 | -4.84% | 12.76% | 7.08% | 123 | -6.11% | 80 | 2.56% |
| 31 Mar, 09 | 231 | 0.43% | 133,862,118 | -11.20% | 13.43% | 6.10% | 131 | 3.15% | 78 | -4.88% |
| 31 Dec, 08 | 230 | 3.60% | 150,750,816 | 42.13% | 14.84% | 13.35% | 127 | 12.39% | 82 | -2.38% |
| 30 Sep, 08 | 222 | 1.37% | 106,065,063 | 42.63% | 10.54% | 19.88% | 113 | 13.00% | 84 | -11.58% |
| 30 Jun, 08 | 219 | -3.10% | 74,363,715 | 0.78% | 7.28% | 14.38% | 100 | 2.04% | 95 | - |
| 31 Mar, 08 | 226 | -5.04% | 73,791,811 | -7.40% | 7.12% | 12.52% | 98 | -14.04% | 95 | 2.15% |
| 31 Dec, 07 | 238 | 13.33% | 79,691,558 | 4.15% | 7.54% | 14.22% | 114 | 4.59% | 93 | 19.23% |
| 30 Sep, 07 | 210 | -6.67% | 76,515,407 | -11.67% | 7.28% | 10.86% | 109 | -6.03% | 78 | -11.36% |
| 30 Jun, 07 | 225 | 3.21% | 86,622,648 | 29.34% | 8.19% | 20.78% | 116 | -8.66% | 88 | 33.33% |
| 31 Mar, 07 | 218 | 2.83% | 66,974,436 | -29.96% | 6.28% | 8.08% | 127 | 6.72% | 66 | 1.54% |
| 31 Dec, 06 | 212 | 15.22% | 95,622,934 | 6.24% | 8.81% | 12.72% | 119 | 14.42% | 65 | 4.84% |
| 30 Sep, 06 | 184 | -6.60% | 90,005,750 | -4.53% | 8.32% | 10.98% | 104 | 6.12% | 62 | -18.42% |
| 30 Jun, 06 | 197 | -7.08% | 94,279,427 | 24.55% | 8.71% | 18.24% | 98 | -26.87% | 76 | 28.81% |
| 31 Mar, 06 | 212 | 8.72% | 75,697,649 | 23.48% | 6.91% | 22.74% | 134 | 10.74% | 59 | 15.69% |
| 31 Dec, 05 | 195 | 23.42% | 61,302,200 | -4.63% | 5.51% | 16.38% | 121 | 28.72% | 51 | 18.60% |
| 30 Sep, 05 | 158 | -5.95% | 64,278,387 | 3.96% | 5.80% | 19.05% | 94 | 6.82% | 43 | -17.31% |
| 30 Jun, 05 | 168 | 5.00% | 61,831,405 | -5.54% | 5.52% | 16.47% | 88 | -4.35% | 52 | 18.18% |
| 31 Mar, 05 | 160 | -5.33% | 65,459,603 | -14.60% | 5.79% | 12.58% | 92 | -2.13% | 44 | -6.38% |
| 31 Dec, 04 | 169 | 19.01% | 76,649,016 | 21.97% | 6.78% | 21.80% | 94 | 10.59% | 47 | 20.51% |
| 30 Sep, 04 | 142 | 10.94% | 62,843,624 | -8.31% | 5.58% | 14.91% | 85 | 18.06% | 39 | 2.63% |
| 30 Jun, 04 | 128 | -11.72% | 68,541,547 | 21.97% | 6.12% | 24.86% | 72 | -12.20% | 38 | -20.83% |
| 31 Mar, 04 | 145 | 9.02% | 56,195,677 | 28.50% | 4.96% | 32.89% | 82 | 5.13% | 48 | 29.73% |
| 31 Dec, 03 | 133 | 8.13% | 43,730,976 | -17.70% | 3.88% | 17.25% | 78 | 6.85% | 37 | 23.33% |
| 30 Sep, 03 | 123 | 18.27% | 53,137,103 | 39.30% | 4.75% | 41.97% | 73 | 32.73% | 30 | - |
| 30 Jun, 03 | 104 | 4.00% | 38,144,973 | -6.20% | 3.36% | 26.03% | 55 | -11.29% | 30 | 25.00% |
| 31 Mar, 03 | 100 | -4.76% | 40,667,386 | 19.98% | 3.59% | 39.27% | 62 | - | 24 | -7.69% |
| 31 Dec, 02 | 105 | 10.53% | 33,894,414 | -15.42% | 3.03% | 23.55% | 62 | 8.77% | 26 | - |
| 30 Sep, 02 | 95 | 2.15% | 40,072,500 | 66.03% | 3.58% | 75.94% | 57 | 3.64% | 26 | 8.33% |
| 30 Jun, 02 | 93 | 16.25% | 24,135,702 | 14.21% | 2.17% | 60.81% | 55 | -3.51% | 24 | 41.18% |
| 31 Mar, 02 | 80 | 31.15% | 21,132,092 | 18.62% | 1.89% | 75.55% | 57 | 54.05% | 17 | 13.33% |
| 31 Dec, 01 | 61 | -1.61% | 17,814,884 | 38.68% | 1.58% | 121.52% | 37 | -17.78% | 15 | 36.36% |
| 30 Sep, 01 | 62 | -8.82% | 12,846,171 | -28.68% | 1.14% | 44.66% | 45 | 4.65% | 11 | -26.67% |
| 30 Jun, 01 | 68 | 17.24% | 18,012,189 | 31.05% | 1.60% | 107.84% | 43 | -4.44% | 15 | 200.00% |
| 31 Mar, 01 | 58 | 28.89% | 13,744,715 | 51.26% | 1.22% | 189.84% | 45 | 36.36% | 5 | - |
| 31 Dec, 00 | 45 | 21.62% | 9,087,019 | 45.93% | 0.80% | 264.76% | 33 | 65.00% | 5 | -54.55% |
| 30 Sep, 00 | 37 | -9.76% | 6,226,902 | -11.26% | 0.55% | 144.97% | 20 | -33.33% | 11 | 37.50% |
| 30 Jun, 00 | 41 | 28.13% | 7,017,206 | 12.27% | 0.62% | 225.36% | 30 | 20.00% | 8 | 100.00% |
| 31 Mar, 00 | 32 | 45.45% | 6,250,130 | 5.18% | 0.52% | 184.97% | 25 | 13.64% | 4 | - |
| 31 Dec, 99 | 22 | - | 5,942,298 | - | 0.53% | - | 22 | - | - | - |
| 31 Mar, 87 | 1 | - | 1,450 | - | 0.00% | - | 1 | - | - | - |
United Parcel Service Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of United Parcel Service's stock was made by Lane Laura J on Aug 09 2024, selling 1,175 shares at - per share (valued at -). The last insider buy of UPS was made by JOHNSON WILLIAM R on Jul 25 2024, buying 5,000 shares at $128.61 per share (worth $643.03K).
United Parcel Service Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 3 | 9 | 33.33% |
| Q2 2024 | 12 | - | - |
| Q1 2024 | 40 | 45 | 88.89% |
| Q4 2023 | 3 | 1 | 300.00% |
| Q3 2023 | 5 | 6 | 83.33% |
| Q2 2023 | 17 | 6 | 283.33% |
| Q1 2023 | 60 | 66 | 90.91% |
| Q4 2022 | 4 | 1 | 400.00% |
| Q3 2022 | 6 | 6 | 100.00% |
| Q2 2022 | 16 | 5 | 320.00% |
| Q1 2022 | 84 | 96 | 87.50% |
| Q4 2021 | 4 | 1 | 400.00% |
| Q3 2021 | 4 | 3 | 133.33% |
| Q2 2021 | 18 | 6 | 300.00% |
| Q1 2021 | 78 | 81 | 96.30% |
| Q4 2020 | 3 | - | - |
| Q3 2020 | 24 | 37 | 64.86% |
| Q2 2020 | 17 | - | - |
| Q1 2020 | 84 | 96 | 87.50% |
| Q4 2019 | 5 | 8 | 62.50% |
3 total buy trades, and 9 total sell trades (buy/sell ratio of 0.33%) were made by United Parcel Service's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 1 | - | - |
| Q2 2024 | - | - | - |
| Q1 2024 | 1 | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | 1 | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | 13 | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | 2 | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | - | 10 | - |
| Q4 2021 | - | - | - |
| Q3 2021 | 2 | 3 | 66.67% |
| Q2 2021 | - | - | - |
| Q1 2021 | 1 | 7 | 14.29% |
| Q4 2020 | - | - | - |
| Q3 2020 | - | 4 | - |
| Q2 2020 | 1 | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | 1 | - |
As of Q3 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of United Parcel Service's stocks.
UPS Ownership FAQ
Who Owns United Parcel Service?
United Parcel Service is owned by institutional shareholders (12.83%), insiders (0.02%), and public (87.16%). The largest institutional shareholder of United Parcel Service is VANGUARD GROUP INC (7.47% of total shares) and the top mutual fund owner is VANGUARD VALLEY FORGE FUNDS (5.50% of total shares).
Who are the major institutional shareholders of United Parcel Service?
United Parcel Service's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, JPMORGAN CHASE & CO, and CHARLES SCHWAB INVESTMENT MANAGEMENT INC. The top five shareholders own together 22.50% of the company's share outstanding.
How many United Parcel Service shareholders are there?
As of Jun 2024, there are 1,412 institutional shareholders of United Parcel Service.
What percentage of United Parcel Service is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 63.95M shares of United Parcel Service, representing 7.47% of the company's total shares outstanding, valued at $8.75B (as of Jun 2024).
What percentage of United Parcel Service is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 55.37M shares of United Parcel Service (UPS), compromising 6.47% of the company, valued at $7.58B.
What percentage of United Parcel Service is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of United Parcel Service. The company owns 28.98M of the company's shares outstanding (worth $3.97T).