United Parcel Service Ownership | Who Owns United Parcel Service?
United Parcel Service Ownership Summary
United Parcel Service is owned by 60.68% institutional investors, 0.02% insiders, and 39.30% retail investors. Vanguard group is the largest institutional shareholder, holding 7.47% of UPS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.71% of its assets in United Parcel Service shares.
UPS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | United Parcel Service | 60.68% | 0.02% | 39.30% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
| Industry | Logistics Stocks | 71.91% | 6.33% | 21.75% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 63.95M | 7.47% | $8.75B |
| Blackrock | 55.37M | 6.47% | $7.58B |
| State street | 28.98M | 3.39% | $3.97B |
| Jpmorgan chase | 23.74M | 2.77% | $3.25B |
| Charles schwab investment management | 20.61M | 2.41% | $2.82B |
| Wellington management group llp | 19.14M | 2.24% | $2.62B |
| Geode capital management | 14.92M | 1.74% | $2.04B |
| Franklin resources | 10.52M | 1.23% | $1.44B |
| Fmr | 10.25M | 1.20% | $1.40B |
| Norges bank | 8.17M | 0.95% | $1.12B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Capital cs group | 320.20K | 48.85% | $43.82M |
| Spirepoint private client | 1.08M | 20.99% | $148.06M |
| S. r. schill & associates | 332.54K | 19.93% | $45.51M |
| Mayar capital | 105.49K | 13.41% | $14.44M |
| Centric wealth management | 356.01K | 13.21% | $45.87M |
| Donald l. hagan | 129.75K | 9.40% | $17.76M |
| Westshore wealth | 165.02K | 9.38% | $22.58M |
| Finemark national bank & trust | 1.73M | 8.70% | $236.24M |
| Cfo4life group | 321.21K | 8.26% | $43.96M |
| Southern capital advisors | 96.45K | 8.12% | $13.20M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 8.17M | 0.17% | 8.17M |
| Marshall wace, llp | 2.57M | 0.47% | 1.90M |
| Amundi | 4.20M | 0.22% | 1.82M |
| Charles schwab investment management | 20.61M | 0.54% | 1.52M |
| Blackrock | 55.37M | 0.17% | 933.33K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ameriprise financial | 6.25M | 0.23% | -3.81M |
| Clearbridge investments | 3.26M | 0.36% | -3.41M |
| Jpmorgan chase | 23.74M | 0.27% | -2.20M |
| Capital research global investors | - | - | -803.50K |
| Hbk investments l p | - | - | -780.70K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 8.17M | 0.17% | 8.17M | $1.12B |
| Maj invest | 464.78K | 1.77% | 464.78K | $63.60M |
| J. safra sarasin | 432.02K | 1.08% | 432.02K | $59.10M |
| Arrowstreet capital, limited partnership | 266.42K | 0.03% | 266.42K | $36.46M |
| Corebridge financial | 180.76K | 0.14% | 180.76K | $24.74M |
Sold Out
| Holder | Change |
|---|---|
| Frazier financial advisors | -6.00 |
| Pin oak investment advisors | -10.00 |
| Ogorek anthony joseph /ny/ /adv | -10.00 |
| Fairway wealth | -11.00 |
| Hoese & co llp | -26.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 2,199 | -1.79% | 518,814,633 | 0.17% | 60 | 1.66% | 954 | -2.25% | 918 | -2.03% |
| Jun 30, 2024 | 2,191 | -3.78% | 515,711,798 | 2.09% | 60 | 1.73% | 957 | -14.93% | 918 | 9.55% |
| Mar 31, 2024 | 2,277 | -2.44% | 505,162,717 | -1.60% | 59 | 1.64% | 1,125 | 8.80% | 838 | -16.03% |
| Dec 31, 2023 | 2,334 | 2.55% | 513,392,727 | 3.16% | 59 | 1.78% | 1,034 | 2.58% | 998 | 10.52% |
| Sep 30, 2023 | 2,276 | -2.28% | 497,684,695 | -1.67% | 58 | 1.68% | 1,008 | -2.42% | 903 | -5.25% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 23.12M | 2.71% | -80.38K |
| Vanguard Institutional 500 Index Trust | 19.41M | 2.28% | 228.43K |
| Schwab US Dividend Equity ETF™ | 18.01M | 2.10% | 16.00K |
| Fidelity 500 Index | 9.00M | 1.05% | 18.70K |
| SPDR® S&P 500® ETF Trust | 8.87M | 1.04% | -10.78K |
| iShares Core S&P 500 ETF | 8.16M | 0.96% | 12.56K |
| Vanguard Value Index Inv | 6.21M | 0.73% | 19.47K |
| Vanguard Dividend Growth Inv | 5.63M | 0.66% | -83.40K |
| JPM US Equity Income-Composite | 5.47M | 0.64% | -68.03K |
| JPMorgan Equity Income I | 5.47M | 0.64% | -31.07K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 25, 2024 | Cesarone Nando | President, US Operations | Sell | $1.37M |
| Nov 25, 2024 | Brothers Norman M. Jr | Chief Legal & Compliance Off | Sell | $1.02M |
| Jul 25, 2024 | JOHNSON WILLIAM R | - | Buy | $643.03K |
| Feb 02, 2024 | Boratto Eva C | - | Buy | $199.22K |
| Aug 16, 2023 | Cesarone Nando | President, US Operations | Sell | $3.92M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 2 |
| 2024 Q3 | 1 | - |
| 2024 Q2 | - | - |
| 2024 Q1 | 1 | - |
| 2023 Q4 | - | - |
UPS Ownership FAQ
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