DaveManuel.com · Institutional Ownership · Who Owns It
UNITED PARCEL SVCS INC (UPS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
2,172
Reporting holders
$61.2B
Reported value
2.9%
Calls
2.8%
Puts
+42
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $5.9B | 54,929,329 | 0.09% | 8q | +7.5%+$409.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.2B | 48,739,036 | 0.11% | 2q | +1.2%+$63.0M |
| STATE STREET CORP | $3.6B | 33,864,263 | 0.11% | 31q | +3.9%+$136.1M |
| FMR LLC | $3.5B | 32,848,561 | 0.15% | 31q | +0.8%+$29.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.7B | 24,698,297 | 0.35% | 31q | +11.7%+$277.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $1.9B | 17,861,160 | 0.10% | 31q | +2.0%+$37.4M |
| VICTORY CAPITAL MANAGEMENT INC | $1.5B | 14,251,075 | 0.86% | 31q | +29.1%+$345.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.5B | 13,889,226 | 0.07% | 2q | +3.1%+$44.9M |
| BANK OF AMERICA CORP /DE/ | $1.2B | 10,795,270 | 0.07% | 31q | +11.0%+$114.7M |
| GOLDMAN SACHS GROUP INC | $1.1B incl. $166.0M options CALL+PUT | 8,841,037 | 0.10% | 31q | +24.3%+$218.0M |
| MORGAN STANLEY | $956.9M | 8,901,540 | 0.05% | 35q | -12.5%-$136.4M |
| Capital World Investors | $862.1M | 8,019,194 | 0.10% | 31q | +170.4%+$543.3M |
| NORGES BANK | $862.0M | 8,018,679 | 0.09% | 32q | -11.9%-$116.0M |
| UBS Group AG | $797.7M incl. $21.1M options CALL+PUT | 7,224,476 | 0.10% | 31q | +4.2%+$31.9M |
| NORTHERN TRUST CORP | $755.7M | 7,029,342 | 0.09% | 31q | -1.1%-$8.2M |
| ROYAL BANK OF CANADA | $737.0M incl. $41.4M options CALL+PUT | 6,470,402 | 0.11% | 31q | +9.8%+$65.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $650.4M incl. $637.6M options CALL+PUT | 119,075 | 0.05% | 31q | -37.7%-$393.3M |
| DIMENSIONAL FUND ADVISORS LP | $592.9M | 5,514,555 | 0.11% | 31q | +9.5%+$51.3M |
| CITADEL ADVISORS LLC | $532.9M incl. $483.9M options CALL+PUT | 455,269 | 0.06% | 31q | -32.8%-$259.7M |
| FRANKLIN RESOURCES INC | $514.1M | 4,782,129 | 0.11% | 31q | +58.8%+$190.4M |
| Invesco Ltd. | $502.0M | 4,669,447 | 0.04% | 31q | -16.6%-$100.3M |
| NORDEA INVESTMENT MANAGEMENT AB | $501.6M | 4,718,165 | 0.41% | 31q | +8.5%+$39.5M |
| JANE STREET GROUP, LLC | $494.7M incl. $431.5M options CALL+PUT | 587,735 | 0.04% | 31q | +2411.6%+$475.0M |
| Bank of New York Mellon Corp | $493.6M | 4,591,972 | 0.08% | 31q | -1.0%-$5.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $461.8M | 4,295,530 | 0.08% | 31q | -14.7%-$79.6M |
| VANGUARD FIDUCIARY TRUST CO | $450.6M | 4,191,832 | 0.10% | 2q | +0.7%+$3.2M |
| Legal & General Group Plc | $447.3M | 4,161,098 | 0.09% | 31q | -0.5%-$2.3M |
| JPMORGAN CHASE & CO | $403.4M incl. $28.1M options PUT | 3,474,246 | 0.02% | 31q | +15.5%+$54.2M |
| Amundi | $399.2M | 3,713,146 | 0.10% | 21q | +50.1%+$133.2M |
| AQR CAPITAL MANAGEMENT LLC | $398.2M | 3,713,091 | 0.14% | 31q | -15.7%-$73.9M |
| FIRST TRUST ADVISORS LP | $384.1M | 3,573,307 | 0.23% | 31q | -1.6%-$6.2M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $381.8M | 3,551,678 | 0.04% | 31q | -4.5%-$18.2M |
| MARSHALL WACE, LLP | $370.5M incl. $10.8K options PUT | 3,446,393 | 0.29% | 13q | +205.0%+$249.0M |
| RAYMOND JAMES FINANCIAL INC | $334.2M incl. $35.0K options PUT | 3,108,610 | 0.09% | 7q | +5.5%+$17.4M |
| IMC-Chicago, LLC | $330.4M CALL+PUT | options only | 0.08% | 19q | OPTIONS |
| WELLINGTON MANAGEMENT GROUP LLP | $327.5M | 3,046,707 | 0.06% | 31q | +262.7%+$237.2M |
| WELLS FARGO & COMPANY/MN | $318.9M incl. $6.1M options CALL+PUT | 2,909,692 | 0.05% | 31q | +13.6%+$38.2M |
| Allianz Asset Management GmbH | $263.3M incl. $31.1M options CALL+PUT | 2,159,641 | 0.21% | 40q | +19.1%+$42.2M |
| AMERICAN CENTURY COMPANIES INC | $261.5M | 2,432,278 | 0.12% | 31q | +24.1%+$50.7M |
| National Pension Service | $255.8M | 2,379,189 | 0.16% | 31q | +1.5%+$3.9M |
| HSBC HOLDINGS PLC | $255.3M incl. $31.7M options CALL+PUT | 2,080,908 | 0.11% | 31q | -4.2%-$11.3M |
| DEUTSCHE BANK AG\ | $252.4M | 2,348,309 | 0.07% | 34q | -3.5%-$9.2M |
| PeakShares LLC | $248.6M | 2,313,000 | 0.19% | 3q | +105855.1%+$248.4M |
| PRIMECAP MANAGEMENT CO/CA/ | $230.7M | 2,146,131 | 0.14% | 31q | HELD |
| Swiss National Bank | $225.8M | 2,100,300 | 0.12% | 31q | -3.1%-$7.3M |
| Nuveen, LLC | $219.0M | 2,037,282 | 0.05% | 6q | -1.5%-$3.4M |
| STIFEL FINANCIAL CORP | $213.1M | 1,982,325 | 0.18% | 31q | -12.6%-$30.7M |
| Walleye Trading LLC | $208.3M incl. $186.7M options CALL+PUT | 201,072 | 0.24% | 31q | +520.7%+$174.7M |
| Sumitomo Mitsui Trust Group, Inc. | $201.4M | 1,873,090 | 0.12% | 31q | +5.2%+$9.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $196.0M | 1,823,055 | 0.11% | 31q | +8.4%+$15.2M |
| MANNING & NAPIER ADVISORS LLC | $192.3M | 1,780,430 | 2.47% | 3q | -3.9%-$7.8M |
| AMERIPRISE FINANCIAL INC | $189.3M | 1,761,084 | 0.04% | 31q | +12.1%+$20.4M |
| COMMERCE BANK | $187.1M | 1,740,607 | 0.82% | 31q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $186.5M incl. $54.6M options CALL+PUT | 1,226,960 | 0.06% | 31q | +19.1%+$29.9M |
| D. E. Shaw & Co., Inc. | $183.1M incl. $161.9M options CALL+PUT | 197,569 | 0.09% | 31q | -64.4%-$331.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | $180.7M | 1,680,534 | 0.12% | 2q | +14.2%+$22.4M |
| ENVESTNET ASSET MANAGEMENT INC | $178.8M | 1,663,540 | 0.04% | 31q | +6.9%+$11.5M |
| Cullen Capital Management, LLC | $178.1M | 1,656,471 | 1.75% | 25q | +2.0%+$3.6M |
| Vanguard Global Advisers, LLC | $173.9M | 1,617,466 | 0.08% | 2q | HELD |
| LPL Financial LLC | $172.8M incl. $311.8K options CALL | 1,604,877 | 0.04% | 31q | +3.7%+$6.2M |
| Assenagon Asset Management S.A. | $171.4M | 1,594,352 | 0.11% | 26q | +2236.1%+$164.1M |
| EQUITY INVESTMENT CORP | $169.8M | 1,579,697 | 3.24% | 31q | -1.8%-$3.1M |
| BARCLAYS PLC | $169.5M | 1,576,339 | 0.03% | 31q | +11.3%+$17.2M |
| LSV ASSET MANAGEMENT | $168.5M | 1,567,862 | 0.31% | 3q | +22298.0%+$167.8M |
| CITIGROUP INC | $145.1M incl. $11.0M options CALL+PUT | 1,247,713 | 0.05% | 31q | +10.1%+$13.4M |
| MASTERS CAPITAL MANAGEMENT LLC | $139.8M incl. $107.5M options CALL | 300,000 | 3.59% | 6q | -40.0%-$93.2M |
| California Public Employees Retirement System | $139.6M | 1,298,394 | 0.08% | 31q | -6.0%-$8.8M |
| RHUMBLINE ADVISERS | $133.0M | 1,237,626 | 0.10% | 31q | HELD |
| Empower Advisory Group, LLC | $124.7M | 1,159,700 | 0.30% | 14q | +1.1%+$1.3M |
| OpenArc Corporate Advisory, LLC | $122.7M | 1,141,587 | 1.46% | 3q | +8.1%+$9.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $120.9M | 1,125,047 | 0.05% | 9q | -66.9%-$244.3M |
| PNC Financial Services Group, Inc. | $119.6M | 1,112,720 | 0.06% | 31q | +2.6%+$3.1M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $119.0M | 1,106,900 | 0.44% | 31q | +348.1%+$92.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $118.9M incl. $2.3M options PUT | 1,055,522 | 0.20% | 15q | +74.4%+$50.7M |
| CRAWFORD INVESTMENT COUNSEL INC | $118.3M | 1,100,533 | 1.97% | 31q | -3.4%-$4.2M |
| HighTower Advisors, LLC | $115.4M | 1,073,452 | 0.11% | 31q | +2.5%+$2.8M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $112.1M | 1,042,516 | 0.10% | 31q | +21.6%+$19.9M |
| Swiss Life Asset Management Ltd | $110.7M | 1,029,780 | 0.46% | 46q | -4.3%-$4.9M |
| SPIREPOINT PRIVATE CLIENT, LLC | $110.1M | 1,023,838 | 8.92% | 10q | HELD |
| KBC Group NV | $108.4M | 1,008,249 | 0.23% | 31q | +527.1%+$91.1M |
| Maj Invest Holding A/S | $104.2M | 969,545 | 4.74% | 9q | -11.7%-$13.8M |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | $102.0M | 948,654 | 3.27% | 31q | -2.0%-$2.1M |
| MILLENNIUM MANAGEMENT LLC | $100.3M incl. $50.5M options CALL+PUT | 463,820 | 0.04% | 29q | +162.8%+$62.1M |
| Drexel Morgan & Co. | $98.2M | 913,465 | 13.66% | 8q | +12.4%+$10.9M |
| Merit Financial Group, LLC | $95.6M incl. $4.4M options PUT | 848,643 | 0.58% | 31q | +4.1%+$3.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $95.5M | 882,677 | 0.15% | 7q | -0.7%-$647.9K |
| PRINCIPAL FINANCIAL GROUP INC | $94.7M | 881,251 | 0.05% | 31q | +7.3%+$6.4M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $93.3M | 867,676 | 0.13% | 12q | +1769.3%+$88.3M |
| DAVENPORT & Co LLC | $90.6M | 841,463 | 0.44% | 31q | -7.8%-$7.7M |
| ALLIANCEBERNSTEIN L.P. | $90.3M | 917,876 | 0.03% | 31q | +9.7%+$8.0M |
| SIMPLEX TRADING, LLC | $88.9M CALL+PUT | options only | 0.05% | 23q | OPTIONS |
| Mirae Asset Global Investments Co., Ltd. | $88.8M | 825,696 | 0.13% | 31q | +18.7%+$14.0M |
| CIBC Bancorp USA Inc. | $87.7M | 816,215 | 0.11% | 3q | -7.6%-$7.3M |
| BANK OF MONTREAL /CAN/ | $86.9M | 808,821 | 0.03% | 31q | +11.0%+$8.6M |
| Ensign Peak Advisors, Inc | $86.4M | 804,135 | 0.14% | 27q | +122.0%+$47.5M |
| Sound Shore Management Inc /CT/ | $86.2M | 801,772 | 2.65% | 2q | +10.1%+$7.9M |
| Caisse de depot et placement du Quebec | $84.7M | 787,774 | 0.12% | 6q | -40.3%-$57.1M |
| Accredited Investors Inc. | $84.3M | 783,975 | 3.64% | 31q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $84.1M | 782,077 | 0.11% | 31q | -2.4%-$2.1M |
| Point72 Asset Management, L.P. | $82.0M CALL+PUT | options only | 0.09% | 7q | OPTIONS |
Showing the largest 100 of 2,173 reported holders. The count of 2,172 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
Q2 2026 in brief
In Q2 2026, 2,172 managers that file Form 13F reported holding United Parcel Svcs Inc (UPS), $61.2B in all. 197 managers opened a position and 155 sold out completely, against 2,130 holders the quarter before. Largest holders: Blackrock, Inc., Vanguard Capital Management Llc and State Street Corp. Largest new positions: Westend Advisors, Llc ($40.8M), J.W. Cole Advisors, Inc. ($19.2M) and Premier Fund Managers Ltd ($14.4M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-31 | 2026-08-31 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 828 | $2.8B | 29,831,532 | 44 | 308 | 303 | 0.6% |
| Q2 2026 | 2,172 | $61.2B | 536,969,273 | 170 | 831 | 761 | 5.7% |
| Q1 2026 | 2,130 | $53.0B | 502,798,862 | 147 | 863 | 700 | 6.7% |
| Q4 2025 | 2,143 | $54.8B | 507,463,645 | 229 | 680 | 824 | 8.1% |
| Q3 2025 | 1,968 | $44.3B | 476,975,667 | 135 | 710 | 821 | 9.9% |
| Q2 2025 | 2,131 | $54.5B | 503,728,070 | 143 | 831 | 798 | 6.7% |
| Q1 2025 | 2,211 | $59.0B | 504,982,438 | 164 | 864 | 782 | 6.0% |
| Q4 2024 | 2,302 | $68.8B | 514,642,070 | 129 | 711 | 913 | 5.6% |
| Q3 2024 | 2,189 | $77.4B | 537,454,918 | 129 | 755 | 887 | 5.4% |
| Q2 2024 | 2,192 | $78.7B | 542,286,795 | 124 | 763 | 858 | 5.7% |
| Q1 2024 | 2,239 | $87.7B | 553,644,430 | 114 | 901 | 786 | 6.2% |
| Q4 2023 | 2,291 | $91.0B | 547,407,952 | 103 | 698 | 923 | 5.4% |
| Q3 2023 | 2,221 | $84.0B | 511,432,848 | 96 | 767 | 824 | 5.3% |
| Q2 2023 | 2,281 | $96.1B | 508,212,750 | 128 | 750 | 846 | 5.2% |
| Q1 2023 | 2,285 | $107.2B | 535,802,310 | 153 | 858 | 698 | 3.1% |
| Q4 2022 | 2,248 | $96.4B | 530,369,950 | 119 | 780 | 752 | 4.5% |
| Q3 2022 | 2,118 | $284.9B | 2,447,176,490 | 114 | 795 | 645 | 1.6% |
| Q2 2022 | 2,154 | $308.8B | 2,131,340,092 | 93 | 939 | 638 | 1.3% |
| Q1 2022 | 2,238 | $341.1B | 2,126,039,562 | 119 | 875 | 723 | 1.4% |
| Q4 2021 | 2,241 | $323.1B | 1,821,891,051 | 179 | 759 | 635 | 1.8% |
| Q3 2021 | 1,985 | $271.7B | 1,773,063,432 | 102 | 757 | 636 | 1.9% |
| Q2 2021 | 2,022 | $274.3B | 1,605,561,676 | 161 | 674 | 741 | 2.1% |
| Q1 2021 | 1,971 | $249.7B | 1,890,585,437 | 132 | 727 | 662 | 1.8% |
| Q4 2020 | 1,945 | $229.3B | 1,500,828,084 | 142 | 645 | 690 | 2.2% |
| Q3 2020 | 1,799 | $245.9B | 1,810,645,829 | 220 | 478 | 784 | 2.0% |
| Q2 2020 | 1,643 | $163.7B | 1,650,703,959 | 146 | 622 | 573 | 1.6% |
| Q1 2020 | 1,606 | $163.5B | 1,923,048,089 | 145 | 662 | 535 | 1.3% |
| Q4 2019 | 1,636 | $154.8B | 1,538,456,113 | 96 | 567 | 488 | 1.9% |
| Q3 2019 | 1,499 | $153.1B | 1,338,819,212 | 98 | 501 | 583 | 1.9% |
| Q2 2019 | 1,475 | $121.3B | 1,264,916,862 | 81 | 566 | 523 | 3.0% |
| Q1 2019 | 1,515 | $139.0B | 1,425,098,838 | 125 | 571 | 490 | 2.0% |
| Q4 2018 | 1,444 | $128.6B | 1,475,271,401 | 12 | 26 | 24 | 1.6% |