UPS Institutional Holdings

Name: UPS (United Parcel Service) Institutional Holdings — 2026Q1
Creator: SEC EDGAR
License: https://www.sec.gov/data

United Parcel Service · SEC 13F

2,100 institutions hold UPS, totaling 621.2M shares ($60.9B）.
As of 2026Q1 · SEC EDGAR 13F

Quarterly Changes

2025Q4 → 2026Q1

↑ New Positions (5)

VANGUARD CAPITAL MANAGEMENT LLC $9.5B

VANGUARD PORTFOLIO MANAGEMENT LLC $1.3B

HSBC HOLDINGS PLC $524M

VANGUARD FIDUCIARY TRUST CO $409M

Vanguard Global Advisers, LLC $160M

↑ Increased (5)

Arete Wealth Advisors, LLC +186934.1%

LaSalle St. Investment Advisors, LLC +184159.6%

BNP PARIBAS ASSET MANAGEMENT Holding S.A. +132563.6%

Morningstar Investment Management LLC +107676.4%

Daiwa Securities Group Inc. +104868.9%

↓ Decreased (5)

Game Plan Financial Advisors, LLC -100.0%

Kentucky Retirement Systems -99.9%

Accordant Advisory Group Inc -99.8%

Boreal Capital Management LLC -99.4%

IFG Advisory, LLC -99.3%

↓ Exited Positions (5)

VANGUARD GROUP INC $6.8B

FineMark National Bank & Trust $169M

PNC Financial Services Group, Inc. $107M

CIBC Private Wealth Group LLC $53M

RNC CAPITAL MANAGEMENT LLC $38M

All Holders (Top 100)

Rank	Institution	Shares	Value
1	VANGUARD CAPITAL MANAGEMENT LLC	96.3M	$9.5B
2	BlackRock, Inc.	51.1M	$5.0B
3	STATE STREET CORP	32.6M	$3.2B
4	FMR LLC	32.6M	$3.2B
5	BARCLAYS PLC	22.5M	$3.1B
6	MORGAN STANLEY	29.2M	$2.7B
7	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	22.1M	$2.2B
8	GEODE CAPITAL MANAGEMENT, LLC	17.5M	$1.7B
9	VANGUARD PORTFOLIO MANAGEMENT LLC	13.5M	$1.3B
10	GOLDMAN SACHS GROUP INC	13.4M	$1.3B
11	VICTORY CAPITAL MANAGEMENT INC	11.0M	$1.1B
12	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	6.4M	$1.1B
13	BANK OF AMERICA CORP /DE/	9.7M	$957M
14	NORGES BANK	8.2M	$899M
15	NORTHERN TRUST CORP	7.1M	$699M
16	UBS Group AG	6.9M	$682M
17	ROYAL BANK OF CANADA	5.9M	$580M
18	Invesco Ltd.	5.6M	$551M
19	HSBC HOLDINGS PLC	5.3M	$524M
20	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	5.0M	$495M
21	DIMENSIONAL FUND ADVISORS LP	5.0M	$495M
22	Bank of New York Mellon Corp	4.6M	$456M
23	AQR CAPITAL MANAGEMENT LLC	4.4M	$426M
24	NORDEA INVESTMENT MANAGEMENT AB	4.3M	$417M
25	Legal & General Group Plc	4.2M	$411M
26	VANGUARD FIDUCIARY TRUST CO	4.2M	$409M
27	FIRST TRUST ADVISORS LP	3.6M	$357M
28	Pacer Advisors, Inc.	3.5M	$345M
29	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	3.4M	$334M
30	FRANKLIN RESOURCES INC	3.0M	$296M
31	Capital World Investors	3.0M	$292M
32	RAYMOND JAMES FINANCIAL INC	2.9M	$290M
33	JPMORGAN CHASE & CO	3.0M	$286M
34	WELLS FARGO & COMPANY/MN	2.6M	$252M
35	Amundi	2.5M	$243M
36	DEUTSCHE BANK AG\	2.4M	$239M
37	National Pension Service	2.3M	$231M
38	DANSKE BANK A/S	1.8M	$225M
39	STIFEL FINANCIAL CORP	2.3M	$223M
40	Swiss National Bank	2.2M	$213M
41	PRIMECAP MANAGEMENT CO/CA/	2.1M	$211M
42	Nuveen, LLC	2.1M	$204M
43	AMERICAN CENTURY COMPANIES INC	2.0M	$193M
44	MANNING & NAPIER ADVISORS LLC	1.9M	$182M
45	Allianz Asset Management GmbH	1.8M	$178M
46	Sumitomo Mitsui Trust Group, Inc.	1.8M	$175M
47	COMMERCE BANK	1.7M	$171M
48	Mitsubishi UFJ Asset Management Co., Ltd.	1.7M	$165M
49	Cullen Capital Management, LLC	1.6M	$160M
50	Vanguard Global Advisers, LLC	1.6M	$160M
51	EQUITY INVESTMENT CORP	1.6M	$158M
52	AMERIPRISE FINANCIAL INC	1.6M	$155M
53	ENVESTNET ASSET MANAGEMENT INC	1.6M	$153M
54	LPL Financial LLC	1.5M	$152M
55	VANGUARD ASSET MANAGEMENT, Ltd	1.5M	$145M
56	Artisan Partners Limited Partnership	1.4M	$139M
57	Employees Provident Fund Board	1.4M	$139M
58	California Public Employees Retirement System	1.4M	$136M
59	Caisse de depot et placement du Quebec	1.3M	$130M
60	RHUMBLINE ADVISERS	1.2M	$122M
61	RENAISSANCE TECHNOLOGIES LLC	1.2M	$121M
62	Empower Advisory Group, LLC	1.1M	$113M
63	CRAWFORD INVESTMENT COUNSEL INC	1.1M	$112M
64	CITIGROUP INC	1.1M	$111M
65	MARSHALL WACE, LLP	1.1M	$111M
66	PNC FINANCIAL SERVICES GROUP, INC.	1.1M	$107M
67	Swiss Life Asset Management Ltd	1.1M	$106M
68	OpenArc Corporate Advisory, LLC	1.1M	$104M
69	HighTower Advisors, LLC	1.0M	$103M
70	BNP PARIBAS FINANCIAL MARKETS	1.0M	$101M
71	SPIREPOINT PRIVATE CLIENT, LLC	1.0M	$101M
72	CLIFFORD SWAN INVESTMENT COUNSEL LLC	968K	$95M
73	DAVENPORT & Co LLC	913K	$89M
74	Universal- Beteiligungs- und Servicegesellschaft mbH	889K	$88M
75	CIBC Bancorp USA Inc.	884K	$87M
76	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	857K	$84M
77	ALLIANCEBERNSTEIN L.P.	837K	$83M
78	WELLINGTON MANAGEMENT GROUP LLP	840K	$83M
79	PRINCIPAL FINANCIAL GROUP INC	821K	$81M
80	Merit Financial Group, LLC	815K	$80M
81	Drexel Morgan & Co.	812K	$80M
82	NEW YORK STATE COMMON RETIREMENT FUND	801K	$79M
83	Accredited Investors Inc.	784K	$77M
84	TCW GROUP INC	764K	$75M
85	BBR PARTNERS, LLC	754K	$74M
86	BANK OF MONTREAL /CAN/	729K	$72M
87	SOUND SHORE MANAGEMENT INC /CT/	728K	$72M
88	Mirae Asset Global Investments Co., Ltd.	695K	$68M
89	CITADEL ADVISORS LLC	677K	$67M
90	Cove Private Wealth, LLC	671K	$66M
91	MANUFACTURERS LIFE INSURANCE COMPANY, THE	660K	$65M
92	Qube Research & Technologies Ltd	655K	$64M
93	JONES FINANCIAL COMPANIES LLLP	678K	$64M
94	MACQUARIE GROUP LTD	650K	$64M
95	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	642K	$63M
96	AVIVA PLC	616K	$61M
97	Mariner, LLC	601K	$59M
98	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	605K	$58M
99	ADAGE CAPITAL PARTNERS GP, L.L.C.	592K	$58M
100	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	584K	$58M

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Data source: SEC EDGAR Form 13F · Updated 2026-07-09