Also trades as: 0R08.L (LSE) · $vol 0M · UPS.TO (TSX) · $vol 0M · UPAB.DE (XETRA) · $vol 0M · UPS.MX (MEX) · $vol 0M
UPS Institutional Ownership
United Parcel Service, Inc.
1W: +7.7%
1M: +12.6%
3M: +1.5%
YTD: +6.5%
1Y: +23.8%
3Y: -20.9%
5Y: -33.8%
$106.14
+5.82 (+5.80%)
Weekly Expected Move ±2.1%
$97
$99
$101
$103
$105
Credit Risk of going bust: lower than 68% of companies Debt: 26.5% of company value Bonds: $170.3M held by 199 funds, 67 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.14 (down 98%), United Parcel Service, Inc. would be worth roughly what it owes.
Total debt $28.67B against a stock market value of $79.54B.
Distance to default 7.35 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $12.56B (short-term plus half of long-term), stock volatility 31.2%; Altman Z'' 2.02. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $2.14 (down 98%), United Parcel Service, Inc. would be worth roughly what it owes.
Total debt $28.67B against a stock market value of $79.54B.
Distance to default 7.35 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $12.56B (short-term plus half of long-term), stock volatility 31.2%; Altman Z'' 2.02. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — UPS
2,292
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
$59B
Total Invested
196
New Positions
898
Increased
957
Reduced
135
Closed
1.11
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2438 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 54,929,329 | $5.8B | +3,813,432 | +7.5% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 48,739,036 | $5.2B | +586,482 | +1.2% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 33,864,263 | $3.6B | +1,265,673 | +3.9% | 46Q | SEC ↗ |
| 4 | FMR LLC | 32,848,561 | $3.5B | +273,716 | +0.8% | 107Q | SEC ↗ |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 24,698,297 | $2.6B | +2,585,440 | +11.7% | 15Q | SEC ↗ |
| 6 | Sixth Street Partners Management Compa NEW | 24,698,297 | $2.6B | — | +0.0% | 1Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 17,861,160 | $1.9B | +349,395 | +2.0% | 92Q | SEC ↗ |
| 8 | VICTORY CAPITAL MANAGEMENT INC | 14,251,075 | $1.5B | +3,210,102 | +29.1% | 52Q | SEC ↗ |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 13,889,226 | $1.5B | +417,264 | +3.1% | 2Q | SEC ↗ |
| 10 | BANK OF AMERICA CORP /DE | 10,795,270 | $1.1B | +1,067,147 | +11.0% | 15Q | SEC ↗ |
| 11 | MORGAN STANLEY | 8,901,540 | $945M | -1,269,068 | -12.5% | 60Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC | 8,841,037 | $938M | +1,726,076 | +24.3% | 15Q | SEC ↗ |
| 13 | Capital World Investors | 8,019,194 | $851M | +5,053,555 | +170.4% | 33Q | SEC ↗ |
| 14 | NORGES BANK NEW | 8,018,679 | $851M | — | +0.0% | 1Q | SEC ↗ |
| 15 | UBS Group AG | 7,224,476 | $767M | +289,125 | +4.2% | 47Q | SEC ↗ |
| 16 | NORTHERN TRUST CORP | 7,029,342 | $746M | -76,720 | -1.1% | 107Q | SEC ↗ |
| 17 | ROYAL BANK OF CANADA | 6,470,402 | $687M | +578,660 | +9.8% | 87Q | SEC ↗ |
| 18 | DIMENSIONAL FUND ADVISORS LP | 5,514,555 | $585M | +476,929 | +9.5% | 102Q | SEC ↗ |
| 19 | FRANKLIN RESOURCES INC | 4,782,129 | $508M | +1,770,756 | +58.8% | 22Q | SEC ↗ |
| 20 | NORDEA INVESTMENT MANAGEMENT AB | 4,718,165 | $501M | +371,480 | +8.5% | 93Q | SEC ↗ |
| 21 | Invesco Ltd. | 4,669,447 | $496M | -932,711 | -16.6% | 87Q | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 4,591,972 | $487M | -47,352 | -1.0% | 76Q | SEC ↗ |
| 23 | UBS AM, a distinct business unit of UB | 4,295,530 | $456M | -740,565 | -14.7% | 63Q | SEC ↗ |
| 24 | VANGUARD FIDUCIARY TRUST CO | 4,191,832 | $445M | +30,064 | +0.7% | 2Q | SEC ↗ |
| 25 | Legal & General Group Plc | 4,161,098 | $442M | -21,073 | -0.5% | 27Q | SEC ↗ |
| 26 | Amundi | 3,713,146 | $394M | +1,239,097 | +50.1% | 21Q | SEC ↗ |
| 27 | AQR CAPITAL MANAGEMENT LLC | 3,713,091 | $394M | -689,222 | -15.7% | 69Q | SEC ↗ |
| 28 | FIRST TRUST ADVISORS LP | 3,573,307 | $379M | -57,826 | -1.6% | 64Q | SEC ↗ |
| 29 | PRICE T ROWE ASSOCIATES INC /MD | 3,551,678 | $377M | -168,925 | -4.5% | 16Q | SEC ↗ |
| 30 | JPMORGAN CHASE & CO | 3,474,246 | $369M | +466,609 | +15.5% | 103Q | SEC ↗ |
| 31 | MARSHALL WACE, LLP | 3,446,393 | $366M | +2,316,549 | +205.0% | 13Q | SEC ↗ |
| 32 | RAYMOND JAMES FINANCIAL INC | 3,108,610 | $330M | +162,125 | +5.5% | 7Q | SEC ↗ |
| 33 | WELLINGTON MANAGEMENT GROUP LLP | 3,046,707 | $323M | +2,206,666 | +262.7% | 83Q | SEC ↗ |
| 34 | WELLS FARGO & COMPANY/MN | 2,909,692 | $309M | +348,511 | +13.6% | 102Q | SEC ↗ |
| 35 | AMERICAN CENTURY COMPANIES INC | 2,432,278 | $258M | +472,036 | +24.1% | 15Q | SEC ↗ |
| 36 | National Pension Service | 2,379,189 | $253M | +36,099 | +1.5% | 48Q | SEC ↗ |
| 37 | DEUTSCHE BANK AG | 2,348,309 | $249M | -85,245 | -3.5% | 52Q | SEC ↗ |
| 38 | Allianz Asset Management GmbH | 2,159,641 | $229M | +346,333 | +19.1% | 57Q | SEC ↗ |
| 39 | PRIMECAP MANAGEMENT CO/CA | 2,146,131 | $228M | — | +0.0% | 15Q | SEC ↗ |
| 40 | Swiss National Bank | 2,100,300 | $223M | -68,300 | -3.1% | 53Q | SEC ↗ |
| 41 | HSBC HOLDINGS PLC | 2,080,908 | $221M | -91,934 | -4.2% | 107Q | SEC ↗ |
| 42 | Nuveen, LLC | 2,037,282 | $216M | -31,490 | -1.5% | 6Q | SEC ↗ |
| 43 | STIFEL FINANCIAL CORP | 1,982,325 | $210M | -285,254 | -12.6% | 49Q | SEC ↗ |
| 44 | Sumitomo Mitsui Trust Group, Inc. | 1,873,090 | $199M | +92,393 | +5.2% | 61Q | SEC ↗ |
| 45 | Mitsubishi UFJ Asset Management Co., L | 1,823,055 | $193M | +141,425 | +8.4% | 69Q | SEC ↗ |
| 46 | MANNING & NAPIER ADVISORS LLC | 1,780,430 | $189M | -72,489 | -3.9% | 3Q | SEC ↗ |
| 47 | AMERIPRISE FINANCIAL INC | 1,761,084 | $187M | +189,722 | +12.1% | 16Q | SEC ↗ |
| 48 | COMMERCE BANK | 1,740,607 | $185M | -2,293 | -0.1% | 107Q | SEC ↗ |
| 49 | VANGUARD ASSET MANAGEMENT, Ltd | 1,680,534 | $178M | +208,564 | +14.2% | 2Q | SEC ↗ |
| 50 | ENVESTNET ASSET MANAGEMENT INC | 1,663,540 | $177M | +107,223 | +6.9% | 79Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 24,698,297 | $2.6B |
| NORGES BANK | 8,018,679 | $851M |
| WestEnd Advisors, LLC | 379,569 | $40M |
| J.W. COLE ADVISORS, INC. | 178,789 | $19M |
| Premier Fund Managers Ltd | 132,900 | $14M |
| Nykredit A/S | 128,643 | $14M |
| ING GROEP NV | 126,203 | $13M |
| LOGAN CAPITAL MANAGEMENT INC | 79,151 | $8M |
| Jupiter Topco LLC | 77,177 | $8M |
| OCCUDO QUANTITATIVE STRATEGIES LP | 64,320 | $7M |
| Aquatic Capital Management LLC | 45,177 | $5M |
| Jain Global LLC | 41,687 | $4M |
| Kessler Investment Group, LLC | 41,202 | $4M |
| Burnham & Co LLC | 35,746 | $4M |
| Trask Adam Roland | 35,086 | $4M |
| Elyxium Wealth, LLC | 30,558 | $3M |
| ICON ADVISERS INC/CO | 28,500 | $3M |
| Convergence Investment Partners, LL | 27,883 | $3M |
| Global Retirement Partners, LLC | 27,613 | $3M |
| Coastal Bridge Advisors, LLC | 25,540 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 1,234,600 | $131M |
| Qube Research & Technologies Ltd | 655,142 | $70M |
| CLOUGH CAPITAL PARTNERS L P | 238,535 | $25M |
| Trexquant Investment LP | 236,152 | $25M |
| Fidelity National Financial, Inc. | 220,000 | $23M |
| OFI INVEST ASSET MANAGEMENT | 213,999 | $23M |
| Clarkston Capital Partners, LLC | 211,592 | $22M |
| Interval Partners, LP | 158,105 | $17M |
| Alphadyne Asset Management LP | 146,206 | $16M |
| Maven Securities LTD | 146,159 | $16M |
| Skandinaviska Enskilda Banken AB (p | 143,329 | $15M |
| Graham Capital Management, L.P. | 134,414 | $14M |
| Varma Mutual Pension Insurance Co | 119,970 | $13M |
| Lodge Hill Capital, LLC | 105,000 | $11M |
| COMPASS ROSE ASSET MANAGEMENT, LP | 104,000 | $11M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 103,325 | $11M |
| Concentric Capital Strategies, LP | 96,247 | $10M |
| Stelac Advisory Services LLC | 94,543 | $10M |
| IMC-Chicago, LLC | 89,653 | $10M |
| TWINBEECH CAPITAL LP | 88,500 | $9M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Capital World Investors | +5,053,555 | +170.4% | 8,019,194 |
| BlackRock, Inc. | +3,813,432 | +7.5% | 54,929,329 |
| VICTORY CAPITAL MANAGEMENT INC | +3,210,102 | +29.1% | 14,251,075 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +2,585,440 | +11.7% | 24,698,297 |
| MARSHALL WACE, LLP | +2,316,549 | +205.0% | 3,446,393 |
| WELLINGTON MANAGEMENT GROUP LLP | +2,206,666 | +262.7% | 3,046,707 |
| FRANKLIN RESOURCES INC | +1,770,756 | +58.8% | 4,782,129 |
| GOLDMAN SACHS GROUP INC | +1,726,076 | +24.3% | 8,841,037 |
| LSV ASSET MANAGEMENT | +1,560,862 | +22298.0% | 1,567,862 |
| STATE STREET CORP | +1,265,673 | +3.9% | 33,864,263 |
| Amundi | +1,239,097 | +50.1% | 3,713,146 |
| BANK OF AMERICA CORP /DE | +1,067,147 | +11.0% | 10,795,270 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | +859,870 | +348.1% | 1,106,900 |
| KBC Group NV | +847,463 | +527.1% | 1,008,249 |
| HEALTHCARE OF ONTARIO PENSION PLAN | +821,260 | +1769.3% | 867,676 |
| Assenagon Asset Management S.A. | +728,928 | +1068.1% | 797,176 |
| VANGUARD CAPITAL MANAGEMENT LLC | +586,482 | +1.2% | 48,739,036 |
| ROYAL BANK OF CANADA | +578,660 | +9.8% | 6,470,402 |
| JANE STREET GROUP, LLC | +564,334 | +2411.6% | 587,735 |
| DIMENSIONAL FUND ADVISORS LP | +476,929 | +9.5% | 5,514,555 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Pacer Advisors, Inc. | -3,453,766 | -98.4% | 56,864 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -2,272,932 | -66.9% | 1,125,047 |
| VAN ECK ASSOCIATES CORP | -1,615,869 | -89.4% | 190,693 |
| Artisan Partners Limited Partnershi | -1,303,258 | -92.0% | 114,075 |
| MORGAN STANLEY | -1,269,068 | -12.5% | 8,901,540 |
| Invesco Ltd. | -932,711 | -16.6% | 4,669,447 |
| UBS AM, a distinct business unit of | -740,565 | -14.7% | 4,295,530 |
| AQR CAPITAL MANAGEMENT LLC | -689,222 | -15.7% | 3,713,091 |
| Caisse de depot et placement du Que | -530,867 | -40.3% | 787,774 |
| SG Americas Securities, LLC | -513,280 | -62.3% | 310,770 |
| Cove Private Wealth, LLC | -364,266 | -54.3% | 307,074 |
| D. E. Shaw & Co., Inc. | -357,429 | -64.4% | 197,569 |
| DIAMANT ASSET MANAGEMENT, INC. | -356,411 | -99.0% | 3,660 |
| Bank Julius Baer & Co. Ltd, Zurich | -314,457 | -98.7% | 4,153 |
| STIFEL FINANCIAL CORP | -285,254 | -12.6% | 1,982,325 |
| CITADEL ADVISORS LLC | -221,872 | -32.8% | 455,269 |
| MASTERS CAPITAL MANAGEMENT LLC | -200,000 | -40.0% | 300,000 |
| PRICE T ROWE ASSOCIATES INC /MD | -168,925 | -4.5% | 3,551,678 |
| Centiva Capital, LP | -155,212 | -98.1% | 3,052 |
| SCHRODER INVESTMENT MANAGEMENT GROU | -138,952 | -51.7% | 129,695 |