As of the latest SEC filings, UNITED PARCEL SERVICE INC (UPS) is held by 853 institutional funds. The largest fund shareholder is Schwab U.S. Dividend Equity ETF (SCHD), holding an estimated $2,645,658,361.32 in market value, representing 3.08% of its portfolio.
Funds holding UNITED PARCEL SERVICE INC (UPS)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UPS
- CIK:
- 0001090727
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SCHD
Schwab U.S. Dividend Equity ETF
|
ETF | Charles Schwab | 3.08% | $2,645,658,361.32 | 22,815,267 | Feb 28, 2026 | Apr 24, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.12% | $2,323,618,035.90 | 23,618,805 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.13% | $1,847,486,775.82 | 18,779,089 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.15% | $1,090,553,589.32 | 9,404,567 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.13% | $935,044,446.08 | 9,504,416 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.13% | $848,375,404.52 | 8,623,454 | Mar 31, 2026 | May 28, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.30% | $676,779,040.92 | 6,879,234 | Mar 31, 2026 | May 28, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.25% | $556,750,978.68 | 4,801,233 | Feb 28, 2026 | Apr 24, 2026 |
|
PYODX
Victory Pioneer Fund
|
MF | Independent / Boutique | 4.17% | $416,775,949.82 | 4,236,389 | Mar 31, 2026 | May 28, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.13% | $409,933,915.96 | 4,166,842 | Mar 31, 2026 | May 28, 2026 |
|
XLI
State Street(R) Industrial Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 1.44% | $407,841,471.74 | 4,145,573 | Mar 31, 2026 | May 28, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.33% | $314,578,553.60 | 2,891,347 | Apr 30, 2026 | Jun 26, 2026 |
|
COWZ
Pacer US Cash Cows 100 ETF
|
ETF | Pacer | 1.68% | $306,219,993.60 | 2,814,522 | Apr 30, 2026 | Jun 29, 2026 |
|
FGLGX
Fidelity Series Large Cap Stock Fund
|
MF | Fidelity | 0.99% | $245,168,469.28 | 2,492,056 | Mar 31, 2026 | May 26, 2026 |
|
FDL
First Trust Morningstar Dividend Leaders Index Fund
|
ETF | First Trust | 3.03% | $222,795,381.58 | 2,264,641 | Mar 31, 2026 | May 28, 2026 |
|
FGIJX
Fidelity Growth and Income Portfolio
|
MF | Fidelity | 1.41% | $209,263,526.40 | 1,923,378 | Apr 30, 2026 | Jun 26, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.21% | $182,088,332.80 | 1,673,606 | Apr 30, 2026 | Jun 29, 2026 |
|
SWPPX
Schwab S&P 500 Index Fund
|
MF | Charles Schwab | 0.13% | $178,492,492.80 | 1,640,556 | Apr 30, 2026 | Jun 25, 2026 |
|
BBVLX
Bridge Builder Large Cap Value Fund
|
MF | Independent / Boutique | 0.66% | $170,230,849.20 | 1,730,340 | Mar 31, 2026 | May 22, 2026 |
|
FNKLX
Fidelity Series Value Discovery Fund
|
MF | Fidelity | 1.04% | $165,920,000.00 | 1,525,000 | Apr 30, 2026 | Jun 26, 2026 |
|
IWD
iShares Russell 1000 Value ETF
|
ETF | BlackRock / iShares | 0.24% | $165,895,931.26 | 1,686,277 | Mar 31, 2026 | May 22, 2026 |
|
MOAT
VanEck Morningstar Wide Moat ETF
|
ETF | Independent / Boutique | 1.41% | $163,741,409.26 | 1,664,377 | Mar 31, 2026 | May 28, 2026 |
|
AMECX
Income Fund of America
|
MF | Independent / Boutique | 0.11% | $163,200,000.00 | 1,500,000 | Apr 30, 2026 | Jun 26, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.13% | $160,231,440.72 | 1,381,782 | Feb 28, 2026 | Apr 24, 2026 |
|
SPLG
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
ETF | State Street (SPDR) | 0.13% | $152,823,196.86 | 1,553,397 | Mar 31, 2026 | May 28, 2026 |
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