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United Parcel Service (UPS) Institutional Ownership

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$84.96 +0.46 (+0.54%)
Closing price 03:59 PM Eastern
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$85.20 +0.25 (+0.29%)
As of 07:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for United Parcel Service (NYSE:UPS)

Current
Institutional Ownership
Percentage
60.26%
Number of
Institutional Buyers
(last 12 months)
1531
Total
Institutional Inflows
(last 12 months)
$12.28B
Number of
Institutional Sellers
(last 12 months)
1312
Total
Institutional Outflows
(last 12 months)
$8.40B
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UPS Institutional Buying and Selling by Quarter

United Parcel Service Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/4/2025Simon Quick Advisors LLC9,328$942K0.0%+106.6%0.001%
8/4/2025Coign Capital Advisors LLC4,999$505K0.3%+2.7%0.001%
8/4/2025KLCM Advisors Inc.145,740$14.71M1.6%-1.8%0.017%
8/4/2025Strs Ohio379,114$38.27M0.1%+13.8%0.045%
8/4/2025Heritage Investors Management Corp78,317$7.91M0.2%-2.4%0.009%
8/4/2025Amalgamated Bank142,080$14.34M0.1%-0.4%0.017%
8/4/2025Atria Investments Inc51,412$5.19M0.1%-7.4%0.006%
8/4/2025Spinnaker Trust15,316$1.55M0.1%+5.5%0.002%
8/4/2025Savvy Advisors Inc.9,763$986K0.1%+2.9%0.001%
8/4/2025Live Oak Private Wealth LLC67,909$6.86M1.0%+2.8%0.008%
8/4/2025Retirement Systems of Alabama157,445$15.89M0.1%+0.2%0.019%
8/4/2025MeadowBrook Investment Advisors LLC4,119$416K0.4%+21.4%0.000%
8/4/2025Assetmark Inc.70,186$7.09M0.0%-24.7%0.008%
8/4/2025Keybank National Association OH158,105$15.96M0.1%-4.0%0.019%
8/4/2025HBK Sorce Advisory LLC38,985$3.94M0.1%+2.4%0.005%
8/4/2025Spire Wealth Management5,287$534K0.0%-83.8%0.001%
8/4/2025Arkadios Wealth Advisors29,113$2.94M0.1%+5.1%0.003%
8/4/2025Barnes Dennig Private Wealth Management LLC13,660$1.38M1.7%-43.6%0.002%
8/4/2025World Investment Advisors21,805$2.20M0.0%+10.0%0.003%
8/4/2025Lathrop Investment Management Co.45,905$4.63M0.9%-18.7%0.005%
8/4/2025Flagship Harbor Advisors LLC7,172$724K0.0%+57.1%0.001%
8/4/2025Daymark Wealth Partners LLC15,951$1.61M0.1%-13.9%0.002%
8/4/2025Econ Financial Services Corp16,743$1.69M0.9%+29.1%0.002%
8/4/2025 626 Financial LLC2,256$228K0.1%N/A0.000%
8/4/2025Bristlecone Advisors LLC21,369$2.16M0.2%-40.0%0.003%
8/4/2025L.M. Kohn & Company4,110$415K0.1%-51.4%0.000%
8/1/2025 Oarsman Capital Inc.10,328$1.04M0.2%+8.7%0.001%
8/1/2025 Bank of Jackson Hole Trust2,804$283K0.2%+11.0%0.000%
8/1/2025 Motco26,493$2.67M0.3%+1.8%0.003%
8/1/2025 Winebrenner Capital Management LLC2,135$216K0.2%+8.4%0.000%
8/1/2025 Mendel Money Management11,243$1.14M0.5%+82.0%0.001%
8/1/2025 Auto Owners Insurance Co12,300$1.24M0.0%+127.8%0.001%
8/1/2025 Redmond Asset Management LLC31,647$3.19M0.8%-5.4%0.004%
8/1/2025 New York Life Investment Management LLC109,968$11.10M0.1%+1.6%0.013%
8/1/2025 Pavion Blue Capital LLC23,884$2.41M1.1%-0.5%0.003%
8/1/2025 Howard Capital Management Inc.8,398$848K0.0%+21.1%0.001%
8/1/2025 First National Trust Co40,565$4.10M0.2%-0.6%0.005%
8/1/2025 William Allan Corp26,922$2.72M1.6%-10.5%0.003%
8/1/2025 Centerpoint Advisors LLC414$42K0.0%+127.5%0.000%
8/1/2025 Motley Fool Wealth Management LLC53,940$5.45M0.3%-15.3%0.006%
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8/1/2025 Logan Capital Management Inc.68,249$6.89M0.3%-32.2%0.008%
8/1/2025 Taylor Financial Group Inc.6,635$670K0.4%-11.8%0.001%
8/1/2025 IQ EQ FUND MANAGEMENT IRELAND Ltd86,986$8.78M0.8%+6.2%0.010%
8/1/2025 Fjarde AP Fonden Fourth Swedish National Pension Fund28,141$2.84M0.0%+21.8%0.003%
8/1/2025 Advisory Alpha LLC36,382$3.67M0.1%+6.6%0.004%
8/1/2025 SYM FINANCIAL Corp3,302$333K0.0%+50.1%0.000%
8/1/2025 AustralianSuper Pty Ltd77,771$7.85M0.0%N/A0.009%
8/1/2025 Teacher Retirement System of Texas168,309$16.99M0.1%-29.0%0.020%
8/1/2025 Y Intercept Hong Kong Ltd16,693$1.69M0.0%-51.2%0.002%
8/1/2025 Transcend Capital Advisors LLC3,978$402K0.0%-17.7%0.000%
8/1/2025 Cobblestone Capital Advisors LLC NY2,175$220K0.0%-65.3%0.000%
8/1/2025 Bessemer Group Inc.9,328$942K0.0%-32.3%0.001%
8/1/2025 Garland Capital Management Inc.9,640$973K3.1%-68.1%0.001%
8/1/2025 Ashton Thomas Private Wealth LLC18,620$1.88M0.1%-15.2%0.002%
8/1/2025 Signature Wealth Management Group28,500$2.88M1.1%+1.8%0.003%
8/1/2025 Envestnet Asset Management Inc.1,273,001$128.50M0.0%-13.0%0.150%
7/31/2025 Nisa Investment Advisors LLC168,392$17.00M0.1%+5.7%0.020%
7/31/2025 Resonant Capital Advisors LLC2,810$284K0.0%-78.9%0.000%
7/31/2025 Wealthfront Advisers LLC83,202$8.40M0.0%+72.1%0.010%
7/31/2025 New Hampshire Trust2,790$282K0.1%+28.5%0.000%
7/31/2025 Oppenheimer Asset Management Inc.275,177$27.78M0.3%+28.1%0.032%
7/31/2025 Blake Schutter Theil Wealth Advisors LLC3,001$303K0.3%-21.2%0.000%
7/31/2025 Strait & Sound Wealth Management LLC7,543$761K0.3%+28.4%0.001%
7/31/2025 Brighton Jones LLC17,917$1.81M0.0%+33.9%0.002%
7/31/2025 Waldron Private Wealth LLC4,035$407K0.0%-5.8%0.000%
7/31/2025 Kornitzer Capital Management Inc. KS61,466$6.20M0.1%-7.3%0.007%
7/31/2025 Leavell Investment Management Inc.4,019$406K0.0%-18.2%0.000%
7/31/2025 CVA Family Office LLC2,570$259K0.0%+6.0%0.000%
7/31/2025 AG2R LA Mondiale Gestion D Actifs28,256$2.85M0.1%+2.9%0.003%
7/31/2025 Mcdaniel Terry & Co.18,887$1.91M0.2%-3.6%0.002%
7/31/2025 Focus Partners Advisor Solutions LLC19,997$2.02M0.0%+1.6%0.002%
7/31/2025 State of New Jersey Common Pension Fund D244,472$24.68M0.1%-0.7%0.029%
7/31/2025 Leelyn Smith LLC23,257$2.35M0.4%+6.1%0.003%
7/31/2025 Peterson Wealth Services1,131$114K0.0%-11.6%0.000%
7/31/2025 Carlton Hofferkamp & Jenks Wealth Management LLC10,063$1.02M0.4%-3.0%0.001%
7/31/2025 Glass Jacobson Investment Advisors llc252$25K0.0%-80.0%0.000%
7/31/2025 Pinnacle Wealth Management Group Inc.4,780$482K0.3%-16.1%0.001%
7/31/2025 Sage Mountain Advisors LLC15,912$1.61M0.1%-2.9%0.002%
7/31/2025 Washington Trust Advisors Inc.21,896$2.21M0.2%-1.8%0.003%
7/31/2025 DDD Partners LLC215,816$21.78M2.3%+16.0%0.025%
7/31/2025 Lee Danner & Bass Inc.62,261$6.29M0.5%-0.6%0.007%
7/31/2025 AlphaQuest LLC9,421$951K0.1%+44.3%0.001%
7/31/2025 Sumitomo Mitsui Trust Group Inc.1,879,372$189.70M0.1%+5.8%0.222%
7/31/2025 Harbour Investment Management LLC16,608$1.68M0.7%-1.4%0.002%
7/31/2025 Moloney Securities Asset Management LLC11,471$1.16M0.1%+123.0%0.001%
7/31/2025 Generali Investments Towarzystwo Funduszy Inwestycyjnych700$71K0.0%N/A0.000%
7/31/2025 GLOBALT Investments LLC GA28,025$2.83M0.1%-5.9%0.003%
7/31/2025 Asset Management One Co. Ltd.330,738$33.39M0.1%+10.2%0.039%
7/31/2025 R Squared Ltd2,830$286K0.2%N/A0.000%
7/31/2025 AlTi Global Inc.2,064$208K0.0%N/A0.000%
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7/31/2025 180 Wealth Advisors LLC2,582$261K0.0%+11.6%0.000%
7/31/2025 Carnegie Investment Counsel14,162$1.43M0.0%+1.8%0.002%
7/30/2025 KPP Advisory Services LLC10,390$1.05M0.2%+7.4%0.001%
7/30/2025 First Citizens Bank & Trust Co.29,741$3.00M0.0%+280.8%0.004%
7/30/2025 Bleakley Financial Group LLC27,125$2.74M0.1%-4.7%0.003%
7/30/2025 Strategic Blueprint LLC8,640$872K0.0%-14.0%0.001%
7/30/2025 Principle Wealth Partners LLC5,671$572K0.0%-13.8%0.001%
7/30/2025 Clifford Swan Investment Counsel LLC954,426$96.34M3.4%+5.7%0.113%
7/30/2025 OLD Point Trust & Financial Services N A19,551$1.97M0.7%-14.4%0.002%
7/30/2025 RNC Capital Management LLC448,485$45.27M2.2%+21.6%0.053%
(Data available from 1/1/2016 forward)

UPS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPS shares?

During the previous two years, 2,622 institutional investors and hedge funds held shares of United Parcel Service. The most heavily invested institutionals were Vanguard Group Inc. ($7.27B), State Street Corp ($4.04B), Charles Schwab Investment Management Inc. ($2.75B), Geode Capital Management LLC ($1.98B), Franklin Resources Inc. ($1.38B), FMR LLC ($1.37B), and Wellington Management Group LLP ($1.25B).Learn more on United Parcel Service's institutional investors.

What percentage of United Parcel Service's stock is owned by institutional investors?

60.26% of United Parcel Service's stock is owned by institutional investors. Learn more on UPS's institutional investor holdings.

Which institutional investors have been buying United Parcel Service's stock?

Of the 2,154 institutional investors that purchased United Parcel Service's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($28.96M), Norges Bank ($15.70M), Wellington Management Group LLP ($10.81M), Charles Schwab Investment Management Inc. ($5.38M), Goldman Sachs Group Inc. ($4.99M), Pacer Advisors Inc. ($4.09M), and Franklin Resources Inc. ($3.92M).

How much institutional buying is happening at United Parcel Service?

Institutional investors have bought a total of 98,978,105 shares in the last 24 months. This purchase volume represents approximately $12.28B in transactions.

Which of United Parcel Service's major shareholders have been selling company stock?

Of the 1,314 institutional investors that sold United Parcel Service's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($14.53M), Wellington Management Group LLP ($7.74M), Ameriprise Financial Inc. ($5.25M), Clearbridge Investments LLC ($4.22M), Amundi ($2.55M), Bank of New York Mellon Corp ($1.68M), and Legal & General Group Plc ($1.43M).

How much institutional selling is happening at United Parcel Service?

Institutional investors have sold a total of 67,376,549 shares in the last 24 months. This volume of shares sold represents approximately $8.41B in transactions.


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This page (NYSE:UPS) was last updated on 8/4/2025 by MarketBeat.com Staff
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