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United Parcel Service (UPS) Institutional Ownership

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$97.31 +2.71 (+2.87%)
As of 01:10 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)
1491
Total
Institutional Inflows
(last 12 months)
$10.53B
Number of
Institutional Sellers
(last 12 months)
1263
Total
Institutional Outflows
(last 12 months)
$8.63B
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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
5/2/2025Massachusetts Financial Services Co. MA628,265$69.10M0.0%-15.6%0.074%
5/2/2025Castlekeep Investment Advisors LLC10,961$1.21M0.6%+19.5%0.001%
5/2/2025Dakota Wealth Management12,525$1.38M0.0%+19.4%0.001%
5/2/2025Sumitomo Life Insurance Co.5,178$570K0.0%-56.3%0.001%
5/2/2025SBI Securities Co. Ltd.2,181$240K0.0%+55.0%0.000%
5/2/2025Apollon Wealth Management LLC44,868$4.94M0.1%-7.6%0.005%
5/2/2025Sigma Planning Corp16,832$1.85M0.1%+21.3%0.002%
5/2/2025Catalyst Financial Partners LLC2,492$274K0.1%-10.1%0.000%
5/2/2025Signaturefd LLC45,521$5.01M0.1%+4.1%0.005%
5/2/2025Edgestream Partners L.P.38,506$4.24M0.1%+44.6%0.005%
5/2/2025Leelyn Smith LLC21,927$2.41M0.4%+4.1%0.003%
5/1/2025Cutter & CO Brokerage Inc.1,889$208K0.0%N/A0.000%
5/1/2025Bleakley Financial Group LLC28,449$3.13M0.1%-16.3%0.003%
5/1/2025Securian Asset Management Inc.38,659$4.25M0.1%-1.6%0.005%
5/1/2025MQS Management LLC4,656$512K0.3%N/A0.001%
5/1/2025Zullo Investment Group Inc.17,941$1.97M0.8%+2.6%0.002%
5/1/2025Isthmus Partners LLC100,637$11.07M1.4%+17.4%0.012%
5/1/2025LRI Investments LLC834$92K0.0%+29.3%0.000%
5/1/2025Marks Group Wealth Management Inc18,890$2.08M0.2%+1.4%0.002%
5/1/2025Secured Retirement Advisors LLC10,297$1.13M0.7%N/A0.001%
5/1/2025CWM LLC96,926$10.66M0.0%+25.0%0.011%
5/1/2025Greatmark Investment Partners Inc.113,241$12.46M1.7%+5.4%0.013%
5/1/2025Pittenger & Anderson Inc.2,317$255K0.0%-30.1%0.000%
5/1/2025TruNorth Capital Management LLC462$51K0.0%+62.1%0.000%
5/1/2025Schechter Investment Advisors LLC5,067$557K0.0%-9.4%0.001%
5/1/2025New York State Common Retirement Fund848,332$93.31M0.1%-2.2%0.099%
5/1/2025Mutual of America Capital Management LLC85,067$9.36M0.1%-2.9%0.010%
5/1/2025Platform Technology Partners3,124$344K0.1%+21.6%0.000%
5/1/2025BankPlus Trust Department1,138$125K0.0%-82.6%0.000%
5/1/2025Arizona State Retirement System214,637$23.61M0.2%+1.5%0.025%
5/1/2025Kathmere Capital Management LLC1,948$214K0.0%+10.1%0.000%
5/1/2025Ballentine Partners LLC12,913$1.42M0.0%+5.0%0.002%
5/1/2025SkyOak Wealth LLC19,984$2.20M0.5%+4.7%0.002%
5/1/2025PYA Waltman Capital LLC24,955$2.75M0.9%+29.5%0.003%
5/1/2025Lane & Associates LLC2,449$269K0.1%+6.8%0.000%
5/1/2025Harmony Asset Management LLC11,499$1.27M0.5%+169.4%0.001%
5/1/2025Cromwell Holdings LLC654$72K0.0%-67.3%0.000%
5/1/2025SteelPeak Wealth LLC45,627$5.02M0.2%+896.2%0.005%
5/1/2025Diversify Wealth Management LLC4,331$476K0.0%-14.3%0.001%
5/1/2025Xponance Inc.105,758$11.63M0.1%+1.5%0.012%
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5/1/2025Kesler Norman & Wride LLC29,757$3.27M0.6%-1.2%0.003%
5/1/2025Country Club Bank74,555$8.18M0.6%+27.4%0.009%
5/1/2025Fidelis Capital Partners LLC2,676$294K0.0%-24.1%0.000%
4/30/2025 Joseph Group Capital Management330$36K0.0%+83.3%0.000%
4/30/2025 CFC Planning Co LLC15,769$1.73M1.9%+26.4%0.002%
4/30/2025 Cerity Partners LLC423,935$46.63M0.1%+1.2%0.050%
4/30/2025 Cornerstone Investment Partners LLC270,609$29.76M1.4%+2.5%0.032%
4/30/2025 Hunter Associates Investment Management LLC7,060$775K0.1%-27.8%0.001%
4/30/2025 Vision Capital Management Inc.26,782$2.95M0.4%+13.6%0.003%
4/30/2025 Telos Capital Management Inc.91,544$10.07M1.1%-2.6%0.011%
4/30/2025 Alps Advisors Inc.248,258$27.31M0.2%+8.4%0.029%
4/30/2025 Allworth Financial LP148,935$16.38M0.1%+3.6%0.017%
4/30/2025 Aurdan Capital Management LLC8,171$899K0.3%-50.4%0.001%
4/30/2025 Peoples Financial Services CORP.3,944$434K0.2%-7.3%0.000%
4/30/2025 CFO4Life Group LLC315,636$34.72M5.8%-0.2%0.037%
4/30/2025 MainStreet Investment Advisors LLC30,704$3.38M0.5%-2.4%0.004%
4/30/2025 Rogco LP3,773$415K0.2%-6.7%0.000%
4/30/2025 Alpine Woods Capital Investors LLC11,269$1.24M0.3%N/A0.001%
4/30/2025 Leavell Investment Management Inc.4,915$541K0.0%-6.4%0.001%
4/30/2025 Bridges Investment Management Inc.2,770$305K0.0%-16.7%0.000%
4/30/2025 Nisa Investment Advisors LLC159,356$17.53M0.1%-8.4%0.019%
4/30/2025 Moloney Securities Asset Management LLC5,145$566K0.1%-17.9%0.001%
4/30/2025 LBP AM SA159,623$17.56M0.3%-3.8%0.019%
4/30/2025 Axxcess Wealth Management LLC7,620$838K0.0%-37.9%0.001%
4/30/2025 New Mexico Educational Retirement Board34,162$3.76M0.1%-2.3%0.004%
4/30/2025 Court Place Advisors LLC6,080$669K0.2%-6.6%0.001%
4/30/2025 Rehmann Capital Advisory Group18,903$2.08M0.1%+16.9%0.002%
4/30/2025 Slagle Financial LLC21,053$2.32M1.0%+0.7%0.002%
4/30/2025 MeadowBrook Investment Advisors LLC3,394$373K0.3%+15.2%0.000%
4/30/2025 Greenleaf Trust10,001$1.10M0.0%-17.3%0.001%
4/30/2025 Flossbach Von Storch SE4,225$465K0.0%N/A0.000%
4/30/2025 DekaBank Deutsche Girozentrale301,321$32.91M0.1%+9.6%0.035%
4/30/2025 Personal CFO Solutions LLC3,379$372K0.1%+14.6%0.000%
4/30/2025 Valeo Financial Advisors LLC24,215$2.66M0.1%-6.2%0.003%
4/30/2025 CapWealth Advisors LLC95,591$10.51M1.1%+14.0%0.011%
4/30/2025 M&T Bank Corp194,608$21.40M0.1%-60.8%0.023%
4/30/2025 Stratos Wealth Partners LTD.73,617$8.10M0.1%+10.8%0.009%
4/30/2025 Stratos Investment Management LLC7,789$857K0.0%+21.9%0.001%
4/30/2025 NTV Asset Management LLC8,251$908K0.1%+150.5%0.001%
4/30/2025 Hourglass Capital LLC33,955$3.74M1.0%+11.1%0.004%
4/30/2025 Navalign LLC11,398$1.25M0.4%N/A0.001%
4/30/2025 Sigma Investment Counselors Inc.59,258$6.52M0.4%-0.7%0.007%
4/30/2025 Brown Advisory Inc.87,803$9.66M0.0%+1.4%0.010%
4/30/2025 Harbour Investment Management LLC16,839$1.85M0.8%+12.2%0.002%
4/30/2025 Dupree Financial Group LLC48,512$5.34M2.2%N/A0.006%
4/30/2025 Beverly Hills Private Wealth LLC11,576$1.27M0.3%+1.2%0.001%
4/30/2025 Crossmark Global Holdings Inc.38,092$4.19M0.1%-1.3%0.004%
4/30/2025 J Hagan Capital Inc.4,010$441K0.4%N/A0.000%
4/30/2025 Gilliland Jeter Wealth Management LLC3,829$421K0.1%-8.5%0.000%
4/30/2025 Fullcircle Wealth LLC88,923$9.78M4.0%-10.6%0.010%
Silicon Valley Gold Rush (Ad)

A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.

Gates and Altman are betting big—see why
4/29/2025 U.S. Capital Wealth Advisors LLC80,372$8.84M0.3%+31.6%0.009%
4/29/2025 Richard Bernstein Advisors LLC14,156$1.56M0.0%-3.0%0.002%
4/29/2025 Financial Counselors Inc.113,667$12.50M0.2%-2.0%0.013%
4/29/2025 Raleigh Capital Management Inc.6,776$745K0.3%-5.3%0.001%
4/29/2025 TD Private Client Wealth LLC31,957$3.52M0.1%+142.7%0.004%
4/29/2025 OLD Republic International Corp411,400$45.25M1.8%+12.5%0.048%
4/29/2025 Heritage Wealth Management Inc.7,638$840K0.3%-14.3%0.001%
4/29/2025 Envestnet Asset Management Inc.1,463,762$161.00M0.1%+12.8%0.171%
4/29/2025 Hexagon Capital Partners LLC11,722$1.29M0.2%-3.4%0.001%
4/29/2025 Penserra Capital Management LLC3,602$395K0.0%-32.0%0.000%
(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, 2,652 institutional investors and hedge funds held shares of United Parcel Service. The most heavily invested institutionals were BlackRock Inc. ($10.79B), Vanguard Group Inc. ($8.21B), State Street Corp ($4.04B), Charles Schwab Investment Management Inc. ($2.93B), Geode Capital Management LLC ($1.98B), Wellington Management Group LLP ($1.88B), and Franklin Resources Inc. ($1.38B).Learn more on UPS's institutional investors.

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

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

Which institutional investors have been buying United Parcel Service stock?

Of the 2,214 institutional investors that purchased United Parcel Service stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($29.05M), Norges Bank ($15.70M), Charles Schwab Investment Management Inc. ($13.74M), Wellington Management Group LLP ($10.81M), Bank Julius Baer & Co. Ltd Zurich ($4.17M), Franklin Resources Inc. ($3.92M), and Van ECK Associates Corp ($3.14M).

How much institutional buying is happening at United Parcel Service?

Institutional investors have bought a total of 165,070,454 shares in the last 24 months. This purchase volume represents approximately $24.81B in transactions.

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

Of the 1,786 institutional investors that sold United Parcel Service 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), Ameriprise Financial Inc. ($7.19M), Clearbridge Investments LLC ($5.98M), Wellington Management Group LLP ($4.21M), FMR LLC ($4.20M), Capital Research Global Investors ($3.79M), and Vanguard Group Inc. ($3.76M).

How much institutional selling is happening at United Parcel Service?

Institutional investors have sold a total of 113,166,736 shares in the last 24 months. This volume of shares sold represents approximately $16.65B in transactions.


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This page (NYSE:UPS) was last updated on 5/2/2025 by MarketBeat.com Staff
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