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United Parcel Service (UPS) Institutional Ownership

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$101.21 -1.25 (-1.22%)
Closing price 06/11/2025 03:59 PM Eastern
Extended Trading
$101.00 -0.21 (-0.20%)
As of 06:22 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for United Parcel Service (NYSE:UPS)

Current
Institutional Ownership
Percentage
60.26%
Number of
Institutional Buyers
(last 12 months)
1536
Total
Institutional Inflows
(last 12 months)
$12.15B
Number of
Institutional Sellers
(last 12 months)
1306
Total
Institutional Outflows
(last 12 months)
$8.42B
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UPS Institutional Buying and Selling by Quarter

United Parcel Service Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/11/2025Kondo Wealth Advisors Inc.9,409$1.04M0.5%-5.3%0.001%
6/9/2025 1248 Management LLC8,218$904K0.4%+352.0%0.001%
6/6/2025 First Long Island Investors LLC3,293$362K0.0%-97.1%0.000%
6/4/2025 First Hawaiian Bank5,369$591K0.0%-27.6%0.001%
6/2/2025 Hodges Capital Management Inc.6,012$661K0.1%+15.9%0.001%
6/2/2025 Modern Wealth Management LLC12,326$1.36M0.0%+13.1%0.001%
5/28/2025 Strs Ohio333,099$36.64M0.2%N/A0.039%
5/28/2025 Intrua Financial LLC10,446$1.15M0.2%-9.3%0.001%
5/28/2025 Addison Capital Co14,470$1.59M0.6%-2.2%0.002%
5/27/2025 Jacobi Capital Management LLC22,700$2.50M0.2%+2.8%0.003%
5/27/2025 Advisors Capital Management LLC363,985$40.04M0.6%+31.0%0.043%
5/23/2025 Twin Lakes Capital Management LLC10,560$1.16M0.6%+1.3%0.001%
5/22/2025 WBI Investments LLC48,011$5.28M1.4%+96.9%0.006%
5/21/2025 MBL Wealth LLC1,933$213K0.0%N/A0.000%
5/21/2025 McAdam LLC4,842$533K0.0%-5.7%0.001%
5/21/2025 Acadian Asset Management LLC26,372$2.90M0.0%+4.8%0.003%
5/21/2025 Geneos Wealth Management Inc.9,144$1.01M0.0%+4.4%0.001%
5/21/2025 Bluefin Capital Management LLC3,100$341K0.2%N/A0.000%
5/20/2025 Acorns Advisers LLC2,087$230K0.0%+28.1%0.000%
5/20/2025 Belpointe Asset Management LLC7,171$789K0.0%-22.1%0.001%
5/20/2025 Fortis Capital Advisors LLC3,185$350K0.1%+3.4%0.000%
5/20/2025 Intech Investment Management LLC37,199$4.09M0.0%+10.2%0.004%
5/20/2025 Focus Partners Wealth385,838$42.44M0.1%-9.2%0.045%
5/20/2025 Flaharty Asset Management LLC300$33K0.0%N/A0.000%
5/20/2025 Integrity Alliance LLC.21,522$2.37M0.1%+137.5%0.003%
5/20/2025 Ransom Advisory Ltd2,387$263K0.1%N/A0.000%
5/20/2025 Anchor Investment Management LLC40,173$4.42M0.4%-2.3%0.005%
5/20/2025 Glenview Trust co57,244$6.30M0.1%-0.7%0.007%
5/20/2025 Plato Investment Management Ltd4,889$544K0.0%+76.6%0.001%
5/19/2025 Advisory Alpha LLC34,144$3.76M0.1%+31.6%0.004%
5/19/2025 Bayforest Capital Ltd8,327$916K0.4%+1,539.2%0.001%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC4,719,145$519.06M0.1%+3.8%0.552%
5/16/2025 Wilson & Boucher Capital Management LLC4,305$474K0.4%-7.5%0.001%
5/16/2025 Woodline Partners LP9,640$1.06M0.0%-56.1%0.001%
5/16/2025 McIlrath & Eck LLC1,432$157K0.0%-16.5%0.000%
5/16/2025 Semmax Financial Advisors Inc.868$95K0.0%-96.4%0.000%
5/16/2025 Empowered Funds LLC150,381$16.54M0.2%+16.0%0.018%
5/16/2025 Logan Capital Management Inc.100,723$11.08M0.5%+31.7%0.012%
5/16/2025 Northeast Financial Consultants Inc10,846$1.19M0.1%-2.1%0.001%
5/16/2025 Peloton Wealth Strategists19,631$2.16M0.9%-12.4%0.002%
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5/16/2025 MBB Public Markets I LLC2,700$297K0.0%N/A0.000%
5/16/2025 Faithward Advisors LLC4,095$450K0.1%-2.4%0.000%
5/16/2025 Ascent Group LLC23,181$2.55M0.1%N/A0.003%
5/16/2025 Meiji Yasuda Life Insurance Co5,404$594K0.0%-4.4%0.001%
5/16/2025 RNC Capital Management LLC368,670$40.55M2.1%+20.7%0.043%
5/16/2025 Coppell Advisory Solutions LLC15,613$1.72M0.1%-4.0%0.002%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.25,594$2.82M0.1%-1.3%0.003%
5/16/2025 Arete Wealth Advisors LLC21,632$2.38M0.2%+39.5%0.003%
5/16/2025 Strait & Sound Wealth Management LLC5,874$646K0.3%N/A0.001%
5/16/2025 Caxton Associates LLP3,297$363K0.0%N/A0.000%
5/16/2025 Sciencast Management LP31,918$3.51M0.8%+32.0%0.004%
5/16/2025 Voleon Capital Management LP 16,427$1.81M0.1%+30.3%0.002%
5/16/2025 First Dallas Securities Inc.11,421$1.26M0.5%+0.9%0.001%
5/16/2025 Ashton Thomas Private Wealth LLC21,956$2.42M0.1%+2.2%0.003%
5/16/2025 Guardian Partners Inc.2,510$276K0.0%-6.3%0.000%
5/16/2025 Kestra Investment Management LLC13,734$1.51M0.0%+43.7%0.002%
5/16/2025 Resources Management Corp CT ADV49,439$5.44M0.8%-2.8%0.006%
5/16/2025 Cape Investment Advisory Inc.2,192$241K0.1%-24.0%0.000%
5/16/2025 Jones Financial Companies Lllp1,920$211K0.0%-99.0%0.000%
5/16/2025 Dynamic Technology Lab Private Ltd16,670$1.83M0.3%+252.4%0.002%
5/16/2025 Coordinated Financial Services Inc. CO3,607$397K0.3%N/A0.000%
5/16/2025 USS Investment Management Ltd128,600$14.15M0.1%-41.8%0.015%
5/16/2025 UniSuper Management Pty Ltd51,662$5.68M0.0%+7.0%0.006%
5/16/2025 Sepio Capital LP15,226$1.68M0.1%-14.7%0.002%
5/16/2025 Raab & Moskowitz Asset Management LLC6,805$748K0.2%+47.7%0.001%
5/16/2025 Richwood Investment Advisors LLC5,974$657K0.6%-4.1%0.001%
5/16/2025 Petrus Trust Company LTA7,487$823K0.1%+41.0%0.001%
5/16/2025 NFJ Investment Group LLC12,367$1.36M0.0%-4.5%0.001%
5/16/2025 Nissay Asset Management Corp Japan ADV89,513$9.85M0.1%+1.0%0.010%
5/16/2025 NewEdge Advisors LLC91,951$10.11M0.1%-0.2%0.011%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.145,185$15.97M0.0%+33.2%0.017%
5/16/2025 Integrated Wealth Concepts LLC47,417$5.22M0.1%-10.7%0.006%
5/16/2025 Hancock Whitney Corp2,959$325K0.0%-3.7%0.000%
5/16/2025 DnB Asset Management AS272,419$29.96M0.1%+1.9%0.032%
5/16/2025 Edmond DE Rothschild Holding S.A.36,673$4.03M0.1%-6.6%0.004%
5/16/2025 Clark Capital Management Group Inc.8,561$942K0.0%-25.1%0.001%
5/16/2025 Clifford Group LLC2,018$222K0.2%N/A0.000%
5/16/2025 Bosun Asset Management LLC2,300$253K0.1%+14.4%0.000%
5/16/2025 Bridgeway Capital Management LLC173,050$19.03M0.5%+18.0%0.020%
5/16/2025 Alliancebernstein L.P.884,063$97.24M0.0%+7.9%0.103%
5/16/2025 AQR Capital Management LLC1,180,709$128.89M0.1%+582.0%0.138%
5/16/2025 Advisors Asset Management Inc.244,513$26.89M0.5%+6.0%0.029%
5/16/2025 American Trust Investment Advisors LLC7,160$788K0.3%+33.8%0.001%
5/16/2025 Ancora Advisors LLC14,544$1.60M0.0%+213.0%0.002%
5/16/2025 Amundi7,494,486$751.32M0.3%-25.4%0.877%
5/16/2025 Adage Capital Partners GP L.L.C.636,500$70.01M0.1%-5.5%0.075%
5/15/2025 Rench Wealth Management Inc.32,012$3.52M1.2%+1.2%0.004%
5/15/2025 Federation des caisses Desjardins du Quebec61,517$6.77M0.0%+11.5%0.007%
5/15/2025 Perbak Capital Partners LLP4,450$489K0.4%N/A0.001%
5/15/2025 Chiron Capital Management LLC22,072$2.43M2.2%N/A0.003%
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5/15/2025 EP Wealth Advisors LLC30,666$3.37M0.0%+1.5%0.004%
5/15/2025 First Manhattan CO. LLC.75,892$8.35M0.0%-18.6%0.009%
5/15/2025 GW Henssler & Associates Ltd.1,924$212K0.0%-36.7%0.000%
5/15/2025 1248 Management LLC6,193$681K0.4%+240.6%0.001%
5/15/2025 Focus Partners Advisor Solutions LLC19,680$2.17M0.0%+24.9%0.002%
5/15/2025 Flputnam Investment Management Co.8,745$962K0.0%-44.6%0.001%
5/15/2025 Graham Capital Management L.P.6,881$757K0.0%N/A0.001%
5/15/2025 Retirement Planning Co of New England Inc.3,023$333K0.1%+20.0%0.000%
5/15/2025 Quarry LP2,719$299K0.1%+424.9%0.000%
5/15/2025 Calton & Associates Inc.1,863$205K0.0%N/A0.000%
(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, 2,648 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 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 2,187 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), Wellington Management Group LLP ($10.81M), Charles Schwab Investment Management Inc. ($5.38M), Goldman Sachs Group Inc. ($4.99M), Pacer Advisors Inc. ($4.27M), and Bank Julius Baer & Co. Ltd Zurich ($4.17M).

How much institutional buying is happening at United Parcel Service?

Institutional investors have bought a total of 169,521,839 shares in the last 24 months. This purchase volume represents approximately $23.87B in transactions.

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

Of the 1,794 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), Wellington Management Group LLP ($7.74M), Ameriprise Financial Inc. ($6.29M), Clearbridge Investments LLC ($5.16M), Capital Research Global Investors ($3.79M), Vanguard Group Inc. ($3.76M), and Massachusetts Financial Services Co. MA ($3.48M).

How much institutional selling is happening at United Parcel Service?

Institutional investors have sold a total of 113,810,273 shares in the last 24 months. This volume of shares sold represents approximately $15.86B in transactions.



This page (NYSE:UPS) was last updated on 6/12/2025 by MarketBeat.com Staff
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