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United Parcel Service (UPS) Institutional Ownership

United Parcel Service logo
$84.40 -0.25 (-0.30%)
Closing price 09/12/2025 03:59 PM Eastern
Extended Trading
$84.47 +0.07 (+0.09%)
As of 09/12/2025 08:00 PM 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.
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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)
1604
Total
Institutional Inflows
(last 12 months)
$14.21B
Number of
Institutional Sellers
(last 12 months)
1338
Total
Institutional Outflows
(last 12 months)
$8.44B
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Skip Chart & View Institutional Buying and Selling Data

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
9/12/2025 Valeo Financial Advisors LLC27,769$2.80M0.1%+14.7%0.003%
9/4/2025 Osaic Holdings Inc.236,083$23.92M0.0%+12.1%0.028%
8/29/2025 Centaurus Financial Inc.8,771$885K0.1%+33.2%0.001%
8/27/2025 Impala Asset Management LLC33,000$3.33M1.9%N/A0.004%
8/27/2025 Orion Porfolio Solutions LLC90,015$9.09M0.1%-8.4%0.011%
8/26/2025 Thrivent Financial for Lutherans722,383$72.92M0.2%+10.0%0.085%
8/26/2025 Claris Financial LLC4,123$416K0.3%+43.6%0.000%
8/26/2025 MASTERINVEST Kapitalanlage GmbH2,483$251K0.0%N/A0.000%
8/25/2025 Silverlake Wealth Management LLC4,065$410K0.1%+52.4%0.000%
8/25/2025 BLVD Private Wealth LLC14,656$1.48M1.4%N/A0.002%
8/20/2025 Kentucky Retirement Systems46,725$4.72M0.1%-6.2%0.006%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund19,831$2.00M0.1%-6.5%0.002%
8/20/2025 Coppell Advisory Solutions LLC14,039$1.42M0.2%-10.1%0.002%
8/19/2025 B. Riley Wealth Advisors Inc.11,766$1.19M0.1%N/A0.001%
8/19/2025 Cape Investment Advisory Inc.2,013$203K0.1%-8.2%0.000%
8/19/2025 Advisory Services Network LLC50,106$5.06M0.1%+2.6%0.006%
8/19/2025 Anchor Investment Management LLC37,857$3.82M0.3%-5.8%0.004%
8/19/2025 State of Wyoming4,402$444K0.1%+688.9%0.001%
8/19/2025 Asset Dedication LLC2,514$254K0.0%+199.3%0.000%
8/19/2025 Pitcairn Co.17,979$1.82M0.1%-5.6%0.002%
8/18/2025 Hudson Bay Capital Management LP17,063$1.72M0.0%+117.2%0.002%
8/18/2025 N.E.W. Advisory Services LLC7,702$777K0.1%+62.4%0.001%
8/18/2025 Geneos Wealth Management Inc.17,196$1.74M0.0%+88.1%0.002%
8/18/2025 Kestra Investment Management LLC10,972$1.11M0.0%-20.1%0.001%
8/18/2025 Caxton Associates LLP12,995$1.31M0.0%+294.1%0.002%
8/18/2025 1248 Management LLC9,634$972K0.4%+17.2%0.001%
8/18/2025 Rexford Capital Inc.3,308$334K0.3%N/A0.000%
8/18/2025 National Bank of Canada FI645,297$65.13M0.1%+174.1%0.076%
8/16/2025 Public Sector Pension Investment Board55,808$5.63M0.0%-43.9%0.007%
8/16/2025 FORA Capital LLC25,254$2.55M0.3%+553.2%0.003%
8/16/2025 Evergreen Capital Management LLC167,496$16.91M0.5%+19.4%0.020%
8/16/2025 Headlands Technologies LLC93,535$9.44M1.1%N/A0.011%
8/15/2025 CANADA LIFE ASSURANCE Co477,677$48.25M0.1%-9.1%0.056%
8/15/2025 Tower Research Capital LLC TRC 21,636$2.18M0.1%-9.7%0.003%
8/15/2025 MUFG Securities EMEA plc2,168$219K0.0%N/A0.000%
8/15/2025 Howland Capital Management LLC4,913$496K0.0%-2.7%0.001%
8/15/2025 Binnacle Investments Inc1,031$104K0.1%+21.6%0.000%
8/15/2025 Semmax Financial Advisors Inc.467$47K0.0%-46.2%0.000%
8/15/2025 Resources Management Corp CT ADV41,790$4.22M0.6%-15.5%0.005%
8/15/2025 Rakuten Securities Inc.628$63K0.0%-66.8%0.000%
8/15/2025 Auxier Asset Management15,895$1.60M0.2%+1.4%0.002%
8/15/2025 State of Tennessee Department of Treasury257,321$25.97M0.1%+3.9%0.030%
8/15/2025 Chapman Financial Group LLC4,789$483K0.4%N/A0.001%
8/15/2025 FSB Premier Wealth Management Inc.2,007$203K0.1%-11.5%0.000%
8/15/2025 Optimist Retirement Group LLC23,305$2.35M1.1%+19.3%0.003%
8/15/2025 Stonebridge Capital Advisors LLC77,688$7.84M0.6%-5.2%0.009%
8/15/2025 Sender Co & Partners Inc.5,197$525K0.1%N/A0.001%
8/15/2025 Captrust Financial Advisors71,482$7.22M0.0%-0.2%0.008%
8/15/2025 Blue Chip Partners LLC4,911$496K0.0%-12.6%0.001%
8/15/2025 Keel Point LLC3,719$375K0.0%+8.5%0.000%
8/15/2025 Vident Advisory LLC29,019$2.93M0.0%+11.0%0.003%
8/15/2025 Visionary Wealth Advisors71,193$7.19M0.4%+10.3%0.008%
8/15/2025 Voleon Capital Management LP9,495$958K0.1%-42.2%0.001%
8/15/2025 Voya Financial Advisors Inc.11,874$1.20M0.1%+27.3%0.001%
8/15/2025 Teza Capital Management LLC2,046$207K0.2%N/A0.000%
8/15/2025 Tidal Investments LLC90,374$9.12M0.1%+18.1%0.011%
8/15/2025 Smartleaf Asset Management LLC3,897$394K0.0%-36.7%0.000%
8/15/2025 Snowden Capital Advisors LLC65,600$6.62M0.2%+2.2%0.008%
8/15/2025 Sompo Asset Management Co. Ltd.52,276$5.28M0.9%-0.6%0.006%
8/15/2025 Royal London Asset Management Ltd.339,436$34.26M0.1%-1.8%0.040%
8/15/2025 Rafferty Asset Management LLC71,808$7.25M0.0%+16.5%0.008%
8/15/2025 Redwood Investment Management LLC19,314$1.95M0.2%+14.2%0.002%
8/15/2025 Royal Capital Wealth Management LLC2,498$252K0.2%-4.7%0.000%
8/15/2025 OV Management LLC7,401$747K0.6%-60.3%0.001%
8/15/2025 Orion Porfolio Solutions LLC87,915$8.87M0.1%-10.5%0.010%
8/15/2025 MML Investors Services LLC102,821$10.38M0.0%-21.5%0.012%
8/15/2025 Monetary Management Group Inc.10,641$1.07M0.3%-6.6%0.001%
8/15/2025 Massar Capital Management LP47,131$4.76M3.6%+377.7%0.006%
8/15/2025 McIlrath & Eck LLC1,138$115K0.0%-20.5%0.000%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.16,236$1.64M0.1%-36.6%0.002%
8/15/2025 Modern Wealth Management LLC8,798$888K0.0%-28.6%0.001%
8/15/2025 Lazard Asset Management LLC4,416$445K0.0%+4.0%0.001%
8/15/2025 London Co. of Virginia6,933$700K0.0%-99.4%0.001%
8/15/2025 HRT Financial LP143,505$14.49M0.1%N/A0.017%
8/15/2025 Harvest Investment Advisors LLC16,377$1.65M1.1%+11.9%0.002%
8/15/2025 Houlihan Financial Resource Group Ltd.8,430$851K0.4%-7.7%0.001%
8/15/2025 Hudson Bay Capital Management LP17,063$1.72M0.0%+117.2%0.002%
8/15/2025 ICONIQ Capital LLC3,913$395K0.0%N/A0.000%
8/15/2025 IHT Wealth Management LLC12,185$1.23M0.0%-1.7%0.001%
8/15/2025 Great Valley Advisor Group Inc.10,401$1.05M0.0%-12.8%0.001%
8/15/2025 Gallagher Fiduciary Advisors LLC7,837$791K0.0%+9.6%0.001%
8/15/2025 EP Wealth Advisors LLC34,803$3.51M0.0%+13.5%0.004%
8/15/2025 Eaton Cambridge Inc.3,214$324K0.1%+4.6%0.000%
8/15/2025 Engineers Gate Manager LP213,139$21.51M0.3%+0.7%0.025%
8/15/2025 Curi Capital LLC2,392$241K0.0%N/A0.000%
8/15/2025 BBR Partners LLC756,415$76.35M4.8%+17.2%0.089%
8/15/2025 Bcwm LLC48,164$4.86M1.5%+33.9%0.006%
8/15/2025 Benjamin Edwards Inc.39,847$4.02M0.1%-77.7%0.005%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S51,498$5.20M0.1%-48.5%0.006%
8/15/2025 Bluefin Capital Management LLC2,750$278K0.2%-11.3%0.000%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp115,416$11.65M0.1%-17.5%0.014%
8/15/2025 Brevan Howard Capital Management LP65,626$6.62M0.0%N/A0.008%
8/15/2025 Adage Capital Partners GP L.L.C.556,500$56.17M0.1%-12.6%0.066%
8/15/2025 Ameriprise Financial Inc.1,755,782$177.26M0.0%+0.2%0.207%
8/15/2025 AQR Capital Management LLC2,300,081$231.39M0.2%+94.8%0.272%
8/14/2025 PDT Partners LLC3,667$370K0.0%N/A0.000%
8/14/2025 White Knight Strategic Wealth Advisors LLC4,647$469K0.4%+17.9%0.001%
8/14/2025 Ausdal Financial Partners Inc.4,752$480K0.0%-22.7%0.001%
8/14/2025 California State Teachers Retirement System897,631$90.61M0.1%-6.6%0.106%
8/14/2025 Financial Advisors Network Inc.2,216$224K0.0%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, 2,631 institutional investors and hedge funds held shares of United Parcel Service. The most heavily invested institutionals were Vanguard Group Inc. ($6.75B), State Street Corp ($3.11B), Charles Schwab Investment Management Inc. ($2.60B), Geode Capital Management LLC ($1.68B), FMR LLC ($1.37B), Wellington Management Group LLP ($1.25B), and Morgan Stanley ($1.02B).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 2,177 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 ($24.14M), Wellington Management Group LLP ($10.81M), Charles Schwab Investment Management Inc. ($5.81M), Goldman Sachs Group Inc. ($4.99M), Pacer Advisors Inc. ($4.09M), and Raymond James Financial Inc. ($3.12M).

How much institutional buying is happening at United Parcel Service?

Institutional investors have bought a total of 119,706,929 shares in the last 24 months. This purchase volume represents approximately $14.21B in transactions.

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

Of the 1,338 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), Amundi ($7.38M), Franklin Resources Inc. ($2.65M), Bank of New York Mellon Corp ($1.90M), Ameriprise Financial Inc. ($1.44M), and Legal & General Group Plc ($1.41M).

How much institutional selling is happening at United Parcel Service?

Institutional investors have sold a total of 70,863,278 shares in the last 24 months. This volume of shares sold represents approximately $8.44B in transactions.


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This page (NYSE:UPS) was last updated on 9/14/2025 by MarketBeat.com Staff
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