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United Parcel Service (UPS) Institutional Ownership

United Parcel Service logo
$85.28 -0.97 (-1.12%)
Closing price 10/9/2025 03:59 PM Eastern
Extended Trading
$85.75 +0.47 (+0.55%)
As of 04:42 AM 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)
1602
Total
Institutional Inflows
(last 12 months)
$14.14B
Number of
Institutional Sellers
(last 12 months)
1344
Total
Institutional Outflows
(last 12 months)
$8.55B
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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
10/9/2025Bartlett & CO. Wealth Management LLC6,824$570K0.0%-17.1%0.001%
10/9/2025Independence Bank of Kentucky20,654$1.73M0.2%-5.1%0.002%
10/9/2025Cascade Investment Advisors Inc.15,461$1.29M0.8%+13.9%0.002%
10/9/2025L. Roy Papp & Associates LLP4,225$353K0.0%-40.0%0.000%
10/9/2025Adams Asset Advisors LLC39,333$3.29M0.4%-23.6%0.005%
10/9/2025Central Bank & Trust Co.3,260$272K0.0%-29.0%0.000%
10/9/2025Perkins Coie Trust Co26,556$2.22M0.4%+16.2%0.003%
10/9/2025Sky Investment Group LLC17,244$1.44M0.2%-41.7%0.002%
10/9/2025Franklin Street Advisors Inc. NC2,472$207K0.0%-37.8%0.000%
10/9/2025U.S. Capital Wealth Advisors LLC51,636$4.31M0.1%-42.7%0.006%
10/9/2025Voya Investment Management LLC277,908$23.21M0.0%-46.4%0.033%
10/9/2025Voya Financial Advisors Inc.11,354$959K0.1%-4.4%0.001%
10/9/2025Harbour Capital Advisors LLC2,829$243K0.0%-6.0%0.000%
10/9/2025Addenda Capital Inc.88,067$7.36M0.3%+28.0%0.010%
10/9/2025Mitchell & Pahl Private Wealth LLC20,040$1.67M0.7%+5.4%0.002%
10/9/2025Dynamic Advisor Solutions LLC23,713$1.98M0.1%+17.0%0.003%
10/9/2025Long Run Wealth Advisors LLC18,944$1.58M0.3%+27.0%0.002%
10/9/2025MFG Wealth Management Inc.13,207$1.10M0.8%-21.3%0.002%
10/9/2025Pacifica Partners Inc.307$26K0.0%-35.2%0.000%
10/8/2025 Marshall Financial Group LLC4,675$391K0.1%N/A0.001%
10/8/2025 Patriot Financial Group Insurance Agency LLC8,606$719K0.1%+9.5%0.001%
10/8/2025 Teamwork Financial Advisors LLC21,059$1.76M0.2%+35.4%0.002%
10/8/2025 Hedges Asset Management LLC10,200$852K0.7%+5.2%0.001%
10/8/2025 Armstrong Advisory Group Inc.47,566$3.97M0.3%-12.9%0.006%
10/8/2025 Fiduciary Alliance LLC8,163$682K0.0%+142.1%0.001%
10/8/2025 RDA Financial Network4,744$396K0.1%+3.2%0.001%
10/8/2025 Pinnacle Wealth Management Group Inc.3,520$294K0.2%-26.4%0.000%
10/8/2025 OLD Point Trust & Financial Services N A17,061$1.43M0.5%-12.7%0.002%
10/8/2025 Tompkins Financial Corp656$55K0.0%-20.5%0.000%
10/8/2025 Czech National Bank186,940$15.62M0.1%+4.2%0.022%
10/8/2025 Balefire LLC6,694$559K0.1%-3.2%0.001%
10/8/2025 Country Club Bank38,362$3.24M0.2%-45.7%0.005%
10/8/2025 Congress Park Capital LLC2,575$215K0.1%N/A0.000%
10/8/2025 Keystone Financial Planning Inc.47,091$3.93M1.1%-0.3%0.006%
10/8/2025 Beacon Financial Group24,617$2.06M0.2%-3.9%0.003%
10/7/2025 Acropolis Investment Management LLC5,533$462K0.0%+18.6%0.001%
10/7/2025 Norway Savings Bank4,295$359K0.2%-38.0%0.001%
10/7/2025 Woodstock Corp42,432$3.54M0.3%-7.8%0.005%
10/7/2025 Lynch & Associates IN45,166$3.77M0.7%-16.1%0.005%
10/7/2025 Ransom Advisory Ltd2,887$241K0.1%+29.1%0.000%
10/7/2025 Wynn Capital LLC3,035$254K0.1%+9.6%0.000%
10/7/2025 ST Germain D J Co. Inc.1,588$133K0.0%-22.1%0.000%
10/7/2025 Canandaigua National Trust Co of Florida13,533$1.13M0.9%+41.5%0.002%
10/7/2025 Canandaigua National Bank & Trust Co.31,450$2.63M0.2%+51.1%0.004%
10/7/2025 Sage Capital Advisors llc74,244$6.20M1.5%+0.9%0.009%
10/7/2025 Assenagon Asset Management S.A.418,737$34.98M0.0%-73.0%0.049%
10/7/2025 Cullen Investment Group LTD.82,314$7.14M0.9%+14.7%0.010%
10/7/2025 Salem Investment Counselors Inc.324$27K0.0%-35.8%0.000%
10/7/2025 Sonora Investment Management Group LLC5,849$489K0.0%-2.5%0.001%
10/7/2025 Sanders Morris Harris LLC3,020$252K0.0%N/A0.000%
10/7/2025 Oak Thistle LLC26,441$2.21M0.3%N/A0.003%
10/6/2025 Destiny Wealth Partners LLC3,844$321K0.0%N/A0.000%
10/6/2025 ARS Wealth Advisors Group LLC45,868$3.83M0.4%+8.4%0.005%
10/6/2025 JBGlobal.com LLC2,926$244K0.2%-31.2%0.000%
10/6/2025 Exeter Financial LLC8,025$670K0.3%-66.9%0.001%
10/6/2025 Moody National Bank Trust Division3,089$258K0.0%-25.0%0.000%
10/6/2025 Old Port Advisors17,544$1.47M0.4%-10.0%0.002%
10/6/2025 AssuredPartners Investment Advisors LLC3,070$256K0.1%N/A0.000%
10/6/2025 HF Advisory Group LLC26,915$2.25M0.8%+28.8%0.003%
10/6/2025 Ables Iannone Moore & Associates Inc.26,539$2.22M1.3%+28.8%0.003%
10/6/2025 Grove Bank & Trust464$39K0.0%-77.0%0.000%
10/6/2025 Venture Visionary Partners LLC37,219$3.11M0.1%-23.2%0.004%
10/6/2025 Martin Capital Partners LLC83,463$6.97M2.7%+49.4%0.010%
10/3/2025 HCR Wealth Advisors2,466$211K0.0%-5.9%0.000%
10/3/2025 Iowa State Bank32,378$2.71M0.5%-33.5%0.004%
10/3/2025 Summit Financial Wealth Advisors LLC2,623$221K0.0%-95.8%0.000%
10/3/2025 Aaron Wealth Advisors LLC6,615$553K0.0%+118.5%0.001%
10/2/2025 InvesTrust13,675$1.14M0.4%+7.9%0.002%
10/2/2025 GAMMA Investing LLC6,479$541K0.0%-47.2%0.001%
10/1/2025 Park National Corp OH15,526$1.30M0.0%+54.9%0.002%
10/1/2025 Jacobs & Co. CA3,562$297K0.0%-33.9%0.000%
10/1/2025 Roxbury Financial LLC3,115$260K0.2%-28.2%0.000%
10/1/2025 Rowlandmiller & PARTNERS.ADV46,737$3.90M0.8%-1.4%0.006%
10/1/2025 First Financial Bank Trust Division3,198$267K0.0%-14.4%0.000%
10/1/2025 Cacti Asset Management LLC370,070$30.98M2.1%+0.6%0.044%
10/1/2025 Neville Rodie & Shaw Inc.7,851$656K0.0%-32.9%0.001%
10/1/2025 Praxis Investment Management Inc.8,310$694K0.0%-60.0%0.001%
9/30/2025Cullen Capital Management LLC1,323,656$133.61M1.5%+9.3%0.156%
9/29/2025 Summit Financial Wealth Advisors LLC62,808$6.34M1.1%-10.7%0.007%
9/25/2025CacheTech Inc.3,861$389K0.1%N/A0.000%
9/25/2025Adams Wealth Management3,861$389K0.1%N/A0.000%
9/24/2025Texas Permanent School Fund Corp63,397$6.40M0.1%-19.9%0.007%
9/22/2025Caldwell Trust Co12,857$1.30M0.1%N/A0.002%
9/19/2025Watts Gwilliam & Co. LLC11,421$1.15M0.2%-1.0%0.001%
9/12/2025Valeo Financial Advisors LLC27,769$2.80M0.1%+14.7%0.003%
9/4/2025Osaic Holdings Inc.236,083$23.92M0.0%+12.1%0.028%
8/29/2025Centaurus Financial Inc.8,771$885K0.1%+33.2%0.001%
8/27/2025Impala Asset Management LLC33,000$3.33M1.9%N/A0.004%
8/27/2025Orion Porfolio Solutions LLC90,015$9.09M0.1%-8.4%0.011%
8/26/2025Thrivent Financial for Lutherans722,383$72.92M0.2%+10.0%0.085%
8/26/2025Claris Financial LLC4,123$416K0.3%+43.6%0.000%
8/26/2025MASTERINVEST Kapitalanlage GmbH2,483$251K0.0%N/A0.000%
8/25/2025Silverlake Wealth Management LLC4,065$410K0.1%+52.4%0.000%
8/25/2025BLVD Private Wealth LLC14,656$1.48M1.4%N/A0.002%
8/20/2025Kentucky Retirement Systems46,725$4.72M0.1%-6.2%0.006%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund19,831$2.00M0.1%-6.5%0.002%
8/20/2025Coppell Advisory Solutions LLC14,039$1.42M0.2%-10.1%0.002%
8/19/2025B. Riley Wealth Advisors Inc.11,766$1.19M0.1%N/A0.001%
8/19/2025Cape Investment Advisory Inc.2,013$203K0.1%-8.2%0.000%
8/19/2025Advisory Services Network LLC50,106$5.06M0.1%+2.6%0.006%
(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, 2,636 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 2,184 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 118,800,176 shares in the last 24 months. This purchase volume represents approximately $14.08B 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), Assenagon Asset Management S.A. ($1.93M), Bank of New York Mellon Corp ($1.90M), and Ameriprise Financial Inc. ($1.44M).

How much institutional selling is happening at United Parcel Service?

Institutional investors have sold a total of 72,244,513 shares in the last 24 months. This volume of shares sold represents approximately $8.54B in transactions.


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This page (NYSE:UPS) was last updated on 10/10/2025 by MarketBeat.com Staff
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