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United Parcel Service (UPS) Institutional Ownership

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$100.05 +0.16 (+0.16%)
Closing price 05/7/2026 03:59 PM Eastern
Extended Trading
$100.60 +0.54 (+0.54%)
As of 06:06 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 Massive. 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)
1559
Total
Institutional Inflows
(last 12 months)
$10.62B
Number of
Institutional Sellers
(last 12 months)
1256
Total
Institutional Outflows
(last 12 months)
$5.85B
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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
5/8/2026Summit Global Investments20,780$2.04M0.1%+56.2%0.002%
5/8/2026Johnson Financial Group Inc.6,517$641K0.0%-7.0%0.001%
5/8/2026Commerzbank Aktiengesellschaft FI90,337$8.89M0.2%-22.4%0.011%
5/7/2026Legacy Wealth Managment LLC ID309$30K0.0%+48.6%0.000%
5/7/2026Earned Wealth Advisors LLC4,266$420K0.0%-15.0%0.001%
5/7/2026Carson Advisory Inc.7,846$772K0.4%+3.7%0.001%
5/7/2026Meeder Asset Management Inc.20,898$2.06M0.1%+79.7%0.002%
5/7/2026Meeder Advisory Services Inc.11,617$1.14M0.0%+12.2%0.001%
5/7/2026Lowe Brockenbrough & Co. Inc.2,162$213K0.0%-76.5%0.000%
5/7/2026Dimensional Fund Advisors LP5,037,626$495.41M0.1%+5.7%0.593%
5/7/2026Sound Shore Management Inc. CT728,066$71.63M2.4%N/A0.086%
5/7/2026Scarborough Advisors LLC560$55K0.0%N/A0.000%
5/7/2026Parallel Advisors LLC21,220$2.09M0.0%+3.8%0.002%
5/7/2026Ironwood Investment Counsel LLC66,107$6.50M0.9%+7.9%0.008%
5/7/2026Eaton Cambridge Inc.2,200$216K0.1%-32.0%0.000%
5/7/2026KBC Group NV160,786$15.82M0.0%+6.8%0.019%
5/7/2026Koss Olinger Consulting LLC6,695$659K0.1%-7.7%0.001%
5/7/2026Marshall & Sterling Wealth Advisors Inc.1,976$194K0.1%+4,195.7%0.000%
5/7/2026SEB Asset Management AB148,363$14.60M0.1%N/A0.017%
5/7/2026Vision Retirement LLC307$30K0.0%-31.9%0.000%
5/7/2026Swiss National Bank2,168,600$213.35M0.1%+7.5%0.255%
5/7/2026 World Equity Group Inc.3,654$359K0.1%+44.5%0.000%
5/7/2026 AIA Group Ltd63,600$6.26M0.1%+19.3%0.007%
5/7/2026 Mediolanum International Funds Ltd19,639$1.87M0.0%-50.9%0.002%
5/7/2026 Spartan Wealth Advisory Services LLC10,683$1.05M0.1%N/A0.001%
5/7/2026 Tandem Wealth Advisors LLC3,388$333K0.1%N/A0.000%
5/7/2026 ANB Bank11,916$1.17M0.5%+2.4%0.001%
5/7/2026 Crescent Grove Advisors LLC6,208$611K0.1%-7.3%0.001%
5/6/2026 Aviance Capital Partners LLC6,988$687K0.1%+6.5%0.001%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC845$83K0.0%-81.9%0.000%
5/6/2026 Pavion Blue Capital LLC20,449$2.01M0.9%-1.6%0.002%
5/6/2026 California Public Employees Retirement System1,380,668$135.83M0.1%-7.5%0.163%
5/6/2026 Ceera Investments LLC12,488$1.23M0.5%+18.5%0.001%
5/6/2026 Clifford Swan Investment Counsel LLC967,814$95.21M3.2%-0.3%0.114%
5/6/2026 Bartlett & CO. Wealth Management LLC6,319$609K0.0%-2.6%0.001%
5/6/2026 MTM Investment Management LLC811$80K0.0%-45.2%0.000%
5/6/2026 Ranch Capital Advisors Inc.20,505$2.02M0.7%+11.9%0.002%
5/6/2026 Heartland Bank & Trust Co2,994$295K0.1%N/A0.000%
5/6/2026 Simon Quick Advisors LLC2,622$258K0.0%-51.3%0.000%
5/6/2026 Kera Capital Partners Inc.4,621$455K0.1%-3.2%0.001%
5/6/2026 Cornerstone Planning Group LLC3,545$348K0.0%+674.0%0.000%
5/6/2026 Modera Wealth Management LLC92,401$9.09M0.1%-13.7%0.011%
5/6/2026 Advisortrust Partners LLC5,528$544K0.2%+9.3%0.001%
5/6/2026 Catalyst Capital Advisors LLC475$47K0.0%-81.2%0.000%
5/6/2026 Assetmark Inc.91,000$8.95M0.0%+10.4%0.011%
5/6/2026 PeakShares LLC2,183$215K0.2%-30.0%0.000%
5/6/2026 Angeles Wealth Management LLC2,325$229K0.0%+10.9%0.000%
5/6/2026 Clearstead Trust LLC274$27K0.0%-37.0%0.000%
5/6/2026 Financiere des Professionnels Fonds d investissement inc.1,800$177K0.0%+80.0%0.000%
5/6/2026 Bessemer Group Inc.10,283$1.01M0.0%+64.8%0.001%
5/6/2026 SteelPeak Wealth LLC13,530$1.33M0.0%-14.5%0.002%
5/6/2026 Allspring Global Investments Holdings LLC39,180$3.84M0.0%+16.0%0.005%
5/6/2026 Frisch Financial Group Inc.3,760$370K0.1%+66.7%0.000%
5/6/2026 Thayer Partners LLC MA3,702$364K0.2%+3.8%0.000%
5/6/2026 Independent Financial Group LLC9,115$897K0.0%N/A0.001%
5/6/2026 Prosperity Consulting Group LLC5,974$588K0.0%-12.0%0.001%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co6,052$595K0.0%-3.0%0.001%
5/5/2026 Wealthfront Advisers LLC109,066$10.73M0.0%+0.5%0.013%
5/5/2026 D.A. Davidson & CO.161,007$15.84M0.1%+24.9%0.019%
5/5/2026 Twin Capital Management Inc.26,880$2.64M0.3%+139.7%0.003%
5/5/2026 Bank of New York Mellon Corp4,639,324$456.42M0.1%+2.1%0.546%
5/5/2026 Collaborative Wealth Managment Inc.5,340$525K0.2%-25.7%0.001%
5/5/2026 Geneos Wealth Management Inc.15,636$1.54M0.0%-15.7%0.002%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.900$89K0.0%N/A0.000%
5/5/2026 NFSG Corp831$82K0.0%-16.7%0.000%
5/5/2026 SouthState Bank Corp1,818$179K0.0%-18.7%0.000%
5/5/2026 Opinicus Capital Inc.4,809$473K0.3%-10.1%0.001%
5/5/2026 Sigma Planning Corp36,722$3.61M0.1%+37.1%0.004%
5/5/2026 1ST Source Bank3,639$358K0.0%-12.4%0.000%
5/5/2026 Checchi Capital Advisers LLC3,467$341K0.0%+36.5%0.000%
5/5/2026 Roberts Glore & Co. Inc. IL10,400$1.02M0.3%-2.6%0.001%
5/5/2026 Nwam LLC107,544$10.58M0.6%-3.2%0.013%
5/5/2026 Avantax Planning Partners Inc.51,129$5.03M0.1%-14.7%0.006%
5/4/2026 Calamos Wealth Management LLC5,725$563K0.0%+18.7%0.001%
5/4/2026 Calamos Advisors LLC121,400$11.94M0.0%+4.9%0.014%
5/4/2026 AMG National Trust Bank5,654$556K0.0%+23.0%0.001%
5/4/2026 Legacy Capital Group California Inc.6,247$615K0.2%-9.9%0.001%
5/4/2026 Blake Schutter Theil Wealth Advisors LLC2,734$269K0.2%N/A0.000%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,370$430K0.0%-49.3%0.001%
5/4/2026 Bleakley Financial Group LLC26,299$2.59M0.0%+11.7%0.003%
5/4/2026 Center for Financial Planning Inc.2,158$212K0.0%-19.0%0.000%
5/4/2026 HBW Advisory Services LLC20,626$2.03M0.2%+1.1%0.002%
5/4/2026 State of Michigan Retirement System217,914$21.44M0.1%-0.2%0.026%
5/4/2026 Principal Financial Group Inc.821,279$80.80M0.0%+0.7%0.097%
5/4/2026 Chicago Partners Investment Group LLC12,242$1.29M0.0%+6.4%0.001%
5/4/2026 Absher Wealth Management LLC6,401$630K0.1%+4.4%0.001%
5/4/2026 Tevis Investment Management3,546$349K0.2%N/A0.000%
5/4/2026 Arbejdsmarkedets Tillaegspension257,381$25.32M0.6%N/A0.030%
5/4/2026 Y.D. More Investments Ltd1,700$161K0.0%+18.3%0.000%
5/4/2026 Lifeworks Advisors LLC4,160$409K0.1%+4.8%0.000%
5/4/2026 Procyon Advisors LLC15,582$1.53M0.0%+123.6%0.002%
5/2/2026 Global Assets Advisory LLC471$46K0.0%N/A0.000%
5/2/2026 International Assets Investment Management LLC100,502$9.84M0.2%+0.2%0.012%
5/2/2026 Anchor Investment Management LLC32,972$3.24M0.3%-2.0%0.004%
5/2/2026 Castleview Partners LLC3,641$358K0.2%+16.8%0.000%
5/2/2026 Associated Banc Corp15,675$1.54M0.0%-50.3%0.002%
5/2/2026 ARQ Wealth Advisors LLC19,112$1.88M0.3%+167.5%0.002%
5/2/2026 Valmark Advisers Inc.3,575$352K0.0%-7.7%0.000%
5/2/2026 Pittenger & Anderson Inc.1,977$194K0.0%-11.4%0.000%
5/2/2026 Carnegie Investment Counsel6,520$641K0.0%-24.2%0.001%


UPS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPS shares?

During the previous two years, 2,644 institutional investors and hedge funds held shares of United Parcel Service. The most heavily invested institutionals were Vanguard Group Inc. ($6.79B), State Street Corp ($3.18B), Charles Schwab Investment Management Inc. ($2.69B), Geode Capital Management LLC ($1.70B), FMR LLC ($1.37B), Victory Capital Management Inc. ($1.37B), and Goldman Sachs Group Inc. ($991.13M).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 2,182 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: Norges Bank ($26.07M), International Assets Investment Management LLC ($14.55M), Pacer Advisors Inc. ($9.47M), Victory Capital Management Inc. ($7.06M), Charles Schwab Investment Management Inc. ($6.04M), AQR Capital Management LLC ($5.68M), and Goldman Sachs Group Inc. ($4.99M).

How much institutional buying is happening at United Parcel Service?

Institutional investors have bought a total of 106,755,003 shares in the last 24 months. This purchase volume represents approximately $10.62B in transactions.

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

Of the 1,250 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: Amundi ($8.22M), Franklin Resources Inc. ($5.66M), Pacer Advisors Inc. ($3.88M), Wellington Management Group LLP ($3.54M), American Century Companies Inc. ($2.51M), Laurel Wealth Advisors LLC ($2.48M), and Morgan Stanley ($2.36M).

How much institutional selling is happening at United Parcel Service?

Institutional investors have sold a total of 61,396,669 shares in the last 24 months. This volume of shares sold represents approximately $5.85B in transactions.



This page (NYSE:UPS) was last updated on 5/8/2026 by MarketBeat.com Staff.
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