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United Parcel Service (UPS) Institutional Ownership

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$100.12 -1.15 (-1.13%)
Closing price 07/14/2025 03:59 PM Eastern
Extended Trading
$100.25 +0.13 (+0.13%)
As of 04:00 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)
1538
Total
Institutional Inflows
(last 12 months)
$12.28B
Number of
Institutional Sellers
(last 12 months)
1306
Total
Institutional Outflows
(last 12 months)
$8.43B
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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
7/14/2025Steigerwald Gordon & Koch Inc.105,398$10.64M1.1%+0.4%0.012%
7/14/2025CHICAGO TRUST Co NA10,172$1.03M0.1%+171.4%0.001%
7/14/2025E&G Advisors LP2,869$290K0.1%-3.4%0.000%
7/14/2025Farmers Trust Co.3,204$323K0.1%-6.6%0.000%
7/14/2025Golden State Equity Partners2,147$217K0.0%-23.2%0.000%
7/14/2025AdvisorNet Financial Inc920$93K0.0%-25.1%0.000%
7/14/2025Founders Capital Management LLC111,405$11.25M1.9%+8.3%0.013%
7/14/2025Mechanics Bank Trust Department7,565$764K0.1%-40.7%0.001%
7/14/2025Capital CS Group LLC235,090$23.73M38.5%+3.6%0.028%
7/14/2025Acropolis Investment Management LLC4,664$471K0.0%-12.1%0.001%
7/14/2025R.H. Dinel Investment Counsel Inc.6,375$643K0.4%-6.9%0.001%
7/14/2025LaFleur & Godfrey LLC8,457$854K0.1%-17.4%0.001%
7/14/2025Armstrong Advisory Group Inc.54,595$5.51M0.4%-19.9%0.006%
7/14/2025GAMMA Investing LLC12,280$1.24M0.1%+87.7%0.001%
7/14/2025S.A. Mason LLC3,464$350K0.2%-9.1%0.000%
7/14/2025Ridgewood Investments LLC16,120$1.63M0.7%+9.9%0.002%
7/14/2025Clear Harbor Asset Management LLC7,014$708K0.1%+29.1%0.001%
7/14/2025Iams Wealth Management LLC41,737$4.21M1.9%+1.9%0.005%
7/14/2025U.S. Capital Wealth Advisors LLC90,127$9.10M0.3%+12.1%0.011%
7/14/2025Sweeney & Michel LLC2,461$249K0.1%-11.4%0.000%
7/14/2025Farmers & Merchants Investments Inc.26,059$2.63M0.1%-4.2%0.003%
7/14/2025Lewis Asset Management LLC2,385$241K0.1%N/A0.000%
7/14/2025Southland Equity Partners LLC2,925$295K0.1%+6.9%0.000%
7/14/2025Park Avenue Securities LLC37,806$3.82M0.0%+90.2%0.004%
7/14/2025Avanza Fonder AB72,097$7.28M0.2%-0.2%0.009%
7/14/2025Sowell Financial Services LLC80,509$8.13M0.3%+8.4%0.010%
7/11/2025 Annex Advisory Services LLC4,476$452K0.0%-3.8%0.001%
7/11/2025 Wealth Management Partners LLC7,652$772K0.3%+23.7%0.001%
7/11/2025 Mitchell & Pahl Private Wealth LLC19,006$1.92M0.8%+6.0%0.002%
7/11/2025 Orrstown Financial Services Inc.2,105$212K0.0%N/A0.000%
7/11/2025 Meriwether Wealth & Planning LLC2,278$230K0.1%+24.5%0.000%
7/11/2025 First PREMIER Bank2,663$269K0.1%+5.8%0.000%
7/11/2025 Capital Advantage Inc.2,174$219K0.0%-12.5%0.000%
7/11/2025 Farther Finance Advisors LLC14,338$1.45M0.0%+14.5%0.002%
7/11/2025 Wedge Capital Management L L P NC106,014$10.70M0.2%+22.7%0.013%
7/11/2025 Silver Oak Securities Incorporated6,277$634K0.1%+23.1%0.001%
7/11/2025 CX Institutional60,165$6.07M0.2%+39.9%0.007%
7/11/2025 UMB Bank n.a.15,615$1.58M0.0%-34.9%0.002%
7/11/2025 Adirondack Trust Co.1,268$128K0.0%-45.5%0.000%
7/11/2025 Butensky & Cohen Financial Security Inc.32,403$3.27M1.0%-3.5%0.004%
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7/11/2025 Professional Advisory Services Inc.205,213$20.71M2.8%-1.4%0.024%
7/11/2025 Pinnacle Bancorp Inc.1,537$155K0.0%-9.4%0.000%
7/11/2025 Wright Investors Service Inc.7,861$793K0.2%+1.3%0.001%
7/11/2025 Bridge Creek Capital Management LLC40,539$4.09M1.2%+9.4%0.005%
7/11/2025 My Legacy Advisors LLC3,460$356K0.1%N/A0.000%
7/11/2025 Lantz Financial LLC18,403$1.86M0.5%+10.5%0.002%
7/11/2025 Thomasville National Bank12,607$1.27M0.1%+367.1%0.001%
7/11/2025 Viking Fund Management LLC58,000$5.86M0.8%+1.8%0.007%
7/11/2025 LongView Wealth Management26,508$2.68M0.8%-1.0%0.003%
7/11/2025 Miller Howard Investments Inc. NY22,531$2.27M0.1%+5.0%0.003%
7/11/2025 SeaCrest Wealth Management LLC5,489$554K0.1%-4.0%0.001%
7/11/2025 Diversified Trust Co6,037$609K0.0%-26.4%0.001%
7/11/2025 Assenagon Asset Management S.A.1,549,962$156.45M0.2%+443.6%0.183%
7/11/2025 Bell Bank113,299$11.44M0.5%+52.6%0.013%
7/11/2025 Perpetual Ltd17,381$1.75M0.0%-1.6%0.002%
7/11/2025 TCV Trust & Wealth Management Inc.7,367$744K0.1%-2.3%0.001%
7/11/2025 Kingstone Capital Partners Texas LLC87,399$8.82M0.0%N/A0.010%
7/11/2025 IFM Investors Pty Ltd134,975$13.62M0.1%+2.7%0.016%
7/11/2025 Grove Bank & Trust2,017$204K0.0%-9.9%0.000%
7/10/2025 Anderson Hoagland & Co.23,913$2.41M0.2%-8.7%0.003%
7/10/2025 Sky Investment Group LLC29,565$2.98M0.5%-9.2%0.003%
7/10/2025 Stolper Co30,133$3.04M1.0%-15.5%0.004%
7/10/2025 Arkfeld Wealth Strategies L.L.C.43,460$4.38M1.7%+6.0%0.005%
7/10/2025 Moody National Bank Trust Division4,118$416K0.0%-8.5%0.000%
7/10/2025 Brady Family Wealth LLC4,618$466K0.1%-78.5%0.001%
7/10/2025 HF Advisory Group LLC20,904$2.11M0.8%+57.9%0.002%
7/10/2025 ARS Wealth Advisors Group LLC42,300$4.27M0.5%+9.3%0.005%
7/10/2025 Fulton Bank N.A.15,844$1.60M0.1%-12.7%0.002%
7/10/2025 Vista Investment Partners LLC3,676$371K0.1%+17.4%0.000%
7/10/2025 NorthCrest Asset Manangement LLC7,208$751K0.0%+21.5%0.001%
7/10/2025 Atticus Wealth Management LLC1,514$153K0.0%+889.5%0.000%
7/10/2025 Mn Services Vermogensbeheer B.V.274,199$27.68M0.2%+2.8%0.032%
7/10/2025 High Net Worth Advisory Group LLC3,762$380K0.1%-13.8%0.000%
7/10/2025 Wedmont Private Capital3,825$391K0.0%-2.7%0.000%
7/10/2025 Tompkins Financial Corp825$83K0.0%-13.1%0.000%
7/10/2025 Swedbank AB323,681$32.67M0.0%+6.1%0.038%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd105,293$10.63M0.1%+2.8%0.012%
7/10/2025 Focus Financial Network Inc.5,037$508K0.0%+7.8%0.001%
7/9/2025 Sivia Capital Partners LLC2,749$277K0.1%N/A0.000%
7/9/2025 Sawyer & Company Inc20,778$2.10M0.8%-2.2%0.002%
7/9/2025 Dynamic Advisor Solutions LLC20,260$2.05M0.1%-6.0%0.002%
7/9/2025 Gilman Hill Asset Management LLC88,941$8.98M1.5%+11.7%0.011%
7/9/2025 Radnor Capital Management LLC15,278$1.54M0.2%-1.8%0.002%
7/9/2025 Bruce G. Allen Investments LLC1,275$129K0.1%-19.7%0.000%
7/9/2025 Procyon Advisors LLC8,754$884K0.1%-5.2%0.001%
7/9/2025 Pallas Capital Advisors LLC19,911$2.01M0.1%+50.1%0.002%
7/9/2025 Gateway Investment Advisers LLC149,687$15.11M0.2%-29.5%0.018%
7/9/2025 Westbourne Investments Inc.6,939$700K0.4%N/A0.001%
7/9/2025 Aaron Wealth Advisors LLC3,028$306K0.0%+54.7%0.000%
7/9/2025 Thrive Wealth Management LLC3,562$360K0.1%+5.2%0.000%
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7/9/2025 Breakwater Capital Group3,646$368K0.1%+36.2%0.000%
7/9/2025 Balefire LLC6,912$698K0.2%+44.6%0.001%
7/9/2025 Fiduciary Alliance LLC3,372$340K0.0%+19.2%0.000%
7/9/2025 Central Bank & Trust Co.4,592$464K0.1%+8.9%0.001%
7/9/2025 Byrne Asset Management LLC438$44K0.0%-91.6%0.000%
7/9/2025 Woodstock Corp46,044$4.65M0.4%-1.4%0.005%
7/9/2025 MFG Wealth Management Inc.16,791$1.70M1.4%+14.5%0.002%
7/9/2025 Beacon Financial Group25,616$2.59M0.3%-6.7%0.003%
7/9/2025 Czech National Bank179,348$18.10M0.1%+6.8%0.021%
7/9/2025 Sard Wealth Management Group LLC3,951$399K0.2%+8.0%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, 2,644 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 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 2,181 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 ($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), Bank Julius Baer & Co. Ltd Zurich ($4.17M), and Pacer Advisors Inc. ($4.09M).

How much institutional buying is happening at United Parcel Service?

Institutional investors have bought a total of 98,256,409 shares in the last 24 months. This purchase volume represents approximately $12.28B in transactions.

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

Of the 1,303 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), Ameriprise Financial Inc. ($5.25M), Clearbridge Investments LLC ($4.22M), Amundi ($2.55M), Bank of New York Mellon Corp ($1.68M), and Legal & General Group Plc ($1.43M).

How much institutional selling is happening at United Parcel Service?

Institutional investors have sold a total of 67,058,625 shares in the last 24 months. This volume of shares sold represents approximately $8.43B in transactions.



This page (NYSE:UPS) was last updated on 7/15/2025 by MarketBeat.com Staff
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