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NYSE:UPS

United Parcel Service (UPS) Institutional Ownership

$169.56
+1.73 (+1.03%)
(As of 11:09 AM ET)
Compare
Today's Range
$167.93
$169.74
50-Day Range
$166.61
$196.03
52-Week Range
$154.87
$209.39
Volume
510,351 shs
Average Volume
3.15 million shs
Market Capitalization
$145.63 billion
P/E Ratio
13.72
Dividend Yield
3.82%
Price Target
$193.58

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

Current
Institutional Ownership
Percentage
58.92%
Number of
Institutional Buyers
(last 12 months)
1699
Total
Institutional Inflows
(last 12 months)
$10.70 B
Number of
Institutional Sellers
(last 12 months)
1209
Total
Institutional Outflows
(last 12 months)
$7.75 B
Skip Chart & View Institutional Buying and Selling Data

UPS Institutional Buying and Selling by Quarter

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United Parcel Service Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/1/2023Ontario Teachers Pension Plan Board13,892$2.70M0.0%-12.9%0.002%
6/1/2023Golden State Equity Partners3,235$0.63M0.3%N/A0.000%
6/1/2023Searle & CO.15,050$2.71M0.9%-7.4%0.002%
5/31/2023Coastline Trust Co5,328$1.03M0.2%-1.8%0.001%
5/26/2023Fortis Group Advisors LLC2,219$0.40M0.1%N/A0.000%
5/26/2023ProShare Advisors LLC110,994$21.53M0.1%+18.6%0.013%
5/26/2023Cypress Asset Management Inc. TX15,903$3.09M1.1%-1.4%0.002%
5/25/2023Empower Advisory Group LLC514,657$99.70M0.4%N/A0.060%
5/23/2023Old North State Trust LLC4,074$0.23M0.2%+255.8%0.000%
5/23/2023Toroso Investments LLC49,444$9.59M0.3%+24.3%0.006%
5/23/20233Chopt Investment Partners LLC2,101$0.41M0.2%N/A0.000%
5/22/2023Raleigh Capital Management Inc.8,167$1.58M0.8%+104.8%0.001%
5/22/2023Putnam Investments LLC20,819$4.04M0.0%+0.4%0.002%
5/22/2023Arete Wealth Advisors LLC16,160$3.14M0.2%N/A0.002%
5/22/2023Ameriprise Financial Inc.9,055,582$1.76B0.6%-9.2%1.054%
5/22/2023Westover Capital Advisors LLC25,304$4.91M1.8%-0.4%0.003%
5/19/2023AMI Investment Management Inc.1,100$0.21M0.1%N/A0.000%
5/19/2023Abacus Wealth Partners LLC1,759$0.31M0.1%N/A0.000%
5/18/2023Guardian Wealth Advisors LLC869$0.17M0.0%N/A0.000%
5/18/2023GSB Wealth Management LLC22,519$4.37M1.4%-0.4%0.003%
5/18/2023Courier Capital LLC19,840$3.85M0.4%-1.2%0.002%
5/18/2023Titleist Asset Management LLC2,233$0.43M0.1%N/A0.000%
5/18/2023OLD Republic International Corp373,400$72.44M2.3%-0.1%0.043%
5/18/2023Harvest Portfolios Group Inc.97,256$18.87M0.9%+6.5%0.011%
5/18/2023Centaurus Financial Inc.7,367$1.43M0.1%+8.6%0.001%
5/17/2023B. Riley Wealth Advisors Inc.25,714$4.99M0.1%-22.1%0.003%
5/17/2023Boston Common Asset Management LLC40,135$7.79M0.2%-7.1%0.005%
5/17/2023Advisory Services Network LLC32,990$6.40M0.2%+0.5%0.004%
5/17/2023Rockefeller Capital Management L.P.278,327$53.99M0.2%+2.4%0.032%
5/17/2023Providence Capital Advisors LLC1,905,500$9.82M0.2%+19,991.7%0.222%
5/17/2023Chevy Chase Trust Holdings LLC425,640$82.57M0.3%+1.0%0.050%
5/17/2023Apexium Financial LP1,319$0.26M0.0%N/A0.000%
5/17/2023Headinvest LLC42,825$8.31M1.8%-1.9%0.005%
5/17/2023Ilmarinen Mutual Pension Insurance Co79,000$15.33M0.2%-1.3%0.009%
5/17/2023Thrivent Financial for Lutherans731,083$141.80M0.3%-0.6%0.085%
5/17/2023Sunbelt Securities Inc.16,414$3.14M0.5%-0.9%0.002%
5/17/2023D L Carlson Investment Group Inc.31,773$6.16M1.4%N/A0.004%
5/17/2023Physicians Financial Services Inc.21,419$4.16M1.8%+0.5%0.002%
5/17/2023CCM Investment Advisers LLC68,725$13.33M1.9%+9.1%0.008%
5/16/2023Chilton Capital Management LLC503$98K0.0%N/A0.000%
5/16/2023Mercer Global Advisors Inc. ADV165,776$32.16M0.1%-3.9%0.019%
5/16/2023Pacific Center for Financial Services128$25K0.0%N/A0.000%
5/16/2023M Holdings Securities Inc.2,215$0.43M0.0%-7.0%0.000%
5/16/2023Carolinas Wealth Consulting LLC569$0.11M0.0%+23.7%0.000%
5/16/2023Alaethes Wealth LLC7,044$1.37M0.8%+2.7%0.001%
5/16/2023Hancock Whitney Corp7,077$1.37M0.1%-5.0%0.001%
5/16/2023Kayne Anderson Rudnick Investment Management LLC109,382$21.22M0.1%+57.3%0.013%
5/16/2023Milestone Investment Advisors LLC1,034$0.20M0.1%N/A0.000%
5/16/2023Hollencrest Capital Management366,709$71.14M7.6%-3.8%0.043%
5/16/2023Wimmer Associates 1 LLC11,665$1.97M1.3%-5.0%0.001%
5/16/2023SRS Capital Advisors Inc.1,840$0.36M0.0%-4.9%0.000%
5/16/2023Prestige Wealth Management Group LLC2,838$0.55M0.1%+8.9%0.000%
5/16/2023TCM Advisors LLC6,700$1.30M0.2%+1.5%0.001%
5/16/2023Colony Group LLC64,433$12.50M0.2%-3.2%0.008%
5/16/2023Investmark Advisory Group LLC14,164$2.75M2.0%+11.7%0.002%
5/16/2023Apollon Wealth Management LLC9,918$1.92M0.1%-7.8%0.001%
5/16/2023Chevy Chase Trust Holdings LLC13,052$2.53M0.3%-96.9%0.002%
5/16/2023Spotlight Asset Group Inc.2,026$0.34M0.3%N/A0.000%
5/16/2023Segall Bryant & Hamill LLC67,607$13.12M0.1%+1.6%0.008%
5/16/2023Silvercrest Asset Management Group LLC15,357$2.98M0.0%-2.5%0.002%
5/16/2023Simon Quick Advisors LLC4,293$0.83M0.1%+12.8%0.000%
5/16/2023SRB Corp2,058$0.40M0.0%-20.1%0.000%
5/16/2023State Street Corp27,996,807$5.43B0.3%-1.7%3.260%
5/16/2023Stock Yards Bank & Trust Co.130,295$25.28M1.0%+2.2%0.015%
5/16/2023Siemens Fonds Invest GmbH31,154$6.04M0.6%-0.3%0.004%
5/16/2023Snowden Capital Advisors LLC41,477$8.05M0.3%+125.4%0.005%
5/16/2023Spears Abacus Advisors LLC8,076$1.57M0.1%-0.9%0.001%
5/16/2023Steward Partners Investment Advisory LLC62,282$12.08M0.2%+0.7%0.007%
5/16/2023Strategic Investment Solutions Inc. IL4,937$0.96M0.2%-4.9%0.001%
5/16/2023Syntegra Private Wealth Group LLC2,087$0.41M0.1%N/A0.000%
5/16/2023First Manhattan CO. LLC.162,613$31.55M0.1%-4.5%0.019%
5/16/2023First Trust Advisors LP2,501,264$485.22M0.6%+3.3%0.291%
5/16/2023Fiduciary Group LLC5,298$0.89M0.1%-5.5%0.001%
5/16/2023First Horizon Advisors Inc.8,614$1.67M0.1%-5.2%0.001%
5/16/2023Geode Capital Management LLC13,202,727$2.56B0.3%+3.2%1.537%
5/16/2023Greenwood Gearhart Inc.1,762$0.34M0.0%-5.0%0.000%
5/16/2023GSB Wealth Management LLC22,519$4.37M1.6%-0.4%0.003%
5/16/2023Gallagher Fiduciary Advisors LLC4,219$0.82M0.1%N/A0.000%
5/16/2023Garner Asset Management Corp14,203$2.76M1.3%+1.0%0.002%
5/16/2023Graham Capital Management L.P.23,547$4.57M0.1%N/A0.003%
5/16/2023Greenland Capital Management LP4,500$0.87M0.1%N/A0.001%
5/16/2023Greenline Partners LLC16,989$3.30M0.6%-15.5%0.002%
5/16/2023Harbour Investments Inc.5,330$1.03M0.1%+2.1%0.001%
5/16/2023HBK Sorce Advisory LLC86,419$25.26M0.4%+2.9%0.010%
5/16/2023AQR Capital Management LLC134,744$25.79M0.1%-20.8%0.016%
5/16/2023Arrowstreet Capital Limited Partnership71,549$13.88M0.0%+139.5%0.008%
5/16/2023Alberta Investment Management Corp22,800$4.42M0.0%-66.0%0.003%
5/16/2023Aspen Grove Capital LLC1,359$0.26M0.1%N/A0.000%
5/16/2023Avitas Wealth Management LLC20,550$3.99M0.8%+4.1%0.002%
5/16/2023Azimuth Capital Investment Management LLC23,023$4.47M0.2%-0.6%0.003%
5/16/2023Balyasny Asset Management L.P.1,630$0.32M0.0%N/A0.000%
5/16/2023Baxter Bros Inc.33,235$6.45M1.0%-1.1%0.004%
5/16/2023Brookfield Corp ON 3,301$0.64M0.0%-89.9%0.000%
5/16/2023Belpointe Asset Management LLC8,312$1.61M0.1%-13.3%0.001%
5/15/2023Auxier Asset Management15,917$3.09M0.5%-1.2%0.002%
5/15/2023Schonfeld Strategic Advisors LLC46,845$9.09M0.1%+40.6%0.005%
5/15/2023Meeder Advisory Services Inc.11,359$2.20M0.3%+16.8%0.001%
5/15/2023Lido Advisors LLC29,850$5.79M0.1%+36.0%0.003%
5/15/2023Moneta Group Investment Advisors LLC4,975$0.97M0.0%+22.4%0.001%
5/15/2023First Dallas Securities Inc.12,566$2.44M1.4%-11.5%0.001%
(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, 2,541 institutional investors and hedge funds held shares of United Parcel Service. The most heavily invested institutionals were Vanguard Group Inc. ($10.84B), BlackRock Inc. ($10.79B), State Street Corp ($5.43B), FMR LLC ($3.40B), Charles Schwab Investment Management Inc. ($2.88B), Geode Capital Management LLC ($2.56B), and Invesco Ltd. ($1.85B).Learn more on UPS's institutional investors.

What percentage of United Parcel Service stock is owned by institutional investors?

58.92% 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 2,275 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: Norges Bank ($13.75M), Charles Schwab Investment Management Inc. ($10.89M), Capital International Investors ($5.58M), Moneta Group Investment Advisors LLC ($4.21M), Amundi ($3.41M), Capital World Investors ($2.60M), and Morgan Stanley ($2.26M).

How much institutional buying is happening at United Parcel Service?

Institutional investors have bought a total of 123,549,577 shares in the last 24 months. This purchase volume represents approximately $24.07B in transactions.

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

Of the 1,663 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: Price T Rowe Associates Inc. MD ($10.66M), BlackRock Inc. ($5.83M), Clearbridge Investments LLC ($2.72M), Franklin Resources Inc. ($2.46M), FMR LLC ($2.05M), State Street Corp ($2.04M), and Massachusetts Financial Services Co. MA ($1.86M).

How much institutional selling is happening at United Parcel Service?

Institutional investors have sold a total of 73,961,780 shares in the last 24 months. This volume of shares sold represents approximately $14.14B in transactions.


This page (NYSE:UPS) was last updated on 6/2/2023 by MarketBeat.com Staff

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