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United Parcel Service (UPS) Institutional Ownership

United Parcel Service logo
$102.30 -1.20 (-1.16%)
As of 09/4/2026 03:58 PM 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)
1300
Total
Institutional Inflows
(last 12 months)
$19.03B
Number of
Institutional Sellers
(last 12 months)
1061
Total
Institutional Outflows
(last 12 months)
$3.58B
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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
9/4/2026 Parkside Financial Bank & Trust4,337$466K0.0%-3.3%0.001%
9/3/2026 Cygnus Capital Advisors LLC55,186$5.93M4.0%-6.1%0.006%
9/2/2026 Brown Lisle Cummings Inc.9,383$1.01M0.2%+13.1%0.001%
8/27/2026 Corient Private Wealth LP264,084$28.39M0.0%-12.2%0.031%
8/26/2026 Brown Financial Advisors4,272$459K0.2%+2.8%0.001%
8/25/2026 Groupe la Francaise2,474$266K0.0%-84.5%0.000%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al63,500$6.83M0.0%N/A0.007%
8/24/2026 California State Teachers Retirement System112,070,470$12.05B0.0%+12,975.5%13.173%
8/23/2026 Studio Investment Management LLC9,670$1.04M0.2%+10.4%0.001%
8/23/2026 Washington Trust Advisors Inc.20,298$2.18M0.2%-4.5%0.002%
8/23/2026 Ameritas Advisory Services LLC65,069$7.00M0.1%+1.1%0.008%
8/23/2026 Wedmont Private Capital2,844$320K0.0%+16.5%0.000%
8/23/2026 Kintra Wealth LLC23,580$2.49M0.1%+24.6%0.003%
8/23/2026 HB Wealth Management LLC46,121$4.96M0.0%-0.5%0.005%
8/23/2026 Nvest Financial LLC4,384$471K0.1%-5.8%0.001%
8/23/2026 Saudi Central Bank52,130$5.60M0.1%+91.1%0.006%
8/23/2026 Angeles Wealth Management LLC2,781$299K0.0%+19.6%0.000%
8/22/2026 Compass Financial Management LLC6,262$676K0.1%N/A0.001%
8/22/2026 NI Acquisitions Company LLC1,052$113K0.0%N/A0.000%
8/22/2026 NBH Bank1,155$124K0.1%N/A0.000%
8/22/2026 AlphaGrep UK Ltd4,062$437K0.1%N/A0.000%
8/22/2026 Markowski Investments282$30K0.0%N/A0.000%
8/22/2026 Old Mission Investment Co LLC2,877$309K0.1%N/A0.000%
8/22/2026 OceanIQ Capital LLC6,236$651K0.4%N/A0.001%
8/22/2026 Oakmont Investment Advisors Inc.3,820$411K0.3%N/A0.000%
8/22/2026 Munich Reinsurance Co Stock Corp in Munich28,880$3.11M0.1%-65.5%0.003%
8/22/2026 Blalock Williams LLC2,128$229K0.1%N/A0.000%
8/22/2026 Odyssean LLC11,656$1.25M0.2%+109.9%0.001%
8/22/2026 Investor s Fiduciary Advisor Network LLC6,902$741K0.3%-21.4%0.001%
8/22/2026 Copley Financial Group Inc.2,403$258K0.1%-37.7%0.000%
8/22/2026 NWF Advisory Services Inc.1,944$209K0.0%-21.0%0.000%
8/22/2026 Syon Capital LLC7,252$780K0.0%+1.6%0.001%
8/22/2026 denkapparat Operations GmbH5,196$559K0.2%-40.4%0.001%
8/22/2026 TD Waterhouse Canada Inc.13,464$1.48M0.0%-54.0%0.002%
8/22/2026 Premier Path Wealth Partners LLC3,053$328K0.0%-3.3%0.000%
8/22/2026 Barlow Wealth Partners LLC3,249$357K0.0%+22.7%0.000%
8/22/2026 Concurrent Investment Advisors LLC144,972$15.58M0.1%+19.0%0.017%
8/22/2026 NEOS Investment Management LLC121,112$13.02M0.0%+14.2%0.014%
8/22/2026 Allen Mooney & Barnes Investment Advisors LLC3,447$371K0.1%-5.5%0.000%
8/21/2026 High Net Worth Advisory Group LLC2,031$218K0.0%-4.7%0.000%
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8/21/2026 Strengthening Families & Communities LLC17,149$1.84M0.4%+3.4%0.002%
8/21/2026 Continuum Advisory LLC8,039$864K0.1%+14.0%0.001%
8/21/2026 Safeguard Investment Advisory Group LLC2,424$261K0.1%N/A0.000%
8/21/2026 Nykredit A S145,879$15.68M0.0%N/A0.017%
8/21/2026 B. Metzler seel. Sohn & Co. AG53,530$5.75M0.0%-16.8%0.006%
8/21/2026 Coppell Advisory Solutions LLC7,515$742K0.1%N/A0.001%
8/21/2026 Birch Capital Management LLC62,243$6.69M3.3%+19.5%0.007%
8/21/2026 Live Oak Private Wealth LLC73,237$7.87M1.0%-0.4%0.009%
8/21/2026 PYA Waltman Capital LLC62,676$6.74M1.6%+41.1%0.007%
8/21/2026 Atticus Wealth Management LLC3,102$333K0.1%-4.1%0.000%
8/21/2026 Natural Investments LLC25,520$2.74M0.6%-3.3%0.003%
8/21/2026 SkyOak Wealth LLC3,974$427K0.1%-12.4%0.000%
8/21/2026 XML Financial LLC28,260$3.04M0.2%-1.0%0.003%
8/21/2026 Beacon Financial Advisory LLC3,216$346K0.1%-31.5%0.000%
8/21/2026 Lone Peak Global Investors LLC260,994$28.06M3.9%-1.8%0.031%
8/21/2026 Independence Bank of Kentucky16,456$1.77M0.2%-5.3%0.002%
8/21/2026 Acorn Wealth Advisors LLC6,858$737K0.2%-3.2%0.001%
8/20/2026 Proficio Capital Partners LLC4,726$508K0.0%N/A0.001%
8/20/2026 Community Bank & Trust Waco Texas4,293$451K0.1%-2.7%0.001%
8/20/2026 Nwam LLC60,679$6.52M0.3%-43.6%0.007%
8/20/2026 Clifford Swan Investment Counsel LLC948,654$101.98M3.3%-2.0%0.112%
8/20/2026 Rehmann Capital Advisory Group17,897$1.93M0.1%-4.7%0.002%
8/20/2026 CMH Wealth Management LLC2,640$284K0.0%-10.1%0.000%
8/20/2026 Headlands Technologies LLC2,020$217K0.0%N/A0.000%
8/20/2026 Quantitative Investment Management LLC16,220$1.74M0.2%-26.9%0.002%
8/20/2026 Ancora Advisors LLC30,894$3.32M0.1%-6.2%0.004%
8/20/2026 Wedbush Securities Inc.21,662$2.33M0.1%-10.7%0.003%
8/20/2026 Cullinan Associates Inc.44,927$4.83M0.4%-51.6%0.005%
8/20/2026 Greenleaf Trust7,484$805K0.0%+5.8%0.001%
8/19/2026 New Mexico Educational Retirement Board36,762$3.95M0.1%+7.6%0.004%
8/19/2026 Ferguson Wellman Capital Management Inc.112,529$12.10M0.1%+10.2%0.013%
8/19/2026 Wellington Management Group LLP3,046,707$327.52M0.1%+262.7%0.358%
8/19/2026 Archer Investment Corp5,326$573K0.1%N/A0.001%
8/18/2026 Public Employees Retirement System of Ohio325,208$34.96M0.1%N/A0.038%
8/15/2026 First Bancorp Inc ME900$97K0.0%N/A0.000%
8/14/2026 Ancora Advisors LLC30,894$3.32M0.1%N/A0.004%
8/14/2026 Jones Financial Companies Lllp863$93K0.0%N/A0.000%
8/14/2026 Manning & Napier Advisors LLC1,780,430$192.30M2.5%N/A0.209%
8/14/2026 Cullen Capital Management LLC1,656,471$178.07M1.8%N/A0.195%
8/13/2026 Ally Financial Inc.60,000$6.45M0.8%N/A0.007%
8/13/2026 Portland Investment Counsel Inc.9,100$978K0.3%N/A0.001%
8/13/2026 Capital Square LLC30,877$3.47M1.5%N/A0.004%
8/13/2026 Pinnacle Holdings LLC1,545$166K0.1%N/A0.000%
8/12/2026 Heartland Bank & Trust Co2,957$318K0.1%N/A0.000%
8/12/2026 Pinnacle West Asset Management Inc.8,635$928K0.6%N/A0.001%
8/10/2026 Great Lakes Advisors LLC27,793$2.99M0.0%N/A0.003%
8/8/2026 Foster & Motley Inc.3,421$368K0.0%N/A0.000%
8/7/2026 Trust Co. of Vermont4,451$478K0.0%N/A0.001%
8/6/2026 Orca Investment Management LLC15,714$1.69M1.2%N/A0.002%
8/6/2026 Stoneridge Investment Partners LLC7,041$734K0.5%N/A0.001%
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7/10/2026 Wedge Capital Management L L P NC120,800$12.99M0.2%+5.0%0.014%
7/10/2026 Annex Advisory Services LLC3,966$426K0.0%-4.6%0.000%
7/10/2026 Butensky & Cohen Financial Security Inc.38,387$4.13M1.0%+1.7%0.005%
7/10/2026 Tema ETFs LLC14,367$1.54M0.0%+10.0%0.002%
7/10/2026 Canvas Wealth Advisors LLC2,228$239K0.0%N/A0.000%
7/10/2026 Arkfeld Wealth Strategies L.L.C.52,770$5.81M1.7%+3.0%0.006%
7/10/2026 Farrell Financial LLC2,459$264K0.1%-5.6%0.000%
7/10/2026 E. Ohman J or Asset Management AB19,426$2.09M0.0%-22.7%0.002%
7/10/2026 Handelsbanken Fonder AB325,789$35.02M0.1%-12.5%0.038%
7/10/2026 City Holding Co.2,565$276K0.0%-13.2%0.000%


UPS Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,575 institutional investors and hedge funds held shares of United Parcel Service. The most heavily invested institutionals were California State Teachers Retirement System ($12.05B), 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), and Victory Capital Management Inc. ($1.37B).Learn more on United Parcel Service's institutional investors.

60.26% of United Parcel Service's stock is owned by institutional investors. Learn more on UPS's institutional investor holdings.

Of the 2,100 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: California State Teachers Retirement System ($111.21M), Norges Bank ($26.07M), International Assets Investment Management LLC ($14.54M), Pacer Advisors Inc. ($9.70M), Victory Capital Management Inc. ($7.05M), Charles Schwab Investment Management Inc. ($6.04M), and AQR Capital Management LLC ($5.44M).

Institutional investors have bought a total of 183,989,659 shares in the last 24 months. This purchase volume represents approximately $19.03B in transactions.

Of the 1,061 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: Franklin Resources Inc. ($4.04M), Pacer Advisors Inc. ($3.88M), Laurel Wealth Advisors LLC ($2.48M), Morgan Stanley ($2.36M), Assenagon Asset Management S.A. ($2.13M), American Century Companies Inc. ($1.24M), and Amundi ($1.23M).

Institutional investors have sold a total of 39,805,566 shares in the last 24 months. This volume of shares sold represents approximately $3.58B in transactions.


Related Companies

Institutional ownership data for NYSE:UPS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/4/2026. New 13F filings are added each quarter as they're published.
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