United Parcel Service (UPS) Institutional Ownership

$145.88
-0.74 (-0.50%)
(As of 10:16 AM ET)

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

Current
Institutional Ownership
Percentage
60.26%
Number of
Institutional Buyers
(last 12 months)
1506
Total
Institutional Inflows
(last 12 months)
$14.38B
Number of
Institutional Sellers
(last 12 months)
1286
Total
Institutional Outflows
(last 12 months)
$7.89B
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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
4/25/2024Telos Capital Management Inc.91,445$13.59M1.5%+4.7%0.011%
4/25/2024 Summit Financial LLC10,475$1.56M0.1%+1.4%0.001%
4/25/2024 IAG Wealth Partners LLC874$130K0.0%+36.6%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.130,390$19.38M0.1%+3.5%0.015%
4/24/2024 Private Trust Co. NA6,477$963K0.1%+8.4%0.001%
4/24/2024 Patton Albertson Miller Group LLC2,152$320K0.0%-29.1%0.000%
4/24/2024 Wolff Financial Management LLC7,515$1.12M0.3%-1.3%0.001%
4/24/2024 CENTRAL TRUST Co12,735$1.89M0.0%+1.6%0.001%
4/24/2024 V Square Quantitative Management LLC12,075$1.80M0.3%+34.1%0.001%
4/24/2024 Diamant Asset Management Inc.3,885$577K0.4%-2.3%0.000%
4/24/2024 Newbridge Financial Services Group Inc.445$66K0.0%-64.8%0.000%
4/24/2024 Pinnacle Wealth Management Group Inc.11,373$1.69M1.3%-1.3%0.001%
4/24/2024 Conscious Wealth Investments LLC3,532$505K0.4%-6.2%0.000%
4/24/2024 Zullo Investment Group Inc.17,540$2.61M1.2%+6.3%0.002%
4/24/2024 Marino Stram & Associates LLC6,649$988K0.2%+8.1%0.001%
4/24/2024 U S Global Investors Inc.1,195$178K0.0%+28.2%0.000%
4/24/2024 Simplicity Wealth LLC38,578$5.73M0.1%+1,459.3%0.005%
4/24/2024 Archford Capital Strategies LLC6,001$892K0.1%-9.7%0.001%
4/24/2024 NBT Bank N A NY18,760$2.79M0.2%-2.5%0.002%
4/24/2024 Childress Capital Advisors LLC2,686$399K0.1%+5.5%0.000%
4/24/2024 Avitas Wealth Management LLC18,267$2.72M0.4%-1.2%0.002%
4/24/2024 Spire Wealth Management11,659$1.73M0.1%+2.0%0.001%
4/24/2024 Pinnacle West Asset Management Inc.5,440$809K0.6%+4.7%0.001%
4/24/2024 Essex Financial Services Inc.5,631$837K0.1%+8.5%0.001%
4/24/2024 Bar Harbor Wealth Management86,560$12.87M0.9%-0.4%0.010%
4/24/2024 West Branch Capital LLC909$135K0.1%-22.2%0.000%
4/24/2024 Assenagon Asset Management S.A.244,548$36.35M0.1%-51.7%0.029%
4/23/2024 Wetzel Investment Advisors Inc.647$92K0.1%+17.2%0.000%
4/23/2024 Bell Bank56,796$8.44M0.7%+6.0%0.007%
4/23/2024 Godsey & Gibb Inc.121,645$18.08M1.9%+8.8%0.014%
4/23/2024 Iowa State Bank80,196$11.92M2.6%-0.3%0.009%
4/23/2024 Canal Capital Management LLC37,558$5.58M0.9%+39.4%0.004%
4/23/2024 James J. Burns & Company LLC3,163$472K0.2%N/A0.000%
4/23/2024 Sky Investment Group LLC40,197$5.97M1.1%-0.4%0.005%
4/23/2024 Precedent Wealth Partners LLC5,196$772K0.3%+12.3%0.001%
4/23/2024 Absher Wealth Management LLC2,891$430K0.1%+4.5%0.000%
4/23/2024 Bfsg LLC14,602$2.17M0.3%-2.4%0.002%
4/23/2024 Eads & Heald Wealth Management4,475$665K0.3%-17.9%0.001%
4/23/2024 Global Retirement Partners LLC10,633$1.58M0.1%-2.6%0.001%
4/23/2024 Cornell Pochily Investment Advisors Inc.2,282$339K0.1%+4.9%0.000%
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4/23/2024 Louisiana State Employees Retirement System42,100$6.26M0.1%-3.7%0.005%
4/23/2024 Sage Mountain Advisors LLC12,854$1.91M0.2%+2.4%0.002%
4/23/2024 Hamel Associates Inc.56,964$8.47M2.7%+0.6%0.007%
4/23/2024 United Asset Strategies Inc.19,214$2.86M0.3%+3.4%0.002%
4/23/2024 Wealth Advisory Solutions LLC2,494$371K0.1%-35.3%0.000%
4/23/2024 Venturi Wealth Management LLC7,276$1.08M0.1%+8.0%0.001%
4/23/2024 Rational Advisors LLC669$99K0.0%N/A0.000%
4/23/2024 Live Oak Private Wealth LLC44,038$6.55M1.1%-7.9%0.005%
4/23/2024 Oak Harbor Wealth Partners LLC17,613$2.62M0.8%+1.2%0.002%
4/23/2024 Amalgamated Bank152,789$22.71M0.2%-13.8%0.018%
4/23/2024 Nations Financial Group Inc. IA ADV7,165$1.07M0.1%+3.4%0.001%
4/23/2024 Gradient Investments LLC2,233$332K0.0%-97.7%0.000%
4/23/2024 New Mexico Educational Retirement Board36,462$5.42M0.2%-3.2%0.004%
4/23/2024 Tyche Wealth Partners LLC5,366$798K0.2%-10.6%0.001%
4/23/2024 Fifth Third Bancorp144,650$21.50M0.1%-9.0%0.017%
4/23/2024 Wesbanco Bank Inc.61,178$9.09M0.3%+344.6%0.007%
4/23/2024 Summit Trail Advisors LLC6,387$949K0.0%+35.8%0.001%
4/23/2024 Stablepoint Partners LLC3,835$570K0.1%+14.3%0.000%
4/23/2024 Strategic Blueprint LLC7,786$1.16M0.1%+9.2%0.001%
4/23/2024 Revisor Wealth Management LLC1,466$224K0.1%N/A0.000%
4/23/2024 Financial Consulate Inc.8,549$1.27M0.4%N/A0.001%
4/23/2024 Accurate Wealth Management LLC3,116$445K0.1%-7.3%0.000%
4/23/2024 Gerber LLC1,889$281K0.2%-5.0%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.744,794$110.70M0.2%+1.3%0.087%
4/23/2024 Stonegate Investment Group LLC45,846$6.81M0.2%+5.9%0.005%
4/23/2024 Sutton Place Investors LLC4,256$633K0.3%+18.4%0.000%
4/23/2024 Sapient Capital LLC1,864$277K0.0%-6.5%0.000%
4/22/2024 Bristlecone Advisors LLC13,355$1.99M0.2%-0.8%0.002%
4/22/2024 Nicholas Hoffman & Company LLC.15,758$2.34M0.1%+16.1%0.002%
4/22/2024 Confluence Wealth Services Inc.10,836$1.61M0.1%+17.0%0.001%
4/22/2024 Cahaba Wealth Management Inc.1,635$243K0.0%-7.0%0.000%
4/22/2024 Harbour Trust & Investment Management Co7,697$1.14M0.1%-5.8%0.001%
4/22/2024 Greystone Financial Group LLC33,442$4.97M1.0%+23.9%0.004%
4/22/2024 PFG Investments LLC10,930$1.62M0.1%+57.9%0.001%
4/22/2024 Oakworth Capital Inc.4,015$597K0.0%-5.2%0.000%
4/22/2024 Parsons Capital Management Inc. RI9,451$1.41M0.1%-8.1%0.001%
4/22/2024 Horst & Graben Wealth Management LLC13,693$2.04M0.4%-0.8%0.002%
4/22/2024 Drive Wealth Management LLC3,213$478K0.1%-8.2%0.000%
4/22/2024 Sollinda Capital Management LLC2,195$326K0.1%-13.8%0.000%
4/22/2024 Donaldson Capital Management LLC304,832$45.31M1.9%+6.6%0.036%
4/22/2024 Raymond James & Associates2,905,616$431.86M0.3%+12.1%0.341%
4/22/2024 Signature Wealth Management Group24,185$3.45M1.6%+1.6%0.003%
4/22/2024 Accordant Advisory Group Inc9,141$1.36M1.0%N/A0.001%
4/22/2024 Lakewood Asset Management LLC6,576$977K0.7%+21.2%0.001%
4/22/2024 Investors Asset Management of Georgia Inc. GA ADV5,997$891K0.4%+15.5%0.001%
4/22/2024 Professional Advisory Services Inc.184,769$27.46M3.7%+9.3%0.022%
4/22/2024 IFM Investors Pty Ltd142,715$21.21M0.2%+0.1%0.017%
4/22/2024 Eagle Bluffs Wealth Management LLC5,003$744K0.5%+4.3%0.001%
4/22/2024 Hendershot Investments Inc.63,873$9.49M1.4%-2.8%0.007%
4/22/2024Ashton Thomas Private Wealth LLC44,486$6.61M0.4%+1.4%0.005%
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4/22/2024 Strategic Advisors LLC11,420$1.70M0.3%-42.3%0.001%
4/20/2024 Maryland State Retirement & Pension System56,862$8.08M0.2%+0.9%0.007%
4/20/2024 Cohen Investment Advisors LLC17,162$2.55M1.7%+12.8%0.002%
4/20/2024 Kesler Norman & Wride LLC35,253$5.24M1.1%+1.9%0.004%
4/19/2024 FORVIS Wealth Advisors LLC8,203$1.22M0.0%-3.4%0.001%
4/19/2024 Everett Harris & Co. CA101,075$15.02M0.2%-2.7%0.012%
4/19/2024 American National Bank & Trust Co. VA5,485$815K0.2%N/A0.001%
4/19/2024 Powers Advisory Group LLC3,983$592K0.3%+8.9%0.000%
4/19/2024 Accel Wealth Management1,771$263K0.1%+10.3%0.000%
4/19/2024 Legacy Wealth Asset Management LLC3,490$519K0.1%+2.1%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, 2,549 institutional investors and hedge funds held shares of United Parcel Service. The most heavily invested institutionals were BlackRock Inc. ($10.79B), Vanguard Group Inc. ($10.57B), State Street Corp ($5.08B), Wellington Management Group LLP ($2.85B), Charles Schwab Investment Management Inc. ($2.47B), Geode Capital Management LLC ($2.43B), and FMR LLC ($1.73B).Learn more on UPS's institutional investors.

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

60.26% 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 2,218 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: International Assets Investment Management LLC ($14.60M), Charles Schwab Investment Management Inc. ($11.17M), Wellington Management Group LLP ($10.81M), Norges Bank ($7.18M), Bank Julius Baer & Co. Ltd Zurich ($4.14M), Franklin Resources Inc. ($3.95M), and Capital Wealth Planning LLC ($2.88M).

How much institutional buying is happening at United Parcel Service?

Institutional investors have bought a total of 123,376,504 shares in the last 24 months. This purchase volume represents approximately $21.61B in transactions.

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

Of the 1,711 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), FMR LLC ($5.12M), Capital Research Global Investors ($3.79M), Capital Wealth Planning LLC ($3.78M), Massachusetts Financial Services Co. MA ($3.74M), BlackRock Inc. ($2.91M), and Clearbridge Investments LLC ($2.65M).

How much institutional selling is happening at United Parcel Service?

Institutional investors have sold a total of 80,995,614 shares in the last 24 months. This volume of shares sold represents approximately $14.06B in transactions.


This page (NYSE:UPS) was last updated on 4/25/2024 by MarketBeat.com Staff

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