United Parcel Service (UPS) Institutional Ownership

$128.85

+1.77 (+1.39%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 60.26%
Number of Institutional Buyers (last 12 months): 1392
Total Institutional Inflows (last 12 months): $10.96B

Number of Institutional Sellers (last 12 months): 1241
Total Institutional Outflows (last 12 months): $7.38B

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UPS Institutional Buying and Selling by Quarter

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United Parcel Service Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Simmons Bank	4,335	$593K	0.0%	-8.1%	0.001%
7/26/2024	WealthShield Partners LLC	2,255	$309K	0.0%	+9.0%	0.000%
7/26/2024	Checchi Capital Advisers LLC	5,623	$770K	0.0%	-15.2%	0.001%
7/26/2024	MWA Asset Management	12,577	$1.72M	1.2%	-4.2%	0.001%
7/26/2024	Harbour Investments Inc.	11,317	$1.55M	0.1%	+10.1%	0.001%
7/26/2024	Klein Pavlis & Peasley Financial Inc.	8,025	$1.10M	1.0%	+44.4%	0.001%
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7/26/2024	LS Investment Advisors LLC	8,595	$1.18M	0.2%	+14.0%	0.001%
7/26/2024	Eagle Bay Advisors LLC	302	$41K	0.0%	-54.4%	0.000%
7/26/2024	Patriot Financial Group Insurance Agency LLC	6,674	$913K	0.1%	+35.1%	0.001%
7/26/2024	Atomi Financial Group Inc.	4,625	$633K	0.0%	+4.9%	0.001%
7/26/2024	Cambridge Investment Research Advisors Inc.	125,889	$17.23M	0.1%	-3.5%	0.015%
7/26/2024	Wealth Advisory Solutions LLC	2,940	$402K	0.1%	+17.9%	0.000%
7/26/2024	Skylands Capital LLC	21,125	$2.89M	0.4%	+8.8%	0.002%
7/26/2024	ARK Investment Management LLC	12,618	$1.73M	0.0%	-4.1%	0.001%
7/26/2024	Dearborn Partners LLC	128,533	$17.59M	0.8%	+0.3%	0.015%
7/26/2024	GAM Holding AG	63,379	$8.67M	0.7%	+3.4%	0.007%
7/26/2024	AlphaStar Capital Management LLC	5,241	$717K	0.1%	N/A	0.001%
7/26/2024	Access Investment Management LLC	6,570	$899K	0.3%	+28.8%	0.001%
7/26/2024	Signature Estate & Investment Advisors LLC	1,632	$223K	0.0%	N/A	0.000%
7/26/2024	Allspring Global Investments Holdings LLC	73,858	$10.11M	0.0%	+5.5%	0.009%
7/26/2024	State of Michigan Retirement System	199,714	$27.33M	0.1%	+0.8%	0.023%
7/26/2024	Trust Co. of Virginia VA	7,537	$1.03M	0.1%	-1.4%	0.001%
7/26/2024	First Command Advisory Services Inc.	650	$89K	0.0%	-13.7%	0.000%
7/26/2024	Callan Family Office LLC	1,505	$206K	0.0%	N/A	0.000%
7/26/2024	Cohen Investment Advisors LLC	14,522	$1.99M	1.4%	-15.4%	0.002%
7/26/2024	St. Johns Investment Management Company LLC	4,340	$594K	0.3%	-2.8%	0.001%
7/26/2024	Alpha Omega Wealth Management LLC	6,913	$946K	0.2%	+1.5%	0.001%
7/26/2024	Rational Advisors LLC	222	$30K	0.0%	-66.8%	0.000%
7/26/2024	Bailard Inc.	42,609	$5.83M	0.2%	-31.6%	0.005%
7/26/2024	Verdence Capital Advisors LLC	51,989	$7.12M	0.6%	+81.5%	0.006%
7/26/2024	Bank of New York Mellon Corp	6,490,712	$888.25M	0.2%	+0.3%	0.759%
7/26/2024	Catalyst Financial Partners LLC	2,804	$384K	0.1%	-11.8%	0.000%
7/26/2024	Salomon & Ludwin LLC	258	$35K	0.0%	-81.1%	0.000%
7/26/2024	TFG Advisers LLC	7,488	$1.03M	0.4%	-1.0%	0.001%
7/26/2024	Alta Capital Management LLC	21,688	$2.97M	0.2%	+2.2%	0.003%
7/25/2024	Christopher J. Hasenberg Inc	503	$69K	0.0%	N/A	0.000%
7/25/2024	Addison Capital Co	15,041	$2.06M	0.9%	-0.5%	0.002%
7/25/2024	Easterly Investment Partners LLC	6,774	$927K	0.1%	N/A	0.001%
7/25/2024	Cypress Capital Group	17,192	$2.35M	0.3%	-3.9%	0.002%
7/25/2024	Raymond James Trust N.A.	174,498	$23.88M	0.6%	-6.5%	0.020%
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7/25/2024	Highland Capital Management LLC	22,161	$3.03M	0.2%	-9.1%	0.003%
7/25/2024	Calamos Advisors LLC	121,951	$16.69M	0.1%	-3.5%	0.014%
7/25/2024	AMG National Trust Bank	10,210	$1.40M	0.0%	+6.7%	0.001%
7/25/2024	Independence Bank of Kentucky	16,679	$2.28M	0.6%	+7.8%	0.002%
7/25/2024	Optas LLC	1,959	$268K	0.1%	-5.2%	0.000%
7/25/2024	Aries Wealth Management	1,976	$270K	0.1%	-9.2%	0.000%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	10,003	$1.37M	0.1%	-25.4%	0.001%
7/25/2024	Yeomans Consulting Group Inc.	2,818	$386K	0.1%	-10.4%	0.000%
7/25/2024	Institute for Wealth Management LLC.	13,274	$1.82M	0.2%	+2.5%	0.002%
7/25/2024	Southern Capital Advisors LLC	96,450	$13.20M	8.1%	+0.2%	0.011%
7/25/2024	Baillie Gifford & Co.	657,334	$89.96M	0.1%	+1.5%	0.077%
7/25/2024	Fullcircle Wealth LLC	109,290	$14.05M	6.4%	N/A	0.013%
7/25/2024	Kanawha Capital Management LLC	5,313	$727K	0.1%	+30.7%	0.001%
7/25/2024	RFP Financial Group LLC	902	$123K	0.0%	+79.7%	0.000%
7/25/2024	Mn Services Vermogensbeheer B.V.	285,899	$39.13M	0.3%	-2.2%	0.033%
7/25/2024	Banque Pictet & Cie SA	12,268	$1.68M	0.0%	-16.4%	0.001%
7/25/2024	Beacon Capital Management LLC	1,572	$215K	0.0%	-4.8%	0.000%
7/25/2024	Monarch Capital Management Inc.	22,430	$3.07M	0.9%	+9.1%	0.003%
7/25/2024	Atlantic Union Bankshares Corp	22,758	$3.11M	0.2%	+11.9%	0.003%
7/24/2024	LRI Investments LLC	694	$95K	0.0%	+91.7%	0.000%
7/24/2024	Family Firm Inc.	730	$100K	0.0%	N/A	0.000%
7/24/2024	Tower Bridge Advisors	38,864	$5.32M	0.5%	-4.6%	0.005%
7/24/2024	Retirement Systems of Alabama	160,897	$22.02M	0.1%	+0.8%	0.019%
7/24/2024	Traynor Capital Management Inc.	4,698	$643K	0.0%	-18.0%	0.001%
7/24/2024	Slow Capital Inc.	12,075	$1.65M	0.3%	-1.9%	0.001%
7/24/2024	Quotient Wealth Partners LLC	2,318	$317K	0.0%	+41.9%	0.000%
7/24/2024	Herold Advisors Inc.	2,083	$285K	0.1%	+12.0%	0.000%
7/24/2024	VeraBank N.A.	4,977	$681K	0.2%	-2.0%	0.001%
7/24/2024	Avitas Wealth Management LLC	10,513	$1.44M	0.2%	-42.4%	0.001%
7/24/2024	Premier Path Wealth Partners LLC	3,209	$439K	0.1%	-8.8%	0.000%
7/24/2024	Catalina Capital Group LLC	1,783	$244K	0.1%	-5.7%	0.000%
7/24/2024	Mcrae Capital Management Inc.	1,687	$231K	0.1%	-32.2%	0.000%
7/24/2024	Sather Financial Group Inc	1,779	$243K	0.0%	-10.1%	0.000%
7/24/2024	Diversified LLC	1,552	$212K	0.0%	+9.2%	0.000%
7/24/2024	Slagle Financial LLC	17,932	$2.45M	1.3%	+8.4%	0.002%
7/24/2024	L. Roy Papp & Associates LLP	18,778	$2.57M	0.3%	-3.8%	0.002%
7/24/2024	Cornerstone Wealth Group LLC	2,917	$399K	0.0%	-6.6%	0.000%
7/24/2024	New York State Teachers Retirement System	695,242	$95.14M	0.2%	-3.6%	0.081%
7/24/2024	Unique Wealth Strategies LLC	868	$129K	0.1%	N/A	0.000%
7/24/2024	Louisiana State Employees Retirement System	41,300	$5.65M	0.1%	-1.9%	0.005%
7/24/2024	DT Investment Partners LLC	2,173	$297K	0.0%	+64.9%	0.000%
7/24/2024	&PARTNERS	26,522	$3.61M	0.2%	+305.5%	0.003%
7/23/2024	Precedent Wealth Partners LLC	5,829	$798K	0.3%	+12.2%	0.001%
7/23/2024	HTLF Bank	41,375	$5.66M	0.6%	-1.6%	0.005%
7/23/2024	GYL Financial Synergies LLC	17,728	$2.43M	0.2%	+10.8%	0.002%
7/23/2024	Hennessy Advisors Inc.	17,000	$2.33M	0.1%	-1.7%	0.002%
7/23/2024	Atlas Brown Inc.	2,379	$326K	0.1%	-9.4%	0.000%
7/23/2024	Richard W. Paul & Associates LLC	3,830	$524K	0.2%	+5.5%	0.000%
7/23/2024	Joule Financial LLC	2,724	$373K	1.0%	+6.4%	0.000%
7/23/2024	Griffin Asset Management Inc.	48,049	$6.58M	0.8%	+3.1%	0.006%
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7/23/2024	Traphagen Investment Advisors LLC	2,222	$304K	0.0%	-3.6%	0.000%
7/23/2024	Harbour Trust & Investment Management Co	7,559	$1.03M	0.1%	-1.8%	0.001%
7/23/2024	Benin Management CORP	27,208	$3.72M	1.1%	+8.3%	0.003%
7/23/2024	Inlet Private Wealth LLC	42,048	$5.75M	1.6%	+11.7%	0.005%
7/23/2024	Moss Adams Wealth Advisors LLC	24,365	$3.33M	0.5%	+0.6%	0.003%
7/23/2024	NewSquare Capital LLC	32,305	$4.36M	0.4%	+4.8%	0.004%
7/23/2024	Courier Capital LLC	19,529	$2.67M	0.2%	+1.2%	0.002%
7/23/2024	Horst & Graben Wealth Management LLC	13,591	$1.86M	0.4%	-0.7%	0.002%
7/23/2024	Nexus Investment Management ULC	201,225	$27.54M	2.9%	+6.6%	0.024%
7/23/2024	Rockland Trust Co.	13,676	$1.87M	0.1%	+1.2%	0.002%

(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, 2,521 institutional investors and hedge funds held shares of United Parcel Service. The most heavily invested institutionals were BlackRock Inc. ($10.79B), Vanguard Group Inc. ($9.43B), 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 2,155 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 ($4.13M), Franklin Resources Inc. ($3.95M), and First Trust Advisors LP ($2.52M).

How much institutional buying is happening at United Parcel Service?: Institutional investors have bought a total of 114,188,791 shares in the last 24 months. This purchase volume represents approximately $19.24B in transactions.
Which United Parcel Service major shareholders have been selling company stock?: Of the 1,697 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), Vanguard Group Inc. ($3.76M), Massachusetts Financial Services Co. MA ($3.40M), and Janus Henderson Group PLC ($3.08M).
How much institutional selling is happening at United Parcel Service?: Institutional investors have sold a total of 87,211,836 shares in the last 24 months. This volume of shares sold represents approximately $14.62B in transactions.