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United Parcel Service (UPS) Institutional Ownership

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$99.21 -0.29 (-0.29%)
Closing price 03:59 PM Eastern
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$99.27 +0.06 (+0.06%)
As of 07:00 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)
1546
Total
Institutional Inflows
(last 12 months)
$12.22B
Number of
Institutional Sellers
(last 12 months)
1303
Total
Institutional Outflows
(last 12 months)
$8.40B
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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
7/18/2025First Pacific Financial25,108$2.53M0.4%+4,184.6%0.003%
7/18/2025Trilogy Capital Inc.2,943$297K0.0%-88.7%0.000%
7/18/2025QTR Family Wealth LLC21,558$2.18M1.3%-5.2%0.003%
7/18/2025Trust Co. of Vermont17,952$1.81M0.1%+2.1%0.002%
7/18/2025Bartlett & CO. Wealth Management LLC8,234$831K0.0%-46.5%0.001%
7/18/2025Loudon Investment Management LLC4,450$449K0.2%-50.5%0.001%
7/18/2025Marino Stram & Associates LLC5,683$574K0.1%-14.5%0.001%
7/18/2025Forza Wealth Management LLC4,670$471K0.2%N/A0.001%
7/18/2025Community Bank & Trust Waco Texas4,741$479K0.1%+4.5%0.001%
7/18/2025OLD Point Trust & Financial Services N A19,551$1.97M0.8%-14.4%0.002%
7/18/2025PFG Investments LLC49,236$4.97M0.3%-0.2%0.006%
7/18/2025Consolidated Portfolio Review Corp15,182$1.53M0.2%+7.5%0.002%
7/18/2025LBP AM SA16,264$1.64M0.0%-89.8%0.002%
7/18/2025Institute for Wealth Management LLC.8,136$821K0.1%-15.8%0.001%
7/18/2025Columbia Asset Management42,942$4.34M0.9%-2.4%0.005%
7/18/2025Cooper Financial Group56,907$5.74M0.7%-13.3%0.007%
7/18/2025Truist Financial Corp402,204$40.60M0.1%-7.7%0.047%
7/18/2025Powers Advisory Group LLC4,639$468K0.2%+4.9%0.001%
7/18/2025Lockerman Financial Group Inc.2,800$283K0.4%N/A0.000%
7/18/2025First United Bank & Trust365$37K0.0%-72.5%0.000%
7/17/2025Trivium Point Advisory LLC12,752$1.29M0.1%N/A0.002%
7/17/2025Emerald Advisors LLC7,941$802K0.1%+8.9%0.001%
7/17/2025LifeGuide Financial Advisors LLC4,920$497K0.2%+15.2%0.001%
7/17/2025Eagle Bluffs Wealth Management LLC7,251$732K0.3%+5.1%0.001%
7/17/2025Park Place Capital Corp11,203$1.17M0.3%+574.1%0.001%
7/17/2025JLB & Associates Inc.8,195$827K0.1%-37.0%0.001%
7/17/2025Greenleaf Trust9,427$952K0.0%-5.7%0.001%
7/17/2025XML Financial LLC38,074$3.84M0.3%-6.3%0.004%
7/17/2025 Capital Investment Advisors LLC156,167$15.76M0.3%-4.6%0.018%
7/17/2025Gleason Group Inc.6,864$693K0.1%+1.7%0.001%
7/17/2025Raleigh Capital Management Inc.6,971$704K0.3%+2.9%0.001%
7/17/2025HB Wealth Management LLC40,397$4.08M0.0%-6.2%0.005%
7/17/2025Venture Visionary Partners LLC48,449$4.89M0.2%+97.6%0.006%
7/17/2025Smith Chas P & Associates PA Cpas253,667$25.61M1.4%+6.5%0.030%
7/17/2025Wolff Wiese Magana LLC12,935$1.31M0.8%+5.4%0.002%
7/17/2025Moss Adams Wealth Advisors LLC26,024$2.63M0.2%+5.9%0.003%
7/17/2025GC Wealth Management RIA LLC9,937$1.00M0.1%+15.2%0.001%
7/17/2025Hanson & Doremus Investment Management666$67K0.0%N/A0.000%
7/17/2025Albion Financial Group UT28,847$2.91M0.2%+0.5%0.003%
7/17/2025V Square Quantitative Management LLC16,566$1.67M0.2%+5.7%0.002%
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7/17/2025Sound Income Strategies LLC154,858$15.63M0.9%+24.6%0.018%
7/17/2025Klein Pavlis & Peasley Financial Inc.12,926$1.31M0.9%+27.0%0.002%
7/17/2025First County Bank CT 2,235$226K0.1%-36.3%0.000%
7/17/2025Clean Yield Group14,396$1.45M0.4%+1.5%0.002%
7/17/2025Independence Bank of Kentucky21,764$2.20M0.3%+4.7%0.003%
7/17/2025Smith Salley Wealth Management3,496$353K0.0%-9.4%0.000%
7/17/2025Addenda Capital Inc.68,778$6.94M0.3%+24.5%0.008%
7/17/2025City Holding Co.5,943$600K0.1%-22.7%0.001%
7/17/2025Johnson & White Wealth Management LLC2,340$236K0.1%-7.3%0.000%
7/17/2025San Luis Wealth Advisors LLC31,960$3.19M0.7%+487.1%0.004%
7/17/2025Tritonpoint Wealth LLC15,605$1.58M0.1%-24.6%0.002%
7/17/2025Sonora Investment Management Group LLC6,002$606K0.0%+4.3%0.001%
7/17/2025Fort Washington Investment Advisors Inc. OH8,392$847K0.0%-32.4%0.001%
7/17/2025Guyasuta Investment Advisors Inc.40,377$4.08M0.2%-7.8%0.005%
7/17/2025Stockman Wealth Management Inc.112,956$11.40M1.5%+14.1%0.013%
7/17/2025Financial Partners Group LLC90,247$9.11M3.3%-0.8%0.011%
7/17/2025Uncommon Cents Investing LLC2,778$280K0.1%N/A0.000%
7/17/2025SC&H Financial Advisors Inc.2,373$240K0.0%-44.5%0.000%
7/17/2025Hengehold Capital Management LLC90,275$9.11M0.8%-0.2%0.011%
7/17/2025Sterneck Capital Management LLC14,710$1.49M0.8%-2.6%0.002%
7/17/2025CogentBlue Wealth Advisors LLC2,665$269K0.2%-8.4%0.000%
7/17/2025LVW Advisors LLC4,578$462K0.1%+34.2%0.001%
7/16/2025 Spirepoint Private Client LLC1,093,830$110.41M12.5%+1.0%0.129%
7/16/2025 Builder Investment Group Inc. ADV41,043$4.14M1.0%-0.9%0.005%
7/16/2025 Diversified Enterprises LLC2,467$249K0.0%+25.4%0.000%
7/16/2025 Brown Lisle Cummings Inc.6,490$655K0.2%+6.1%0.001%
7/16/2025 Advisors Management Group Inc. ADV6,287$635K0.1%+31.2%0.001%
7/16/2025 Signaturefd LLC45,866$4.63M0.1%+0.8%0.005%
7/16/2025 State of Alaska Department of Revenue91,601$9.25M0.1%-3.5%0.011%
7/16/2025 Old Port Advisors19,497$1.97M0.5%-12.4%0.002%
7/16/2025 Cove Private Wealth LLC6,313$637K0.2%+174.5%0.001%
7/16/2025 Patton Fund Management Inc.2,249$227K0.2%N/A0.000%
7/16/2025 Crowley Wealth Management Inc.8,774$886K0.8%-28.4%0.001%
7/16/2025 Novem Group2,410$243K0.0%-6.6%0.000%
7/16/2025 Strategic Investment Solutions Inc. IL3,561$359K0.1%-8.5%0.000%
7/16/2025 LS Investment Advisors LLC10,140$1.02M0.1%+17.4%0.001%
7/16/2025 Cox Capital Mgt LLC18,531$1.87M1.3%-1.3%0.002%
7/16/2025 CX Institutional60,165$6.07M0.2%+39.9%0.007%
7/16/2025 Hartford Investment Management Co.44,192$4.46M0.1%-1.0%0.005%
7/16/2025 Meyer Handelman Co.3,100$313K0.0%-27.9%0.000%
7/16/2025 Dakota Wealth Management16,544$1.67M0.0%+32.1%0.002%
7/16/2025 Perigon Wealth Management LLC29,950$3.02M0.1%+6.2%0.004%
7/16/2025 Pacific Sage Partners LLC2,397$242K0.0%+28.0%0.000%
7/16/2025 Octavia Wealth Advisors LLC8,117$819K0.1%-13.6%0.001%
7/16/2025 Maridea Wealth Management LLC2,092$211K0.1%-66.5%0.000%
7/16/2025 Kennedy Investment Group3,750$379K0.2%+14.4%0.000%
7/16/2025 Moneywise Inc.9,688$978K0.5%N/A0.001%
7/16/2025 Sylvest Advisors LLC5,612$566K0.3%+6.1%0.001%
7/16/2025 Exeter Financial LLC24,250$2.45M1.1%+6.3%0.003%
7/15/2025 Jeppson Wealth Management LLC2,873$290K0.1%-27.1%0.000%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
7/15/2025 Penn Davis Mcfarland Inc.38,602$3.90M0.4%+19.3%0.005%
7/15/2025 Palumbo Wealth Management LLC2,932$296K0.1%+6.3%0.000%
7/15/2025 McAdam LLC5,284$533K0.0%+9.1%0.001%
7/15/2025 Xcel Wealth Management LLC4,424$447K0.1%-64.5%0.001%
7/15/2025 Cora Capital Advisors LLC8,257$833K0.4%-17.2%0.001%
7/15/2025 North Star Investment Management Corp.29,596$2.99M0.2%-5.7%0.003%
7/15/2025 Missouri Trust & Investment Co485$49K0.0%-18.5%0.000%
7/15/2025 Postrock Partners LLC15,101$1.52M0.7%N/A0.002%
7/15/2025 TD Private Client Wealth LLC33,364$3.37M0.1%+4.4%0.004%
7/15/2025 Mather Group LLC.29,551$2.98M0.0%+17.1%0.003%
(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, 2,650 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 2,192 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 97,941,754 shares in the last 24 months. This purchase volume represents approximately $12.23B in transactions.

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

Of the 1,302 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 67,002,287 shares in the last 24 months. This volume of shares sold represents approximately $8.40B in transactions.


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This page (NYSE:UPS) was last updated on 7/18/2025 by MarketBeat.com Staff
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