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United Parcel Service (UPS) Institutional Ownership

United Parcel Service logo
$104.24 -1.30 (-1.23%)
Closing price 07/3/2025 03:58 PM Eastern
Extended Trading
$104.15 -0.09 (-0.09%)
As of 07/3/2025 04:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
1535
Total
Institutional Inflows
(last 12 months)
$12.15B
Number of
Institutional Sellers
(last 12 months)
1307
Total
Institutional Outflows
(last 12 months)
$8.43B
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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
7/3/2025 Sage Capital Advisors llc73,564$7.43M1.8%+1.9%0.009%
7/3/2025 JBGlobal.com LLC4,250$429K0.4%+32.2%0.001%
7/2/2025 Norway Savings Bank6,927$699K0.4%-7.4%0.001%
7/2/2025 InvesTrust12,677$1.28M0.5%-68.0%0.001%
7/2/2025 First Financial Bank Trust Division3,736$377K0.0%+3.2%0.000%
7/2/2025 Jacobs & Co. CA5,387$543K0.1%-93.4%0.001%
7/2/2025 Neville Rodie & Shaw Inc.11,701$1.18M0.1%-26.9%0.001%
7/1/2025 Confluence Investment Management LLC671,771$67.81M1.0%+5.2%0.079%
7/1/2025 Park National Corp OH10,025$1.01M0.0%-13.7%0.001%
7/1/2025 Harbor Investment Advisory LLC1,909$193K0.0%-24.2%0.000%
7/1/2025 Kera Capital Partners Inc.3,425$346K0.1%-87.1%0.000%
7/1/2025 Rowlandmiller & PARTNERS.ADV47,381$4.78M1.0%+6.3%0.006%
7/1/2025 Cullen Investment Group LTD.71,769$7.24M1.0%+19.1%0.008%
6/30/2025Pensionfund Sabic6,700$737K0.2%-9.5%0.001%
6/26/2025AG2R LA Mondiale Gestion D Actifs27,462$3.02M0.2%N/A0.003%
6/23/2025Swedbank AB305,077$33.56M0.0%+2.3%0.036%
6/18/2025Voya Investment Management LLC502,504$55.27M0.1%-10.5%0.059%
6/17/2025Howe & Rusling Inc.2,014$221K0.0%-21.1%0.000%
6/11/2025Kondo Wealth Advisors Inc.9,409$1.04M0.5%-5.3%0.001%
6/9/20251248 Management LLC8,218$904K0.4%+352.0%0.001%
6/6/2025First Long Island Investors LLC3,293$362K0.0%-97.1%0.000%
6/4/2025 First Hawaiian Bank5,369$591K0.0%-27.6%0.001%
6/2/2025Hodges Capital Management Inc.6,012$661K0.1%+15.9%0.001%
6/2/2025Modern Wealth Management LLC12,326$1.36M0.0%+13.1%0.001%
5/28/2025Strs Ohio333,099$36.64M0.2%N/A0.039%
5/28/2025Intrua Financial LLC10,446$1.15M0.2%-9.3%0.001%
5/28/2025Addison Capital Co14,470$1.59M0.6%-2.2%0.002%
5/27/2025Jacobi Capital Management LLC22,700$2.50M0.2%+2.8%0.003%
5/27/2025Advisors Capital Management LLC363,985$40.04M0.6%+31.0%0.043%
5/23/2025Twin Lakes Capital Management LLC10,560$1.16M0.6%+1.3%0.001%
5/22/2025WBI Investments LLC48,011$5.28M1.4%+96.9%0.006%
5/21/2025MBL Wealth LLC1,933$213K0.0%N/A0.000%
5/21/2025McAdam LLC4,842$533K0.0%-5.7%0.001%
5/21/2025Acadian Asset Management LLC26,372$2.90M0.0%+4.8%0.003%
5/21/2025Geneos Wealth Management Inc.9,144$1.01M0.0%+4.4%0.001%
5/21/2025Bluefin Capital Management LLC3,100$341K0.2%N/A0.000%
5/20/2025Acorns Advisers LLC2,087$230K0.0%+28.1%0.000%
5/20/2025Belpointe Asset Management LLC7,171$789K0.0%-22.1%0.001%
5/20/2025Fortis Capital Advisors LLC3,185$350K0.1%+3.4%0.000%
5/20/2025Intech Investment Management LLC37,199$4.09M0.0%+10.2%0.004%
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5/20/2025Focus Partners Wealth385,838$42.44M0.1%-9.2%0.045%
5/20/2025Flaharty Asset Management LLC300$33K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.21,522$2.37M0.1%+137.5%0.003%
5/20/2025Ransom Advisory Ltd2,387$263K0.1%N/A0.000%
5/20/2025Anchor Investment Management LLC40,173$4.42M0.4%-2.3%0.005%
5/20/2025Glenview Trust co57,244$6.30M0.1%-0.7%0.007%
5/20/2025Plato Investment Management Ltd4,889$544K0.0%+76.6%0.001%
5/19/2025Advisory Alpha LLC34,144$3.76M0.1%+31.6%0.004%
5/19/2025Bayforest Capital Ltd8,327$916K0.4%+1,539.2%0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC4,719,145$519.06M0.1%+3.8%0.552%
5/16/2025Wilson & Boucher Capital Management LLC4,305$474K0.4%-7.5%0.001%
5/16/2025Woodline Partners LP9,640$1.06M0.0%-56.1%0.001%
5/16/2025McIlrath & Eck LLC1,432$157K0.0%-16.5%0.000%
5/16/2025Semmax Financial Advisors Inc.868$95K0.0%-96.4%0.000%
5/16/2025Empowered Funds LLC150,381$16.54M0.2%+16.0%0.018%
5/16/2025Logan Capital Management Inc.100,723$11.08M0.5%+31.7%0.012%
5/16/2025Northeast Financial Consultants Inc10,846$1.19M0.1%-2.1%0.001%
5/16/2025Peloton Wealth Strategists19,631$2.16M0.9%-12.4%0.002%
5/16/2025MBB Public Markets I LLC2,700$297K0.0%N/A0.000%
5/16/2025Faithward Advisors LLC4,095$450K0.1%-2.4%0.000%
5/16/2025Ascent Group LLC23,181$2.55M0.1%N/A0.003%
5/16/2025Meiji Yasuda Life Insurance Co5,404$594K0.0%-4.4%0.001%
5/16/2025RNC Capital Management LLC368,670$40.55M2.1%+20.7%0.043%
5/16/2025Coppell Advisory Solutions LLC15,613$1.72M0.1%-4.0%0.002%
5/16/2025Meiji Yasuda Asset Management Co Ltd.25,594$2.82M0.1%-1.3%0.003%
5/16/2025Arete Wealth Advisors LLC21,632$2.38M0.2%+39.5%0.003%
5/16/2025Strait & Sound Wealth Management LLC5,874$646K0.3%N/A0.001%
5/16/2025Caxton Associates LLP3,297$363K0.0%N/A0.000%
5/16/2025Sciencast Management LP31,918$3.51M0.8%+32.0%0.004%
5/16/2025Voleon Capital Management LP 16,427$1.81M0.1%+30.3%0.002%
5/16/2025First Dallas Securities Inc.11,421$1.26M0.5%+0.9%0.001%
5/16/2025Ashton Thomas Private Wealth LLC21,956$2.42M0.1%+2.2%0.003%
5/16/2025Guardian Partners Inc.2,510$276K0.0%-6.3%0.000%
5/16/2025Kestra Investment Management LLC13,734$1.51M0.0%+43.7%0.002%
5/16/2025Resources Management Corp CT ADV49,439$5.44M0.8%-2.8%0.006%
5/16/2025Cape Investment Advisory Inc.2,192$241K0.1%-24.0%0.000%
5/16/2025Jones Financial Companies Lllp1,920$211K0.0%-99.0%0.000%
5/16/2025Dynamic Technology Lab Private Ltd16,670$1.83M0.3%+252.4%0.002%
5/16/2025Coordinated Financial Services Inc. CO3,607$397K0.3%N/A0.000%
5/16/2025USS Investment Management Ltd128,600$14.15M0.1%-41.8%0.015%
5/16/2025UniSuper Management Pty Ltd51,662$5.68M0.0%+7.0%0.006%
5/16/2025Sepio Capital LP15,226$1.68M0.1%-14.7%0.002%
5/16/2025Raab & Moskowitz Asset Management LLC6,805$748K0.2%+47.7%0.001%
5/16/2025Richwood Investment Advisors LLC5,974$657K0.6%-4.1%0.001%
5/16/2025Petrus Trust Company LTA7,487$823K0.1%+41.0%0.001%
5/16/2025NFJ Investment Group LLC12,367$1.36M0.0%-4.5%0.001%
5/16/2025Nissay Asset Management Corp Japan ADV89,513$9.85M0.1%+1.0%0.010%
5/16/2025NewEdge Advisors LLC91,951$10.11M0.1%-0.2%0.011%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.145,185$15.97M0.0%+33.2%0.017%
5/16/2025Integrated Wealth Concepts LLC47,417$5.22M0.1%-10.7%0.006%
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5/16/2025Hancock Whitney Corp2,959$325K0.0%-3.7%0.000%
5/16/2025DnB Asset Management AS272,419$29.96M0.1%+1.9%0.032%
5/16/2025Edmond DE Rothschild Holding S.A.36,673$4.03M0.1%-6.6%0.004%
5/16/2025Clark Capital Management Group Inc.8,561$942K0.0%-25.1%0.001%
5/16/2025Clifford Group LLC2,018$222K0.2%N/A0.000%
5/16/2025Bosun Asset Management LLC2,300$253K0.1%+14.4%0.000%
5/16/2025Bridgeway Capital Management LLC173,050$19.03M0.5%+18.0%0.020%
5/16/2025Alliancebernstein L.P.884,063$97.24M0.0%+7.9%0.103%
5/16/2025AQR Capital Management LLC1,180,709$128.89M0.1%+582.0%0.138%
5/16/2025Advisors Asset Management Inc.244,513$26.89M0.5%+6.0%0.029%
(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, 2,648 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 2,188 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), Pacer Advisors Inc. ($4.27M), and Bank Julius Baer & Co. Ltd Zurich ($4.17M).

How much institutional buying is happening at United Parcel Service?

Institutional investors have bought a total of 96,862,218 shares in the last 24 months. This purchase volume represents approximately $12.15B in transactions.

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

Of the 1,306 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 67,051,537 shares in the last 24 months. This volume of shares sold represents approximately $8.43B in transactions.


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This page (NYSE:UPS) was last updated on 7/5/2025 by MarketBeat.com Staff
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