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United Parcel Service (UPS) Institutional Ownership

United Parcel Service logo
$105.15 -4.87 (-4.42%)
Closing price 03:59 PM Eastern
Extended Trading
$105.70 +0.55 (+0.52%)
As of 07:59 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 Massive. 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)
1507
Total
Institutional Inflows
(last 12 months)
$9.27B
Number of
Institutional Sellers
(last 12 months)
1217
Total
Institutional Outflows
(last 12 months)
$4.98B
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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
6/8/2026 First National Bank of Mount Dora Trust Investment Services37,591$3.70M0.8%-41.9%0.004%
6/8/2026 Farmers National Bank6,243$614K0.1%-11.2%0.001%
6/3/2026 Wealthquest Corp2,658$261K0.0%+6.0%0.000%
6/3/2026 CoreFirst Bank & Trust2,569$253K0.1%+8.7%0.000%
6/3/2026 DV Trading LLC10,335$1.02M0.0%+2.3%0.001%
6/3/2026 Parallel Advisors LLC21,220$2.09M0.0%+3.8%0.002%
6/3/2026 NewEdge Advisors LLC237,591$23.37M0.1%-1.4%0.028%
6/1/2026 Caerus Investment Advisors LLC4,226$416K0.2%-45.4%0.000%
6/1/2026 First Nebraska Trust Co3,971$391K0.0%N/A0.000%
6/1/2026 Financial Solutions Advisory Group Inc.6,078$598K0.1%N/A0.001%
6/1/2026 Keel Point LLC2,458$242K0.0%+5.8%0.000%
5/29/2026 Ipsen Advisor Group LLC6,198$610K0.4%+9.3%0.001%
5/29/2026 Asset Dedication LLC348$34K0.0%-50.4%0.000%
5/28/2026 Carlson Capital L.P.20,706$2.04M0.6%+290.7%0.002%
5/26/2026 Glenmede Trust Co. NA153,755$15.13M0.1%-2.9%0.018%
5/26/2026 Summit Financial Wealth Advisors LLC6,514$641K0.1%+167.4%0.001%
5/22/2026 Groupama Asset Managment6,308$621K0.0%+33.0%0.001%
5/22/2026 Verus Capital Partners LLC2,988$294K0.0%-6.8%0.000%
5/22/2026 Access Investment Management LLC7,480$736K0.2%-12.0%0.001%
5/21/2026 Raab & Moskowitz Asset Management LLC4,364$429K0.1%-9.5%0.001%
5/21/2026 Essential Partners LLC4,709$463K0.2%-30.1%0.001%
5/21/2026 J. Derek Lewis & Associates Inc.3,848$379K0.1%-22.8%0.000%
5/21/2026 Groupe la Francaise16,000$1.58M0.0%+14.3%0.002%
5/20/2026 Arete Wealth Advisors LLC16,998$1.67M0.1%-5.6%0.002%
5/20/2026 Norris Financial Group LLC26,063$2.56M0.8%N/A0.003%
5/19/2026 Orographic Financial Advisors LLC5,079$499K0.4%N/A0.001%
5/19/2026 Royal Fund Management LLC15,414$1.52M0.1%+55.5%0.002%
5/19/2026 Bank of America Corp DE9,728,123$957.05M0.1%+23.3%1.144%
5/19/2026 Strait & Sound Wealth Management LLC5,867$577K0.2%-2.2%0.001%
5/19/2026 Edgestream Partners L.P.45,978$4.52M0.1%+108.3%0.005%
5/19/2026 Kentucky Retirement Systems59,017$6.20M0.2%+28.1%0.007%
5/19/2026 Cassady Wealth & Retirement Planning LLC1,873$204K0.1%N/A0.000%
5/19/2026 Lodge Hill Capital LLC105,000$10.33M1.5%N/A0.012%
5/19/2026 Janus Henderson Group PLC79,830$7.85M0.0%-3.3%0.009%
5/19/2026 Centaurus Financial Inc.30,233$2.97M0.1%+13.4%0.004%
5/19/2026 Bull Harbor Capital LLC13,952$1.37M0.4%N/A0.002%
5/19/2026 Arkadios Wealth Advisors45,843$4.51M0.1%+49.5%0.005%
5/19/2026 South Dakota Investment Council271,221$26.68M0.5%+0.3%0.032%
5/19/2026 Arete Wealth Advisors LLC16,998$1.67M0.1%-5.6%0.002%
5/19/2026 Opal Capital LLC99,936$9.83M1.7%+68.1%0.012%
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5/18/2026 Sunbelt Securities Inc.14,150$1.39M0.1%+7.1%0.002%
5/18/2026 Amundi2,474,049$243.40M0.1%-13.4%0.291%
5/18/2026 Parvin Asset Management LLC10,570$1.04M0.7%-6.0%0.001%
5/18/2026 EverSource Wealth Advisors LLC16,391$1.61M0.0%+6.0%0.002%
5/18/2026 California State Teachers Retirement System857,105$84.32M0.1%-2.6%0.101%
5/18/2026 Resources Management Corp CT ADV26,225$2.58M0.3%-2.1%0.003%
5/18/2026 Empowered Funds LLC212,808$20.94M0.1%+360.3%0.025%
5/18/2026 Evercore Wealth Management LLC12,360$1.22M0.0%-17.3%0.001%
5/16/2026 The Manufacturers Life Insurance Company 659,723$64.90M0.1%-3.5%0.078%
5/16/2026 KCM Investment Advisors LLC17,179$1.69M0.1%-3.4%0.002%
5/16/2026 Measured Risk Portfolios Inc.24,329$2.39M2.6%-1.5%0.003%
5/16/2026 Maverick Capital Ltd.6,900$679K0.0%+2.2%0.001%
5/16/2026 Excelsior Advisor Network LLC3,666$361K0.1%+19.3%0.000%
5/16/2026 Quantinno Capital Management LP432,064$42.51M0.1%+31.4%0.051%
5/16/2026 Copley Financial Group Inc.3,857$379K0.2%-7.8%0.000%
5/16/2026 Clough Capital Partners L P238,535$23.47M2.3%N/A0.028%
5/16/2026 SummitTX Capital L.P.6,573$647K0.0%-92.9%0.001%
5/16/2026 Lazard Asset Management LLC5,470$538K0.0%-15.5%0.001%
5/16/2026 Jessup Wealth Management Inc6,479$637K0.2%+20.0%0.001%
5/15/2026 Gateway Wealth Partners LLC19,930$1.96M0.1%+116.6%0.002%
5/15/2026 Blue Chip Partners LLC2,239$220K0.0%-6.9%0.000%
5/15/2026 Quadcap Wealth Management LLC6,304$620K0.1%+24.2%0.001%
5/15/2026 Cypress Capital Group13,031$1.28M0.1%+18.9%0.002%
5/15/2026 OMERS ADMINISTRATION Corp42,751$4.21M0.0%+64.0%0.005%
5/15/2026 Bradley Foster & Sargent Inc. CT14,877$1.46M0.0%+6.7%0.002%
5/15/2026 Lombard Odier Asset Management Switzerland SA25,269$2.49M0.1%+42.2%0.003%
5/15/2026 Waverly Advisors LLC214,839$21.14M0.2%+2.0%0.025%
5/15/2026 Wealth Alliance LLC3,013$296K0.0%+3.5%0.000%
5/15/2026 Epoch Investment Partners Inc.575,286$56.60M0.3%+7.3%0.068%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund46,416$4.57M0.0%-90.8%0.005%
5/14/2026 Dai ichi Life Insurance Company Ltd29,348$2.89M0.1%-2.0%0.003%
5/14/2026 Renaissance Technologies LLC1,234,600$121.46M0.2%-12.0%0.145%
5/14/2026 Hilltop Holdings Inc.14,148$1.39M0.1%-35.4%0.002%
5/14/2026 Morningstar Investment Management LLC25,383$2.50M0.2%+8.7%0.003%
5/14/2026 GC Wealth Management RIA LLC6,616$651K0.0%-11.1%0.001%
5/14/2026 Public Employees Retirement System of Ohio333,211$32.78M0.1%+6.7%0.039%
5/14/2026 Brooklands Fund Management Ltd10,990$1.08M1.2%N/A0.001%
5/14/2026 Compound Planning Inc.22,199$2.18M0.1%+10.5%0.003%
5/14/2026 Klingman & Associates LLC2,342$230K0.0%N/A0.000%
5/14/2026 Modern Wealth Management LLC9,592$939K0.0%+3.6%0.001%
5/14/2026 Arrowstreet Capital Limited Partnership3,397,979$334.29M0.2%-14.0%0.400%
5/14/2026 Inceptionr LLC19,591$1.93M0.5%N/A0.002%
5/14/2026 Bowen Hanes & Co. Inc.5,395$531K0.0%-18.8%0.001%
5/14/2026 RMG Wealth Management LLC473$47K0.0%+37.5%0.000%
5/14/2026 Bank of Nova Scotia143,215$14.09M0.0%-20.0%0.017%
5/14/2026 Dickmeyer Boyce Financial Management Inc.4,227$416K0.2%N/A0.000%
5/14/2026 Gibbs Wealth Management6,667$656K0.1%+79.0%0.001%
5/14/2026 Sei Investments Co.422,499$41.57M0.0%+26.3%0.050%
5/14/2026 Davis R M Inc.5,000$492K0.0%-3.8%0.001%
5/14/2026 State of Wyoming5,563$547K0.1%+29.2%0.001%
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5/13/2026 Cetera Investment Advisers546,677$53.78M0.1%+7.1%0.064%
5/13/2026 Signature Equity Partners LLC1,735$171K0.1%+195.6%0.000%
5/13/2026 NewEdge Wealth LLC19,495$1.92M0.0%-5.2%0.002%
5/13/2026 First Citizens Bank & Trust Co.39,492$3.89M0.1%-8.6%0.005%
5/13/2026 Alesco Advisors LLC An ESL Co14,574$1.43M0.0%N/A0.002%
5/13/2026 CI Investments Inc.3,640$358K0.0%-15.9%0.000%
5/13/2026 First Trust Advisors LP3,631,133$357.23M0.3%+37.4%0.428%
5/12/2026 Westpac Banking Corp11,049$1.09M0.1%-9.8%0.001%
5/12/2026 Saturna Capital Corp303,390$29.85M0.4%-0.6%0.036%
5/12/2026 Millennium Capital Advisors LLC9,545$939K0.6%+3.7%0.001%


UPS Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,636 institutional investors and hedge funds held shares of United Parcel Service. The most heavily invested institutionals were 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), Victory Capital Management Inc. ($1.37B), and Goldman Sachs Group Inc. ($991.13M).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 2,168 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: Norges Bank ($26.07M), International Assets Investment Management LLC ($14.55M), Pacer Advisors Inc. ($9.47M), Victory Capital Management Inc. ($7.06M), Charles Schwab Investment Management Inc. ($6.04M), AQR Capital Management LLC ($5.68M), and Goldman Sachs Group Inc. ($4.99M).

Institutional investors have bought a total of 94,925,163 shares in the last 24 months. This purchase volume represents approximately $9.27B in transactions.

Of the 1,216 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: Amundi ($6.06M), Franklin Resources Inc. ($5.66M), Pacer Advisors Inc. ($3.88M), Laurel Wealth Advisors LLC ($2.48M), Morgan Stanley ($2.36M), American Century Companies Inc. ($2.14M), and Assenagon Asset Management S.A. ($2.13M).

Institutional investors have sold a total of 53,704,091 shares in the last 24 months. This volume of shares sold represents approximately $4.98B in transactions.


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This page (NYSE:UPS) was last updated on 6/17/2026 by MarketBeat.com Staff.
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