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United Parcel Service (UPS) Institutional Ownership

United Parcel Service logo
$112.00 +1.98 (+1.80%)
Closing price 03:59 PM Eastern
Extended Trading
$112.10 +0.09 (+0.08%)
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)
1512
Total
Institutional Inflows
(last 12 months)
$9.29B
Number of
Institutional Sellers
(last 12 months)
1218
Total
Institutional Outflows
(last 12 months)
$4.97B
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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
7/7/2026Bill Few Associates Inc.2,848$306K0.1%+25.9%0.000%
7/7/2026Mechanics Bank Trust Department3,335$359K0.0%-3.3%0.000%
7/7/2026Mirador Capital Partners LP5,134$552K0.1%N/A0.001%
7/7/2026Balefire LLC2,567$276K0.0%-61.3%0.000%
7/7/2026Dynamic Advisor Solutions LLC47,005$5.05M0.1%+10.7%0.006%
7/7/2026Martin Capital Partners LLC2,299$247K0.1%-95.5%0.000%
7/7/2026GAMMA Investing LLC16,624$1.79M0.1%+28.8%0.002%
7/7/2026Avior Wealth Management LLC3,266$351K0.0%-8.4%0.000%
7/7/2026Canandaigua National Bank & Trust Co.8,461$910K0.1%N/A0.001%
7/7/2026Waller Financial Planning Group Inc.14,665$1.58M0.3%+7.1%0.002%
7/7/2026Grove Bank & Trust379$41K0.0%+49.8%0.000%
7/7/2026 CoreCap Advisors LLC12,153$1.31M0.0%+13.8%0.001%
7/7/2026Howard Financial Services LTD.5,559$598K0.1%+38.9%0.001%
7/6/2026 Neville Rodie & Shaw Inc.7,720$830K0.1%+1.6%0.001%
7/6/2026 Trilogy Capital Inc.2,293$246K0.0%-24.8%0.000%
7/2/2026 Silverleafe Capital Partners LLC3,711$399K0.1%+16.1%0.000%
7/2/2026 Versant Capital Management Inc4,660$501K0.0%+28.5%0.001%
7/2/2026 CX Institutional8,116$872K0.0%-10.5%0.001%
7/1/2026 First Financial Bank Trust Division2,598$279K0.0%-9.3%0.000%
7/1/2026 Roxbury Financial LLC404$43K0.0%-75.2%0.000%
6/30/2026Winning Points Advisors LLC13,805$1.48M1.5%+1.6%0.002%
6/24/2026Redwood Investment Management LLC8,853$871K0.1%-8.9%0.001%
6/18/2026Pacer Advisors Inc.3,510,630$345.38M0.5%+8.2%0.413%
6/8/2026First National Bank of Mount Dora Trust Investment Services37,591$3.70M0.8%-41.9%0.004%
6/8/2026Farmers National Bank6,243$614K0.1%-11.2%0.001%
6/3/2026Wealthquest Corp2,658$261K0.0%+6.0%0.000%
6/3/2026CoreFirst Bank & Trust2,569$253K0.1%+8.7%0.000%
6/3/2026DV Trading LLC10,335$1.02M0.0%+2.3%0.001%
6/3/2026Parallel Advisors LLC21,220$2.09M0.0%+3.8%0.002%
6/3/2026NewEdge Advisors LLC237,591$23.37M0.1%-1.4%0.028%
6/1/2026Caerus Investment Advisors LLC4,226$416K0.2%-45.4%0.000%
6/1/2026First Nebraska Trust Co3,971$391K0.0%N/A0.000%
6/1/2026Financial Solutions Advisory Group Inc.6,078$598K0.1%N/A0.001%
6/1/2026Keel Point LLC2,458$242K0.0%+5.8%0.000%
5/29/2026Ipsen Advisor Group LLC6,198$610K0.4%+9.3%0.001%
5/29/2026Asset Dedication LLC348$34K0.0%-50.4%0.000%
5/28/2026Carlson Capital L.P.20,706$2.04M0.6%+290.7%0.002%
5/26/2026Glenmede Trust Co. NA153,755$15.13M0.1%-2.9%0.018%
5/26/2026Summit Financial Wealth Advisors LLC6,514$641K0.1%+167.4%0.001%
5/22/2026Groupama Asset Managment6,308$621K0.0%+33.0%0.001%
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5/22/2026Verus Capital Partners LLC2,988$294K0.0%-6.8%0.000%
5/22/2026Access Investment Management LLC7,480$736K0.2%-12.0%0.001%
5/21/2026Raab & Moskowitz Asset Management LLC4,364$429K0.1%-9.5%0.001%
5/21/2026Essential Partners LLC4,709$463K0.2%-30.1%0.001%
5/21/2026J. Derek Lewis & Associates Inc.3,848$379K0.1%-22.8%0.000%
5/21/2026Groupe la Francaise16,000$1.58M0.0%+14.3%0.002%
5/20/2026Arete Wealth Advisors LLC16,998$1.67M0.1%-5.6%0.002%
5/20/2026Norris Financial Group LLC26,063$2.56M0.8%N/A0.003%
5/19/2026Orographic Financial Advisors LLC5,079$499K0.4%N/A0.001%
5/19/2026Royal Fund Management LLC15,414$1.52M0.1%+55.5%0.002%
5/19/2026Bank of America Corp DE9,728,123$957.05M0.1%+23.3%1.144%
5/19/2026Strait & Sound Wealth Management LLC5,867$577K0.2%-2.2%0.001%
5/19/2026Edgestream Partners L.P.45,978$4.52M0.1%+108.3%0.005%
5/19/2026Kentucky Retirement Systems59,017$6.20M0.2%+28.1%0.007%
5/19/2026Cassady Wealth & Retirement Planning LLC1,873$204K0.1%N/A0.000%
5/19/2026Lodge Hill Capital LLC105,000$10.33M1.5%N/A0.012%
5/19/2026Janus Henderson Group PLC79,830$7.85M0.0%-3.3%0.009%
5/19/2026Centaurus Financial Inc.30,233$2.97M0.1%+13.4%0.004%
5/19/2026Bull Harbor Capital LLC13,952$1.37M0.4%N/A0.002%
5/19/2026Arkadios Wealth Advisors45,843$4.51M0.1%+49.5%0.005%
5/19/2026South Dakota Investment Council271,221$26.68M0.5%+0.3%0.032%
5/19/2026Arete Wealth Advisors LLC16,998$1.67M0.1%-5.6%0.002%
5/19/2026Opal Capital LLC99,936$9.83M1.7%+68.1%0.012%
5/18/2026Sunbelt Securities Inc.14,150$1.39M0.1%+7.1%0.002%
5/18/2026Amundi2,474,049$243.40M0.1%-13.4%0.291%
5/18/2026Parvin Asset Management LLC10,570$1.04M0.7%-6.0%0.001%
5/18/2026EverSource Wealth Advisors LLC16,391$1.61M0.0%+6.0%0.002%
5/18/2026California State Teachers Retirement System857,105$84.32M0.1%-2.6%0.101%
5/18/2026Resources Management Corp CT ADV26,225$2.58M0.3%-2.1%0.003%
5/18/2026Empowered Funds LLC212,808$20.94M0.1%+360.3%0.025%
5/18/2026Evercore Wealth Management LLC12,360$1.22M0.0%-17.3%0.001%
5/16/2026The Manufacturers Life Insurance Company 659,723$64.90M0.1%-3.5%0.078%
5/16/2026KCM Investment Advisors LLC17,179$1.69M0.1%-3.4%0.002%
5/16/2026Measured Risk Portfolios Inc.24,329$2.39M2.6%-1.5%0.003%
5/16/2026Maverick Capital Ltd.6,900$679K0.0%+2.2%0.001%
5/16/2026Excelsior Advisor Network LLC3,666$361K0.1%+19.3%0.000%
5/16/2026Quantinno Capital Management LP432,064$42.51M0.1%+31.4%0.051%
5/16/2026Copley Financial Group Inc.3,857$379K0.2%-7.8%0.000%
5/16/2026Clough Capital Partners L P238,535$23.47M2.3%N/A0.028%
5/16/2026SummitTX Capital L.P.6,573$647K0.0%-92.9%0.001%
5/16/2026Lazard Asset Management LLC5,470$538K0.0%-15.5%0.001%
5/16/2026Jessup Wealth Management Inc6,479$637K0.2%+20.0%0.001%
5/15/2026Gateway Wealth Partners LLC19,930$1.96M0.1%+116.6%0.002%
5/15/2026Blue Chip Partners LLC2,239$220K0.0%-6.9%0.000%
5/15/2026Quadcap Wealth Management LLC6,304$620K0.1%+24.2%0.001%
5/15/2026Cypress Capital Group13,031$1.28M0.1%+18.9%0.002%
5/15/2026OMERS ADMINISTRATION Corp42,751$4.21M0.0%+64.0%0.005%
5/15/2026Bradley Foster & Sargent Inc. CT14,877$1.46M0.0%+6.7%0.002%
5/15/2026Lombard Odier Asset Management Switzerland SA25,269$2.49M0.1%+42.2%0.003%
5/15/2026Waverly Advisors LLC214,839$21.14M0.2%+2.0%0.025%
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5/15/2026Wealth Alliance LLC3,013$296K0.0%+3.5%0.000%
5/15/2026Epoch Investment Partners Inc.575,286$56.60M0.3%+7.3%0.068%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund46,416$4.57M0.0%-90.8%0.005%
5/14/2026Dai ichi Life Insurance Company Ltd29,348$2.89M0.1%-2.0%0.003%
5/14/2026Renaissance Technologies LLC1,234,600$121.46M0.2%-12.0%0.145%
5/14/2026Hilltop Holdings Inc.14,148$1.39M0.1%-35.4%0.002%
5/14/2026Morningstar Investment Management LLC25,383$2.50M0.2%+8.7%0.003%
5/14/2026GC Wealth Management RIA LLC6,616$651K0.0%-11.1%0.001%
5/14/2026Public Employees Retirement System of Ohio333,211$32.78M0.1%+6.7%0.039%
5/14/2026Brooklands Fund Management Ltd10,990$1.08M1.2%N/A0.001%


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 2,167 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. ($9.74M), 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 95,106,752 shares in the last 24 months. This purchase volume represents approximately $9.29B in transactions.

Of the 1,215 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 53,557,779 shares in the last 24 months. This volume of shares sold represents approximately $4.97B in transactions.


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This page (NYSE:UPS) was last updated on 7/7/2026 by MarketBeat.com Staff.
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