NYSE:UPS

United Parcel Service (UPS) Institutional Ownership

$169.56

+1.73 (+1.03%)

(As of 11:09 AM ET)

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Today's Range: $167.93
▼
$169.74
50-Day Range: $166.61
▼
$196.03
52-Week Range: $154.87
▼
$209.39

Volume: 510,351 shs
Average Volume: 3.15 million shs
Market Capitalization: $145.63 billion

P/E Ratio: 13.72
Dividend Yield: 3.82%
Price Target: $193.58

Current Institutional Ownership Percentage: 58.92%
Number of Institutional Buyers (last 12 months): 1699
Total Institutional Inflows (last 12 months): $10.70 B
Number of Institutional Sellers (last 12 months): 1209
Total Institutional Outflows (last 12 months): $7.75 B

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
6/1/2023	Ontario Teachers Pension Plan Board	13,892	$2.70M	0.0%	-12.9%	0.002%
6/1/2023	Golden State Equity Partners	3,235	$0.63M	0.3%	N/A	0.000%
6/1/2023	Searle & CO.	15,050	$2.71M	0.9%	-7.4%	0.002%
5/31/2023	Coastline Trust Co	5,328	$1.03M	0.2%	-1.8%	0.001%
5/26/2023	Fortis Group Advisors LLC	2,219	$0.40M	0.1%	N/A	0.000%
5/26/2023	ProShare Advisors LLC	110,994	$21.53M	0.1%	+18.6%	0.013%

5/26/2023	Cypress Asset Management Inc. TX	15,903	$3.09M	1.1%	-1.4%	0.002%
5/25/2023	Empower Advisory Group LLC	514,657	$99.70M	0.4%	N/A	0.060%
5/23/2023	Old North State Trust LLC	4,074	$0.23M	0.2%	+255.8%	0.000%
5/23/2023	Toroso Investments LLC	49,444	$9.59M	0.3%	+24.3%	0.006%
5/23/2023	3Chopt Investment Partners LLC	2,101	$0.41M	0.2%	N/A	0.000%
5/22/2023	Raleigh Capital Management Inc.	8,167	$1.58M	0.8%	+104.8%	0.001%
5/22/2023	Putnam Investments LLC	20,819	$4.04M	0.0%	+0.4%	0.002%
5/22/2023	Arete Wealth Advisors LLC	16,160	$3.14M	0.2%	N/A	0.002%
5/22/2023	Ameriprise Financial Inc.	9,055,582	$1.76B	0.6%	-9.2%	1.054%
5/22/2023	Westover Capital Advisors LLC	25,304	$4.91M	1.8%	-0.4%	0.003%
5/19/2023	AMI Investment Management Inc.	1,100	$0.21M	0.1%	N/A	0.000%
5/19/2023	Abacus Wealth Partners LLC	1,759	$0.31M	0.1%	N/A	0.000%
5/18/2023	Guardian Wealth Advisors LLC	869	$0.17M	0.0%	N/A	0.000%
5/18/2023	GSB Wealth Management LLC	22,519	$4.37M	1.4%	-0.4%	0.003%
5/18/2023	Courier Capital LLC	19,840	$3.85M	0.4%	-1.2%	0.002%
5/18/2023	Titleist Asset Management LLC	2,233	$0.43M	0.1%	N/A	0.000%
5/18/2023	OLD Republic International Corp	373,400	$72.44M	2.3%	-0.1%	0.043%
5/18/2023	Harvest Portfolios Group Inc.	97,256	$18.87M	0.9%	+6.5%	0.011%
5/18/2023	Centaurus Financial Inc.	7,367	$1.43M	0.1%	+8.6%	0.001%
5/17/2023	B. Riley Wealth Advisors Inc.	25,714	$4.99M	0.1%	-22.1%	0.003%
5/17/2023	Boston Common Asset Management LLC	40,135	$7.79M	0.2%	-7.1%	0.005%
5/17/2023	Advisory Services Network LLC	32,990	$6.40M	0.2%	+0.5%	0.004%
5/17/2023	Rockefeller Capital Management L.P.	278,327	$53.99M	0.2%	+2.4%	0.032%
5/17/2023	Providence Capital Advisors LLC	1,905,500	$9.82M	0.2%	+19,991.7%	0.222%
5/17/2023	Chevy Chase Trust Holdings LLC	425,640	$82.57M	0.3%	+1.0%	0.050%
5/17/2023	Apexium Financial LP	1,319	$0.26M	0.0%	N/A	0.000%
5/17/2023	Headinvest LLC	42,825	$8.31M	1.8%	-1.9%	0.005%
5/17/2023	Ilmarinen Mutual Pension Insurance Co	79,000	$15.33M	0.2%	-1.3%	0.009%
5/17/2023	Thrivent Financial for Lutherans	731,083	$141.80M	0.3%	-0.6%	0.085%
5/17/2023	Sunbelt Securities Inc.	16,414	$3.14M	0.5%	-0.9%	0.002%
5/17/2023	D L Carlson Investment Group Inc.	31,773	$6.16M	1.4%	N/A	0.004%
5/17/2023	Physicians Financial Services Inc.	21,419	$4.16M	1.8%	+0.5%	0.002%
5/17/2023	CCM Investment Advisers LLC	68,725	$13.33M	1.9%	+9.1%	0.008%
5/16/2023	Chilton Capital Management LLC	503	$98K	0.0%	N/A	0.000%

5/16/2023	Mercer Global Advisors Inc. ADV	165,776	$32.16M	0.1%	-3.9%	0.019%
5/16/2023	Pacific Center for Financial Services	128	$25K	0.0%	N/A	0.000%
5/16/2023	M Holdings Securities Inc.	2,215	$0.43M	0.0%	-7.0%	0.000%
5/16/2023	Carolinas Wealth Consulting LLC	569	$0.11M	0.0%	+23.7%	0.000%
5/16/2023	Alaethes Wealth LLC	7,044	$1.37M	0.8%	+2.7%	0.001%
5/16/2023	Hancock Whitney Corp	7,077	$1.37M	0.1%	-5.0%	0.001%
5/16/2023	Kayne Anderson Rudnick Investment Management LLC	109,382	$21.22M	0.1%	+57.3%	0.013%
5/16/2023	Milestone Investment Advisors LLC	1,034	$0.20M	0.1%	N/A	0.000%
5/16/2023	Hollencrest Capital Management	366,709	$71.14M	7.6%	-3.8%	0.043%
5/16/2023	Wimmer Associates 1 LLC	11,665	$1.97M	1.3%	-5.0%	0.001%
5/16/2023	SRS Capital Advisors Inc.	1,840	$0.36M	0.0%	-4.9%	0.000%
5/16/2023	Prestige Wealth Management Group LLC	2,838	$0.55M	0.1%	+8.9%	0.000%
5/16/2023	TCM Advisors LLC	6,700	$1.30M	0.2%	+1.5%	0.001%
5/16/2023	Colony Group LLC	64,433	$12.50M	0.2%	-3.2%	0.008%
5/16/2023	Investmark Advisory Group LLC	14,164	$2.75M	2.0%	+11.7%	0.002%
5/16/2023	Apollon Wealth Management LLC	9,918	$1.92M	0.1%	-7.8%	0.001%
5/16/2023	Chevy Chase Trust Holdings LLC	13,052	$2.53M	0.3%	-96.9%	0.002%
5/16/2023	Spotlight Asset Group Inc.	2,026	$0.34M	0.3%	N/A	0.000%
5/16/2023	Segall Bryant & Hamill LLC	67,607	$13.12M	0.1%	+1.6%	0.008%
5/16/2023	Silvercrest Asset Management Group LLC	15,357	$2.98M	0.0%	-2.5%	0.002%
5/16/2023	Simon Quick Advisors LLC	4,293	$0.83M	0.1%	+12.8%	0.000%
5/16/2023	SRB Corp	2,058	$0.40M	0.0%	-20.1%	0.000%
5/16/2023	State Street Corp	27,996,807	$5.43B	0.3%	-1.7%	3.260%
5/16/2023	Stock Yards Bank & Trust Co.	130,295	$25.28M	1.0%	+2.2%	0.015%
5/16/2023	Siemens Fonds Invest GmbH	31,154	$6.04M	0.6%	-0.3%	0.004%
5/16/2023	Snowden Capital Advisors LLC	41,477	$8.05M	0.3%	+125.4%	0.005%
5/16/2023	Spears Abacus Advisors LLC	8,076	$1.57M	0.1%	-0.9%	0.001%
5/16/2023	Steward Partners Investment Advisory LLC	62,282	$12.08M	0.2%	+0.7%	0.007%
5/16/2023	Strategic Investment Solutions Inc. IL	4,937	$0.96M	0.2%	-4.9%	0.001%
5/16/2023	Syntegra Private Wealth Group LLC	2,087	$0.41M	0.1%	N/A	0.000%
5/16/2023	First Manhattan CO. LLC.	162,613	$31.55M	0.1%	-4.5%	0.019%
5/16/2023	First Trust Advisors LP	2,501,264	$485.22M	0.6%	+3.3%	0.291%
5/16/2023	Fiduciary Group LLC	5,298	$0.89M	0.1%	-5.5%	0.001%
5/16/2023	First Horizon Advisors Inc.	8,614	$1.67M	0.1%	-5.2%	0.001%
5/16/2023	Geode Capital Management LLC	13,202,727	$2.56B	0.3%	+3.2%	1.537%
5/16/2023	Greenwood Gearhart Inc.	1,762	$0.34M	0.0%	-5.0%	0.000%
5/16/2023	GSB Wealth Management LLC	22,519	$4.37M	1.6%	-0.4%	0.003%
5/16/2023	Gallagher Fiduciary Advisors LLC	4,219	$0.82M	0.1%	N/A	0.000%
5/16/2023	Garner Asset Management Corp	14,203	$2.76M	1.3%	+1.0%	0.002%
5/16/2023	Graham Capital Management L.P.	23,547	$4.57M	0.1%	N/A	0.003%
5/16/2023	Greenland Capital Management LP	4,500	$0.87M	0.1%	N/A	0.001%
5/16/2023	Greenline Partners LLC	16,989	$3.30M	0.6%	-15.5%	0.002%
5/16/2023	Harbour Investments Inc.	5,330	$1.03M	0.1%	+2.1%	0.001%
5/16/2023	HBK Sorce Advisory LLC	86,419	$25.26M	0.4%	+2.9%	0.010%
5/16/2023	AQR Capital Management LLC	134,744	$25.79M	0.1%	-20.8%	0.016%
5/16/2023	Arrowstreet Capital Limited Partnership	71,549	$13.88M	0.0%	+139.5%	0.008%
5/16/2023	Alberta Investment Management Corp	22,800	$4.42M	0.0%	-66.0%	0.003%
5/16/2023	Aspen Grove Capital LLC	1,359	$0.26M	0.1%	N/A	0.000%
5/16/2023	Avitas Wealth Management LLC	20,550	$3.99M	0.8%	+4.1%	0.002%
5/16/2023	Azimuth Capital Investment Management LLC	23,023	$4.47M	0.2%	-0.6%	0.003%

5/16/2023	Balyasny Asset Management L.P.	1,630	$0.32M	0.0%	N/A	0.000%
5/16/2023	Baxter Bros Inc.	33,235	$6.45M	1.0%	-1.1%	0.004%
5/16/2023	Brookfield Corp ON	3,301	$0.64M	0.0%	-89.9%	0.000%
5/16/2023	Belpointe Asset Management LLC	8,312	$1.61M	0.1%	-13.3%	0.001%
5/15/2023	Auxier Asset Management	15,917	$3.09M	0.5%	-1.2%	0.002%
5/15/2023	Schonfeld Strategic Advisors LLC	46,845	$9.09M	0.1%	+40.6%	0.005%
5/15/2023	Meeder Advisory Services Inc.	11,359	$2.20M	0.3%	+16.8%	0.001%
5/15/2023	Lido Advisors LLC	29,850	$5.79M	0.1%	+36.0%	0.003%
5/15/2023	Moneta Group Investment Advisors LLC	4,975	$0.97M	0.0%	+22.4%	0.001%
5/15/2023	First Dallas Securities Inc.	12,566	$2.44M	1.4%	-11.5%	0.001%

(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, 2,541 institutional investors and hedge funds held shares of United Parcel Service. The most heavily invested institutionals were Vanguard Group Inc. ($10.84B), BlackRock Inc. ($10.79B), State Street Corp ($5.43B), FMR LLC ($3.40B), Charles Schwab Investment Management Inc. ($2.88B), Geode Capital Management LLC ($2.56B), and Invesco Ltd. ($1.85B).Learn more on UPS's institutional investors.
What percentage of United Parcel Service stock is owned by institutional investors?: 58.92% 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 2,275 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: Norges Bank ($13.75M), Charles Schwab Investment Management Inc. ($10.89M), Capital International Investors ($5.58M), Moneta Group Investment Advisors LLC ($4.21M), Amundi ($3.41M), Capital World Investors ($2.60M), and Morgan Stanley ($2.26M).

How much institutional buying is happening at United Parcel Service?: Institutional investors have bought a total of 123,549,577 shares in the last 24 months. This purchase volume represents approximately $24.07B in transactions.
Which United Parcel Service major shareholders have been selling company stock?: Of the 1,663 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), BlackRock Inc. ($5.83M), Clearbridge Investments LLC ($2.72M), Franklin Resources Inc. ($2.46M), FMR LLC ($2.05M), State Street Corp ($2.04M), and Massachusetts Financial Services Co. MA ($1.86M).
How much institutional selling is happening at United Parcel Service?: Institutional investors have sold a total of 73,961,780 shares in the last 24 months. This volume of shares sold represents approximately $14.14B in transactions.

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This page (NYSE:UPS) was last updated on 6/2/2023 by MarketBeat.com Staff

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United Parcel Service (UPS) Institutional Ownership

UPS Institutional Buying and Selling by Quarter

United Parcel Service Major Shareholders & Ownership History

UPS Institutional Ownership - Frequently Asked Questions

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United Parcel Service (UPS) Institutional Ownership

Institutional Ownership Changes (13F Filings) for United Parcel Service (NYSE:UPS)

UPS Institutional Buying and Selling by Quarter

United Parcel Service Major Shareholders & Ownership History

UPS Institutional Ownership - Frequently Asked Questions