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United Parcel Service (UPS) Institutional Ownership

United Parcel Service logo
$97.44 -0.39 (-0.39%)
Closing price 10/16/2026 03:59 PM Eastern
Extended Trading
$97.38 -0.06 (-0.07%)
As of 10/16/2026 07:58 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)
1267
Total
Institutional Inflows
(last 12 months)
$7.06B
Number of
Institutional Sellers
(last 12 months)
1032
Total
Institutional Outflows
(last 12 months)
$3.08B
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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
10/15/2026V Square Quantitative Management LLC24,653$2.30M0.2%+2.8%0.003%
10/15/2026Comprehensive Financial Consultants Institutional Inc.11,778$1.10M0.3%+3.0%0.001%
10/13/2026Perpetual Ltd10,155$949K0.0%-24.8%0.001%
10/13/2026Woodstock Corp32,879$3.07M0.2%-0.9%0.004%
10/7/2026Wealth Enhancement Trust Services Inc.7,857$734K0.1%+802.1%0.001%
10/6/2026Bangor Savings Bank4,492$420K0.0%+2.7%0.001%
10/6/2026Bank of New Hampshire15,036$1.41M0.3%-56.4%0.002%
10/5/2026Tompkins Financial Corp325$30K0.0%-40.6%0.000%
10/5/2026Rockland Trust Co.10,801$1.01M0.0%+3.9%0.001%
10/2/2026 CX Institutional85,952$8.03M0.2%+959.0%0.010%
10/2/2026 Versant Capital Management Inc4,830$451K0.0%+3.6%0.001%
10/1/2026 First Financial Bank Trust Division2,411$225K0.0%-7.2%0.000%
10/1/2026 Stonebridge Financial Group LLC5,346$500K0.0%-2.1%0.001%
10/1/2026 Cacti Asset Management LLC356,031$33.44M1.8%-1.5%0.042%
10/1/2026 Coastline Trust Co700$65K0.0%-25.0%0.000%
9/23/2026QRG Capital Management Inc.124,836$13.42M0.1%+7.2%0.015%
9/23/2026Envestnet Portfolio Solutions Inc.54,678$5.88M0.0%+13.8%0.006%
9/22/2026Andra AP fonden127,649$13.72M0.2%+22.9%0.015%
9/16/2026IKE Capital LLC7,740$832K0.4%+13.9%0.001%
9/15/2026Anchor Investment Management LLC29,137$3.13M0.2%-11.6%0.003%
9/9/2026Keystone Financial Planning Inc.44,932$4.83M1.2%-1.8%0.005%
9/9/2026Rench Wealth Management Inc.30,759$3.31M0.9%-0.6%0.004%
9/9/2026Sequoia Financial Advisors LLC56,624$6.09M0.0%+0.9%0.007%
9/9/2026MCF Advisors LLC5,769$620K0.0%+3.7%0.001%
9/9/2026National Pension Service2,379,189$255.76M0.2%+1.5%0.280%
9/9/2026WINTON GROUP Ltd9,681$1.04M0.0%+195.6%0.001%
9/9/2026Cidel Asset Management Inc.12,436$1.34M0.1%+6.2%0.001%
9/9/2026Plimoth Trust Co. LLC8,517$916K0.2%-1.4%0.001%
9/9/2026SVB Wealth LLC10,104$1.09M0.1%+9.7%0.001%
9/9/2026Concorde Asset Management LLC3,050$328K0.2%+4.1%0.000%
9/9/2026Pinnacle Wealth Management Advisory Group LLC6,752$726K0.0%-5.5%0.001%
9/9/2026NorthRock Partners LLC108,741$11.69M0.2%+4.0%0.013%
9/9/2026Integrated Wealth Concepts LLC38,425$4.13M0.0%-12.3%0.005%
9/9/2026Community Bank N.A.31,554$3.39M0.4%-1.6%0.004%
9/9/2026RFG Advisory LLC20,739$2.23M0.0%+29.4%0.002%
9/9/2026NewEdge Advisors LLC281,884$30.30M0.1%+18.6%0.033%
9/9/2026IFP Advisors Inc46,661$5.02M0.1%+0.7%0.005%
9/9/2026Roble Belko & Company Inc4,493$483K0.1%-6.2%0.001%
9/9/2026Baird Financial Group Inc.417,427$44.87M0.1%+4.9%0.049%
9/8/2026Allworth Financial LP184,128$19.79M0.1%-0.1%0.022%
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9/8/2026Arizona State Retirement System206,643$22.21M0.1%+2.0%0.024%
9/8/2026West Family Investments Inc.3,972$427K0.1%N/A0.000%
9/8/2026Waverly Advisors LLC219,269$23.57M0.1%+2.1%0.026%
9/8/2026Murphy Pohlad Asset Management LLC45,905$4.94M1.6%-0.4%0.005%
9/8/2026Empirical Finance LLC25,287$2.72M0.1%+3.6%0.003%
9/8/2026Nykredit A S128,643$13.83M0.0%N/A0.015%
9/4/2026Parkside Financial Bank & Trust4,337$466K0.0%-3.3%0.001%
9/3/2026Cygnus Capital Advisors LLC55,186$5.93M4.0%-6.1%0.006%
9/2/2026Brown Lisle Cummings Inc.9,383$1.01M0.2%+13.1%0.001%
8/27/2026Corient Private Wealth LP264,084$28.39M0.0%-12.2%0.031%
8/26/2026Brown Financial Advisors4,272$459K0.2%+2.8%0.001%
8/25/2026Groupe la Francaise2,474$266K0.0%-84.5%0.000%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al63,500$6.83M0.0%N/A0.007%
8/23/2026Studio Investment Management LLC9,670$1.04M0.2%+10.4%0.001%
8/23/2026Washington Trust Advisors Inc.20,298$2.18M0.2%-4.5%0.002%
8/23/2026Ameritas Advisory Services LLC65,069$7.00M0.1%+1.1%0.008%
8/23/2026Wedmont Private Capital2,844$320K0.0%+16.5%0.000%
8/23/2026Kintra Wealth LLC23,580$2.49M0.1%+24.6%0.003%
8/23/2026HB Wealth Management LLC46,121$4.96M0.0%-0.5%0.005%
8/23/2026Nvest Financial LLC4,384$471K0.1%-5.8%0.001%
8/23/2026Saudi Central Bank52,130$5.60M0.1%+91.1%0.006%
8/23/2026Angeles Wealth Management LLC2,781$299K0.0%+19.6%0.000%
8/22/2026Compass Financial Management LLC6,262$676K0.1%N/A0.001%
8/22/2026NI Acquisitions Company LLC1,052$113K0.0%N/A0.000%
8/22/2026NBH Bank1,155$124K0.1%N/A0.000%
8/22/2026AlphaGrep UK Ltd4,062$437K0.1%N/A0.000%
8/22/2026Markowski Investments282$30K0.0%N/A0.000%
8/22/2026Old Mission Investment Co LLC2,877$309K0.1%N/A0.000%
8/22/2026OceanIQ Capital LLC6,236$651K0.4%N/A0.001%
8/22/2026Oakmont Investment Advisors Inc.3,820$411K0.3%N/A0.000%
8/22/2026Munich Reinsurance Co Stock Corp in Munich28,880$3.11M0.1%-65.5%0.003%
8/22/2026Blalock Williams LLC2,128$229K0.1%N/A0.000%
8/22/2026Odyssean LLC11,656$1.25M0.2%+109.9%0.001%
8/22/2026Investor s Fiduciary Advisor Network LLC6,902$741K0.3%-21.4%0.001%
8/22/2026Copley Financial Group Inc.2,403$258K0.1%-37.7%0.000%
8/22/2026NWF Advisory Services Inc.1,944$209K0.0%-21.0%0.000%
8/22/2026Syon Capital LLC7,252$780K0.0%+1.6%0.001%
8/22/2026denkapparat Operations GmbH5,196$559K0.2%-40.4%0.001%
8/22/2026TD Waterhouse Canada Inc.13,464$1.48M0.0%-54.0%0.002%
8/22/2026Premier Path Wealth Partners LLC3,053$328K0.0%-3.3%0.000%
8/22/2026Barlow Wealth Partners LLC3,249$357K0.0%+22.7%0.000%
8/22/2026Concurrent Investment Advisors LLC144,972$15.58M0.1%+19.0%0.017%
8/22/2026NEOS Investment Management LLC121,112$13.02M0.0%+14.2%0.014%
8/22/2026Allen Mooney & Barnes Investment Advisors LLC3,447$371K0.1%-5.5%0.000%
8/21/2026High Net Worth Advisory Group LLC2,031$218K0.0%-4.7%0.000%
8/21/2026Strengthening Families & Communities LLC17,149$1.84M0.4%+3.4%0.002%
8/21/2026Continuum Advisory LLC8,039$864K0.1%+14.0%0.001%
8/21/2026Safeguard Investment Advisory Group LLC2,424$261K0.1%N/A0.000%
8/21/2026Nykredit A S145,879$15.68M0.0%N/A0.017%
8/21/2026B. Metzler seel. Sohn & Co. AG53,530$5.75M0.0%-16.8%0.006%
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8/21/2026Coppell Advisory Solutions LLC7,515$742K0.1%N/A0.001%
8/21/2026Birch Capital Management LLC62,243$6.69M3.3%+19.5%0.007%
8/21/2026Live Oak Private Wealth LLC73,237$7.87M1.0%-0.4%0.009%
8/21/2026PYA Waltman Capital LLC62,676$6.74M1.6%+41.1%0.007%
8/21/2026Atticus Wealth Management LLC3,102$333K0.1%-4.1%0.000%
8/21/2026Natural Investments LLC25,520$2.74M0.6%-3.3%0.003%
8/21/2026SkyOak Wealth LLC3,974$427K0.1%-12.4%0.000%
8/21/2026XML Financial LLC28,260$3.04M0.2%-1.0%0.003%
8/21/2026Beacon Financial Advisory LLC3,216$346K0.1%-31.5%0.000%
8/21/2026Lone Peak Global Investors LLC260,994$28.06M3.9%-1.8%0.031%


UPS Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,563 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 2,086 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 ($14.54M), Pacer Advisors Inc. ($9.70M), Victory Capital Management Inc. ($7.05M), Charles Schwab Investment Management Inc. ($6.04M), AQR Capital Management LLC ($5.44M), and Goldman Sachs Group Inc. ($4.99M).

Institutional investors have bought a total of 72,506,152 shares in the last 24 months. This purchase volume represents approximately $7.07B in transactions.

Of the 1,032 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: Franklin Resources Inc. ($4.04M), Laurel Wealth Advisors LLC ($2.48M), Morgan Stanley ($2.36M), American Century Companies Inc. ($1.24M), Amundi ($1.23M), The Manufacturers Life Insurance Company ($1.22M), and Federated Hermes Inc. ($1.18M).

Institutional investors have sold a total of 33,957,095 shares in the last 24 months. This volume of shares sold represents approximately $3.09B in transactions.


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Institutional ownership data for NYSE:UPS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/15/2026. New 13F filings are added each quarter as they're published.
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