Free Trial

United Parcel Service (UPS) Institutional Ownership

United Parcel Service logo
$105.08 +0.61 (+0.58%)
As of 10:12 AM Eastern
This is a fair market value price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
60.26%
Number of
Institutional Buyers
(last 12 months)
1504
Total
Institutional Inflows
(last 12 months)
$9.27B
Number of
Institutional Sellers
(last 12 months)
1216
Total
Institutional Outflows
(last 12 months)
$4.99B
Get UPS Insider Trade Alerts

Want to know when executives and insiders are buying or selling United Parcel Service stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

UPS Institutional Buying and Selling by Quarter

United Parcel Service Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
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%
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%
5/12/2026 CacheTech Inc.4,974$489K0.1%+34.9%0.001%
5/12/2026 ABN Amro Investment Solutions60,694$5.97M0.1%+7.2%0.007%
5/8/2026 PNC Financial Services Group Inc.1,084,054$106.65M0.1%+0.5%0.128%
5/8/2026 Oslo Pensjonsforsikring AS4,993$491K0.1%N/A0.001%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
5/8/2026 Andra AP fonden103,849$10.22M0.1%-37.4%0.012%
5/8/2026 Glenview Trust Co49,225$4.84M0.1%-4.7%0.006%
5/8/2026 Summit Global Investments20,780$2.04M0.1%+56.2%0.002%
5/8/2026 Johnson Financial Group Inc.6,517$641K0.0%-7.0%0.001%
5/8/2026 Commerzbank Aktiengesellschaft FI90,337$8.89M0.2%-22.4%0.011%
5/7/2026 Legacy Wealth Managment LLC ID309$30K0.0%+48.6%0.000%
5/7/2026 Earned Wealth Advisors LLC4,266$420K0.0%-15.0%0.001%
5/7/2026 Carson Advisory Inc.7,846$772K0.4%+3.7%0.001%
5/7/2026 Meeder Asset Management Inc.20,898$2.06M0.1%+79.7%0.002%
5/7/2026 Meeder Advisory Services Inc.11,617$1.14M0.0%+12.2%0.001%


UPS Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,635 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 2,165 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 94,906,329 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 53,783,682 shares in the last 24 months. This volume of shares sold represents approximately $4.99B in transactions.



This page (NYSE:UPS) was last updated on 5/28/2026 by MarketBeat.com Staff.
From Our Partners