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United Parcel Service (UPS) Institutional Ownership

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$148.85
+3.49 (+2.40%)
(As of 04/23/2024 ET)
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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)
1517
Total
Institutional Inflows
(last 12 months)
$14.47B
Number of
Institutional Sellers
(last 12 months)
1286
Total
Institutional Outflows
(last 12 months)
$7.86B
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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
4/23/2024Precedent Wealth Partners LLC5,196$772K0.3%+12.3%0.001%
4/23/2024Absher Wealth Management LLC2,891$430K0.1%+4.5%0.000%
4/23/2024Bfsg LLC14,602$2.17M0.3%-2.4%0.002%
4/23/2024Eads & Heald Wealth Management4,475$665K0.3%-17.9%0.001%
4/23/2024Global Retirement Partners LLC10,633$1.58M0.1%-2.6%0.001%
4/23/2024Cornell Pochily Investment Advisors Inc.2,282$339K0.1%+4.9%0.000%
4/23/2024Louisiana State Employees Retirement System42,100$6.26M0.1%-3.7%0.005%
4/23/2024Sage Mountain Advisors LLC12,854$1.91M0.2%+2.4%0.002%
4/23/2024Hamel Associates Inc.56,964$8.47M2.7%+0.6%0.007%
4/23/2024United Asset Strategies Inc.19,214$2.86M0.3%+3.4%0.002%
4/23/2024Wealth Advisory Solutions LLC2,494$371K0.1%-35.3%0.000%
4/23/2024Venturi Wealth Management LLC7,276$1.08M0.1%+8.0%0.001%
4/23/2024Rational Advisors LLC669$99K0.0%N/A0.000%
4/23/2024Live Oak Private Wealth LLC44,038$6.55M1.1%-7.9%0.005%
4/23/2024Oak Harbor Wealth Partners LLC17,613$2.62M0.8%+1.2%0.002%
4/23/2024Amalgamated Bank152,789$22.71M0.2%-13.8%0.018%
4/23/2024Nations Financial Group Inc. IA ADV7,165$1.07M0.1%+3.4%0.001%
4/23/2024Gradient Investments LLC2,233$332K0.0%-97.7%0.000%
4/23/2024New Mexico Educational Retirement Board36,462$5.42M0.2%-3.2%0.004%
4/23/2024Tyche Wealth Partners LLC5,366$798K0.2%-10.6%0.001%
4/23/2024Fifth Third Bancorp144,650$21.50M0.1%-9.0%0.017%
4/23/2024Wesbanco Bank Inc.61,178$9.09M0.3%+344.6%0.007%
4/23/2024Summit Trail Advisors LLC6,387$949K0.0%+35.8%0.001%
4/23/2024Stablepoint Partners LLC3,835$570K0.1%+14.3%0.000%
4/23/2024Strategic Blueprint LLC7,786$1.16M0.1%+9.2%0.001%
4/23/2024Revisor Wealth Management LLC1,466$224K0.1%N/A0.000%
4/23/2024Financial Consulate Inc.8,549$1.27M0.4%N/A0.001%
4/23/2024Accurate Wealth Management LLC3,116$445K0.1%-7.3%0.000%
4/23/2024Gerber LLC1,889$281K0.2%-5.0%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.744,794$110.70M0.2%+1.3%0.087%
4/23/2024Stonegate Investment Group LLC45,846$6.81M0.2%+5.9%0.005%
4/23/2024Sutton Place Investors LLC4,256$633K0.3%+18.4%0.000%
4/23/2024Sapient Capital LLC1,864$277K0.0%-6.5%0.000%
4/22/2024Bristlecone Advisors LLC13,355$1.99M0.2%-0.8%0.002%
4/22/2024Nicholas Hoffman & Company LLC.15,758$2.34M0.1%+16.1%0.002%
4/22/2024Confluence Wealth Services Inc.10,836$1.61M0.1%+17.0%0.001%
4/22/2024Cahaba Wealth Management Inc.1,635$243K0.0%-7.0%0.000%
4/22/2024Harbour Trust & Investment Management Co7,697$1.14M0.1%-5.8%0.001%
4/22/2024Greystone Financial Group LLC33,442$4.97M1.0%+23.9%0.004%
4/22/2024PFG Investments LLC10,930$1.62M0.1%+57.9%0.001%
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4/22/2024Oakworth Capital Inc.4,015$597K0.0%-5.2%0.000%
4/22/2024Parsons Capital Management Inc. RI9,451$1.41M0.1%-8.1%0.001%
4/22/2024Horst & Graben Wealth Management LLC13,693$2.04M0.4%-0.8%0.002%
4/22/2024Drive Wealth Management LLC3,213$478K0.1%-8.2%0.000%
4/22/2024Sollinda Capital Management LLC2,195$326K0.1%-13.8%0.000%
4/22/2024Donaldson Capital Management LLC304,832$45.31M1.9%+6.6%0.036%
4/22/2024Raymond James & Associates2,905,616$431.86M0.3%+12.1%0.341%
4/22/2024Signature Wealth Management Group24,185$3.45M1.6%+1.6%0.003%
4/22/2024Accordant Advisory Group Inc9,141$1.36M1.0%N/A0.001%
4/22/2024Lakewood Asset Management LLC6,576$977K0.7%+21.2%0.001%
4/22/2024Investors Asset Management of Georgia Inc. GA ADV5,997$891K0.4%+15.5%0.001%
4/22/2024Professional Advisory Services Inc.184,769$27.46M3.7%+9.3%0.022%
4/22/2024IFM Investors Pty Ltd142,715$21.21M0.2%+0.1%0.017%
4/22/2024Eagle Bluffs Wealth Management LLC5,003$744K0.5%+4.3%0.001%
4/22/2024Hendershot Investments Inc.63,873$9.49M1.4%-2.8%0.007%
4/22/2024Ashton Thomas Private Wealth LLC44,486$6.61M0.4%+1.4%0.005%
4/22/2024Strategic Advisors LLC11,420$1.70M0.3%-42.3%0.001%
4/20/2024Maryland State Retirement & Pension System56,862$8.08M0.2%+0.9%0.007%
4/20/2024Cohen Investment Advisors LLC17,162$2.55M1.7%+12.8%0.002%
4/20/2024Kesler Norman & Wride LLC35,253$5.24M1.1%+1.9%0.004%
4/19/2024FORVIS Wealth Advisors LLC8,203$1.22M0.0%-3.4%0.001%
4/19/2024Everett Harris & Co. CA101,075$15.02M0.2%-2.7%0.012%
4/19/2024American National Bank & Trust Co. VA5,485$815K0.2%N/A0.001%
4/19/2024Powers Advisory Group LLC3,983$592K0.3%+8.9%0.000%
4/19/2024Accel Wealth Management1,771$263K0.1%+10.3%0.000%
4/19/2024Legacy Wealth Asset Management LLC3,490$519K0.1%+2.1%0.000%
4/19/2024First Trust Direct Indexing L.P.16,577$2.46M0.2%+16.5%0.002%
4/19/2024Cornerstone Wealth Management LLC8,538$1.27M0.1%+0.9%0.001%
4/19/2024Hudson Capital Management LLC24,177$3.59M1.2%+3.3%0.003%
4/19/2024Norden Group LLC98,753$14.68M0.2%+2,167.6%0.012%
4/19/2024Arvest Investments Inc.12,026$1.79M0.3%-15.0%0.001%
4/19/2024Meadow Creek Wealth Advisors LLC2,442$363K0.3%+18.7%0.000%
4/19/2024Valley National Advisers Inc.10,098$1.50M0.2%+141.3%0.001%
4/19/2024IVC Wealth Advisors LLC2,987$444K0.3%-24.0%0.000%
4/19/2024BluePath Capital Management LLC3,837$570K0.4%+27.8%0.000%
4/19/2024State of Alaska Department of Revenue85,711$12.74M0.1%+0.4%0.010%
4/19/2024Olstein Capital Management L.P.58,000$8.62M1.4%+20.8%0.007%
4/19/2024Albion Financial Group UT40,164$5.97M0.5%+4.5%0.005%
4/19/2024Valeo Financial Advisors LLC23,175$3.45M0.0%-5.0%0.003%
4/19/2024Monument Capital Management4,255$632K0.2%-22.1%0.000%
4/19/2024Azzad Asset Management Inc. ADV13,276$1.97M0.2%+1.7%0.002%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.1,774,141$263.69M0.2%-0.8%0.208%
4/18/2024Silverlake Wealth Management LLC2,914$433K0.2%+6.7%0.000%
4/18/2024SeaCrest Wealth Management LLC6,635$986K0.1%-7.8%0.001%
4/18/2024State of Michigan Retirement System198,214$29.46M0.2%+0.1%0.023%
4/18/2024MV Capital Management Inc.969$144K0.0%+8.6%0.000%
4/18/2024MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH316,953$47.11M1.7%+70.2%0.037%
4/18/2024Applied Capital LLC FL8,584$1.28M1.0%+4.6%0.001%
4/18/2024Woodmont Investment Counsel LLC69,950$10.40M0.9%+2.1%0.008%
4/18/2024Westhampton Capital LLC2,355$350K0.2%-12.0%0.000%
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4/18/2024Farmers & Merchants Investments Inc.29,404$4.37M0.1%-9.1%0.003%
4/18/2024Cullinan Associates Inc.58,728$8.73M0.5%+7.5%0.007%
4/18/2024Iams Wealth Management LLC38,906$5.75M3.5%+4.3%0.005%
4/18/2024tru Independence LLC32,593$4.84M1.4%-1.1%0.004%
4/18/2024FARMERS & MERCHANTS TRUST Co OF LONG BEACH2,545$378K0.1%-15.5%0.000%
4/18/2024Allspring Global Investments Holdings LLC69,979$10.40M0.0%-35.8%0.008%
4/18/2024Stewart & Patten Co. LLC114,167$16.97M2.5%+2.8%0.013%
4/18/2024AlphaMark Advisors LLC2,504$372K0.1%+5.2%0.000%
4/18/2024Congress Wealth Management LLC DE 72,826$10.82M0.2%+34.4%0.009%
4/18/2024Hexagon Capital Partners LLC9,142$1.36M0.3%+6.1%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, 2,547 institutional investors and hedge funds held shares of United Parcel Service. The most heavily invested institutionals were BlackRock Inc. ($10.79B), Vanguard Group Inc. ($10.57B), State Street Corp ($5.08B), Wellington Management Group LLP ($2.85B), Charles Schwab Investment Management Inc. ($2.47B), Geode Capital Management LLC ($2.43B), and FMR LLC ($1.73B).Learn more on UPS's institutional investors.

What percentage of United Parcel Service stock is owned by institutional investors?

60.26% 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 2,217 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: International Assets Investment Management LLC ($14.60M), Charles Schwab Investment Management Inc. ($11.17M), Wellington Management Group LLP ($10.81M), Norges Bank ($7.18M), Bank Julius Baer & Co. Ltd Zurich ($4.14M), Franklin Resources Inc. ($3.95M), and Capital Wealth Planning LLC ($2.88M).

How much institutional buying is happening at United Parcel Service?

Institutional investors have bought a total of 123,324,916 shares in the last 24 months. This purchase volume represents approximately $21.60B in transactions.

Which United Parcel Service major shareholders have been selling company stock?

Of the 1,708 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), FMR LLC ($5.12M), Capital Research Global Investors ($3.79M), Capital Wealth Planning LLC ($3.78M), Massachusetts Financial Services Co. MA ($3.74M), BlackRock Inc. ($2.91M), and Clearbridge Investments LLC ($2.65M).

How much institutional selling is happening at United Parcel Service?

Institutional investors have sold a total of 80,729,589 shares in the last 24 months. This volume of shares sold represents approximately $14.02B in transactions.


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This page (NYSE:UPS) was last updated on 4/24/2024 by MarketBeat.com Staff

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