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Live Earnings Conference Call: United Parcel Service will host a live Q2 2026 earnings call on July 28, 2026 at 8:30AM ET. Follow this link to get details and listen to United Parcel Service's Q2 2026 earnings call when it goes live. Get details.

United Parcel Service (UPS) Institutional Ownership

United Parcel Service logo
$112.85 -1.94 (-1.69%)
Closing price 07/27/2026 03:59 PM Eastern
Extended Trading
$112.68 -0.17 (-0.15%)
As of 07/27/2026 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)
1443
Total
Institutional Inflows
(last 12 months)
$9.09B
Number of
Institutional Sellers
(last 12 months)
1160
Total
Institutional Outflows
(last 12 months)
$4.88B
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Skip Chart & View Institutional Buying and Selling Data

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
7/10/2026 Wedge Capital Management L L P NC120,800$12.99M0.2%+5.0%0.014%
7/10/2026 Annex Advisory Services LLC3,966$426K0.0%-4.6%0.000%
7/10/2026 Butensky & Cohen Financial Security Inc.38,387$4.13M1.0%+1.7%0.005%
7/10/2026 Tema ETFs LLC14,367$1.54M0.0%+10.0%0.002%
7/10/2026 Canvas Wealth Advisors LLC2,228$239K0.0%N/A0.000%
7/10/2026 Arkfeld Wealth Strategies L.L.C.52,770$5.81M1.7%+3.0%0.006%
7/10/2026 Farrell Financial LLC2,459$264K0.1%-5.6%0.000%
7/10/2026 E. Ohman J or Asset Management AB19,426$2.09M0.0%-22.7%0.002%
7/10/2026 Handelsbanken Fonder AB325,789$35.02M0.1%-12.5%0.038%
7/10/2026 City Holding Co.2,565$276K0.0%-13.2%0.000%
7/10/2026 A&I Financial Services LLC7,630$820K0.4%N/A0.001%
7/10/2026 KMG Fiduciary Partners LLC46,416$4.99M0.5%+27.7%0.005%
7/10/2026 Sage Capital Advisors llc95,800$10.30M2.1%+1.3%0.011%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors2,097$225K0.0%N/A0.000%
7/10/2026 Community Financial Services Group LLC370$41K0.0%+170.1%0.000%
7/10/2026 Perkins Coie Trust Co28,688$3.08M0.5%-2.3%0.003%
7/10/2026 Alliance Private Wealth LLC18,110$1.95M0.7%+50.6%0.002%
7/10/2026 Choice Wealth Advisors LLC2,715$292K0.1%-9.0%0.000%
7/10/2026 Wealthcare Advisory Partners LLC52,755$5.67M0.1%-6.5%0.006%
7/9/2026 Shrier Wealth Management LLC14,908$1.60M0.5%+1.0%0.002%
7/9/2026 Franklin Street Advisors Inc. NC83,526$8.98M0.5%-18.2%0.010%
7/9/2026 World Equity Group Inc.3,875$416K0.1%+6.0%0.000%
7/9/2026 Fluent Financial LLC24,390$2.62M0.9%-55.2%0.003%
7/9/2026 Allied Private Wealth LLC307$34K0.0%N/A0.000%
7/9/2026 HF Advisory Group LLC10,997$1.18M0.4%+9.3%0.001%
7/9/2026 GoalVest Advisory LLC270$29K0.0%-97.1%0.000%
7/9/2026 Jacobs & Co. CA2,232$239K0.0%-18.2%0.000%
7/9/2026 Sax Wealth Advisors LLC3,363$331K0.0%+37.5%0.000%
7/9/2026 Maj Invest Holding A S969,545$104.23M4.7%-11.7%0.114%
7/9/2026 First National Bank of Mount Dora Trust Investment Services37,464$4.03M0.8%-0.3%0.004%
7/9/2026 Valeo Financial Advisors LLC25,900$2.78M0.1%+4.9%0.003%
7/8/2026 MRA Advisory Group4,571$491K0.2%+69.8%0.001%
7/8/2026 Beaird Harris Wealth Management LLC445$48K0.0%-31.0%0.000%
7/8/2026 Gradient Investments LLC138,668$14.91M0.2%+2.2%0.016%
7/8/2026 Rockland Trust Co.10,393$1.12M0.0%-3.2%0.001%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.1,646$177K0.1%+124.9%0.000%
7/8/2026 Trust Point Inc.1,983$213K0.0%N/A0.000%
7/8/2026 Strategic Investment Solutions Inc. IL3,379$363K0.1%-2.8%0.000%
7/8/2026 MFG Wealth Management Inc.31,554$3.39M2.4%+0.4%0.004%
7/8/2026 Wynn Capital LLC3,700$398K0.2%+7.2%0.000%
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7/8/2026 FNY Investment Advisers LLC521$56K0.0%-95.6%0.000%
7/8/2026 Palouse Capital Management Inc.36,610$3.94M2.5%-8.0%0.004%
7/8/2026 Cooper Financial Group45,059$4.84M0.4%+0.5%0.005%
7/8/2026 Czech National Bank212,506$22.84M0.1%+5.6%0.025%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab95,915$10.31M0.1%+28.2%0.011%
7/8/2026 Assenagon Asset Management S.A.797,176$85.70M0.1%+1,068.1%0.094%
7/8/2026 Apella Capital LLC1,877$210K0.0%N/A0.000%
7/8/2026 Thrive Wealth Management LLC3,299$355K0.0%+6.0%0.000%
7/8/2026 Lincoln Capital LLC49,785$5.35M1.0%-0.5%0.006%
7/8/2026 Chapin Davis Inc.2,102$226K0.0%N/A0.000%
7/7/2026 Bill Few Associates Inc.2,848$306K0.1%+25.9%0.000%
7/7/2026 Mechanics Bank Trust Department3,335$359K0.0%-3.3%0.000%
7/7/2026 Mirador Capital Partners LP5,134$552K0.1%N/A0.001%
7/7/2026 Balefire LLC2,567$276K0.0%-61.3%0.000%
7/7/2026 Dynamic Advisor Solutions LLC47,005$5.05M0.1%+10.7%0.006%
7/7/2026 Martin Capital Partners LLC2,299$247K0.1%-95.5%0.000%
7/7/2026 GAMMA Investing LLC16,624$1.79M0.1%+28.8%0.002%
7/7/2026 Avior Wealth Management LLC3,266$351K0.0%-8.4%0.000%
7/7/2026 Canandaigua National Bank & Trust Co.8,461$910K0.1%N/A0.001%
7/7/2026 Waller Financial Planning Group Inc.14,665$1.58M0.3%+7.1%0.002%
7/7/2026 Grove Bank & Trust379$41K0.0%+49.8%0.000%
7/7/2026 CoreCap Advisors LLC12,153$1.31M0.0%+13.8%0.001%
7/7/2026 Howard 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%
6/8/2026 First 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%
6/3/2026 Wealthquest 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%
6/1/2026 Financial 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%
5/26/2026 Summit 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%
5/19/2026 Royal Fund Management LLC15,414$1.52M0.1%+55.5%0.002%


UPS Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,601 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 2,132 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 93,075,169 shares in the last 24 months. This purchase volume represents approximately $9.09B in transactions.

Of the 1,154 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 52,633,244 shares in the last 24 months. This volume of shares sold represents approximately $4.88B in transactions.


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This page (NYSE:UPS) was last updated on 7/28/2026 by MarketBeat.com Staff.
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