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United Parcel Service (UPS) Institutional Ownership

United Parcel Service logo
$125.68 +3.03 (+2.47%)
(As of 12/20/2024 05:45 PM 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)
1327
Total
Institutional Inflows
(last 12 months)
$11.84B
Number of
Institutional Sellers
(last 12 months)
1160
Total
Institutional Outflows
(last 12 months)
$6.19B
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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
12/19/2024 Principal Financial Group Inc.829,280$113.06M0.1%+4.3%0.097%
12/18/2024 Syntax Research Inc.3,909$533K0.4%+3,770.3%0.000%
12/13/2024 B. Riley Wealth Advisors Inc.21,281$2.85M0.1%-12.1%0.002%
12/11/2024 1ST Source Bank5,387$734K0.0%-4.5%0.001%
12/6/2024 Logan Capital Management Inc.87,069$11.87M0.5%+11.9%0.010%
12/6/2024 Retirement Systems of Alabama159,503$21.75M0.1%-0.9%0.019%
12/2/2024 Inspire Trust Co. N.A.24,500$3.34M0.9%+27.0%0.003%
11/27/2024 Franklin Resources Inc.9,495,457$1.28B0.4%-9.7%1.113%
11/26/2024 Peapack Gladstone Financial Corp83,104$11.33M0.2%+15.7%0.010%
11/25/2024 Synovus Financial Corp87,531$11.93M0.1%+8.6%0.010%
11/25/2024 Tidal Investments LLC34,255$4.67M0.0%+26.8%0.004%
11/25/2024 Optimist Retirement Group LLC3,079$420K0.2%+28.3%0.000%
11/25/2024 Wilmington Savings Fund Society FSB33,777$4.61M0.1%+31.5%0.004%
11/25/2024 Arvest Bank Trust Division15,301$2.09M0.1%N/A0.002%
11/25/2024 World Investment Advisors LLC17,675$2.41M0.1%+79.6%0.002%
11/25/2024 Sanctuary Advisors LLC113,355$15.28M0.1%-17.6%0.013%
11/25/2024 Pine Valley Investments Ltd Liability Co26,457$3.61M0.2%+25.9%0.003%
11/22/2024 Stock Yards Bank & Trust Co.27,404$3.74M0.1%-8.9%0.003%
11/22/2024 Sculati Wealth Management LLC16,850$2.51M1.0%-0.9%0.002%
11/22/2024 Eaton Financial Holdings Company LLC7,490$1.02M0.4%N/A0.001%
11/22/2024 Fulcrum Equity Management1,637$223K0.2%-29.8%0.000%
11/21/2024 Anchor Investment Management LLC42,613$5.81M0.5%-8.7%0.005%
11/21/2024 Te Ahumairangi Investment Management Ltd17,236$2.34M0.4%+12.2%0.002%
11/20/2024 Diamant Asset Management Inc.4,060$554K0.3%+2.8%0.000%
11/20/2024 SOA Wealth Advisors LLC.7,891$1.08M0.2%-12.1%0.001%
11/20/2024 Bard Financial Services Inc.3,425$467K0.1%-90.3%0.000%
11/19/2024 TCW Group Inc.136,185$18.57M0.2%-19.0%0.016%
11/18/2024 Soltis Investment Advisors LLC33,580$4.58M0.4%+5.4%0.004%
11/18/2024 Rehmann Capital Advisory Group15,845$2.16M0.1%+1.5%0.002%
11/18/2024 TD Private Client Wealth LLC16,812$2.29M0.1%-12.3%0.002%
11/18/2024 Virtue Capital Management LLC4,330$590K0.1%-8.7%0.001%
11/18/2024 Teachers Retirement System of The State of Kentucky54,837$7.48M0.1%-4.9%0.006%
11/18/2024 Sunbelt Securities Inc.17,492$2.39M0.2%+5.2%0.002%
11/18/2024 Toronto Dominion Bank369,597$50.39M0.1%+52.8%0.043%
11/18/2024 Wilson & Boucher Capital Management LLC4,655$635K0.4%-2.2%0.001%
11/18/2024 Coldstream Capital Management Inc.13,027$1.77M0.0%+15.4%0.002%
11/18/2024 Twin Lakes Capital Management LLC15,392$2.10M1.1%+0.7%0.002%
11/18/2024 RB Capital Management LLC1,840$251K0.1%-21.8%0.000%
11/18/2024 FRG Family Wealth Advisors LLC3,390$462K0.1%-20.2%0.000%
11/18/2024 First Dallas Securities Inc.11,417$1.56M0.7%+476.9%0.001%
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11/16/2024 Geode Capital Management LLC15,289,624$2.08B0.2%+2.5%1.785%
11/15/2024 Savoie Capital LLC23,528$3.21M0.4%+39.0%0.003%
11/15/2024 Vestcor Inc14,780$2.02M0.1%-32.4%0.002%
11/15/2024 Resources Management Corp CT ADV50,778$6.92M0.9%+2.0%0.006%
11/15/2024 Executive Wealth Management LLC56,397$7.69M0.6%N/A0.007%
11/15/2024 Continuum Advisory LLC2,884$383K0.0%-8.8%0.000%
11/15/2024 LRI Investments LLC825$109K0.0%+18.9%0.000%
11/15/2024 Harvest Investment Advisors LLC11,690$1.59M1.1%+20.8%0.001%
11/15/2024 PYA Waltman Capital LLC18,456$2.52M0.8%+7.4%0.002%
11/15/2024 Peloton Wealth Strategists22,846$3.12M1.2%-5.9%0.003%
11/15/2024 Geller Advisors LLC4,211$574K0.0%-3.4%0.000%
11/15/2024 Drucker Wealth 3.0 LLC22,801$3.11M0.7%+0.9%0.003%
11/15/2024 Hamilton Capital LLC1,687$226K0.0%+6.4%0.000%
11/15/2024 Public Employees Retirement System of Ohio334,103$45.55M0.2%-0.8%0.039%
11/15/2024 SGL Investment Advisors Inc.29,899$3.97M2.0%N/A0.003%
11/15/2024 Groupama Asset Managment19,695$2.69M0.1%+1.4%0.002%
11/15/2024 Nomura Asset Management Co. Ltd.443,453$60.46M0.2%+4.9%0.052%
11/15/2024 Raab & Moskowitz Asset Management LLC4,865$663K0.2%-2.4%0.001%
11/15/2024 MML Investors Services LLC117,860$16.07M0.1%-9.0%0.014%
11/15/2024 Hodges Capital Management Inc.33,905$4.62M0.3%+1,184.8%0.004%
11/15/2024 First National Bank of Omaha47,983$6.54M0.4%-1.8%0.006%
11/15/2024 Dean Investment Associates LLC37,843$5.16M0.7%-6.0%0.004%
11/15/2024 Headinvest LLC15,615$2.13M0.4%-6.6%0.002%
11/15/2024 Kimelman & Baird LLC137,577$18.76M1.5%-1.0%0.016%
11/15/2024 Northeast Financial Consultants Inc11,079$1.51M0.1%-0.9%0.001%
11/15/2024 Dunhill Financial LLC1,831$250K0.1%+4.9%0.000%
11/15/2024 Orion Portfolio Solutions LLC83,877$11.44M0.3%-4.7%0.010%
11/15/2024 Zacks Investment Management194,574$26.53M0.2%+10.0%0.023%
11/15/2024 National Bank of Canada FI483,048$65.86M0.1%+30.3%0.056%
11/15/2024 Hendershot Investments Inc.66,436$9.06M1.2%+4.6%0.008%
11/15/2024 Glen Eagle Advisors LLC2,852$389K0.1%-8.5%0.000%
11/15/2024 iA Global Asset Management Inc.4,944$674K0.0%-86.8%0.001%
11/15/2024 EP Wealth Advisors LLC32,376$4.41M0.0%+20.2%0.004%
11/15/2024 United Services Automobile Association175,117$23.88M0.6%-24.5%0.020%
11/15/2024 Insigneo Advisory Services LLC9,603$1.31M0.1%-10.1%0.001%
11/15/2024 Kovitz Investment Group Partners LLC34,272$4.67M0.0%+85.3%0.004%
11/15/2024 Wellington Management Group LLP16,251,840$2.22B0.4%-15.1%1.897%
11/15/2024 Wahed Invest LLC17,706$2.41M0.4%+7.7%0.002%
11/15/2024 Weaver Consulting Group3,053$416K0.1%+3.0%0.000%
11/15/2024 Two Sigma Advisers LP2,074,100$282.78M0.7%+833.4%0.242%
11/15/2024 Temasek Holdings Private Ltd285,497$38.93M0.2%+36.7%0.033%
11/15/2024 State Street Corp29,597,425$4.04B0.2%+2.1%3.455%
11/15/2024 Stifel Financial Corp1,540,740$210.08M0.2%+1.7%0.180%
11/15/2024 Safe Harbor Fiduciary LLC13,996$1.91M1.8%N/A0.002%
11/15/2024 SageView Advisory Group LLC8,174$1.11M0.1%-17.6%0.001%
11/15/2024 Quadrature Capital Ltd19,137$2.61M0.1%N/A0.002%
11/15/2024 Quantinno Capital Management LP64,733$8.83M0.1%+57.7%0.008%
11/15/2024 Royal London Asset Management Ltd.303,810$41.42M0.1%+2.9%0.035%
11/15/2024 Redwood Investment Management LLC17,056$2.30M0.2%+3.4%0.002%
11/15/2024 Rench Wealth Management Inc.33,414$4.56M1.6%+1.1%0.004%
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11/15/2024 Reynders McVeigh Capital Management LLC2,481$338K0.0%-6.8%0.000%
11/15/2024 Millburn Ridgefield Corp686$94K0.0%N/A0.000%
11/15/2024 Motley Fool Wealth Management LLC71,500$9.75M0.5%-2.2%0.008%
11/15/2024 IHT Wealth Management LLC15,770$2.14M0.1%+35.0%0.002%
11/15/2024 Ingalls & Snyder LLC5,945$811K0.0%-3.3%0.001%
11/15/2024 Integrated Wealth Concepts LLC48,196$6.57M0.1%+1.4%0.006%
11/15/2024 Investmark Advisory Group LLC15,901$2.17M1.1%+3.3%0.002%
11/15/2024 Investment Management Corp of Ontario24,176$3.30M0.1%+49.5%0.003%
11/15/2024 Janus Henderson Group PLC269,498$36.74M0.0%+202.9%0.031%
11/15/2024 HighTower Advisors LLC1,093,882$149.07M0.2%-2.3%0.128%
(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, 2,487 institutional investors and hedge funds held shares of United Parcel Service. The most heavily invested institutionals were BlackRock Inc. ($10.79B), Vanguard Group Inc. ($9.43B), State Street Corp ($4.04B), Charles Schwab Investment Management Inc. ($2.99B), Wellington Management Group LLP ($2.22B), Geode Capital Management LLC ($2.08B), and International Assets Investment Management LLC ($1.99B).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 2,084 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 ($29.14M), Charles Schwab Investment Management Inc. ($12.50M), Wellington Management Group LLP ($10.81M), Norges Bank ($7.18M), Bank Julius Baer & Co. Ltd Zurich ($4.13M), Franklin Resources Inc. ($2.59M), and Capital Research Global Investors ($2.30M).

How much institutional buying is happening at United Parcel Service?

Institutional investors have bought a total of 134,526,941 shares in the last 24 months. This purchase volume represents approximately $21.57B in transactions.

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

Of the 1,683 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: Clearbridge Investments LLC ($5.97M), Ameriprise Financial Inc. ($5.77M), FMR LLC ($4.20M), Capital Wealth Planning LLC ($3.79M), Capital Research Global Investors ($3.79M), Vanguard Group Inc. ($3.76M), and Massachusetts Financial Services Co. MA ($3.22M).

How much institutional selling is happening at United Parcel Service?

Institutional investors have sold a total of 84,000,286 shares in the last 24 months. This volume of shares sold represents approximately $13.41B in transactions.


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This page (NYSE:UPS) was last updated on 12/21/2024 by MarketBeat.com Staff
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