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United Parcel Service (UPS) Institutional Ownership

United Parcel Service logo
$129.77 -0.17 (-0.13%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. 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)
1316
Total
Institutional Inflows
(last 12 months)
$11.85B
Number of
Institutional Sellers
(last 12 months)
1159
Total
Institutional Outflows
(last 12 months)
$8.02B
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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
1/17/2025 Veracity Capital LLC1,854$234K0.1%-9.7%0.000%
1/17/2025 Avior Wealth Management LLC1,607$203K0.0%-34.1%0.000%
1/17/2025 Beacon Investment Advisory Services Inc.1,918$242K0.0%-39.6%0.000%
1/17/2025 Bill Few Associates Inc.2,138$270K0.1%-9.1%0.000%
1/17/2025 Teamwork Financial Advisors LLC9,790$1.24M0.2%+56.1%0.001%
1/17/2025 Adirondack Trust Co.2,633$332K0.1%-5.7%0.000%
1/17/2025 Mutual Advisors LLC37,455$4.87M0.1%+29.8%0.004%
1/17/2025 First PREMIER Bank2,053$258K0.1%+128.1%0.000%
1/17/2025 Traynor Capital Management Inc.2,496$315K0.0%-30.9%0.000%
1/17/2025 Wesbanco Bank Inc.59,268$7.47M0.3%-1.8%0.007%
1/17/2025 Bartlett & CO. Wealth Management LLC67,386$8.50M0.1%-6.9%0.008%
1/17/2025 Sharp Financial Services LLC3,015$380K0.3%-16.9%0.000%
1/17/2025 Marino Stram & Associates LLC6,397$807K0.2%-4.5%0.001%
1/17/2025 Park Place Capital Corp1,036$131K0.0%-42.6%0.000%
1/17/2025 Daymark Wealth Partners LLC21,794$2.75M0.1%-69.9%0.003%
1/17/2025 LifeGuide Financial Advisors LLC4,371$551K0.2%-4.7%0.001%
1/17/2025 Finley Financial LLC2,626$335K0.2%N/A0.000%
1/17/2025 Albion Financial Group UT39,652$5M0.3%-0.8%0.005%
1/17/2025 ERTS Wealth Advisors LLC2,021$255K0.0%-21.8%0.000%
1/17/2025 Global Trust Asset Management LLC2,448$309K0.1%-11.3%0.000%
1/17/2025 Advisory Alpha LLC25,939$3.27M0.1%-2.3%0.003%
1/17/2025 Dakota Wealth Management10,490$1.32M0.0%-5.2%0.001%
1/17/2025 Bourne Lent Asset Management Inc.25,658$3.24M1.2%+8.4%0.003%
1/17/2025 Eads & Heald Wealth Management2,035$257K0.1%-41.2%0.000%
1/17/2025 XML Financial LLC41,434$5.23M0.5%-3.6%0.005%
1/17/2025 Nisa Investment Advisors LLC174,045$21.95M0.1%-3.5%0.020%
1/17/2025 Simon Quick Advisors LLC4,066$513K0.0%+6.7%0.000%
1/17/2025 Sheets Smith Wealth Management2,430$306K0.0%+32.9%0.000%
1/17/2025 MCF Advisors LLC1,006$127K0.0%-9.7%0.000%
1/17/2025 Octavia Wealth Advisors LLC7,995$1.01M0.1%+70.7%0.001%
1/17/2025 Fort Washington Investment Advisors Inc. OH11,916$1.50M0.0%-13.2%0.001%
1/17/2025 Atomi Financial Group Inc.11,095$1.40M0.1%+44.9%0.001%
1/17/2025 Alpha Cubed Investments LLC8,528$1.08M0.0%-27.3%0.001%
1/17/2025 Segment Wealth Management LLC3,142$396K0.0%-6.0%0.000%
1/17/2025 Perpetual Ltd10,409$1.31M0.0%-37.3%0.001%
1/16/2025 First United Bank & Trust4,405$555K0.2%-19.2%0.001%
1/16/2025 Aspiriant LLC1,641$207K0.0%-15.5%0.000%
1/16/2025 Brookmont Capital Management27,167$3.43M1.8%+26.5%0.003%
1/16/2025 Crossmark Global Holdings Inc.38,578$4.86M0.1%-3.9%0.005%
1/16/2025 Royal Fund Management LLC25,890$3.27M0.3%-36.7%0.003%
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1/16/2025 Sugar Maple Asset Management LLC300$38K0.0%N/A0.000%
1/16/2025 Mitchell & Pahl Private Wealth LLC16,741$2.11M1.0%+8.1%0.002%
1/16/2025 Ballentine Partners LLC12,299$1.55M0.0%-8.8%0.001%
1/16/2025 Culbertson A N & Co. Inc.28,416$3.58M0.6%+1.6%0.003%
1/16/2025 ZWJ Investment Counsel Inc.4,869$614K0.0%+4.1%0.001%
1/16/2025 Pure Financial Advisors LLC18,442$2.33M0.1%+1.6%0.002%
1/16/2025 Addenda Capital Inc.42,478$5.36M0.2%-0.3%0.005%
1/16/2025 New Hampshire Trust1,725$218K0.0%-27.2%0.000%
1/16/2025 Bonness Enterprises Inc.21,150$2.67M0.9%+24.0%0.002%
1/16/2025 Central Bank & Trust Co.3,989$503K0.1%-29.5%0.000%
1/16/2025 Sky Investment Group LLC33,774$4.26M0.8%-6.8%0.004%
1/16/2025 Harbor Investment Advisory LLC2,340$295K0.0%-34.7%0.000%
1/16/2025 LaFleur & Godfrey LLC6,225$785K0.1%+62.8%0.001%
1/16/2025 Union Savings Bank727$92K0.0%-11.9%0.000%
1/16/2025 MassMutual Private Wealth & Trust FSB31,076$3.92M0.1%-6.4%0.004%
1/16/2025 Corundum Group Inc.8,264$1.04M0.4%+9.8%0.001%
1/16/2025 Penn Davis Mcfarland Inc.32,574$4.11M0.4%-1.4%0.004%
1/16/2025 Stokes Capital Advisors LLC28,917$3.65M0.9%+34.2%0.003%
1/16/2025 Maltin Wealth Management Inc.18,451$2.33M1.1%-2.6%0.002%
1/16/2025 UMB Bank n.a.26,332$3.32M0.1%-11.6%0.003%
1/16/2025 Wealth Management Partners LLC6,018$759K0.3%-36.5%0.001%
1/16/2025 Access Financial Services Inc.8,025$1.01M0.5%-9.1%0.001%
1/16/2025 Thrive Wealth Management LLC2,330$294K0.1%-30.0%0.000%
1/16/2025 Mechanics Bank Trust Department10,211$1.29M0.2%-2.0%0.001%
1/16/2025 Lincoln Capital LLC6,450$813K0.2%-5.8%0.001%
1/16/2025 Diversify Advisory Services LLC7,586$935K0.1%-64.0%0.001%
1/16/2025 Diversify Wealth Management LLC5,052$623K0.0%-66.6%0.001%
1/16/2025 Guardian Investment Management3,800$479K0.3%-6.7%0.000%
1/16/2025 LVW Advisors LLC3,562$449K0.1%-21.0%0.000%
1/16/2025 Gilman Hill Asset Management LLC53,858$6.79M1.2%-8.4%0.006%
1/16/2025 City Holding Co.8,161$1.03M0.1%-16.6%0.001%
1/16/2025 Grove Bank & Trust2,329$294K0.0%+6.0%0.000%
1/16/2025 Brady Martz Wealth Solutions LLC4,825$607K0.1%N/A0.001%
1/16/2025 Steigerwald Gordon & Koch Inc.104,809$13.22M1.5%+4.8%0.012%
1/16/2025 Romano Brothers AND Company55,900$7.05M0.9%-0.5%0.007%
1/16/2025 Perkins Coie Trust Co20,576$2.60M0.6%-3.2%0.002%
1/16/2025 Clarius Group LLC2,583$326K0.0%-15.4%0.000%
1/15/2025 Joule Financial LLC2,617$330K0.1%-9.0%0.000%
1/15/2025 HF Advisory Group LLC10,350$1.31M0.6%N/A0.001%
1/15/2025 Aaron Wealth Advisors LLC2,538$320K0.0%+23.1%0.000%
1/15/2025 Portside Wealth Group LLC14,638$2.00M0.3%-4.1%0.002%
1/15/2025 Wealth Alliance Advisory Group LLC4,205$530K0.1%-8.8%0.000%
1/15/2025 Moss Adams Wealth Advisors LLC24,579$3.10M0.3%+1.7%0.003%
1/15/2025 Monarch Capital Management Inc.27,180$3.43M0.9%+4.4%0.003%
1/15/2025 Nexus Investment Management ULC210,600$26.56M2.7%+3.7%0.025%
1/15/2025 Walker Financial Services Inc.1,910$241K0.1%-13.8%0.000%
1/15/2025 Astoria Portfolio Advisors LLC.6,130$771K0.3%-2.1%0.001%
1/15/2025 Kera Capital Partners Inc.25,563$3.22M0.9%N/A0.003%
1/15/2025 Smith Salley Wealth Management3,910$493K0.0%-3.3%0.000%
1/15/2025 Financial Management Professionals Inc.2,714$342K0.0%+7.3%0.000%
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1/15/2025 Ameritas Advisory Services LLC58,465$7.37M0.3%+636.8%0.007%
1/15/2025 HB Wealth Management LLC39,106$4.93M0.1%+18.8%0.005%
1/15/2025 Trust Co. of Vermont18,416$2.32M0.1%+109.3%0.002%
1/15/2025 Premier Path Wealth Partners LLC2,655$335K0.1%-8.5%0.000%
1/15/2025 Cohen Klingenstein LLC29,049$3.66M0.1%-0.4%0.003%
1/15/2025 Sanibel Captiva Trust Company Inc.95,512$12.04M0.4%+16.7%0.011%
1/15/2025 Howard Financial Services LTD.2,369$299K0.0%+17.2%0.000%
1/15/2025 Verity & Verity LLC165,693$20.89M1.9%+27.9%0.019%
1/15/2025 Arkadios Wealth Advisors17,473$2.20M0.1%-21.9%0.002%
1/15/2025 Spring Capital Management LLC1,816$229K0.1%N/A0.000%
(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, 2,490 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 FMR LLC ($1.45B).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 2,079 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 135,170,001 shares in the last 24 months. This purchase volume represents approximately $21.61B in transactions.

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

Of the 1,701 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: International Assets Investment Management LLC ($14.53M), 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), and Vanguard Group Inc. ($3.76M).

How much institutional selling is happening at United Parcel Service?

Institutional investors have sold a total of 99,086,855 shares in the last 24 months. This volume of shares sold represents approximately $15.30B in transactions.


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This page (NYSE:UPS) was last updated on 1/20/2025 by MarketBeat.com Staff
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