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United Parcel Service (UPS) Institutional Ownership

United Parcel Service logo
$96.40 -2.27 (-2.30%)
As of 02:11 PM Eastern
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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)
1471
Total
Institutional Inflows
(last 12 months)
$10.38B
Number of
Institutional Sellers
(last 12 months)
1245
Total
Institutional Outflows
(last 12 months)
$8.62B
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UPS Institutional Buying and Selling by Quarter

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United Parcel Service Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025First National Bank of Mount Dora Trust Investment Services61,290$6.74M1.6%+3.8%0.007%
4/15/2025Sonora Investment Management Group LLC5,752$633K0.1%+44.9%0.001%
4/15/2025MADDEN SECURITIES Corp1,910$210K0.1%N/A0.000%
4/15/2025Accurate Wealth Management LLC3,243$357K0.1%-18.7%0.000%
4/15/2025Simplicity Wealth LLC12,664$1.39M0.1%+136.4%0.001%
4/15/2025West Paces Advisors Inc.328$36K0.0%-81.7%0.000%
4/15/2025Wealthcare Advisory Partners LLC61,636$6.78M0.2%+6.3%0.007%
4/14/2025Yousif Capital Management LLC104,493$11.49M0.1%-0.2%0.012%
4/14/2025Bruce G. Allen Investments LLC1,588$175K0.1%+56.8%0.000%
4/14/2025Octavia Wealth Advisors LLC9,397$1.03M0.1%+17.5%0.001%
4/14/2025Midland Wealth Advisors LLC6,768$744K0.0%-11.7%0.001%
4/14/2025Pallas Capital Advisors LLC13,261$1.46M0.1%+83.6%0.002%
4/14/2025Farther Finance Advisors LLC12,527$1.37M0.0%+24.8%0.001%
4/14/2025City Holding Co.7,689$846K0.1%-5.8%0.001%
4/14/2025Daymark Wealth Partners LLC18,525$2.04M0.1%-15.0%0.002%
4/14/2025CHICAGO TRUST Co NA3,748$412K0.1%-8.6%0.000%
4/14/2025Range Financial Group LLC3,091$340K0.2%-30.4%0.000%
4/14/2025 Portside Wealth Group LLC19,070$2.10M0.3%+32.1%0.002%
4/14/2025Courier Capital LLC18,224$2.00M0.1%-4.1%0.002%
4/14/2025Capital Investment Advisors LLC163,741$18.01M0.4%-14.1%0.019%
4/14/2025Central Bank & Trust Co.4,217$464K0.1%+5.7%0.000%
4/14/2025Wedge Capital Management L L P NC86,425$9.51M0.2%-5.3%0.010%
4/14/2025Bangor Savings Bank5,312$584K0.1%-5.6%0.001%
4/14/2025Park Avenue Securities LLC19,878$2.19M0.0%+15.7%0.002%
4/14/2025Professional Advisory Services Inc.208,030$22.88M3.2%+2.6%0.024%
4/14/2025Wynn Capital LLC2,564$282K0.2%+10.3%0.000%
4/14/2025KMG Fiduciary Partners LLC26,175$2.88M0.2%-29.4%0.003%
4/14/2025Bank of New Hampshire34,557$3.80M1.0%-2.8%0.004%
4/14/2025ARS Wealth Advisors Group LLC38,693$4.26M0.6%+8.3%0.005%
4/14/2025Miracle Mile Advisors LLC66,307$7.29M0.1%+8.8%0.008%
4/14/2025RDA Financial Network4,452$490K0.1%+8.7%0.001%
4/14/2025Patriot Financial Group Insurance Agency LLC6,635$730K0.1%+18.8%0.001%
4/14/2025Revolve Wealth Partners LLC4,187$461K0.1%-5.3%0.000%
4/14/2025Wedmont Private Capital3,930$432K0.0%+25.4%0.000%
4/14/2025UMB Bank n.a.24,002$2.64M0.0%-8.8%0.003%
4/14/2025Clean Yield Group14,190$1.56M0.5%-1.9%0.002%
4/14/2025Bourne Lent Asset Management Inc.25,408$2.80M1.2%-1.0%0.003%
4/14/2025LexAurum Advisors LLC3,851$424K0.1%+40.2%0.000%
4/11/2025 Perkins Coie Trust Co22,793$2.51M0.6%+10.8%0.003%
4/11/2025 Godsey & Gibb Inc.156,136$17.17M1.7%+9.7%0.018%
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4/11/2025 Joule Financial LLC2,409$265K0.1%-7.9%0.000%
4/11/2025 Gateway Investment Advisers LLC212,442$23.37M0.3%+3.3%0.025%
4/11/2025 Successful Portfolios LLC2,932$322K0.2%+4.0%0.000%
4/11/2025 Independence Bank of Kentucky20,782$2.29M0.4%-1.3%0.002%
4/11/2025 Alliance Wealth Advisors LLC2,295$252K0.1%-10.3%0.000%
4/11/2025 First Affirmative Financial Network3,114$343K0.2%-6.9%0.000%
4/11/2025 Butensky & Cohen Financial Security Inc.33,567$3.69M1.1%+10.4%0.004%
4/11/2025 Fortress Financial Group LLC5,734$631K0.6%+14.2%0.001%
4/11/2025 Pines Wealth Management LLC2,527$278K0.1%-11.7%0.000%
4/11/2025 Sovereign Financial Group Inc.21,972$2.42M0.6%-0.6%0.003%
4/11/2025 Eagle Rock Investment Company LLC42,965$4.73M0.8%-0.9%0.005%
4/11/2025 Littlejohn Financial Services Inc.10,022$1.10M0.9%N/A0.001%
4/11/2025 Arkfeld Wealth Strategies L.L.C.40,983$4.51M1.9%N/A0.005%
4/11/2025 SeaCrest Wealth Management LLC5,718$629K0.1%+6.0%0.001%
4/11/2025 Procyon Advisors LLC9,235$1.02M0.1%-4.0%0.001%
4/11/2025 Intellectus Partners LLC8,528$938K0.2%+6.2%0.001%
4/11/2025 Pinnacle Wealth Management Group Inc.5,700$627K0.4%-37.7%0.001%
4/11/2025 Atwater Malick LLC27,287$3.00M1.0%+11.7%0.003%
4/11/2025 Curat Global LLC2,500$275K0.3%N/A0.000%
4/11/2025 Generali Investments Management Co LLC634$70K0.0%+209.3%0.000%
4/11/2025 E. Ohman J or Asset Management AB31,635$3.48M0.1%-4.2%0.004%
4/11/2025 Riverview Trust Co353$39K0.0%+2,106.3%0.000%
4/11/2025 MRA Advisory Group2,413$265K0.1%-28.7%0.000%
4/11/2025 Vest Financial LLC8,436$928K0.0%+73.5%0.001%
4/10/2025 Breakwater Capital Group2,676$294K0.1%+12.4%0.000%
4/10/2025 Salvus Wealth Management LLC4,363$480K0.3%+9.5%0.001%
4/10/2025 Thrive Wealth Management LLC3,386$372K0.1%+45.3%0.000%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.5,037$554K0.1%+20.4%0.001%
4/10/2025 Steigerwald Gordon & Koch Inc.104,932$11.54M1.3%+0.1%0.012%
4/10/2025 Cypress Wealth Services LLC25,453$2.80M0.6%+4.6%0.003%
4/10/2025 Wealth Management Partners LLC6,184$680K0.3%+2.8%0.001%
4/10/2025 Maltin Wealth Management Inc.16,029$1.76M0.8%-13.1%0.002%
4/10/2025 Gilman Hill Asset Management LLC79,591$8.75M1.5%+47.8%0.009%
4/10/2025 Naples Global Advisors LLC49,892$5.49M0.5%+4.4%0.006%
4/10/2025 LS Investment Advisors LLC8,640$950K0.1%+76.9%0.001%
4/10/2025 L. Roy Papp & Associates LLP10,841$1.19M0.1%-38.2%0.001%
4/10/2025 Columbia Asset Management44,020$4.84M0.9%-72.4%0.005%
4/10/2025 HF Advisory Group LLC13,236$1.46M0.6%+27.9%0.002%
4/10/2025 Beacon Financial Group27,463$3.02M0.3%-2.1%0.003%
4/10/2025 Matrix Trust Co9,766$1.07M0.2%+1.4%0.001%
4/10/2025 Johnson & White Wealth Management LLC2,524$278K0.2%+18.8%0.000%
4/10/2025 Portside Wealth Group LLC14,431$1.59M0.3%-1.4%0.002%
4/10/2025 Long Run Wealth Advisors LLC12,280$1.35M0.3%N/A0.001%
4/10/2025 Wealth Alliance Advisory Group LLC4,533$499K0.1%+7.8%0.001%
4/10/2025 Teamwork Financial Advisors LLC11,567$1.27M0.2%+18.2%0.001%
4/10/2025 Benin Management CORP31,918$3.51M1.0%+12.7%0.004%
4/10/2025 Iams Wealth Management LLC40,960$4.51M2.1%+6.3%0.005%
4/10/2025 Amplius Wealth Advisors LLC8,329$916K0.1%+6.6%0.001%
4/10/2025 Hennion & Walsh Asset Management Inc.12,596$1.39M0.1%-2.6%0.001%
4/10/2025 Viking Fund Management LLC57,000$6.27M0.9%+42.5%0.007%
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4/10/2025 Romano Brothers AND Company59,857$6.58M0.9%+7.1%0.007%
4/10/2025 Bridge Creek Capital Management LLC37,045$4.08M1.3%+5.0%0.004%
4/10/2025 JBGlobal.com LLC3,216$354K0.4%N/A0.000%
4/10/2025 Juncture Wealth Strategies LLC4,124$454K0.2%+2.5%0.000%
4/9/2025 Sentry Investment Management LLC2,236$246K0.2%-26.9%0.000%
4/9/2025 RFG Advisory LLC9,042$995K0.0%-29.8%0.001%
4/9/2025 Capital Asset Advisory Services LLC4,161$458K0.0%-16.6%0.000%
4/9/2025 InvesTrust39,583$4.35M1.2%+2.6%0.005%
4/9/2025 Fulton Bank N.A.18,141$2.00M0.1%-2.3%0.002%
4/9/2025 HBW Advisory Services LLC2,448$269K0.0%+31.3%0.000%
(Data available from 1/1/2016 forward)

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UPS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPS shares?

During the previous two years, 2,637 institutional investors and hedge funds held shares of United Parcel Service. The most heavily invested institutionals were BlackRock Inc. ($10.79B), Vanguard Group Inc. ($8.21B), State Street Corp ($4.04B), Charles Schwab Investment Management Inc. ($2.93B), Geode Capital Management LLC ($1.98B), Wellington Management Group LLP ($1.88B), and Franklin Resources Inc. ($1.38B).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 2,208 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 ($29.04M), Norges Bank ($15.70M), Charles Schwab Investment Management Inc. ($13.74M), Wellington Management Group LLP ($10.81M), Bank Julius Baer & Co. Ltd Zurich ($4.17M), Franklin Resources Inc. ($3.92M), and Van ECK Associates Corp ($3.14M).

How much institutional buying is happening at United Parcel Service?

Institutional investors have bought a total of 163,778,548 shares in the last 24 months. This purchase volume represents approximately $24.81B in transactions.

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

Of the 1,772 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), Ameriprise Financial Inc. ($7.19M), Clearbridge Investments LLC ($5.98M), Wellington Management Group LLP ($4.21M), FMR LLC ($4.20M), 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 111,208,334 shares in the last 24 months. This volume of shares sold represents approximately $16.47B in transactions.


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This page (NYSE:UPS) was last updated on 4/15/2025 by MarketBeat.com Staff
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