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United Parcel Service (UPS) Institutional Ownership

$137.61
-1.05 (-0.76%)
(As of 05/28/2024 ET)

Institutional Ownership Changes (13F Filings) for United Parcel Service (NYSE:UPS)

Current
Institutional Ownership
Percentage
60.26%
Number of
Institutional Buyers
(last 12 months)
1391
Total
Institutional Inflows
(last 12 months)
$11.74B
Number of
Institutional Sellers
(last 12 months)
1245
Total
Institutional Outflows
(last 12 months)
$7.44B
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UPS Institutional Buying and Selling by Quarter

United Parcel Service Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/28/2024Verity Asset Management Inc.2,140$318K0.2%-5.8%0.000%
5/28/2024Teachers Retirement System of The State of Kentucky59,198$8.80M0.1%-5.2%0.007%
5/24/2024 Cetera Advisor Networks LLC209,741$31.17M0.2%+3.6%0.025%
5/24/2024 Cetera Advisors LLC58,560$8.70M0.1%+77.7%0.007%
5/24/2024 Cetera Investment Advisers310,451$46.14M0.1%+359.7%0.036%
5/22/2024 Burney Co.2,673$397K0.0%-3.5%0.000%
5/21/2024 Atria Investments Inc94,365$14.03M0.2%+5.4%0.011%
5/21/2024 Swedbank AB283,088$42.08M0.1%N/A0.033%
5/21/2024Sanibel Captiva Trust Company Inc.11,567$1.72M0.1%-9.6%0.001%
5/21/2024 LRI Investments LLC362$54K0.0%N/A0.000%
5/20/2024 Virtu Financial LLC39,084$5.81M0.4%N/A0.005%
5/20/2024Strategic Wealth Partners Ltd.26,377$3.92M0.4%+814.3%0.003%
5/20/2024 Highlander Capital Management LLC3,200$476K0.2%+255.6%0.000%
5/20/2024 Cim LLC9,892$1.47M0.2%+0.9%0.001%
5/17/2024 Wahed Invest LLC14,171$2.11M0.5%+14.6%0.002%
5/17/2024 Citizens Financial Group Inc. RI13,526$2.01M0.1%-70.0%0.002%
5/17/2024 CCM Investment Advisers LLC65,589$9.75M1.2%+2.1%0.008%
5/17/2024 Heartland Bank & Trust Co1,559$232K0.1%N/A0.000%
5/17/2024 New Covenant Trust Company N.A.2,324$345K0.3%N/A0.000%
5/17/2024 Plato Investment Management Ltd2,437$362K0.0%+978.3%0.000%
5/17/2024 XML Financial LLC38,553$5.73M0.6%-18.6%0.005%
5/17/2024 iA Global Asset Management Inc.11,245$1.67M0.0%+23.8%0.001%
5/17/2024 Garner Asset Management Corp9,718$1.44M0.7%+4.0%0.001%
5/17/2024 Vista Investment Partners LLC11,166$1.66M0.6%+231.9%0.001%
5/17/2024 LBP AM SA72,546$10.78M0.4%-25.1%0.008%
5/17/2024 Jaffetilchin Investment Partners LLC4,616$686K0.1%-34.3%0.001%
5/17/2024 Beacon Capital Management LLC1,652$246K0.1%+48.4%0.000%
5/17/2024 Semmax Financial Advisors Inc.24,286$3.70M1.2%-2.8%0.003%
5/17/2024 Hancock Whitney Corp2,135$317K0.0%-3.1%0.000%
5/17/2024 Comerica Bank282,098$41.93M0.2%+1.9%0.033%
5/17/2024 Coppell Advisory Solutions Corp.15,399$2.29M0.4%N/A0.002%
5/17/2024 Tidal Investments LLC36,192$5.38M0.1%-46.8%0.004%
5/17/2024 Motley Fool Asset Management LLC28,508$4.24M0.3%+15.7%0.003%
5/16/2024 Redwood Investment Management LLC14,301$2.13M0.2%-6.2%0.002%
5/16/2024 California State Teachers Retirement System1,153,467$171.44M0.2%+0.3%0.135%
5/16/2024 Global Financial Private Client LLC661$98K0.0%-27.3%0.000%
5/16/2024 Slagle Financial LLC16,549$2.46M1.3%-42.6%0.002%
5/16/2024 Meiji Yasuda Life Insurance Co53,836$8.00M0.2%+23.1%0.006%
5/16/2024 Mango Five Family Inc.16,628$2.47M0.8%-1.8%0.002%
5/16/2024 B. Riley Wealth Advisors Inc.22,342$3.48M0.1%-0.5%0.003%
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5/16/2024 Sweeney & Michel LLC2,620$388K0.2%N/A0.000%
5/16/2024 Icon Wealth Advisors LLC19,214$2.86M0.3%-0.4%0.002%
5/16/2024 Interval Partners LP606,195$90.10M2.5%N/A0.071%
5/16/2024 Janus Henderson Group PLC474,854$70.58M0.0%-86.6%0.056%
5/16/2024 Waverly Advisors LLC83,344$12.39M0.3%+1,199.0%0.010%
5/16/2024 Silvercrest Asset Management Group LLC14,377$2.14M0.0%-19.0%0.002%
5/15/2024 SVB Wealth LLC18,619$2.77M0.1%+13.4%0.002%
5/15/2024 Mount Yale Investment Advisors LLC3,584$533K0.0%-41.5%0.000%
5/15/2024 Public Employees Retirement System of Ohio351,854$52.30M0.2%-7.5%0.041%
5/15/2024 London & Capital Asset Management Ltd230,774$34.30M2.6%+3.9%0.027%
5/15/2024 Public Employees Retirement Association of Colorado101,751$15.12M0.1%-4.8%0.012%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund23,868$3.55M0.2%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems54,926$8.16M0.2%-5.1%0.006%
5/15/2024 Fairview Capital Investment Management LLC331,672$49.30M2.8%+4.4%0.039%
5/15/2024 Price T Rowe Associates Inc. MD4,113,870$611.45M0.1%+2.5%0.481%
5/15/2024 BOKF NA33,395$4.93M0.1%+3.8%0.004%
5/15/2024 Kestra Advisory Services LLC125,985$18.73M0.1%+21.9%0.015%
5/15/2024 Steel Grove Capital Advisors LLC11,448$1.70M0.0%+291.9%0.001%
5/15/2024 Lazard Asset Management LLC7,117$1.06M0.0%-14.0%0.001%
5/15/2024 Bank of Nova Scotia Trust Co.1,490$221K0.0%-32.0%0.000%
5/15/2024 Epoch Investment Partners Inc.380,704$56.58M0.3%+0.2%0.044%
5/15/2024 LRI Investments LLC645$97K0.0%N/A0.000%
5/15/2024 1832 Asset Management L.P.153,824$22.86M0.0%+48.3%0.018%
5/15/2024 Linscomb Wealth Inc.56,138$8.34M0.4%-0.3%0.007%
5/15/2024 Truvestments Capital LLC19,580$2.91M1.1%+23.5%0.002%
5/15/2024 Guardian Capital Advisors LP5,865$834K0.1%-14.4%0.001%
5/15/2024 Stonebridge Capital Advisors LLC70,882$10.54M0.9%+6.9%0.008%
5/14/2024 JT Stratford LLC5,331$792K0.2%-2.5%0.001%
5/14/2024 Capital World Investors3,011,299$447.57M0.1%+9.6%0.352%
5/14/2024 Capital Research Global Investors803,496$119.42M0.0%+0.0%0.094%
5/14/2024 Toronto Dominion Bank240,352$35.72M0.1%-44.0%0.028%
5/14/2024 Capital International Inc. CA 8,991$1.34M0.0%+10.7%0.001%
5/14/2024 Capital International Investors958,731$142.50M0.0%-35.9%0.112%
5/14/2024 Atalanta Sosnoff Capital LLC2,040$303K0.0%N/A0.000%
5/14/2024 Cadence Bank36,895$5.48M0.4%-1.0%0.004%
5/14/2024 Stamos Capital Partners L.P.16,870$2.51M0.6%+9.5%0.002%
5/14/2024 First Commonwealth Financial Corp PA 4,709$700K0.2%+11.5%0.001%
5/14/2024 Advisors Asset Management Inc.199,100$29.59M0.6%-2.8%0.023%
5/14/2024 Axxcess Wealth Management LLC53,194$7.91M0.2%-3.1%0.006%
5/14/2024 EP Wealth Advisors LLC20,678$3.07M0.0%+19.5%0.002%
5/14/2024 Carlson Capital L P50,200$7.46M0.6%N/A0.006%
5/14/2024 Freestone Capital Holdings LLC7,384$1.10M0.0%-70.1%0.001%
5/14/2024 CreativeOne Wealth LLC13,431$2.00M0.1%+53.7%0.002%
5/14/2024 EntryPoint Capital LLC963$143K0.1%+251.5%0.000%
5/14/2024 Sculati Wealth Management LLC16,850$2.51M1.1%+1.4%0.002%
5/14/2024 Fayez Sarofim & Co6,509$967K0.0%-13.2%0.001%
5/14/2024 LGT Group Foundation37,722$5.61M0.1%-24.5%0.004%
5/14/2024 Shell Asset Management Co.22,192$3.30M0.1%+21.8%0.003%
5/14/2024 TFO Wealth Partners LLC333$49K0.0%-92.9%0.000%
5/14/2024 Mattern Capital Management LLC63,425$9.43M1.3%+7.0%0.007%
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5/14/2024 Payden & Rygel Investment Group1,400$208K0.0%N/A0.000%
5/14/2024 Crewe Advisors LLC1,675$249K0.0%N/A0.000%
5/14/2024 Elgethun Capital Management2,895$428K0.1%-2.7%0.000%
5/14/2024 Burns Matteson Capital Management LLC2,588$385K0.2%-5.7%0.000%
5/14/2024 MQS Management LLC3,851$572K0.3%N/A0.000%
5/14/2024 Natixis817$121K0.0%N/A0.000%
5/14/2024 InterOcean Capital Group LLC319,915$47.55M1.1%+7.2%0.038%
5/14/2024 Pitcairn Co.23,717$3.53M0.2%+5.7%0.003%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund942$140K0.0%-99.5%0.000%
5/14/2024 Saturna Capital Corp274,696$40.83M0.6%+17.4%0.032%
(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, 2,521 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 ($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 2,166 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 ($4.13M), Franklin Resources Inc. ($3.95M), and First Trust Advisors LP ($2.52M).

How much institutional buying is happening at United Parcel Service?

Institutional investors have bought a total of 114,707,420 shares in the last 24 months. This purchase volume represents approximately $19.41B in transactions.

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

Of the 1,685 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), Vanguard Group Inc. ($3.76M), Massachusetts Financial Services Co. MA ($3.40M), and Janus Henderson Group PLC ($3.08M).

How much institutional selling is happening at United Parcel Service?

Institutional investors have sold a total of 86,798,375 shares in the last 24 months. This volume of shares sold represents approximately $14.61B in transactions.


This page (NYSE:UPS) was last updated on 5/29/2024 by MarketBeat.com Staff

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