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United Parcel Service (UPS) Institutional Ownership

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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)
1490
Total
Institutional Inflows
(last 12 months)
$14.27B
Number of
Institutional Sellers
(last 12 months)
1283
Total
Institutional Outflows
(last 12 months)
$8.00B
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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
4/27/2024 Riverwater Partners LLC1,414$210K0.2%N/A0.000%
4/27/2024Conning Inc.18,018$2.68M0.1%-91.6%0.002%
4/27/2024Foster Victor Wealth Advisors LLC1,495$223K0.0%-94.9%0.000%
4/26/2024Pinnacle Associates Ltd.98,221$14.60M0.2%-6.2%0.012%
4/26/2024Sterling Investment Counsel LLC3,185$473K0.2%-4.0%0.000%
4/26/2024Securian Asset Management Inc.42,599$6.33M0.2%-6.9%0.005%
4/26/2024McGuire Investment Group LLC2,654$394K0.1%-3.9%0.000%
4/26/2024Pavion Blue Capital LLC25,034$3.72M1.8%+11.5%0.003%
4/26/2024UMB Bank n.a.60,530$9.00M0.1%-58.8%0.007%
4/26/2024Carlton Hofferkamp & Jenks Wealth Management LLC11,800$1.74M0.7%-3.2%0.001%
4/26/2024Advisors Management Group Inc. ADV4,760$707K0.2%-1.9%0.001%
4/26/2024LifeSteps Financial Inc.881$131K0.1%N/A0.000%
4/26/2024Prestige Wealth Management Group LLC2,539$377K0.1%+3.1%0.000%
4/26/2024GUNN & Co INVESTMENT MANAGEMENT INC.17,132$2.55M1.9%-92.3%0.002%
4/26/2024Bellevue Asset Management LLC1,156$172K0.1%-13.5%0.000%
4/26/2024Northwest Bancshares Inc.38,357$5.70M0.9%+8.2%0.004%
4/26/2024JNBA Financial Advisors454$68K0.0%-22.8%0.000%
4/26/2024Yousif Capital Management LLC104,648$15.55M0.2%-0.4%0.012%
4/26/2024Farmers & Merchants Trust Co of Chambersburg PA20,201$3.00M1.2%+6.3%0.002%
4/26/2024YHB Investment Advisors Inc.314$47K0.0%N/A0.000%
4/26/2024ZWJ Investment Counsel Inc.4,614$686K0.0%-1.5%0.001%
4/26/2024Opus Capital Group LLC1,701$253K0.0%-11.5%0.000%
4/26/2024Deroy & Devereaux Private Investment Counsel Inc.90,057$13.39M0.8%-1.2%0.011%
4/26/2024First National Trust Co44,306$6.59M0.3%-5.7%0.005%
4/26/2024McKinley Carter Wealth Services Inc.9,771$1.45M0.1%+7.2%0.001%
4/26/2024Mitchell & Pahl Private Wealth LLC14,760$2.19M1.2%+2.4%0.002%
4/26/2024Clear Creek Financial Management LLC2,619$389K0.0%N/A0.000%
4/26/2024Quantum Financial Advisors LLC1,491$222K0.0%+12.1%0.000%
4/26/2024Legacy Bridge LLC1,675$249K0.1%-8.9%0.000%
4/26/2024SYSTM Wealth Solutions LLC40,000$5.95M0.8%-4.7%0.005%
4/26/2024Sumitomo Life Insurance Co.13,413$1.99M0.0%-3.8%0.002%
4/26/2024 Mesirow Financial Investment Management Inc.12,636$1.88M0.0%N/A0.001%
4/26/2024Patrick M Sweeney & Associates Inc.4,966$738K0.6%+2.1%0.001%
4/26/2024Virginia Wealth Management Group Inc.13,890$2.06M1.7%+5.9%0.002%
4/26/2024LifePro Asset Management1,466$218K0.1%N/A0.000%
4/26/2024TI Trust Inc.2,515$374K0.3%+17.9%0.000%
4/26/2024Verdence Capital Advisors LLC28,640$4.26M0.4%+17.9%0.003%
4/26/2024Petredis Investment Advisors LLC13,445$2.00M0.2%+5.2%0.002%
4/26/2024Emerald Advisors LLC3,776$561K0.1%+20.1%0.000%
4/26/2024Caliber Wealth Management LLC13,925$2.07M1.1%+6.7%0.002%
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4/26/2024Checchi Capital Advisers LLC6,630$985K0.1%+7.3%0.001%
4/26/2024Latitude Advisors LLC1,772$263K0.2%+9.8%0.000%
4/26/2024Tritonpoint Wealth LLC93,685$14.20M1.4%+1.3%0.011%
4/26/2024Bogart Wealth LLC35,041$5.21M0.3%+10.2%0.004%
4/25/2024Alta Capital Management LLC21,221$3.15M0.2%+37.1%0.002%
4/25/2024Lindbrook Capital LLC5,435$808K0.1%-1.7%0.001%
4/25/2024New York State Teachers Retirement System721,239$107.20M0.2%-1.6%0.085%
4/25/2024Horrell Capital Management Inc.29,371$4.37M1.2%+0.5%0.003%
4/25/2024Mendota Financial Group LLC365$54K0.0%-34.2%0.000%
4/25/2024Human Investing LLC3,077$457K0.1%-7.0%0.000%
4/25/2024Center for Financial Planning Inc.3,122$464K0.1%-2.9%0.000%
4/25/2024Inlet Private Wealth LLC37,635$5.59M1.6%+1.0%0.004%
4/25/2024Bank of New York Mellon Corp6,470,286$961.68M0.2%-3.5%0.759%
4/25/2024Strategy Asset Managers LLC2,285$340K0.1%+18.6%0.000%
4/25/2024Carmel Capital Partners LLC8,066$1.20M0.5%+336.7%0.001%
4/25/2024Borer Denton & Associates Inc.41,010$6.10M2.2%-1.2%0.005%
4/25/2024Bridges Investment Management Inc.1,869$278K0.0%-29.0%0.000%
4/25/2024TNF LLC1,606$235K0.1%-8.9%0.000%
4/25/2024Equitable Trust Co.2,026$301K0.0%N/A0.000%
4/25/2024Schnieders Capital Management LLC5,853$870K0.2%-12.5%0.001%
4/25/2024Smith Chas P & Associates PA Cpas228,409$33.95M2.1%+2.9%0.027%
4/25/2024Advocate Group LLC61,195$9.10M1.8%+13.9%0.007%
4/25/2024Capital Investment Advisory Services LLC8,455$1.26M0.1%-14.7%0.001%
4/25/2024HTLF Bank42,055$6.25M0.7%+1.1%0.005%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 238,633$35.47M0.1%+2.7%0.028%
4/25/2024L.M. Kohn & Company12,624$1.88M0.5%+4.1%0.001%
4/25/2024MTM Investment Management LLC2,323$345K0.1%-39.1%0.000%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund142,141$21.13M0.2%-0.8%0.017%
4/25/2024Eudaimonia Partners LLC14,867$2.21M0.5%-5.2%0.002%
4/25/2024 Valeo Financial Advisors LLC25,532$3.75M0.1%+4.6%0.003%
4/25/2024Telos Capital Management Inc.91,445$13.59M1.5%+4.7%0.011%
4/25/2024 Summit Financial LLC10,475$1.56M0.1%+1.4%0.001%
4/25/2024 IAG Wealth Partners LLC874$130K0.0%+36.6%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.130,390$19.38M0.1%+3.5%0.015%
4/24/2024 Private Trust Co. NA6,477$963K0.1%+8.4%0.001%
4/24/2024 Patton Albertson Miller Group LLC2,152$320K0.0%-29.1%0.000%
4/24/2024 Wolff Financial Management LLC7,515$1.12M0.3%-1.3%0.001%
4/24/2024 CENTRAL TRUST Co12,735$1.89M0.0%+1.6%0.001%
4/24/2024 V Square Quantitative Management LLC12,075$1.80M0.3%+34.1%0.001%
4/24/2024 Diamant Asset Management Inc.3,885$577K0.4%-2.3%0.000%
4/24/2024 Newbridge Financial Services Group Inc.445$66K0.0%-64.8%0.000%
4/24/2024 Pinnacle Wealth Management Group Inc.11,373$1.69M1.3%-1.3%0.001%
4/24/2024 Conscious Wealth Investments LLC3,532$505K0.4%-6.2%0.000%
4/24/2024 Zullo Investment Group Inc.17,540$2.61M1.2%+6.3%0.002%
4/24/2024 Marino Stram & Associates LLC6,649$988K0.2%+8.1%0.001%
4/24/2024 U S Global Investors Inc.1,195$178K0.0%+28.2%0.000%
4/24/2024 Simplicity Wealth LLC38,578$5.73M0.1%+1,459.3%0.005%
4/24/2024 Archford Capital Strategies LLC6,001$892K0.1%-9.7%0.001%
4/24/2024 NBT Bank N A NY18,760$2.79M0.2%-2.5%0.002%
4/24/2024 Childress Capital Advisors LLC2,686$399K0.1%+5.5%0.000%
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4/24/2024 Avitas Wealth Management LLC18,267$2.72M0.4%-1.2%0.002%
4/24/2024 Spire Wealth Management11,659$1.73M0.1%+2.0%0.001%
4/24/2024 Pinnacle West Asset Management Inc.5,440$809K0.6%+4.7%0.001%
4/24/2024 Essex Financial Services Inc.5,631$837K0.1%+8.5%0.001%
4/24/2024 Bar Harbor Wealth Management86,560$12.87M0.9%-0.4%0.010%
4/24/2024 West Branch Capital LLC909$135K0.1%-22.2%0.000%
4/24/2024 Assenagon Asset Management S.A.244,548$36.35M0.1%-51.7%0.029%
4/23/2024 Wetzel Investment Advisors Inc.647$92K0.1%+17.2%0.000%
4/23/2024 Bell Bank56,796$8.44M0.7%+6.0%0.007%
4/23/2024 Godsey & Gibb Inc.121,645$18.08M1.9%+8.8%0.014%
(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, 2,543 institutional investors and hedge funds held shares of United Parcel Service. The most heavily invested institutionals were BlackRock Inc. ($10.79B), Vanguard Group Inc. ($10.57B), 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 2,209 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 ($4.14M), Franklin Resources Inc. ($3.95M), and Capital Wealth Planning LLC ($2.88M).

How much institutional buying is happening at United Parcel Service?

Institutional investors have bought a total of 123,140,233 shares in the last 24 months. This purchase volume represents approximately $21.55B in transactions.

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

Of the 1,708 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), Massachusetts Financial Services Co. MA ($3.74M), BlackRock Inc. ($2.91M), and Clearbridge Investments LLC ($2.65M).

How much institutional selling is happening at United Parcel Service?

Institutional investors have sold a total of 81,552,628 shares in the last 24 months. This volume of shares sold represents approximately $14.12B in transactions.


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This page (NYSE:UPS) was last updated on 4/28/2024 by MarketBeat.com Staff

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