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United Parcel Service Inc
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United Parcel Service Inc
Institutional position changes, all quarters
545 moves
All actions
All impact
Action
Institution
Quarter
↓
Δ shares
Δ %
Held after
Flow
Impact
Added
BlackRock, Inc.
Jun 30, 2026
+4,428,115
+8.8%
54,929,329
$476.02M
high
Added
Victory Capital Management, Inc.
Jun 30, 2026
+3,210,102
+29%
14,251,075
$345.09M
high
Added
STATE STREET CORPORATION
Jun 30, 2026
+1,771,636
+5.5%
33,864,263
$190.45M
high
Trimmed
DEUTSCHE BANK AG
Jun 30, 2026
-354,165
-13%
2,348,309
$38.07M
medium
Added
Mitsubishi UFJ Asset Management Co., Ltd.
Jun 30, 2026
+269,913
+17%
1,823,055
$29.02M
medium
Added
RNC CAPITAL MANAGEMENT LLC
Jun 30, 2026
+176,202
+46%
555,370
$18.94M
medium
Exited
FORSTA AP-FONDEN
Jun 30, 2026
-168,700
-100%
0
$16.73M
medium
Added
LPL Financial LLC
Jun 30, 2026
+121,931
+8.2%
1,604,877
$13.11M
medium
Exited
K.J. Harrison & Partners Inc
Jun 30, 2026
-63,000
-100%
0
$6.25M
medium
Added
Quadrature Capital Ltd
Jun 30, 2026
+48,198
+30%
206,757
$5.18M
medium
Added
EQUITY INVESTMENT CORP
Jun 30, 2026
+38,022
+2.5%
1,579,697
$4.09M
low
Trimmed
Game Plan Financial Advisors, LLC
Jun 30, 2026
-34,502
-100%
11
$3.71M
low
Added
The PNC Financial Services Group, Inc.
Jun 30, 2026
+33,762
+3.1%
1,112,720
$3.63M
low
Trimmed
FIRST NATIONAL BANK OF OMAHA
Jun 30, 2026
-24,188
-46%
28,485
$2.60M
low
Added
Dakota Wealth Management
Jun 30, 2026
+24,053
+237%
34,194
$2.59M
low
Trimmed
Lido Advisors, LLC
Jun 30, 2026
-18,730
-26%
52,416
$2.01M
low
Trimmed
VILLERE ST DENIS J & CO LLC
Jun 30, 2026
-16,977
-11%
139,873
$1.83M
low
Added
MML INVESTORS SERVICES, LLC
Jun 30, 2026
+12,827
+13%
113,618
$1.38M
low
Trimmed
TRUST CO OF VERMONT
Jun 30, 2026
-11,598
-72%
4,451
$1.25M
low
Trimmed
MEEDER ASSET MANAGEMENT INC
Jun 30, 2026
-11,349
-98%
281
$1.22M
low
New
Corundum Group, Inc.
Jun 30, 2026
+7,593
New
7,593
$816.2K
low
Added
WINTON GROUP Ltd
Jun 30, 2026
+7,377
+320%
9,681
$793.0K
low
Added
Sigma Planning Corp
Jun 30, 2026
+7,210
+27%
33,991
$775.1K
low
Added
Tweedy, Browne Co LLC
Jun 30, 2026
+6,788
+69%
16,630
$729.7K
low
Trimmed
Wealthfront Advisers LLC
Jun 30, 2026
-5,114
-4.7%
103,409
$549.8K
low
Added
Edgemoor Investment Advisors, Inc.
Jun 30, 2026
+4,640
+16%
34,251
$498.8K
low
Exited
AlphaQuest LLC
Jun 30, 2026
-4,958
-100%
0
$491.8K
low
New
CCG WEALTH MANAGEMENT, LLC
Jun 30, 2026
+4,288
New
4,288
$461.0K
low
Trimmed
Pallas Capital Advisors LLC
Jun 30, 2026
-4,144
-13%
28,468
$445.5K
low
New
Argyle Capital Partners, LLC
Jun 30, 2026
+3,903
New
3,903
$419.6K
low
Added
Meeder Advisory Services, Inc.
Jun 30, 2026
+3,863
+37%
14,217
$415.3K
low
New
KILEY JUERGENS WEALTH MANAGEMENT, LLC
Jun 30, 2026
+3,834
New
3,834
$412.2K
low
Exited
Nordwand Advisors, LLC
Jun 30, 2026
-3,645
-100%
0
$361.5K
low
Added
OneDigital Investment Advisors LLC
Jun 30, 2026
+3,267
+6.0%
57,630
$351.2K
low
New
Ethos Financial Group, LLC
Jun 30, 2026
+2,817
New
2,817
$294.5K
low
Added
Monte Financial Group, LLC
Jun 30, 2026
+2,305
+3.7%
65,043
$240.2K
low
New
BLALOCK WILLIAMS, LLC
Jun 30, 2026
+2,128
New
2,128
$228.8K
low
Added
CAPITAL FINANCIAL GROUP INC\CO\ /ADV
Jun 30, 2026
+2,053
+15%
15,879
$220.7K
low
New
Marble Harbor Investment Counsel, LLC
Jun 30, 2026
+1,955
New
1,955
$210.2K
low
Trimmed
RWA WEALTH PARTNERS, LLC
Jun 30, 2026
-1,682
-43%
2,243
$180.8K
low
Added
SITTNER & NELSON, LLC
Jun 30, 2026
+1,659
+40%
5,799
$178.3K
low
Trimmed
NWM ADVISORS, LLC
Jun 30, 2026
-1,634
-9.4%
15,718
$175.7K
low
Trimmed
May Hill Capital, LLC
Jun 30, 2026
-1,592
-43%
2,088
$171.1K
low
Trimmed
OARSMAN CAPITAL, INC.
Jun 30, 2026
-1,557
-14%
9,314
$167.4K
low
Added
Perigon Wealth Management, LLC
Jun 30, 2026
+1,495
+4.5%
34,737
$160.7K
low
Added
CITIZENS FINANCIAL GROUP INC/RI
Jun 30, 2026
+1,290
+13%
10,937
$138.7K
low
Trimmed
AMG National Trust Bank
Jun 30, 2026
-1,207
-21%
4,447
$129.8K
low
Added
Rayburn West Financial Services LLC
Jun 30, 2026
+1,020
+2.9%
35,815
$109.7K
low
Added
Destiny Wealth Partners, LLC
Jun 30, 2026
+678
+17%
4,583
$70.7K
low
Trimmed
Pavion Blue Capital, LLC
Jun 30, 2026
-580
-2.8%
20,198
$62.4K
low
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