Institutional Ownership United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS). We have compiled data on the 2,360 institutions that hold shares in the stock, with a total of 470 Million shares, which have been reported (via 13F filing form) to have a value of $44.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
108,545
shares
|
$10.2 Million
1.05% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
107,432
shares
|
$10.1 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
107,115
shares
|
$10.1 Million
0.21% of portfolio
|
Q3 2025
Added 52.25%
|
|
|
Mayar Capital Ltd.
|
Nov 14, 2025 Q3 2025 |
107,020
shares
|
$10.1 Million
19.35% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Nov 05, 2025 Q3 2025 |
106,646
shares
|
$10 Million
0.64% of portfolio
|
Q3 2025
Added 22.6%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
106,157
shares
|
$10 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
105,768
shares
|
$9.96 Million
1.06% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 13, 2025 Q3 2025 |
105,449
shares
|
$9.93 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
104,000
shares
|
$9.8 Million
0.67% of portfolio
|
Q3 2025
Added 940.0%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
100,426
shares
|
$9.46 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
100,414
shares
|
$9.46 Million
7.35% of portfolio
|
Q3 2025
Added 1425.12%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
98,676
shares
|
$9.29 Million
0.02% of portfolio
|
Q3 2025
Added 18.6%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
98,233
shares
|
$9.25 Million
0.12% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
97,276
shares
|
$9.16 Million
0.04% of portfolio
|
Q3 2025
Added 22.57%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
96,123
shares
|
$9.05 Million
0.02% of portfolio
|
Q3 2025
Reduced 20.85%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
96,121
shares
|
$9.05 Million
0.02% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
95,070
shares
|
$8.95 Million
0.09% of portfolio
|
Q3 2025
Added 642.27%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
94,543
shares
|
$8.91 Million
2.82% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
94,361
shares
|
$8.89 Million
0.05% of portfolio
|
Q2 2025
Added 14.62%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Oct 20, 2025 Q3 2025 |
94,200
shares
|
$8.87 Million
0.05% of portfolio
|
Q1 2025
Added 117.19%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 07, 2025 Q3 2025 |
94,194
shares
|
$8.87 Million
0.06% of portfolio
|
Q3 2025
Added 45.48%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
93,860
shares
|
$8.84 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
93,622
shares
|
$8.82 Million
0.01% of portfolio
|
Q3 2025
Added 38.32%
|
|
|
Icici Prudential Asset Management CO LTD
|
Nov 07, 2025 Q3 2025 |
93,600
shares
|
$8.82 Million
0.85% of portfolio
|
Q3 2025
Added 28.93%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
93,439
shares
|
$8.8 Million
0.03% of portfolio
|
Q3 2025
Added 56.38%
|
|