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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
50,267
shares
|
$4.73 Million
0.08% of portfolio
|
Q3 2025
Added 12.44%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
50,234
shares
|
$4.73 Million
1.3% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
Nov 14, 2025 Q3 2025 |
50,000
shares
|
$4.71 Million
3.37% of portfolio
|
Q3 2025
New holding
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
49,859
shares
|
$4.7 Million
0.58% of portfolio
|
Q4 2024
Reduced 16.12%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
49,750
shares
|
$4.69 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
49,589
shares
|
$4.67 Million
0.06% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Skylands Capital, LLC
|
Nov 06, 2025 Q3 2025 |
49,540
shares
|
$4.67 Million
0.65% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
49,472
shares
|
$4.66 Million
0.05% of portfolio
|
Q3 2025
Reduced 35.61%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
49,396
shares
|
$4.65 Million
0.24% of portfolio
|
Q3 2022
Reduced 6.46%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
49,369
shares
|
$4.65 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
48,670
shares
|
$4.58 Million
0.56% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
48,633
shares
|
$4.58 Million
0.07% of portfolio
|
Q3 2025
Reduced 13.12%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2025 Q3 2025 |
48,510
shares
|
$4.57 Million
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
48,473
shares
|
$4.57 Million
0.17% of portfolio
|
Q3 2025
Added 283.7%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
47,922
shares
|
$4.51 Million
0.7% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Nov 05, 2025 Q3 2025 |
47,897
shares
|
$4.51 Million
1.53% of portfolio
|
Q3 2025
Added 10.21%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
47,869
shares
|
$4.51 Million
0.12% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
47,854
shares
|
$4.51 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
47,566
shares
|
$4.48 Million
0.3% of portfolio
|
Q3 2025
Reduced 12.87%
|
|
|
Murphy Pohlad Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
47,502
shares
|
$4.47 Million
1.58% of portfolio
|
Q3 2025
Added 15.51%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
47,148
shares
|
$4.44 Million
0.01% of portfolio
|
Q3 2025
Reduced 84.37%
|
|
|
Keystone Financial Planning, Inc.
|
Oct 07, 2025 Q3 2025 |
47,091
shares
|
$4.44 Million
1.18% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
46,949
shares
|
$4.42 Million
0.11% of portfolio
|
Q3 2025
Reduced 18.41%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
46,754
shares
|
$4.4 Million
0.03% of portfolio
|
Q3 2025
Added 52.06%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
46,737
shares
|
$4.4 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.36%
|
|