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 |
|---|---|---|---|---|---|
|
Hartford Investment Management CO
|
Nov 04, 2025 Q3 2025 |
42,974
shares
|
$4.05 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
42,472
shares
|
$4 Million
0.39% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Winton Group LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
42,440
shares
|
$4 Million
0.15% of portfolio
|
Q3 2025
Added 422.27%
|
|
|
Woodstock Corp
|
Oct 07, 2025 Q3 2025 |
42,432
shares
|
$4 Million
0.31% of portfolio
|
Q3 2025
Reduced 7.84%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
42,269
shares
|
$3.98 Million
0.05% of portfolio
|
Q3 2025
Added 11.87%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
42,107
shares
|
$3.97 Million
0.28% of portfolio
|
Q3 2025
Reduced 10.73%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
42,030
shares
|
$3.96 Million
1.0% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
Nov 14, 2025 Q3 2025 |
42,005
shares
|
$3.96 Million
0.05% of portfolio
|
Q3 2025
Added 97.08%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
41,996
shares
|
$3.96 Million
0.89% of portfolio
|
Q3 2023
Reduced 0.99%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
41,845
shares
|
$3.94 Million
0.6% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
41,733
shares
|
$3.93 Million
0.02% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
41,670
shares
|
$3.92 Million
0.76% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
41,624
shares
|
$3.92 Million
0.07% of portfolio
|
Q3 2025
Reduced 32.28%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
41,481
shares
|
$3.91 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
41,099
shares
|
$3.87 Million
3.09% of portfolio
|
Q3 2022
Added 0.63%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
40,868
shares
|
$3.85 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
40,865
shares
|
$3.85 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Gilbert & Cook, Inc.
|
Nov 12, 2025 Q3 2025 |
40,800
shares
|
$3.84 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
40,800
shares
|
$3.84 Million
0.11% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Hourglass Capital, LLC
|
Nov 10, 2025 Q3 2025 |
40,235
shares
|
$3.79 Million
0.79% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
40,176
shares
|
$3.78 Million
0.02% of portfolio
|
Q3 2025
Reduced 72.0%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
40,131
shares
|
$3.78 Million
0.68% of portfolio
|
Q4 2022
Added 20.96%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Nov 10, 2025 Q3 2025 |
40,000
shares
|
$3.77 Million
0.61% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
39,755
shares
|
$3.74 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Adams Asset Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
39,333
shares
|
$3.7 Million
0.5% of portfolio
|
Q3 2025
Reduced 23.6%
|
|