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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
24,092
shares
|
$2.27 Million
0.03% of portfolio
|
Q3 2025
Reduced 81.67%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
24,046
shares
|
$2.26 Million
0.07% of portfolio
|
Q3 2025
Added 190.24%
|
|
|
Independent Investors Inc
|
Oct 30, 2025 Q3 2025 |
24,028
shares
|
$2.26 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
23,982
shares
|
$2.26 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.97%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2025 Q3 2025 |
23,740
shares
|
$2.24 Million
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
23,713
shares
|
$2.23 Million
0.06% of portfolio
|
Q3 2025
Added 17.04%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
23,659
shares
|
$2.23 Million
0.04% of portfolio
|
Q3 2025
Added 240.86%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
23,626
shares
|
$2.23 Million
0.08% of portfolio
|
Q3 2025
Reduced 10.85%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Oct 21, 2025 Q3 2025 |
23,491
shares
|
$2.21 Million
1.83% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
23,459
shares
|
$2.21 Million
0.03% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
23,397
shares
|
$2.2 Million
0.04% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 13, 2025 Q3 2025 |
23,186
shares
|
$2.18 Million
0.33% of portfolio
|
Q3 2025
Added 22.77%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
23,049
shares
|
$2.17 Million
0.07% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
22,894
shares
|
$2.16 Million
0.26% of portfolio
|
Q3 2025
Added 19.87%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
22,887
shares
|
$2.16 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
22,814
shares
|
$2.15 Million
0.24% of portfolio
|
Q3 2025
Added 8.98%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
22,765
shares
|
$2.14 Million
0.19% of portfolio
|
Q3 2025
Reduced 75.7%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Oct 29, 2025 Q3 2025 |
22,765
shares
|
$2.14 Million
1.63% of portfolio
|
Q3 2025
Added 55.33%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
22,735
shares
|
$2.14 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
22,683
shares
|
$2.14 Million
0.02% of portfolio
|
Q3 2025
Reduced 17.58%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
22,598
shares
|
$2.13 Million
0.24% of portfolio
|
Q3 2025
Reduced 15.46%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
22,481
shares
|
$2.12 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
22,475
shares
|
$2.12 Million
0.35% of portfolio
|
Q4 2023
Reduced 0.24%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
22,471
shares
|
$2.12 Million
0.77% of portfolio
|
Q3 2025
Added 16.91%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
22,445
shares
|
$2.11 Million
0.84% of portfolio
|
Q1 2025
Added 0.32%
|
|