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 |
|---|---|---|---|---|---|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
20,975
shares
|
$1.98 Million
0.83% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
20,778
shares
|
$1.96 Million
0.62% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
20,654
shares
|
$1.95 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
20,651
shares
|
$1.95 Million
0.02% of portfolio
|
Q3 2025
Added 34.2%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
20,592
shares
|
$1.94 Million
0.14% of portfolio
|
Q3 2025
Added 236.75%
|
|
|
Miller Howard Investments Inc
|
Oct 24, 2025 Q3 2025 |
20,590
shares
|
$1.94 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.61%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
20,460
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2025
Reduced 22.32%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
20,193
shares
|
$1.9 Million
0.06% of portfolio
|
Q3 2025
Added 11.26%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
20,174
shares
|
$1.9 Million
0.41% of portfolio
|
Q4 2022
Reduced 1.4%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
20,125
shares
|
$1.9 Million
0.03% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,080
shares
|
$1.89 Million
0.24% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 09, 2025 Q3 2025 |
20,040
shares
|
$1.89 Million
0.73% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
20,000
shares
|
$1.88 Million
0.45% of portfolio
|
Q4 2019
New holding
|
|
|
Jensen Investment Management Inc
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
20,000
shares
|
$1.88 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
19,976
shares
|
$1.88 Million
0.33% of portfolio
|
Q3 2025
Added 44.58%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
19,848
shares
|
$1.87 Million
0.11% of portfolio
|
Q3 2025
Added 22.06%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2025 Q3 2025 |
19,769
shares
|
$1.86 Million
0.07% of portfolio
|
Q3 2025
Reduced 18.05%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,756
shares
|
$1.86 Million
0.14% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
19,735
shares
|
$1.86 Million
0.08% of portfolio
|
Q3 2025
Added 273.49%
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
19,495
shares
|
$1.84 Million
0.44% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
19,475
shares
|
$1.83 Million
0.05% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
19,470
shares
|
$1.83 Million
2.87% of portfolio
|
Q2 2023
Reduced 2.65%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
19,463
shares
|
$1.83 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
19,402
shares
|
$1.83 Million
0.21% of portfolio
|
Q3 2025
Added 668.09%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
19,384
shares
|
$1.83 Million
0.73% of portfolio
|
Q1 2023
Reduced 1.32%
|
|