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 |
|---|---|---|---|---|---|
|
Arnhold LLC
|
Nov 07, 2025 Q3 2025 |
18,370
shares
|
$1.73 Million
0.14% of portfolio
|
Q3 2024
Added 149.25%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Nov 14, 2025 Q3 2025 |
18,363
shares
|
$1.73 Million
0.49% of portfolio
|
Q3 2025
Reduced 38.65%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
18,272
shares
|
$1.72 Million
0.51% of portfolio
|
Q3 2025
Added 107.99%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
18,247
shares
|
$1.72 Million
0.04% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
18,170
shares
|
$1.71 Million
0.53% of portfolio
|
Q3 2025
Added 51.24%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
18,007
shares
|
$1.7 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Aspire Private Capital, LLC
|
Nov 19, 2025 Q3 2025 |
17,972
shares
|
$1.69 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
17,896
shares
|
$1.69 Million
0.36% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
17,724
shares
|
$1.67 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
17,696
shares
|
$1.67 Million
1.33% of portfolio
|
Q3 2025
New holding
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
17,669
shares
|
$1.66 Million
0.27% of portfolio
|
Q3 2024
Added 666.22%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
17,619
shares
|
$1.66 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Orca Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
17,609
shares
|
$1.66 Million
1.23% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Alphadyne Asset Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
17,609
shares
|
$1.66 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Oct 29, 2025 Q3 2025 |
17,585
shares
|
$1.66 Million
1.21% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 29, 2025 Q3 2025 |
17,581
shares
|
$1.66 Million
0.79% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
17,544
shares
|
$1.65 Million
0.37% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
17,523
shares
|
$1.65 Million
0.6% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
17,517
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2025
Reduced 33.17%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
17,514
shares
|
$1.65 Million
0.45% of portfolio
|
Q3 2025
Added 145.29%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
17,467
shares
|
$1.65 Million
0.06% of portfolio
|
Q3 2025
Reduced 12.27%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
17,397
shares
|
$1.64 Million
0.04% of portfolio
|
Q3 2025
Added 62.94%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
17,372
shares
|
$1.64 Million
0.21% of portfolio
|
Q3 2025
Added 15.87%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
17,350
shares
|
$1.63 Million
1.63% of portfolio
|
Q3 2024
Reduced 92.53%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
17,340
shares
|
$1.63 Million
0.01% of portfolio
|
Q2 2025
Added 47.57%
|
|