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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
17,313
shares
|
$1.63 Million
0.12% of portfolio
|
Q3 2025
Reduced 18.98%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Oct 22, 2025 Q3 2025 |
17,280
shares
|
$1.63 Million
0.64% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Sky Investment Group LLC
|
Oct 09, 2025 Q3 2025 |
17,244
shares
|
$1.62 Million
0.25% of portfolio
|
Q3 2025
Reduced 41.67%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
17,188
shares
|
$1.62 Million
0.31% of portfolio
|
Q3 2023
Reduced 31.66%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
17,090
shares
|
$1.61 Million
0.05% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
17,061
shares
|
$1.61 Million
0.46% of portfolio
|
Q3 2025
Reduced 12.74%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
17,015
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 13.23%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
16,985
shares
|
$1.6 Million
0.28% of portfolio
|
Q3 2025
Added 6694.0%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
16,953
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Oct 22, 2025 Q3 2025 |
16,940
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2024
Added 13.84%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
16,928
shares
|
$1.59 Million
0.21% of portfolio
|
Q4 2024
Reduced 28.05%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
16,897
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2025
Reduced 42.91%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
16,864
shares
|
$1.59 Million
0.33% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
16,829
shares
|
$1.59 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
16,805
shares
|
$1.58 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
16,790
shares
|
$1.58 Million
0.76% of portfolio
|
Q4 2022
Added 88.17%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
16,785
shares
|
$1.58 Million
0.55% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
16,758
shares
|
$1.58 Million
0.58% of portfolio
|
Q3 2025
Added 22.88%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
16,740
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 75.11%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
16,696
shares
|
$1.57 Million
0.38% of portfolio
|
Q3 2025
Reduced 37.02%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
16,628
shares
|
$1.57 Million
0.82% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
16,572
shares
|
$1.56 Million
0.05% of portfolio
|
Q3 2025
Reduced 18.65%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
16,553
shares
|
$1.56 Million
0.43% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
16,535
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
16,519
shares
|
$1.56 Million
0.23% of portfolio
|
Q3 2025
Added 220.51%
|
|