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 |
|---|---|---|---|---|---|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
15,631
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2025
Reduced 94.53%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
15,618
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2025
Added 32.74%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
15,535
shares
|
$1.46 Million
0.55% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
15,526
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2025
Added 54.87%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
15,518
shares
|
$1.46 Million
0.37% of portfolio
|
Q3 2022
Reduced 16.29%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
15,513
shares
|
$1.46 Million
0.09% of portfolio
|
Q3 2025
Added 52.52%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Dec 15, 2025 Q3 2025 |
15,513
shares
|
$1.46 Million
0.59% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
15,506
shares
|
$1.46 Million
0.57% of portfolio
|
Q3 2025
Added 35.23%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 09, 2025 Q3 2025 |
15,461
shares
|
$1.46 Million
0.8% of portfolio
|
Q3 2025
Added 13.88%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
15,419
shares
|
$1.45 Million
0.14% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
15,412
shares
|
$1.45 Million
0.14% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
15,399
shares
|
$1.45 Million
0.43% of portfolio
|
Q1 2024
Added 93.04%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
15,282
shares
|
$1.44 Million
0.87% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
15,208
shares
|
$1.43 Million
0.4% of portfolio
|
Q3 2025
Reduced 25.43%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
15,201
shares
|
$1.43 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
15,167
shares
|
$1.43 Million
0.43% of portfolio
|
Q3 2025
Added 70.74%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
Nov 14, 2025 Q3 2025 |
15,126
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2025
Added 45.04%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
15,069
shares
|
$1.42 Million
0.14% of portfolio
|
Q3 2025
Reduced 21.98%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Nov 18, 2025 Q3 2025 |
15,033
shares
|
$1.42 Million
0.84% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2025 Q3 2025 |
15,000
shares
|
$1.41 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
14,941
shares
|
$1.41 Million
0.1% of portfolio
|
Q3 2025
Reduced 47.05%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Oct 27, 2025 Q3 2025 |
14,916
shares
|
$1.4 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
14,867
shares
|
$1.4 Million
0.53% of portfolio
|
Q1 2024
Reduced 5.24%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 19, 2025 Q3 2025 |
14,865
shares
|
$1.4 Million
0.18% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
14,846
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 27.28%
|
|