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 |
|---|---|---|---|---|---|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
14,784
shares
|
$1.39 Million
0.13% of portfolio
|
Q3 2025
Added 15.93%
|
|
|
First Dallas Securities Inc.
|
Nov 05, 2025 Q3 2025 |
14,772
shares
|
$1.39 Million
0.48% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
14,754
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2025
Reduced 60.7%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
14,742
shares
|
$1.39 Million
0.63% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Nov 05, 2025 Q3 2025 |
14,708
shares
|
$1.39 Million
0.12% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
14,685
shares
|
$1.38 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
14,664
shares
|
$1.38 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
14,635
shares
|
$1.38 Million
0.19% of portfolio
|
Q2 2022
Added 7.98%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
14,597
shares
|
$1.37 Million
0.36% of portfolio
|
Q3 2025
Reduced 19.56%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
14,544
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.75%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 29, 2025 Q3 2025 |
14,543
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2025
Added 23.82%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
14,526
shares
|
$1.37 Million
0.13% of portfolio
|
Q3 2025
Reduced 26.87%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
14,504
shares
|
$1.37 Million
0.13% of portfolio
|
Q2 2024
Reduced 6.81%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
14,465
shares
|
$1.36 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
14,458
shares
|
$1.36 Million
0.37% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
14,396
shares
|
$1.36 Million
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
14,339
shares
|
$1.35 Million
1.49% of portfolio
|
Q2 2023
Reduced 0.47%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
14,326
shares
|
$1.35 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
14,157
shares
|
$1.33 Million
0.83% of portfolio
|
Q2 2024
Added 2.08%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
14,152
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2025
Added 27.15%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
14,088
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2025
Added 549.82%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
14,066
shares
|
$1.32 Million
0.1% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,001
shares
|
$1.32 Million
0.1% of portfolio
|
Q2 2020
Reduced 9.9%
|
|
|
Corbyn Investment Management Inc
|
Oct 22, 2025 Q3 2025 |
14,000
shares
|
$1.32 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
13,994
shares
|
$1.32 Million
0.1% of portfolio
|
Q3 2025
Reduced 10.32%
|
|