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 |
|---|---|---|---|---|---|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
13,988
shares
|
$1.32 Million
0.19% of portfolio
|
Q3 2025
Reduced 8.44%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 22, 2025 Q3 2025 |
13,987
shares
|
$1.32 Million
2.08% of portfolio
|
Q3 2025
New holding
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
13,981
shares
|
$1.32 Million
0.05% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
13,933
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.56%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
13,925
shares
|
$1.31 Million
1.1% of portfolio
|
Q1 2024
Added 6.69%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 12, 2025 Q3 2025 |
13,911
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2025
Reduced 67.6%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
13,826
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2025
Reduced 18.3%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
13,743
shares
|
$1.29 Million
0.11% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Oct 23, 2025 Q3 2025 |
13,720
shares
|
$1.29 Million
0.89% of portfolio
|
Q3 2025
Reduced 15.17%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
13,692
shares
|
$1.29 Million
0.28% of portfolio
|
Q3 2025
Reduced 8.23%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
13,681
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
13,675
shares
|
$1.29 Million
0.42% of portfolio
|
Q3 2025
Added 7.87%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
13,666
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2025
Reduced 23.99%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
13,594
shares
|
$1.28 Million
0.26% of portfolio
|
Q1 2022
Reduced 5.04%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
13,583
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2025
Added 20.33%
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
13,554
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Reduced 90.95%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
13,533
shares
|
$1.27 Million
0.9% of portfolio
|
Q3 2025
Added 41.53%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,448
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
13,425
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
13,312
shares
|
$1.25 Million
0.17% of portfolio
|
Q3 2023
Reduced 10.87%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
13,276
shares
|
$1.25 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
13,259
shares
|
$1.25 Million
0.28% of portfolio
|
Q3 2025
Added 155.18%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
13,247
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
13,238
shares
|
$1.25 Million
0.19% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Oct 09, 2025 Q3 2025 |
13,207
shares
|
$1.24 Million
0.83% of portfolio
|
Q3 2025
Reduced 21.34%
|
|