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 |
|---|---|---|---|---|---|
|
Axq Capital, LP
Jersey City, NJ |
Nov 10, 2025 Q3 2025 |
13,173
shares
|
$1.24 Million
0.42% of portfolio
|
Q3 2025
Added 124.26%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
13,033
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
12,954
shares
|
$1.22 Million
0.07% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
12,934
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2025
Added 96.33%
|
|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
12,898
shares
|
$1.21 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
12,810
shares
|
$1.21 Million
0.51% of portfolio
|
Q3 2025
Reduced 12.92%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
12,791
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
12,728
shares
|
$1.2 Million
0.03% of portfolio
|
Q2 2022
Reduced 8.25%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
12,645
shares
|
$1.19 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
12,617
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.32%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
12,565
shares
|
$1.18 Million
0.06% of portfolio
|
Q4 2022
Added 21.49%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
12,531
shares
|
$1.18 Million
0.34% of portfolio
|
Q3 2025
Reduced 11.88%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
12,506
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
12,503
shares
|
$1.18 Million
0.13% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
12,481
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2025
Reduced 16.69%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
12,472
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2025
Reduced 24.33%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
12,427
shares
|
$1.17 Million
0.16% of portfolio
|
Q2 2022
Added 10.68%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 12, 2025 Q3 2025 |
12,427
shares
|
$1.17 Million
1.01% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
12,405
shares
|
$1.17 Million
0.21% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
12,382
shares
|
$1.17 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
12,347
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2025
Reduced 24.52%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 19, 2025 Q3 2025 |
12,300
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Added 127.78%
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
12,117
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
12,051
shares
|
$1.14 Million
0.28% of portfolio
|
Q3 2025
Added 20.81%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
12,004
shares
|
$1.13 Million
1.08% of portfolio
|
Q3 2025
Reduced 12.12%
|
|