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 |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
11,937
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
11,918
shares
|
$1.12 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
11,847
shares
|
$1.12 Million
0.4% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
11,839
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2025
Added 13.83%
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
11,800
shares
|
$1.11 Million
0.2% of portfolio
|
Q3 2025
Added 73.27%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 03, 2025 Q3 2025 |
11,800
shares
|
$1.11 Million
0.21% of portfolio
|
Q1 2018
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
11,780
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
11,779
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2025
Reduced 42.13%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
11,768
shares
|
$1.11 Million
0.09% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
11,753
shares
|
$1.11 Million
0.26% of portfolio
|
Q3 2025
Reduced 11.76%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
11,695
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2025
Added 74.42%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
11,684
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Nov 12, 2025 Q3 2025 |
11,613
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Added 23.18%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
11,578
shares
|
$1.09 Million
0.35% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
11,551
shares
|
$1.09 Million
0.1% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
11,548
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2025
Reduced 21.48%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
11,535
shares
|
$1.09 Million
0.21% of portfolio
|
Q2 2023
Reduced 0.91%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
11,462
shares
|
$1.08 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
11,456
shares
|
$1.08 Million
0.23% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
11,450
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2025
Reduced 37.48%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
11,438
shares
|
$1.08 Million
0.44% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
11,424
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Added 14.96%
|
|
|
Quilter PLC
|
Oct 31, 2025 Q3 2025 |
11,399
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
11,397
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.22%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
11,354
shares
|
$1.07 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.38%
|
|