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 |
|---|---|---|---|---|---|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
11,321
shares
|
$1.07 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
11,313
shares
|
$1.07 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
11,255
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2025
Added 38.66%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
11,253
shares
|
$1.06 Million
0.18% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
11,234
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
11,227
shares
|
$1.06 Million
0.38% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
11,217
shares
|
$1.06 Million
0.29% of portfolio
|
Q3 2025
Added 78.93%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
11,214
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2025
Added 27.85%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
11,200
shares
|
$1.05 Million
0.22% of portfolio
|
Q3 2025
Reduced 61.08%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
11,188
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2025
Reduced 68.46%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
11,176
shares
|
$1.05 Million
0.17% of portfolio
|
Q3 2025
Reduced 29.05%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
11,160
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
11,141
shares
|
$1.05 Million
0.13% of portfolio
|
Q3 2025
Added 449.36%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
11,123
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
Added 26.33%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
11,118
shares
|
$1.05 Million
0.19% of portfolio
|
Q3 2025
Added 10.69%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
11,115
shares
|
$1.05 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
11,107
shares
|
$1.05 Million
0.22% of portfolio
|
Q1 2025
Reduced 55.01%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
11,061
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.84%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
11,060
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2025
Reduced 30.49%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
11,051
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Reduced 33.2%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
11,051
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.02%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,027
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.5%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
11,009
shares
|
$1.04 Million
0.38% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
10,989
shares
|
$1.04 Million
0.12% of portfolio
|
Q3 2025
Reduced 27.62%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
10,929
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2025
Reduced 49.49%
|
|