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 |
|---|---|---|---|---|---|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
10,850
shares
|
$1.02 Million
0.11% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
10,830
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2024
Reduced 70.18%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,826
shares
|
$1.02 Million
0.16% of portfolio
|
Q3 2022
Reduced 27.68%
|
|
|
New England Research & Management, Inc.
|
Oct 06, 2025 Q3 2025 |
10,810
shares
|
$1.02 Million
0.43% of portfolio
|
Q3 2025
Reduced 14.61%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
10,756
shares
|
$1.01 Million
0.3% of portfolio
|
Q3 2025
Reduced 18.02%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
10,727
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.09%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
10,720
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
10,714
shares
|
$1.01 Million
0.42% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
10,711
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2025
Reduced 26.04%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
10,688
shares
|
$1.01 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
10,564
shares
|
$995,023
0.01% of portfolio
|
Q3 2025
Reduced 16.92%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
10,557
shares
|
$994,363
0.02% of portfolio
|
Q3 2025
Reduced 25.46%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
10,547
shares
|
$993,421
0.13% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2025 Q3 2025 |
10,515
shares
|
$990,407
0.61% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
10,505
shares
|
$989,465
0.2% of portfolio
|
Q3 2025
Reduced 7.22%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Nov 05, 2025 Q3 2025 |
10,486
shares
|
$987,676
0.41% of portfolio
|
Q3 2025
Reduced 11.61%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
10,439
shares
|
$983,249
0.13% of portfolio
|
Q3 2025
Reduced 16.08%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
10,400
shares
|
$979,576
0.1% of portfolio
|
Q3 2025
Added 25.8%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
10,397
shares
|
$979,293
0.19% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
10,375
shares
|
$977,221
0.33% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
10,348
shares
|
$974,678
0.05% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
10,244
shares
|
$964,882
0.09% of portfolio
|
Q3 2025
Added 24.62%
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
10,236
shares
|
$964,128
0.52% of portfolio
|
Q3 2025
Reduced 8.5%
|
|
|
Hedges Asset Management LLC
|
Oct 08, 2025 Q3 2025 |
10,200
shares
|
$960,738
0.69% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
10,172
shares
|
$958,100
0.26% of portfolio
|
Q3 2025
New holding
|
|