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 |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
10,169
shares
|
$957,818
0.01% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
10,165
shares
|
$957,441
0.03% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
10,145
shares
|
$955,557
0.37% of portfolio
|
Q3 2022
Reduced 2.81%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
10,144
shares
|
$955,463
0.16% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
10,085
shares
|
$949,906
0.6% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
10,080
shares
|
$949,435
0.11% of portfolio
|
Q3 2025
Reduced 12.13%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
10,062
shares
|
$947,739
0.66% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Oct 15, 2025 Q3 2025 |
10,028
shares
|
$944,537
0.43% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Oct 14, 2025 Q3 2025 |
10,017
shares
|
$943,501
0.24% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Mariner Investment Group LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$941,900
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
9,996
shares
|
$941,523
0.36% of portfolio
|
Q3 2025
Added 21.06%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
9,979
shares
|
$939,922
0.04% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
9,947
shares
|
$936,907
0.08% of portfolio
|
Q3 2025
Reduced 40.46%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
9,918
shares
|
$934,176
0.03% of portfolio
|
Q3 2025
Added 64.97%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
9,888
shares
|
$931,350
0.17% of portfolio
|
Q3 2025
Reduced 32.14%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Nov 12, 2025 Q3 2025 |
9,860
shares
|
$928,713
0.42% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
9,846
shares
|
$927,394
0.39% of portfolio
|
Q3 2025
Reduced 47.63%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
9,846
shares
|
$927,394
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
9,840
shares
|
$926,829
0.29% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
9,775
shares
|
$920,707
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
9,737
shares
|
$917,128
0.28% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
9,735
shares
|
$916,939
0.28% of portfolio
|
Q3 2025
Added 17.53%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
9,700
shares
|
$913,643
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
9,684
shares
|
$912,135
0.15% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
9,679
shares
|
$911,665
0.02% of portfolio
|
Q3 2025
Added 32.39%
|
|