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 |
|---|---|---|---|---|---|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2025 Q3 2025 |
9,678
shares
|
$911,570
0.11% of portfolio
|
Q3 2025
Reduced 84.71%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
9,668
shares
|
$910,628
0.39% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
1248 Management, LLC
Kansas City, MO |
Nov 14, 2025 Q3 2025 |
9,634
shares
|
$907,426
0.45% of portfolio
|
Q2 2025
Added 17.23%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
9,567
shares
|
$901,115
0.14% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
9,515
shares
|
$896,217
0.07% of portfolio
|
Q3 2025
Reduced 10.11%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 17, 2025 Q3 2025 |
9,507
shares
|
$895,464
0.43% of portfolio
|
Q3 2025
Added 84.21%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
9,499
shares
|
$894,710
0.03% of portfolio
|
Q3 2025
Reduced 73.55%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,490
shares
|
$893,863
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Forth Right Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
9,447
shares
|
$889,812
0.23% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
9,370
shares
|
$882,560
0.04% of portfolio
|
Q3 2025
Reduced 14.72%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
9,354
shares
|
$881,053
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
9,351
shares
|
$880,770
0.06% of portfolio
|
Q3 2025
Reduced 40.98%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
9,333
shares
|
$879,075
0.09% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
9,303
shares
|
$876,249
1.67% of portfolio
|
Q4 2022
Added 0.04%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
9,301
shares
|
$876,061
0.05% of portfolio
|
Q3 2025
Reduced 9.17%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 10, 2025 Q3 2025 |
9,277
shares
|
$873,800
0.01% of portfolio
|
Q3 2025
Reduced 46.63%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
9,277
shares
|
$873,800
0.08% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
9,254
shares
|
$871,634
0.01% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
9,225
shares
|
$868,902
0.04% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
9,208
shares
|
$867,301
0.66% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
9,179
shares
|
$864,570
0.53% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
9,164
shares
|
$863,157
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
9,104
shares
|
$857,505
0.07% of portfolio
|
Q3 2025
Added 18.2%
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
Nov 13, 2025 Q3 2025 |
9,100
shares
|
$857,129
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
9,057
shares
|
$853,078
0.11% of portfolio
|
Q3 2025
New holding
|
|