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 |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
9,057
shares
|
$853,078
0.11% of portfolio
|
Q3 2025
Reduced 12.31%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
8,900
shares
|
$838,291
0.2% of portfolio
|
Q3 2025
Added 20.27%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
8,842
shares
|
$832,827
0.15% of portfolio
|
Q3 2025
Added 22.21%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
8,832
shares
|
$831,886
0.05% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 13, 2025 Q3 2025 |
8,828
shares
|
$831,509
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Carlson Capital L P
Dallas, TX |
Nov 05, 2025 Q3 2025 |
8,800
shares
|
$828,872
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
8,797
shares
|
$828,589
0.14% of portfolio
|
Q4 2022
Added 0.88%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
8,792
shares
|
$828,118
0.01% of portfolio
|
Q3 2025
Reduced 15.52%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
8,789
shares
|
$827,835
0.01% of portfolio
|
Q3 2025
Reduced 25.51%
|
|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
8,783
shares
|
$827,270
0.09% of portfolio
|
Q3 2025
Reduced 16.61%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
8,779
shares
|
$826,894
0.09% of portfolio
|
Q3 2022
Added 16.17%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Oct 27, 2025 Q3 2025 |
8,725
shares
|
$821,807
0.4% of portfolio
|
Q3 2025
Added 327.7%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
8,675
shares
|
$817,098
0.08% of portfolio
|
Q3 2025
Added 15.28%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Nov 04, 2025 Q3 2025 |
8,660
shares
|
$815,685
0.47% of portfolio
|
Q3 2025
Added 22.14%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
8,606
shares
|
$810,599
0.1% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
8,597
shares
|
$809,751
0.01% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
8,590
shares
|
$809,092
0.05% of portfolio
|
Q3 2025
Added 13.96%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
8,571
shares
|
$807,302
0.03% of portfolio
|
Q3 2025
Reduced 28.53%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Oct 28, 2025 Q3 2025 |
8,552
shares
|
$805,512
0.44% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
Nov 20, 2025 Q3 2025 |
8,546
shares
|
$804,947
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
8,532
shares
|
$803,629
0.9% of portfolio
|
Q3 2022
Added 1.94%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
8,500
shares
|
$800,615
0.2% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
8,496
shares
|
$800,238
0.56% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
8,488
shares
|
$799,484
0.15% of portfolio
|
Q1 2023
Added 2.41%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
8,482
shares
|
$798,919
0.01% of portfolio
|
Q3 2025
Reduced 38.14%
|
|