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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
8,048
shares
|
$758,041
0.02% of portfolio
|
Q3 2025
Reduced 95.2%
|
|
|
Exeter Financial, LLC
|
Oct 06, 2025 Q3 2025 |
8,025
shares
|
$755,874
0.29% of portfolio
|
Q3 2025
Reduced 66.91%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 07, 2025 Q3 2025 |
8,000
shares
|
$753,520
0.18% of portfolio
|
Q4 2018
Reduced 20.0%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
8,000
shares
|
$753,520
0.15% of portfolio
|
Q3 2025
Added 196.3%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
7,997
shares
|
$753,237
0.02% of portfolio
|
Q3 2025
Reduced 50.65%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,975
shares
|
$751,165
0.22% of portfolio
|
Q2 2023
Reduced 0.47%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
7,963
shares
|
$750,034
0.04% of portfolio
|
Q3 2025
Reduced 16.2%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
7,960
shares
|
$749,752
0.58% of portfolio
|
Q3 2025
Added 55.77%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,952
shares
|
$748,998
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
7,909
shares
|
$744,948
0.08% of portfolio
|
Q3 2025
Added 167.11%
|
|
|
Mork Capital Management, LLC
Healdsburg, CA |
Nov 14, 2025 Q3 2025 |
7,900
shares
|
$744,101
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,885
shares
|
$742,688
0.4% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
7,877
shares
|
$741,934
0.18% of portfolio
|
Q3 2025
Added 285.37%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
7,858
shares
|
$740,145
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2025 Q3 2025 |
7,851
shares
|
$739,485
0.05% of portfolio
|
Q3 2025
Reduced 32.9%
|
|
|
Absher Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
7,851
shares
|
$739,485
0.08% of portfolio
|
Q3 2025
Added 30.94%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
7,785
shares
|
$733,269
0.37% of portfolio
|
Q3 2025
Added 12.19%
|
|
|
Advisors Management Group Inc
|
Dec 18, 2025 Q3 2025 |
7,743
shares
|
$729,313
0.11% of portfolio
|
Q3 2025
Added 23.16%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
7,724
shares
|
$727,523
0.02% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
7,689
shares
|
$724,226
0.08% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
7,682
shares
|
$723,567
0.79% of portfolio
|
Q4 2022
Added 5.75%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
7,682
shares
|
$723,567
0.08% of portfolio
|
Q3 2025
Reduced 9.16%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
7,670
shares
|
$722,437
0.2% of portfolio
|
Q1 2025
Reduced 11.93%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
7,668
shares
|
$722,248
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
7,667
shares
|
$722,154
0.27% of portfolio
|
Q3 2025
Reduced 3.57%
|
|