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 |
|---|---|---|---|---|---|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
7,660
shares
|
$721,495
0.42% of portfolio
|
Q3 2025
Added 48.48%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
7,660
shares
|
$721,495
0.01% of portfolio
|
Q3 2025
Reduced 32.21%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
7,632
shares
|
$718,858
0.08% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
7,590
shares
|
$714,902
0.15% of portfolio
|
Q3 2022
Added 272.42%
|
|
|
Hodges Capital Management Inc.
|
Nov 07, 2025 Q3 2025 |
7,587
shares
|
$714,619
0.06% of portfolio
|
Q3 2025
Added 30.54%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
7,575
shares
|
$713,489
0.4% of portfolio
|
Q3 2025
Added 11.81%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
7,570
shares
|
$713,018
0.04% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
7,556
shares
|
$711,699
0.15% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
7,556
shares
|
$711,699
0.16% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
7,542
shares
|
$710,380
0.03% of portfolio
|
Q3 2025
Reduced 10.19%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
7,534
shares
|
$709,627
0.0% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
7,514
shares
|
$707,743
0.04% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
7,504
shares
|
$706,801
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
7,497
shares
|
$706,142
0.0% of portfolio
|
Q3 2025
Reduced 74.38%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
7,487
shares
|
$705,200
0.38% of portfolio
|
Q3 2025
Added 11.6%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
7,480
shares
|
$704,541
0.06% of portfolio
|
Q3 2025
Reduced 26.9%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
7,456
shares
|
$702,280
0.09% of portfolio
|
Q3 2025
Added 9.81%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 06, 2025 Q3 2025 |
7,455
shares
|
$702,186
0.27% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Ov Management LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
7,415
shares
|
$698,418
0.53% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,405
shares
|
$697,476
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
7,403
shares
|
$697,288
0.42% of portfolio
|
Q1 2024
Reduced 0.75%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
7,401
shares
|
$697,100
0.15% of portfolio
|
Q2 2024
Added 3.84%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
7,399
shares
|
$696,911
0.01% of portfolio
|
Q3 2025
Reduced 77.82%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
7,390
shares
|
$696,064
0.14% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
7,384
shares
|
$695,498
0.03% of portfolio
|
Q3 2025
Added 9.13%
|
|