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 |
|---|---|---|---|---|---|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
7,366
shares
|
$693,803
0.21% of portfolio
|
Q2 2024
Added 1.32%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 06, 2025 Q3 2025 |
7,328
shares
|
$690,224
0.19% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
7,309
shares
|
$688,434
0.21% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
7,295
shares
|
$687,116
0.02% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
7,252
shares
|
$683,065
0.17% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
7,223
shares
|
$680,334
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
7,213
shares
|
$679,392
0.03% of portfolio
|
Q3 2022
Added 118.71%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
7,198
shares
|
$677,979
0.18% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Harrington Investments, Inc
|
Oct 20, 2025 Q3 2025 |
7,168
shares
|
$675,153
0.3% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
7,159
shares
|
$674,306
0.01% of portfolio
|
Q3 2025
Reduced 87.63%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
7,145
shares
|
$672,987
0.08% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
7,129
shares
|
$671,480
0.04% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
7,123
shares
|
$670,915
0.02% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
7,118
shares
|
$670,444
0.07% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
7,072
shares
|
$666,111
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
7,060
shares
|
$664,981
0.05% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
7,039
shares
|
$663,003
0.02% of portfolio
|
Q3 2025
Added 665.94%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
7,000
shares
|
$659,330
0.11% of portfolio
|
Q2 2024
Added 699900.0%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
6,998
shares
|
$659,141
0.03% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Nov 03, 2025 Q3 2025 |
6,981
shares
|
$657,540
0.21% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
6,967
shares
|
$656,221
0.15% of portfolio
|
Q3 2025
Added 42.65%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
6,950
shares
|
$654,620
0.06% of portfolio
|
Q3 2025
Added 12.3%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
6,919
shares
|
$651,700
0.02% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
6,919
shares
|
$651,700
0.22% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
6,918
shares
|
$651,606
0.06% of portfolio
|
Q1 2025
Reduced 7.6%
|
|