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 |
|---|---|---|---|---|---|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
6,844
shares
|
$644,636
0.08% of portfolio
|
Q3 2025
Reduced 13.81%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
6,842
shares
|
$644,447
0.05% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
6,824
shares
|
$642,752
0.01% of portfolio
|
Q3 2025
Reduced 17.12%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
6,817
shares
|
$642,093
0.15% of portfolio
|
Q2 2022
Reduced 0.29%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
6,817
shares
|
$642,093
0.1% of portfolio
|
Q3 2025
Reduced 11.62%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
6,815
shares
|
$641,904
0.1% of portfolio
|
Q3 2025
Reduced 70.41%
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
6,815
shares
|
$641,904
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
6,780
shares
|
$638,608
0.05% of portfolio
|
Q3 2025
Added 8.01%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6,750
shares
|
$635,782
0.18% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
6,741
shares
|
$634,934
0.03% of portfolio
|
Q3 2025
Added 93.15%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
6,730
shares
|
$633,898
0.05% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,722
shares
|
$633,145
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
6,700
shares
|
$631,073
0.22% of portfolio
|
Q1 2025
Reduced 9.46%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
6,694
shares
|
$630,507
0.12% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
6,691
shares
|
$630,225
0.32% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
6,641
shares
|
$625,515
0.02% of portfolio
|
Q3 2025
Added 13.1%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
6,620
shares
|
$623,537
0.34% of portfolio
|
Q1 2023
Reduced 1.11%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
6,619
shares
|
$623,443
0.02% of portfolio
|
Q3 2025
Reduced 22.01%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
6,615
shares
|
$623,066
0.03% of portfolio
|
Q3 2025
Added 118.46%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
6,612
shares
|
$622,784
0.06% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
6,572
shares
|
$619,016
0.06% of portfolio
|
Q3 2025
Reduced 19.22%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
6,540
shares
|
$616,002
0.02% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
6,537
shares
|
$615,720
0.02% of portfolio
|
Q3 2025
Reduced 56.97%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
6,520
shares
|
$614,118
0.03% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
6,515
shares
|
$613,647
0.13% of portfolio
|
Q3 2025
Added 2.71%
|
|