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 |
|---|---|---|---|---|---|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
6,506
shares
|
$612,800
0.22% of portfolio
|
Q3 2025
Reduced 11.4%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
6,496
shares
|
$611,858
0.09% of portfolio
|
Q4 2022
Added 4.29%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
6,488
shares
|
$611,104
0.11% of portfolio
|
Q3 2025
Reduced 31.82%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
6,479
shares
|
$610,257
0.03% of portfolio
|
Q3 2025
Reduced 47.24%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
6,469
shares
|
$609,315
0.23% of portfolio
|
Q3 2025
Added 33.13%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
6,400
shares
|
$602,816
0.06% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,395
shares
|
$602,345
0.08% of portfolio
|
Q3 2025
Added 87.7%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
6,379
shares
|
$600,838
0.52% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,374
shares
|
$600,367
0.0% of portfolio
|
Q3 2025
Added 44.34%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 13, 2025 Q3 2025 |
6,370
shares
|
$599,990
0.49% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
6,361
shares
|
$599,142
0.01% of portfolio
|
Q3 2025
Added 153.02%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
6,346
shares
|
$597,729
0.3% of portfolio
|
Q4 2022
Added 0.79%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
6,311
shares
|
$594,433
0.52% of portfolio
|
Q2 2025
Reduced 20.39%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
6,302
shares
|
$593,585
0.06% of portfolio
|
Q3 2025
Added 67.03%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
6,277
shares
|
$591,230
1.34% of portfolio
|
Q2 2022
Reduced 9.0%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
6,266
shares
|
$590,194
0.05% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
6,259
shares
|
$589,535
0.21% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
6,254
shares
|
$589,064
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
6,235
shares
|
$587,274
0.22% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
6,202
shares
|
$584,166
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
6,176
shares
|
$581,717
0.14% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
Oct 16, 2025 Q3 2025 |
6,175
shares
|
$581,623
0.34% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
6,156
shares
|
$579,833
0.03% of portfolio
|
Q3 2025
Reduced 8.96%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
6,151
shares
|
$579,362
0.13% of portfolio
|
Q3 2022
Added 0.65%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
6,104
shares
|
$574,935
0.02% of portfolio
|
Q3 2025
Reduced 26.74%
|
|