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 |
|---|---|---|---|---|---|
|
Denali Advisors LLC
|
Nov 07, 2025 Q3 2025 |
6,100
shares
|
$574,559
0.06% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
6,086
shares
|
$573,240
0.19% of portfolio
|
Q3 2025
Added 30.32%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
6,084
shares
|
$573,051
0.11% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
6,052
shares
|
$570,037
0.09% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
6,015
shares
|
$566,552
0.03% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
6,000
shares
|
$565,140
0.11% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
5,978
shares
|
$563,067
0.02% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Corundum Group, Inc.
|
Oct 24, 2025 Q3 2025 |
5,965
shares
|
$561,843
0.21% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2025 Q3 2025 |
5,949
shares
|
$560,336
0.02% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
5,863
shares
|
$552,235
0.14% of portfolio
|
Q2 2025
Added 18.64%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
5,850
shares
|
$551,011
0.36% of portfolio
|
Q3 2025
Added 48.14%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
5,849
shares
|
$550,917
0.04% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
5,836
shares
|
$549,692
0.13% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
5,825
shares
|
$548,656
0.1% of portfolio
|
Q3 2025
Reduced 14.19%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
5,775
shares
|
$543,947
0.03% of portfolio
|
Q3 2025
Added 48.19%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
5,758
shares
|
$542,346
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
5,758
shares
|
$542,346
0.04% of portfolio
|
Q3 2025
Reduced 51.17%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Dec 18, 2025 Q3 2025 |
5,745
shares
|
$541,121
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
5,736
shares
|
$540,273
0.03% of portfolio
|
Q1 2025
Reduced 45.42%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
5,720
shares
|
$538,766
0.43% of portfolio
|
Q3 2025
Added 11.28%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,687
shares
|
$535,658
0.1% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
5,658
shares
|
$532,927
0.37% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
5,629
shares
|
$530,195
0.23% of portfolio
|
Q3 2025
Reduced 12.09%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
5,628
shares
|
$530,101
0.0% of portfolio
|
Q3 2025
Added 13.95%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,589
shares
|
$526,427
0.01% of portfolio
|
Q3 2024
Reduced 16.9%
|
|