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 |
|---|---|---|---|---|---|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,585
shares
|
$526,051
0.67% of portfolio
|
Q2 2022
Added 0.81%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
5,580
shares
|
$525,580
0.07% of portfolio
|
Q3 2023
Added 5.74%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
5,575
shares
|
$525,109
0.33% of portfolio
|
Q3 2025
Added 19.15%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
5,564
shares
|
$524,073
0.03% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
5,564
shares
|
$524,073
0.02% of portfolio
|
Q3 2025
Reduced 29.0%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
5,545
shares
|
$522,283
0.05% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
5,533
shares
|
$521,153
0.02% of portfolio
|
Q3 2025
Added 18.63%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
5,528
shares
|
$520,682
0.1% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
5,510
shares
|
$518,986
0.08% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
5,491
shares
|
$517,197
0.35% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Lincoln Capital LLC
|
Nov 05, 2025 Q3 2025 |
5,488
shares
|
$516,914
0.09% of portfolio
|
Q3 2025
Reduced 9.93%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
5,487
shares
|
$516,820
0.0% of portfolio
|
Q3 2025
Reduced 41.18%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,485
shares
|
$516,632
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
5,477
shares
|
$515,878
0.04% of portfolio
|
Q3 2025
Reduced 13.63%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2025 Q3 2025 |
5,473
shares
|
$515,501
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
5,461
shares
|
$514,371
0.01% of portfolio
|
Q3 2025
Reduced 15.41%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
5,444
shares
|
$512,770
0.03% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
5,444
shares
|
$512,770
0.04% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2025 Q3 2025 |
5,431
shares
|
$511,545
0.39% of portfolio
|
Q3 2025
Added 16.87%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
5,425
shares
|
$510,980
0.32% of portfolio
|
Q3 2025
Reduced 21.47%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
5,408
shares
|
$509,379
0.17% of portfolio
|
Q3 2025
Added 14.58%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
5,403
shares
|
$508,908
0.07% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
5,401
shares
|
$508,720
0.78% of portfolio
|
Q2 2023
Added 1.47%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Nov 10, 2025 Q3 2025 |
5,400
shares
|
$508,626
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Krane Funds Advisors LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
5,399
shares
|
$508,531
0.01% of portfolio
|
Q3 2025
Added 8.37%
|
|