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 |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
5,162
shares
|
$486,208
0.02% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
5,148
shares
|
$484,890
0.03% of portfolio
|
Q3 2025
Reduced 17.51%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
5,133
shares
|
$483,477
0.02% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
5,103
shares
|
$480,651
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
5,103
shares
|
$480,651
0.1% of portfolio
|
Q3 2025
Added 29.65%
|
|
|
Ar Asset Management Inc
|
Nov 12, 2025 Q3 2025 |
5,100
shares
|
$480,369
0.09% of portfolio
|
Q2 2017
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
5,083
shares
|
$478,767
0.05% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
5,077
shares
|
$478,202
0.13% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
5,067
shares
|
$477,260
0.07% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
5,061
shares
|
$476,695
0.09% of portfolio
|
Q3 2025
Reduced 18.42%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
5,051
shares
|
$475,753
0.1% of portfolio
|
Q3 2025
Reduced 16.12%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
5,037
shares
|
$474,435
0.0% of portfolio
|
Q3 2025
Reduced 54.47%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
5,000
shares
|
$470,950
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
4,991
shares
|
$470,102
0.0% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
4,983
shares
|
$469,348
0.01% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
4,962
shares
|
$467,370
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
4,955
shares
|
$466,711
0.01% of portfolio
|
Q3 2025
Reduced 14.99%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
4,952
shares
|
$466,428
0.1% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
4,935
shares
|
$464,827
0.02% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,933
shares
|
$464,639
0.53% of portfolio
|
Q2 2023
Reduced 0.36%
|
|
|
Life Guide Financial Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
4,920
shares
|
$463,414
0.19% of portfolio
|
Q2 2025
Added 15.2%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
4,908
shares
|
$462,284
0.05% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
4,893
shares
|
$460,871
0.04% of portfolio
|
Q3 2025
Added 130.37%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
4,869
shares
|
$458,611
0.01% of portfolio
|
Q3 2025
Added 32.96%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
4,866
shares
|
$458,328
0.26% of portfolio
|
Q3 2025
Added 0.98%
|
|