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 |
|---|---|---|---|---|---|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
4,652
shares
|
$438,171
0.24% of portfolio
|
Q3 2025
Reduced 70.78%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
4,645
shares
|
$437,512
0.07% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
4,642
shares
|
$437,229
0.03% of portfolio
|
Q3 2025
Reduced 50.73%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
4,638
shares
|
$436,853
0.21% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
4,629
shares
|
$436,005
0.11% of portfolio
|
Q3 2025
Added 205.75%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
4,608
shares
|
$434,027
0.09% of portfolio
|
Q3 2025
Added 307.43%
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
4,607
shares
|
$433,933
0.0% of portfolio
|
Q3 2025
Added 29.88%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,606
shares
|
$433,839
0.0% of portfolio
|
Q3 2025
Reduced 99.62%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
4,602
shares
|
$433,462
0.15% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
4,600
shares
|
$433,274
0.78% of portfolio
|
Q4 2022
Added 1.91%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
4,600
shares
|
$433,274
1.02% of portfolio
|
Q1 2022
Added 922.22%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
4,600
shares
|
$433,274
0.01% of portfolio
|
Q3 2022
Reduced 84.93%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
4,592
shares
|
$432,520
1.27% of portfolio
|
Q3 2023
Added 0.95%
|
|
|
Kercheville Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
4,591
shares
|
$432,426
0.12% of portfolio
|
Q3 2025
Added 39.29%
|
|
|
Cohen Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
4,585
shares
|
$431,861
0.06% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
4,550
shares
|
$428,564
0.11% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Solitude Financial Services
|
Nov 05, 2025 Q3 2025 |
4,500
shares
|
$423,855
0.13% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
4,499
shares
|
$423,760
0.01% of portfolio
|
Q3 2025
Reduced 84.18%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
4,494
shares
|
$423,289
0.01% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
4,490
shares
|
$422,913
0.11% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
4,488
shares
|
$422,724
0.26% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
4,468
shares
|
$420,840
0.09% of portfolio
|
Q3 2025
Added 9.91%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
4,463
shares
|
$420,369
0.07% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
4,436
shares
|
$417,826
0.05% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
4,432
shares
|
$417,450
0.01% of portfolio
|
Q3 2025
New holding
|
|