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 |
|---|---|---|---|---|---|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
4,408
shares
|
$415,189
0.01% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
4,407
shares
|
$415,095
0.02% of portfolio
|
Q3 2025
Reduced 27.4%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
4,404
shares
|
$414,812
0.45% of portfolio
|
Q4 2022
Added 14.6%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
4,399
shares
|
$414,341
0.32% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2025 Q3 2025 |
4,388
shares
|
$413,305
0.15% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
4,387
shares
|
$413,211
0.04% of portfolio
|
Q3 2025
Reduced 71.93%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
4,369
shares
|
$411,516
0.05% of portfolio
|
Q3 2025
Reduced 26.48%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
4,363
shares
|
$410,950
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
4,361
shares
|
$410,762
0.03% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Norway Savings Bank
|
Oct 07, 2025 Q3 2025 |
4,295
shares
|
$404,546
0.18% of portfolio
|
Q3 2025
Reduced 38.0%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
4,288
shares
|
$403,886
0.06% of portfolio
|
Q3 2025
Reduced 18.12%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
4,285
shares
|
$403,604
0.05% of portfolio
|
Q3 2025
Reduced 43.36%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,283
shares
|
$403,415
0.16% of portfolio
|
Q4 2022
Reduced 7.03%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,283
shares
|
$403,415
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
4,277
shares
|
$402,850
0.28% of portfolio
|
Q1 2024
Added 8.66%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
4,268
shares
|
$402,002
0.03% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
4,260
shares
|
$401,249
0.04% of portfolio
|
Q3 2025
Reduced 50.3%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
4,257
shares
|
$400,966
0.3% of portfolio
|
Q1 2024
Reduced 74.94%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,255
shares
|
$400,778
0.03% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
4,253
shares
|
$400,590
0.0% of portfolio
|
Q4 2023
Reduced 0.68%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
4,250
shares
|
$400,307
0.01% of portfolio
|
Q3 2025
Reduced 29.17%
|
|
|
Oakland Financial Corp
Sterling Heights, MI |
Nov 06, 2025 Q3 2025 |
4,250
shares
|
$400,307
6.05% of portfolio
|
Q3 2025
Added 88.89%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
4,246
shares
|
$399,930
0.07% of portfolio
|
Q3 2025
Reduced 81.86%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
4,240
shares
|
$399,365
0.17% of portfolio
|
Q3 2025
Added 81.2%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
4,234
shares
|
$398,800
0.02% of portfolio
|
Q2 2025
Reduced 15.42%
|
|