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 |
|---|---|---|---|---|---|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
4,225
shares
|
$397,952
0.04% of portfolio
|
Q3 2025
Reduced 39.97%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,211
shares
|
$396,634
0.04% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
4,202
shares
|
$395,786
0.03% of portfolio
|
Q3 2025
Reduced 14.44%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
4,197
shares
|
$395,315
0.02% of portfolio
|
Q3 2025
Reduced 30.47%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
4,189
shares
|
$394,561
0.07% of portfolio
|
Q3 2025
Added 69.8%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
4,181
shares
|
$393,808
0.22% of portfolio
|
Q3 2025
Added 31.27%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
4,175
shares
|
$393,243
0.16% of portfolio
|
Q3 2025
Added 85.06%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
4,170
shares
|
$392,772
0.1% of portfolio
|
Q3 2025
Reduced 9.58%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
4,167
shares
|
$392,489
0.05% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
4,165
shares
|
$392,301
0.06% of portfolio
|
Q3 2025
Added 23.26%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
4,163
shares
|
$392,112
0.06% of portfolio
|
Q3 2022
Added 4.81%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
4,139
shares
|
$389,852
0.07% of portfolio
|
Q3 2022
Added 0.61%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
4,133
shares
|
$389,287
0.14% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
4,132
shares
|
$389,193
0.47% of portfolio
|
Q3 2022
Reduced 11.25%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
4,125
shares
|
$388,533
0.16% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
4,123
shares
|
$388,345
0.35% of portfolio
|
Q2 2025
Added 43.61%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Nov 10, 2025 Q3 2025 |
4,120
shares
|
$388,062
0.05% of portfolio
|
Q2 2025
Added 146.71%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
4,119
shares
|
$387,968
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
4,113
shares
|
$387,403
0.15% of portfolio
|
Q3 2025
Added 21.9%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
4,096
shares
|
$385,802
0.06% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
4,090
shares
|
$385,237
0.0% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,084
shares
|
$384,671
0.02% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
4,082
shares
|
$384,483
0.08% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
4,068
shares
|
$383,164
0.04% of portfolio
|
Q1 2025
Added 24.44%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
4,066
shares
|
$382,976
0.07% of portfolio
|
Q3 2025
Reduced 16.97%
|
|