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 |
|---|---|---|---|---|---|
|
Jlb & Associates Inc
|
Oct 30, 2025 Q3 2025 |
3,905
shares
|
$367,811
0.05% of portfolio
|
Q3 2025
Reduced 52.35%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
3,877
shares
|
$365,174
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
3,872
shares
|
$364,703
0.08% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
3,872
shares
|
$364,703
0.07% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Nov 06, 2025 Q3 2025 |
3,864
shares
|
$363,950
0.05% of portfolio
|
Q3 2025
Added 61.2%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
3,863
shares
|
$363,855
0.08% of portfolio
|
Q3 2025
Added 48.41%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
3,853
shares
|
$362,914
0.08% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
3,844
shares
|
$362,066
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2025 Q3 2025 |
3,843
shares
|
$361,972
0.0% of portfolio
|
Q3 2025
Reduced 44.57%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
3,841
shares
|
$361,783
0.01% of portfolio
|
Q3 2025
Reduced 14.19%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
3,833
shares
|
$361,030
0.12% of portfolio
|
Q3 2025
Added 510.35%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
3,824
shares
|
$360,182
0.05% of portfolio
|
Q3 2025
Reduced 43.46%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
3,813
shares
|
$359,146
0.05% of portfolio
|
Q2 2024
Reduced 5.17%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
3,810
shares
|
$358,863
0.04% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
3,807
shares
|
$358,581
0.11% of portfolio
|
Q3 2025
Added 14.36%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
3,802
shares
|
$358,110
0.05% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
3,795
shares
|
$357,451
0.18% of portfolio
|
Q3 2025
Reduced 69.67%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
3,780
shares
|
$356,038
0.01% of portfolio
|
Q3 2025
Added 49.76%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
3,774
shares
|
$355,473
0.07% of portfolio
|
Q1 2025
Added 39.53%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,762
shares
|
$354,342
0.06% of portfolio
|
Q4 2023
Reduced 2.31%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
3,761
shares
|
$354,248
0.08% of portfolio
|
Q3 2025
Reduced 84.36%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Nov 05, 2025 Q3 2025 |
3,761
shares
|
$354,248
0.23% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
3,758
shares
|
$353,966
0.02% of portfolio
|
Q3 2025
Reduced 15.87%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 14, 2025 Q3 2025 |
3,758
shares
|
$353,966
0.24% of portfolio
|
Q3 2025
Added 65.4%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
3,750
shares
|
$353,212
0.14% of portfolio
|
Q3 2025
Added 97.89%
|
|