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 |
|---|---|---|---|---|---|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
3,550
shares
|
$334,374
0.04% of portfolio
|
Q3 2025
Added 74.02%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
3,520
shares
|
$331,548
0.18% of portfolio
|
Q3 2025
Reduced 26.36%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
3,510
shares
|
$330,606
0.05% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
3,509
shares
|
$330,512
0.0% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
3,504
shares
|
$330,041
0.09% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
3,499
shares
|
$329,570
0.05% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
3,497
shares
|
$329,382
0.52% of portfolio
|
Q4 2021
New holding
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
3,496
shares
|
$329,288
0.05% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,487
shares
|
$328,440
0.09% of portfolio
|
Q1 2024
Added 15.66%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
3,472
shares
|
$327,027
0.08% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
3,465
shares
|
$326,368
0.12% of portfolio
|
Q3 2025
Added 45.28%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,460
shares
|
$325,897
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,460
shares
|
$325,897
0.04% of portfolio
|
Q2 2024
Added 59.15%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
3,456
shares
|
$325,520
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,442
shares
|
$324,201
0.01% of portfolio
|
Q2 2025
Reduced 28.9%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
3,440
shares
|
$324,013
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
3,434
shares
|
$323,448
0.02% of portfolio
|
Q3 2025
Added 35.95%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
3,430
shares
|
$323,071
0.19% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
3,429
shares
|
$322,977
0.0% of portfolio
|
Q3 2025
Reduced 21.23%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
3,426
shares
|
$322,694
0.02% of portfolio
|
Q1 2023
Added 1.51%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,424
shares
|
$322,506
0.08% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
3,423
shares
|
$322,412
0.02% of portfolio
|
Q3 2025
Added 36.16%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
3,421
shares
|
$322,223
0.03% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2025 Q3 2025 |
3,414
shares
|
$321,564
0.19% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
3,392
shares
|
$319,492
0.01% of portfolio
|
Q3 2025
Reduced 19.87%
|
|