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 |
|---|---|---|---|---|---|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,386
shares
|
$318,927
0.04% of portfolio
|
Q3 2025
Added 31.14%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,386
shares
|
$318,927
0.04% of portfolio
|
Q3 2025
Reduced 10.57%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
3,384
shares
|
$318,738
0.04% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
U S Global Investors Inc
San Antonio, TX |
Oct 21, 2025 Q3 2025 |
3,372
shares
|
$317,608
0.03% of portfolio
|
Q3 2025
Added 36.24%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
3,355
shares
|
$316,007
0.01% of portfolio
|
Q3 2025
Added 42.4%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,353
shares
|
$315,819
0.0% of portfolio
|
Q3 2025
Reduced 20.05%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,328
shares
|
$313,464
0.1% of portfolio
|
Q3 2023
Reduced 32.3%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
3,313
shares
|
$312,051
0.16% of portfolio
|
Q2 2022
Added 4.31%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
3,312
shares
|
$311,957
0.09% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Oct 20, 2025 Q3 2025 |
3,303
shares
|
$311,109
0.2% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
3,300
shares
|
$310,827
0.0% of portfolio
|
Q3 2025
Reduced 10.81%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
3,297
shares
|
$310,544
0.02% of portfolio
|
Q3 2025
Reduced 17.12%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
3,296
shares
|
$310,450
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
3,294
shares
|
$310,261
0.21% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
3,288
shares
|
$309,696
0.26% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
3,274
shares
|
$308,378
0.27% of portfolio
|
Q3 2025
Reduced 29.04%
|
|
|
Central Bank & Trust CO
|
Oct 09, 2025 Q3 2025 |
3,260
shares
|
$307,059
0.04% of portfolio
|
Q3 2025
Reduced 29.01%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
3,241
shares
|
$305,269
0.01% of portfolio
|
Q3 2025
Reduced 85.86%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
3,237
shares
|
$304,893
0.13% of portfolio
|
Q3 2025
Reduced 33.68%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
3,228
shares
|
$304,045
0.02% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
3,218
shares
|
$303,103
0.1% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,207
shares
|
$302,067
0.04% of portfolio
|
Q2 2023
Added 3.22%
|
|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2025 Q3 2025 |
3,207
shares
|
$302,067
0.17% of portfolio
|
Q3 2025
Added 23.16%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,206
shares
|
$301,973
0.01% of portfolio
|
Q3 2025
Added 11.51%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
3,206
shares
|
$301,973
0.04% of portfolio
|
Q3 2025
New holding
|
|