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 |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,200
shares
|
$301,408
0.19% of portfolio
|
Q1 2024
Added 255.56%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2025 Q3 2025 |
3,198
shares
|
$301,219
0.02% of portfolio
|
Q3 2025
Reduced 14.4%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
3,197
shares
|
$301,125
0.04% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
3,194
shares
|
$300,842
0.08% of portfolio
|
Q3 2025
Reduced 15.81%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
3,193
shares
|
$300,748
0.09% of portfolio
|
Q3 2025
Added 11.14%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
3,192
shares
|
$300,654
0.06% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
3,188
shares
|
$300,277
0.02% of portfolio
|
Q3 2025
Reduced 16.87%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
3,173
shares
|
$298,864
0.05% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
3,172
shares
|
$298,770
0.13% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
3,168
shares
|
$298,393
0.2% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
3,160
shares
|
$297,640
0.07% of portfolio
|
Q3 2025
Reduced 16.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
3,154
shares
|
$297,075
0.22% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
3,145
shares
|
$296,227
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
3,139
shares
|
$295,662
0.02% of portfolio
|
Q3 2025
Reduced 48.57%
|
|
|
Farmers Trust CO
|
Oct 01, 2025 Q3 2025 |
3,134
shares
|
$295,191
0.05% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
3,120
shares
|
$293,872
0.01% of portfolio
|
Q3 2025
Reduced 18.32%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
3,115
shares
|
$293,401
0.24% of portfolio
|
Q3 2025
Reduced 28.23%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,114
shares
|
$293,307
0.13% of portfolio
|
Q4 2022
Added 3.87%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
3,112
shares
|
$293,119
0.18% of portfolio
|
Q4 2023
Reduced 1.58%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,101
shares
|
$292,083
0.02% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
3,101
shares
|
$292,083
0.09% of portfolio
|
Q3 2022
Added 0.13%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Nov 13, 2025 Q3 2025 |
3,100
shares
|
$291,989
0.09% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,099
shares
|
$291,894
0.05% of portfolio
|
Q3 2022
Reduced 0.13%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
3,089
shares
|
$290,952
0.02% of portfolio
|
Q3 2025
Reduced 24.99%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
3,089
shares
|
$290,952
0.12% of portfolio
|
Q3 2025
Reduced 10.83%
|
|