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 |
|---|---|---|---|---|---|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
2,956
shares
|
$278,425
0.08% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
2,955
shares
|
$278,331
0.1% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
2,954
shares
|
$278,237
0.08% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
2,953
shares
|
$278,143
0.01% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
2,953
shares
|
$278,143
0.14% of portfolio
|
Q3 2025
Reduced 32.95%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
2,951
shares
|
$277,954
0.01% of portfolio
|
Q3 2025
Reduced 51.12%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,940
shares
|
$276,918
0.04% of portfolio
|
Q3 2025
Reduced 71.01%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
2,936
shares
|
$276,541
0.06% of portfolio
|
Q3 2025
Added 10.25%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
2,928
shares
|
$275,788
0.13% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
2,927
shares
|
$275,694
0.14% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Jb Global.Com LLC
New York, NY |
Oct 06, 2025 Q3 2025 |
2,926
shares
|
$275,599
0.25% of portfolio
|
Q3 2025
Reduced 31.15%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Nov 06, 2025 Q3 2025 |
2,917
shares
|
$274,752
0.11% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
2,908
shares
|
$273,904
0.04% of portfolio
|
Q3 2025
Reduced 40.4%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,893
shares
|
$272,491
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
2,880
shares
|
$271,267
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Marks Wealth, LLC
|
Oct 28, 2025 Q3 2025 |
2,878
shares
|
$271,078
0.07% of portfolio
|
Q3 2025
Reduced 45.24%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
2,875
shares
|
$270,796
0.09% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
2,873
shares
|
$270,607
0.08% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
2,872
shares
|
$270,513
0.01% of portfolio
|
Q3 2025
Reduced 28.54%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
2,870
shares
|
$270,325
0.02% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
2,860
shares
|
$269,383
0.02% of portfolio
|
Q3 2025
Reduced 13.96%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
2,858
shares
|
$269,195
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
2,849
shares
|
$268,347
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,848
shares
|
$268,253
0.16% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
2,845
shares
|
$267,970
0.03% of portfolio
|
Q3 2025
Added 1.61%
|
|