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 |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
2,841
shares
|
$267,593
0.03% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
2,838
shares
|
$267,311
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
2,829
shares
|
$266,463
0.05% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
2,825
shares
|
$266,086
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
2,815
shares
|
$265,144
0.14% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
2,798
shares
|
$263,543
0.02% of portfolio
|
Q3 2025
Reduced 49.96%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
2,796
shares
|
$263,355
0.02% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
2,781
shares
|
$261,942
0.04% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
2,773
shares
|
$261,188
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
2,765
shares
|
$260,435
0.02% of portfolio
|
Q3 2025
Added 31.67%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
2,759
shares
|
$259,870
0.02% of portfolio
|
Q3 2025
Reduced 39.43%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
2,757
shares
|
$259,681
0.1% of portfolio
|
Q3 2025
Added 22.15%
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
2,755
shares
|
$259,493
0.04% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
2,753
shares
|
$259,305
0.09% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
2,751
shares
|
$259,116
0.07% of portfolio
|
Q3 2025
Reduced 17.39%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,750
shares
|
$259,022
0.08% of portfolio
|
Q2 2025
Reduced 11.29%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
2,744
shares
|
$258,457
0.01% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
2,739
shares
|
$257,986
0.02% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
2,733
shares
|
$257,421
0.26% of portfolio
|
Q2 2025
Reduced 10.39%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,725
shares
|
$256,667
0.0% of portfolio
|
Q3 2025
Added 13.92%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,721
shares
|
$256,290
0.08% of portfolio
|
Q2 2023
Reduced 1.56%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 23, 2025 Q3 2025 |
2,717
shares
|
$255,914
0.08% of portfolio
|
Q3 2025
Reduced 57.88%
|
|
|
Armistice Capital, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,712
shares
|
$255,443
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
2,710
shares
|
$255,254
0.11% of portfolio
|
Q3 2025
Reduced 11.81%
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
2,707
shares
|
$254,972
0.02% of portfolio
|
Q3 2025
Reduced 12.73%
|
|