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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
2,706
shares
|
$254,878
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
2,704
shares
|
$254,689
0.02% of portfolio
|
Q3 2025
Reduced 55.58%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
2,691
shares
|
$253,465
0.09% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Nov 03, 2025 Q3 2025 |
2,690
shares
|
$253,371
0.07% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
2,688
shares
|
$253,182
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
2,679
shares
|
$252,335
0.14% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
2,678
shares
|
$252,240
0.19% of portfolio
|
Q3 2025
Reduced 12.94%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
2,677
shares
|
$252,146
0.01% of portfolio
|
Q3 2025
Reduced 26.4%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
2,677
shares
|
$252,146
0.01% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
2,674
shares
|
$251,864
0.24% of portfolio
|
Q2 2022
Added 1.71%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
2,668
shares
|
$251,298
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
2,663
shares
|
$250,827
0.03% of portfolio
|
Q3 2025
Reduced 15.22%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
2,658
shares
|
$250,357
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,657
shares
|
$250,262
0.02% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Suncoast Equity Management
|
Oct 21, 2025 Q3 2025 |
2,652
shares
|
$249,791
0.02% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
2,652
shares
|
$249,791
0.01% of portfolio
|
Q4 2024
Reduced 16.08%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,649
shares
|
$249,509
0.01% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,648
shares
|
$249,415
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
2,648
shares
|
$249,415
0.0% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
2,645
shares
|
$249,132
0.15% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,641
shares
|
$248,755
0.21% of portfolio
|
Q3 2023
Reduced 2.11%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
2,639
shares
|
$248,567
0.02% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
2,626
shares
|
$247,342
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
2,624
shares
|
$247,154
0.03% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
2,623
shares
|
$247,060
0.04% of portfolio
|
Q3 2025
Reduced 95.82%
|
|