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 |
|---|---|---|---|---|---|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
2,537
shares
|
$238,960
0.01% of portfolio
|
Q3 2025
Reduced 70.66%
|
|
|
Birch Financial Group, LLC
Keene, NH |
Oct 30, 2025 Q3 2025 |
2,535
shares
|
$238,771
0.12% of portfolio
|
Q3 2025
Reduced 10.58%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 07, 2025 Q3 2025 |
2,533
shares
|
$238,583
0.2% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
2,525
shares
|
$237,829
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
2,523
shares
|
$237,641
0.05% of portfolio
|
Q3 2025
Reduced 10.4%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
2,522
shares
|
$237,547
0.01% of portfolio
|
Q3 2025
Added 25.1%
|
|
|
Corsicana & Co.
|
Oct 10, 2025 Q3 2025 |
2,520
shares
|
$237,358
0.12% of portfolio
|
Q3 2025
Reduced 56.89%
|
|
|
Ti Trust, Inc
|
Oct 22, 2025 Q3 2025 |
2,515
shares
|
$236,887
0.13% of portfolio
|
Q1 2024
Added 17.85%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
2,514
shares
|
$236,793
0.02% of portfolio
|
Q3 2025
Reduced 37.85%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
2,512
shares
|
$236,605
0.06% of portfolio
|
Q2 2025
Added 8.98%
|
|
|
Crestmont Private Wealth LLC
|
Nov 12, 2025 Q3 2025 |
2,510
shares
|
$236,416
0.07% of portfolio
|
Q3 2025
Added 22.38%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
2,510
shares
|
$236,416
0.03% of portfolio
|
Q3 2022
Reduced 7.86%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
2,505
shares
|
$235,945
0.04% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Nov 03, 2025 Q3 2025 |
2,505
shares
|
$235,945
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
2,501
shares
|
$235,569
0.01% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
2,501
shares
|
$235,569
0.37% of portfolio
|
Q3 2023
Added 10.47%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
2,500
shares
|
$235,475
0.51% of portfolio
|
Q2 2022
New holding
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
2,498
shares
|
$235,286
0.18% of portfolio
|
Q2 2022
Added 5.27%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
2,498
shares
|
$235,286
0.03% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
2,482
shares
|
$233,779
0.02% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
2,477
shares
|
$233,308
0.1% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
2,475
shares
|
$233,120
0.01% of portfolio
|
Q3 2025
Reduced 32.3%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2025 Q3 2025 |
2,472
shares
|
$232,837
0.01% of portfolio
|
Q3 2025
Reduced 37.76%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
2,466
shares
|
$232,272
0.02% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
2,463
shares
|
$231,989
0.0% of portfolio
|
Q3 2025
New holding
|
|