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 |
|---|---|---|---|---|---|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
2,456
shares
|
$231,330
0.0% of portfolio
|
Q3 2025
Reduced 7.84%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
2,450
shares
|
$230,765
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
2,449
shares
|
$230,671
0.15% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
2,439
shares
|
$229,729
0.04% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
2,437
shares
|
$229,541
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
2,435
shares
|
$229,352
0.02% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
2,435
shares
|
$229,352
0.03% of portfolio
|
Q3 2025
Added 18.95%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
2,435
shares
|
$229,352
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
2,433
shares
|
$229,164
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Oct 21, 2025 Q3 2025 |
2,430
shares
|
$228,881
0.1% of portfolio
|
Q3 2025
Added 17.62%
|
|
|
Ipswich Investment Management Co., Inc.
|
Oct 08, 2025 Q3 2025 |
2,425
shares
|
$228,410
0.05% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,405
shares
|
$226,526
0.12% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
2,404
shares
|
$226,432
0.04% of portfolio
|
Q3 2025
Added 27.26%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,326
shares
|
$219,085
0.1% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,315
shares
|
$218,049
0.05% of portfolio
|
Q1 2021
Reduced 6.33%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
2,300
shares
|
$216,637
0.0% of portfolio
|
Q3 2025
Reduced 16.27%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
2,300
shares
|
$216,637
0.12% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
2,270
shares
|
$213,811
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Nov 13, 2025 Q3 2025 |
2,258
shares
|
$212,681
0.2% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
2,247
shares
|
$211,644
0.01% of portfolio
|
Q3 2025
Added 26.95%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
2,240
shares
|
$210,985
0.02% of portfolio
|
Q3 2025
Added 35.76%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
2,232
shares
|
$210,232
0.01% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
2,200
shares
|
$207,218
0.01% of portfolio
|
Q3 2025
Added 39.06%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
2,147
shares
|
$202,225
0.09% of portfolio
|
Q3 2025
Added 10.27%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
2,132
shares
|
$200,813
3.48% of portfolio
|
Q3 2022
New holding
|
|