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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,111
shares
|
$198,835
0.03% of portfolio
|
Q4 2024
Reduced 31.95%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,078
shares
|
$195,726
0.09% of portfolio
|
Q2 2023
Added 2.57%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,046
shares
|
$192,712
0.05% of portfolio
|
Q3 2022
Reduced 28.36%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
2,038
shares
|
$191,959
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
2,028
shares
|
$191,017
0.0% of portfolio
|
Q3 2025
Reduced 42.47%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
2,008
shares
|
$189,133
0.19% of portfolio
|
Q4 2022
Added 7.21%
|
|
|
Fidelis I M, LLC
Medford, OR |
Oct 31, 2025 Q3 2025 |
2,000
shares
|
$188,380
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,998
shares
|
$188,191
0.11% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
1,967
shares
|
$185,271
0.02% of portfolio
|
Q3 2025
Reduced 23.46%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,954
shares
|
$184,047
0.01% of portfolio
|
Q3 2025
Added 51.12%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,947
shares
|
$183,387
0.09% of portfolio
|
Q3 2025
Added 38.09%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
1,946
shares
|
$183,293
0.1% of portfolio
|
Q3 2025
Added 88.75%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
1,944
shares
|
$183,105
0.14% of portfolio
|
Q2 2022
Reduced 94.11%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
1,929
shares
|
$181,692
0.01% of portfolio
|
Q3 2025
Reduced 13.07%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
1,924
shares
|
$181,221
0.06% of portfolio
|
Q2 2025
Added 108.23%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
1,922
shares
|
$181,033
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,898
shares
|
$178,772
0.19% of portfolio
|
Q1 2024
Reduced 4.81%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
1,898
shares
|
$178,772
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
1,886
shares
|
$177,642
0.02% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
1,882
shares
|
$177,265
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,863
shares
|
$175,475
0.01% of portfolio
|
Q1 2024
Reduced 22.41%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
1,842
shares
|
$173,497
0.0% of portfolio
|
Q3 2025
Reduced 99.84%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,828
shares
|
$172,179
0.06% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,810
shares
|
$170,483
0.06% of portfolio
|
Q3 2022
Reduced 9.5%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
1,798
shares
|
$169,353
0.19% of portfolio
|
Q3 2023
Reduced 1.15%
|
|