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 |
|---|---|---|---|---|---|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,795
shares
|
$169,071
0.23% of portfolio
|
Q3 2023
Reduced 75.68%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,789
shares
|
$168,505
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
1,788
shares
|
$168,411
0.03% of portfolio
|
Q3 2025
Reduced 29.77%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
1,773
shares
|
$166,998
0.01% of portfolio
|
Q3 2025
Reduced 96.53%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
1,764
shares
|
$166,151
0.06% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
1,760
shares
|
$165,774
0.12% of portfolio
|
Q2 2023
Reduced 1.18%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,746
shares
|
$164,455
0.02% of portfolio
|
Q2 2021
Added 5.22%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
1,734
shares
|
$163,325
0.06% of portfolio
|
Q4 2023
Reduced 3.29%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
1,720
shares
|
$162,006
0.04% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,685
shares
|
$158,710
0.06% of portfolio
|
Q2 2024
Reduced 8.17%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
1,685
shares
|
$158,710
0.1% of portfolio
|
Q3 2023
Added 1.57%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
1,683
shares
|
$158,521
0.04% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
1,667
shares
|
$157,014
0.05% of portfolio
|
Q3 2025
Reduced 40.63%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
1,643
shares
|
$154,754
0.07% of portfolio
|
Q3 2025
Reduced 41.41%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
1,595
shares
|
$150,233
0.23% of portfolio
|
Q1 2023
Added 0.89%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,588
shares
|
$149,573
0.01% of portfolio
|
Q3 2025
Reduced 22.08%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,577
shares
|
$148,537
0.04% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,562
shares
|
$147,124
0.02% of portfolio
|
Q4 2023
Reduced 12.15%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,550
shares
|
$145,994
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
1,537
shares
|
$144,770
0.05% of portfolio
|
Q1 2024
Reduced 38.2%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,530
shares
|
$144,110
0.02% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,526
shares
|
$143,733
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
1,524
shares
|
$143,545
0.05% of portfolio
|
Q3 2023
Added 26.58%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
1,500
shares
|
$141,285
0.27% of portfolio
|
Q3 2025
Added 21328.57%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Nov 03, 2025 Q3 2025 |
1,500
shares
|
$141,285
0.07% of portfolio
|
Q3 2025
Added 114.29%
|
|