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 |
|---|---|---|---|---|---|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
1,496
shares
|
$140,908
0.03% of portfolio
|
Q2 2023
Added 17.24%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
1,484
shares
|
$139,777
0.03% of portfolio
|
Q3 2025
Added 35.28%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
1,479
shares
|
$139,307
0.04% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
1,471
shares
|
$138,553
0.01% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,453
shares
|
$136,858
0.31% of portfolio
|
Q1 2024
Added 179.42%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,439
shares
|
$135,539
0.08% of portfolio
|
Q2 2022
Added 22.78%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
1,427
shares
|
$134,409
0.06% of portfolio
|
Q2 2025
Added 89.26%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
1,400
shares
|
$131,866
0.02% of portfolio
|
Q1 2024
Reduced 97.85%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
1,399
shares
|
$131,771
0.0% of portfolio
|
Q3 2025
Added 21.02%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,392
shares
|
$131,112
0.26% of portfolio
|
Q3 2022
New holding
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,358
shares
|
$127,910
0.36% of portfolio
|
Q1 2024
Reduced 47.97%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,305
shares
|
$122,917
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
1,302
shares
|
$122,635
0.11% of portfolio
|
Q3 2025
Reduced 35.32%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,300
shares
|
$122,447
0.01% of portfolio
|
Q3 2025
Added 62.5%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
1,300
shares
|
$122,447
0.06% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
1,296
shares
|
$122,070
0.03% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
1,294
shares
|
$121,881
0.07% of portfolio
|
Q1 2022
Reduced 5.2%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
1,284
shares
|
$120,939
0.05% of portfolio
|
Q3 2025
Reduced 11.51%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,255
shares
|
$118,208
0.08% of portfolio
|
Q3 2025
Reduced 19.81%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
1,219
shares
|
$114,817
0.07% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,211
shares
|
$114,064
0.01% of portfolio
|
Q4 2023
Reduced 0.16%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
1,210
shares
|
$113,969
0.01% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
1,175
shares
|
$110,673
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
1,171
shares
|
$110,296
0.01% of portfolio
|
Q3 2025
Reduced 24.89%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
1,161
shares
|
$109,354
0.07% of portfolio
|
Q3 2025
Reduced 8.94%
|
|