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 |
|---|---|---|---|---|---|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
672
shares
|
$63,295
0.04% of portfolio
|
Q2 2025
Added 236.0%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
669
shares
|
$63,013
0.01% of portfolio
|
Q3 2025
Added 34.61%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
658
shares
|
$61,977
0.01% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
656
shares
|
$61,788
0.0% of portfolio
|
Q3 2025
Reduced 20.48%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
655
shares
|
$61,694
0.04% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
654
shares
|
$61,600
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
645
shares
|
$60,752
0.0% of portfolio
|
Q3 2025
Reduced 17.83%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
645
shares
|
$60,752
0.0% of portfolio
|
Q2 2025
Added 44.94%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Nov 12, 2025 Q3 2025 |
634
shares
|
$59,716
0.01% of portfolio
|
Q1 2025
Added 209.27%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
619
shares
|
$58,303
0.02% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
618
shares
|
$58,209
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
615
shares
|
$57,926
0.03% of portfolio
|
Q3 2025
Added 47.13%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
601
shares
|
$56,608
0.02% of portfolio
|
Q2 2023
Added 0.33%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
600
shares
|
$56,514
0.03% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
598
shares
|
$56,325
0.0% of portfolio
|
Q3 2025
Reduced 31.03%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
595
shares
|
$56,043
0.0% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
562
shares
|
$52,934
0.02% of portfolio
|
Q2 2024
Reduced 17.23%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
540
shares
|
$50,862
0.01% of portfolio
|
Q3 2025
Reduced 29.78%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
536
shares
|
$50,485
0.03% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
535
shares
|
$50,391
0.03% of portfolio
|
Q3 2025
Reduced 58.04%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
532
shares
|
$50,109
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
526
shares
|
$49,543
0.02% of portfolio
|
Q3 2025
Added 146.95%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
524
shares
|
$49,355
0.01% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
517
shares
|
$48,696
0.01% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
515
shares
|
$48,507
0.04% of portfolio
|
Q3 2025
Reduced 34.14%
|
|