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 |
|---|---|---|---|---|---|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
513
shares
|
$48,319
0.02% of portfolio
|
Q1 2022
Reduced 29.24%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
507
shares
|
$47,754
0.04% of portfolio
|
Q2 2024
Reduced 84.91%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
503
shares
|
$47,377
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
498
shares
|
$46,906
0.03% of portfolio
|
Q3 2025
Added 163.49%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
486
shares
|
$45,776
0.03% of portfolio
|
Q3 2025
Added 47.72%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
481
shares
|
$45,305
0.01% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
479
shares
|
$45,117
0.02% of portfolio
|
Q3 2025
Reduced 96.3%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
472
shares
|
$44,457
0.02% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
467
shares
|
$43,986
0.01% of portfolio
|
Q2 2025
Reduced 46.2%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
466
shares
|
$43,892
0.03% of portfolio
|
Q4 2024
Reduced 11.41%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
464
shares
|
$43,704
0.0% of portfolio
|
Q3 2025
Reduced 77.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
461
shares
|
$43,421
0.01% of portfolio
|
Q3 2025
Reduced 34.42%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
456
shares
|
$42,950
0.01% of portfolio
|
Q3 2025
Added 37.35%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
445
shares
|
$41,914
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
434
shares
|
$40,878
0.01% of portfolio
|
Q3 2025
Added 284.07%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
433
shares
|
$40,784
0.01% of portfolio
|
Q3 2025
Reduced 8.84%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
429
shares
|
$40,407
0.02% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
425
shares
|
$40,030
0.01% of portfolio
|
Q1 2025
Reduced 19.81%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
425
shares
|
$40,030
0.01% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
418
shares
|
$39,371
0.01% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
405
shares
|
$38,146
0.01% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
404
shares
|
$38,052
0.01% of portfolio
|
Q2 2023
Reduced 7.97%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
400
shares
|
$37,676
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
390
shares
|
$36,734
0.0% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
383
shares
|
$36,074
0.01% of portfolio
|
Q4 2024
Reduced 13.54%
|
|