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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
380
shares
|
$35,792
0.01% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
380
shares
|
$35,792
0.01% of portfolio
|
Q3 2025
Reduced 71.06%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
379
shares
|
$35,698
0.0% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
376
shares
|
$35,415
0.0% of portfolio
|
Q3 2025
Added 76.53%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
376
shares
|
$35,415
0.0% of portfolio
|
Q3 2023
Reduced 27.97%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
375
shares
|
$35,321
0.02% of portfolio
|
Q3 2025
Added 15.74%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
374
shares
|
$35,227
0.01% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Salzhauer Michael
|
Oct 20, 2025 Q3 2025 |
369
shares
|
$34,756
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
365
shares
|
$34,379
0.03% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
365
shares
|
$34,379
0.01% of portfolio
|
Q3 2025
Added 10.61%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
364
shares
|
$34,285
0.01% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
360
shares
|
$33,908
0.0% of portfolio
|
Q3 2025
Reduced 98.75%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
357
shares
|
$33,625
0.0% of portfolio
|
Q3 2025
Reduced 12.29%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
355
shares
|
$33,437
0.0% of portfolio
|
Q3 2025
Reduced 34.62%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
353
shares
|
$33,249
0.0% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
350
shares
|
$32,966
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
345
shares
|
$32,495
0.01% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
344
shares
|
$32,401
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
337
shares
|
$31,742
0.0% of portfolio
|
Q3 2025
Reduced 82.22%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
335
shares
|
$31,553
0.01% of portfolio
|
Q3 2025
Added 11.67%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
335
shares
|
$31,553
0.02% of portfolio
|
Q1 2024
Added 148.15%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
332
shares
|
$31,271
0.02% of portfolio
|
Q3 2025
Reduced 97.76%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
327
shares
|
$30,800
0.02% of portfolio
|
Q1 2023
Added 9.0%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
326
shares
|
$30,705
0.0% of portfolio
|
Q3 2025
Reduced 98.25%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
324
shares
|
$30,517
0.0% of portfolio
|
Q3 2025
Reduced 35.84%
|
|