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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
321
shares
|
$30,234
0.01% of portfolio
|
Q2 2024
Reduced 65.11%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
310
shares
|
$29,198
0.0% of portfolio
|
Q2 2024
Reduced 8.82%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
310
shares
|
$29,198
0.01% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
307
shares
|
$28,916
0.01% of portfolio
|
Q3 2025
Reduced 35.23%
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
305
shares
|
$28,727
0.02% of portfolio
|
Q3 2025
Reduced 30.37%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
303
shares
|
$28,539
0.0% of portfolio
|
Q3 2025
Reduced 16.99%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
302
shares
|
$28,445
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
299
shares
|
$28,162
0.03% of portfolio
|
Q3 2025
Added 23.55%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
296
shares
|
$27,880
0.01% of portfolio
|
Q2 2023
Added 43.69%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
295
shares
|
$27,786
0.01% of portfolio
|
Q3 2025
Reduced 78.96%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
293
shares
|
$27,597
0.01% of portfolio
|
Q3 2025
Added 21.58%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
291
shares
|
$27,409
0.01% of portfolio
|
Q2 2025
Added 31.67%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
288
shares
|
$27,126
0.01% of portfolio
|
Q2 2025
Reduced 97.25%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
285
shares
|
$26,844
0.01% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
284
shares
|
$26,749
0.02% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
279
shares
|
$26,279
0.0% of portfolio
|
Q3 2025
Added 1295.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
276
shares
|
$25,996
0.03% of portfolio
|
Q2 2022
Added 28.37%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
274
shares
|
$25,808
0.0% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
274
shares
|
$25,808
0.01% of portfolio
|
Q1 2025
Added 26.85%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
273
shares
|
$25,713
0.01% of portfolio
|
Q3 2025
Reduced 22.88%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
270
shares
|
$25,431
0.0% of portfolio
|
Q2 2025
Reduced 50.64%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
270
shares
|
$25,431
0.01% of portfolio
|
Q3 2024
Reduced 64.0%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
267
shares
|
$25,148
0.01% of portfolio
|
Q3 2025
Reduced 96.99%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
259
shares
|
$24,395
0.03% of portfolio
|
Q2 2022
Added 67.1%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
255
shares
|
$24,018
0.01% of portfolio
|
Q3 2025
Added 0.39%
|
|