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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
210
shares
|
$19,779
0.01% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
205
shares
|
$19,308
0.0% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
202
shares
|
$19,026
0.0% of portfolio
|
Q2 2025
Reduced 56.28%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
200
shares
|
$18,838
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
200
shares
|
$18,838
0.0% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
198
shares
|
$18,649
0.01% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
193
shares
|
$18,178
0.01% of portfolio
|
Q2 2025
Reduced 97.32%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
189
shares
|
$17,801
0.07% of portfolio
|
Q3 2023
Added 0.53%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
182
shares
|
$17,142
0.0% of portfolio
|
Q3 2025
Reduced 34.06%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
170
shares
|
$16,012
0.01% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
167
shares
|
$15,729
0.0% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
167
shares
|
$15,729
0.0% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
165
shares
|
$15,541
0.02% of portfolio
|
Q2 2023
Added 0.61%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
162
shares
|
$15,258
0.0% of portfolio
|
Q3 2025
Added 48.62%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
162
shares
|
$15,258
0.0% of portfolio
|
Q3 2025
Reduced 39.78%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
161
shares
|
$15,164
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
158
shares
|
$14,882
0.01% of portfolio
|
Q4 2024
Added 23.44%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
158
shares
|
$14,882
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
156
shares
|
$14,693
0.01% of portfolio
|
Q1 2024
Added 183.64%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
155
shares
|
$14,599
0.01% of portfolio
|
Q3 2023
Reduced 30.49%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
155
shares
|
$14,599
0.01% of portfolio
|
Q2 2025
Reduced 14.36%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
153
shares
|
$14,411
0.0% of portfolio
|
Q3 2025
Reduced 28.84%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
153
shares
|
$14,411
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
150
shares
|
$14,128
0.0% of portfolio
|
Q1 2025
Reduced 64.29%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
150
shares
|
$14,128
0.03% of portfolio
|
Q4 2021
New holding
|
|