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 |
|---|---|---|---|---|---|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
147
shares
|
$13,845
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
147
shares
|
$13,845
0.01% of portfolio
|
Q3 2025
Reduced 93.72%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
140
shares
|
$13,186
0.0% of portfolio
|
Q2 2024
Reduced 99.04%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
139
shares
|
$13,092
0.01% of portfolio
|
Q3 2025
Added 40.4%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
139
shares
|
$13,092
0.0% of portfolio
|
Q3 2025
Reduced 50.88%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
139
shares
|
$13,092
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
137
shares
|
$12,904
0.0% of portfolio
|
Q3 2025
Added 95.71%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
136
shares
|
$12,809
0.0% of portfolio
|
Q3 2025
Reduced 85.83%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
135
shares
|
$12,715
0.0% of portfolio
|
Q3 2025
Reduced 12.34%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
134
shares
|
$12,621
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
133
shares
|
$12,527
0.0% of portfolio
|
Q2 2025
Added 343.33%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 14, 2025 Q3 2025 |
129
shares
|
$12,150
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
125
shares
|
$11,773
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
120
shares
|
$11,302
0.0% of portfolio
|
Q3 2025
Reduced 90.01%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
120
shares
|
$11,302
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
117
shares
|
$11,020
0.01% of portfolio
|
Q3 2024
Reduced 34.64%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
113
shares
|
$10,643
0.0% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
111
shares
|
$10,455
0.0% of portfolio
|
Q3 2025
Reduced 96.78%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
111
shares
|
$10,455
0.01% of portfolio
|
Q4 2024
Reduced 77.25%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
111
shares
|
$10,455
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
110
shares
|
$10,360
0.0% of portfolio
|
Q2 2025
Added 10900.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
109
shares
|
$10,266
0.0% of portfolio
|
Q3 2025
Added 55.71%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
105
shares
|
$9,889
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
104
shares
|
$9,795
0.01% of portfolio
|
Q1 2022
Added 4.0%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
102
shares
|
$9,607
0.0% of portfolio
|
Q3 2025
Added 13.33%
|
|