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 |
|---|---|---|---|---|---|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
46
shares
|
$4,332
0.0% of portfolio
|
Q2 2025
Added 64.29%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
45
shares
|
$4,238
0.0% of portfolio
|
Q3 2024
Reduced 36.62%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
44
shares
|
$4,144
0.0% of portfolio
|
Q3 2025
Reduced 80.95%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
44
shares
|
$4,144
0.0% of portfolio
|
Q3 2025
Reduced 70.27%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
42
shares
|
$3,955
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
40
shares
|
$3,767
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
40
shares
|
$3,767
0.0% of portfolio
|
Q4 2021
Reduced 67.74%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
39
shares
|
$3,673
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
38
shares
|
$3,579
0.0% of portfolio
|
Q1 2023
Added 22.58%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
35
shares
|
$3,296
0.0% of portfolio
|
Q3 2025
Added 84.21%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
34
shares
|
$3,202
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
33
shares
|
$3,108
0.0% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
32
shares
|
$3,014
0.0% of portfolio
|
Q3 2025
Reduced 43.86%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
31
shares
|
$2,919
0.0% of portfolio
|
Q3 2025
Reduced 68.37%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
31
shares
|
$2,919
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
31
shares
|
$2,919
0.0% of portfolio
|
Q2 2023
Reduced 94.08%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
31
shares
|
$2,919
0.0% of portfolio
|
Q3 2025
Reduced 40.38%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
30
shares
|
$2,825
0.0% of portfolio
|
Q2 2025
Reduced 90.88%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
30
shares
|
$2,825
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
29
shares
|
$2,731
0.0% of portfolio
|
Q2 2025
Reduced 92.7%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
27
shares
|
$2,543
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
25
shares
|
$2,354
0.0% of portfolio
|
Q2 2025
Reduced 62.12%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
25
shares
|
$2,354
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
25
shares
|
$2,354
0.0% of portfolio
|
Q3 2025
Added 31.58%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
25
shares
|
$2,354
0.0% of portfolio
|
Q4 2022
New holding
|
|