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 2,361 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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
93,338
shares
|
$8.79 Million
0.05% of portfolio
|
Q3 2025
Added 50.36%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
93,063
shares
|
$8.77 Million
3.73% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
93,008
shares
|
$8.76 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
92,387
shares
|
$8.7 Million
0.0% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
92,322
shares
|
$8.7 Million
0.06% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
91,908
shares
|
$8.66 Million
0.04% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
91,693
shares
|
$8.64 Million
0.23% of portfolio
|
Q4 2023
Reduced 3.54%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
91,247
shares
|
$8.59 Million
0.1% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
91,118
shares
|
$8.58 Million
2.67% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Oct 28, 2025 Q3 2025 |
90,939
shares
|
$8.57 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 15, 2025 Q3 2025 |
90,903
shares
|
$8.56 Million
1.23% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
90,354
shares
|
$8.51 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.96%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
90,247
shares
|
$8.5 Million
3.3% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
89,751
shares
|
$8.45 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
89,466
shares
|
$8.43 Million
0.38% of portfolio
|
Q3 2025
Added 25.67%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
89,272
shares
|
$8.41 Million
2.96% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
88,426
shares
|
$8.33 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
88,374
shares
|
$8.32 Million
1.21% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Addenda Capital Inc.
|
Oct 09, 2025 Q3 2025 |
88,067
shares
|
$8.3 Million
0.29% of portfolio
|
Q3 2025
Added 28.05%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
87,698
shares
|
$8.26 Million
0.24% of portfolio
|
Q3 2025
Added 15.06%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Oct 14, 2025 Q3 2025 |
87,172
shares
|
$8.21 Million
5.21% of portfolio
|
Q3 2025
Added 39.52%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
87,125
shares
|
$8.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
Nov 14, 2025 Q3 2025 |
86,600
shares
|
$8.16 Million
2.66% of portfolio
|
Q3 2025
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
86,240
shares
|
$8.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.26%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
86,071
shares
|
$8.11 Million
0.09% of portfolio
|
Q3 2025
Reduced 12.75%
|
|