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 |
|---|---|---|---|---|---|
|
Capital Management Corp
|
Nov 04, 2025 Q3 2025 |
85,161
shares
|
$8.02 Million
1.25% of portfolio
|
Q3 2025
Added 16.12%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
84,857
shares
|
$7.99 Million
0.32% of portfolio
|
Q3 2025
Added 24.33%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
84,579
shares
|
$7.97 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
Warszawa, R9 |
Oct 30, 2025 Q3 2025 |
84,574
shares
|
$7.97 Million
2.49% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
84,471
shares
|
$7.96 Million
0.05% of portfolio
|
Q3 2025
Added 19.74%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
84,038
shares
|
$7.92 Million
0.09% of portfolio
|
Q3 2025
Added 32.75%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
83,568
shares
|
$7.87 Million
1.16% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Martin Capital Partners, LLC
|
Oct 03, 2025 Q3 2025 |
83,463
shares
|
$7.86 Million
2.7% of portfolio
|
Q3 2025
Added 49.4%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
82,802
shares
|
$7.8 Million
0.71% of portfolio
|
Q3 2025
Reduced 21.44%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 07, 2025 Q3 2025 |
82,314
shares
|
$7.75 Million
0.94% of portfolio
|
Q3 2025
Added 14.69%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
82,223
shares
|
$7.74 Million
1.33% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
82,223
shares
|
$7.74 Million
1.1% of portfolio
|
Q3 2025
New holding
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
82,107
shares
|
$7.73 Million
0.01% of portfolio
|
Q3 2025
Added 191.95%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
81,858
shares
|
$7.71 Million
2.16% of portfolio
|
Q4 2022
Reduced 0.01%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
81,512
shares
|
$7.68 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
80,677
shares
|
$7.6 Million
0.27% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
80,419
shares
|
$7.57 Million
0.01% of portfolio
|
Q3 2025
Added 14.58%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
80,117
shares
|
$7.55 Million
0.01% of portfolio
|
Q3 2025
Reduced 71.34%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
79,806
shares
|
$7.52 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
79,078
shares
|
$7.45 Million
0.08% of portfolio
|
Q3 2025
Added 14.73%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
78,817
shares
|
$7.42 Million
0.04% of portfolio
|
Q3 2025
Reduced 22.06%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
78,577
shares
|
$7.4 Million
0.14% of portfolio
|
Q3 2025
Added 260.36%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
78,516
shares
|
$7.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 30.15%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
77,547
shares
|
$7.3 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
77,185
shares
|
$7.27 Million
0.18% of portfolio
|
Q3 2025
Added 17.66%
|
|