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 |
|---|---|---|---|---|---|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
77,117
shares
|
$7.26 Million
0.93% of portfolio
|
Q3 2025
Added 13.56%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
76,524
shares
|
$7.21 Million
1.39% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
76,217
shares
|
$7.18 Million
0.03% of portfolio
|
Q3 2025
Added 129.36%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
76,011
shares
|
$7.16 Million
2.15% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
75,948
shares
|
$7.15 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
75,351
shares
|
$7.1 Million
0.01% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
75,113
shares
|
$7.07 Million
0.44% of portfolio
|
Q3 2025
Added 32.54%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
74,758
shares
|
$7.04 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
74,621
shares
|
$7.03 Million
0.02% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Sage Capital Advisors,Llc
|
Oct 07, 2025 Q3 2025 |
74,244
shares
|
$6.99 Million
1.52% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
73,337
shares
|
$6.91 Million
0.45% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Oct 16, 2025 Q3 2025 |
73,238
shares
|
$6.9 Million
0.16% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Oct 21, 2025 Q3 2025 |
73,000
shares
|
$6.88 Million
1.15% of portfolio
|
Q3 2025
Added 23.73%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
72,280
shares
|
$6.81 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 05, 2025 Q3 2025 |
71,686
shares
|
$6.75 Million
1.17% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
71,657
shares
|
$6.75 Million
0.18% of portfolio
|
Q3 2025
Added 19.1%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
71,550
shares
|
$6.74 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 31, 2025 Q3 2025 |
71,300
shares
|
$6.72 Million
0.2% of portfolio
|
Q3 2025
Reduced 13.37%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
70,854
shares
|
$6.67 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
70,410
shares
|
$6.63 Million
0.41% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
70,229
shares
|
$6.61 Million
0.36% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
69,584
shares
|
$6.55 Million
0.17% of portfolio
|
Q3 2025
Reduced 12.95%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
69,023
shares
|
$6.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.97%
|
|
|
Kiltearn Partners LLP
Edinburgh, X0 |
Nov 13, 2025 Q3 2025 |
68,400
shares
|
$6.44 Million
1.16% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
67,936
shares
|
$6.4 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.22%
|
|