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 |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
67,236
shares
|
$6.33 Million
0.81% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Monte Financial Group, LLC
|
Oct 31, 2025 Q3 2025 |
67,098
shares
|
$6.32 Million
2.08% of portfolio
|
Q3 2025
Added 24.73%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
66,927
shares
|
$6.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.96%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
66,374
shares
|
$6.25 Million
0.05% of portfolio
|
Q3 2022
Reduced 2.64%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Oct 31, 2025 Q3 2025 |
65,200
shares
|
$6.14 Million
0.03% of portfolio
|
Q3 2025
Added 24.28%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
64,568
shares
|
$6.08 Million
0.06% of portfolio
|
Q2 2023
Reduced 31.38%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
64,506
shares
|
$6.08 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
64,297
shares
|
$6.06 Million
0.14% of portfolio
|
Q3 2025
Added 53.39%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 06, 2025 Q3 2025 |
64,290
shares
|
$6.06 Million
0.02% of portfolio
|
Q3 2025
Added 15.2%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
64,041
shares
|
$6.03 Million
0.09% of portfolio
|
Q3 2024
Added 69.63%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Nov 06, 2025 Q3 2025 |
62,955
shares
|
$5.93 Million
1.94% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
62,550
shares
|
$5.89 Million
0.01% of portfolio
|
Q3 2025
Reduced 31.07%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
62,333
shares
|
$5.87 Million
2.06% of portfolio
|
Q1 2024
New holding
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 20, 2025 Q3 2025 |
62,200
shares
|
$5.86 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
61,856
shares
|
$5.83 Million
0.12% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
61,481
shares
|
$5.79 Million
0.5% of portfolio
|
Q3 2025
Reduced 16.19%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
61,330
shares
|
$5.78 Million
1.26% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
61,221
shares
|
$5.77 Million
1.45% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
61,107
shares
|
$5.76 Million
0.02% of portfolio
|
Q3 2025
Reduced 41.7%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
60,856
shares
|
$5.73 Million
0.11% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
60,852
shares
|
$5.73 Million
0.37% of portfolio
|
Q3 2025
Added 45.14%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
60,614
shares
|
$5.71 Million
0.06% of portfolio
|
Q2 2025
Added 85.03%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
60,260
shares
|
$5.68 Million
0.59% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
60,032
shares
|
$5.65 Million
0.07% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2025 Q3 2025 |
60,000
shares
|
$5.65 Million
0.63% of portfolio
|
Q3 2024
Added 13.21%
|
|