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 |
|---|---|---|---|---|---|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 05, 2025 Q3 2025 |
55,747
shares
|
$5.25 Million
1.1% of portfolio
|
Q3 2025
Added 27.69%
|
|
|
Tufton Capital Management
|
Oct 31, 2025 Q3 2025 |
55,497
shares
|
$5.23 Million
0.83% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
55,064
shares
|
$5.19 Million
0.08% of portfolio
|
Q3 2025
Added 16.28%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
54,595
shares
|
$5.14 Million
0.2% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
54,419
shares
|
$5.13 Million
0.17% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
54,416
shares
|
$5.13 Million
0.03% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
54,339
shares
|
$5.12 Million
0.49% of portfolio
|
Q3 2025
Added 34.55%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
53,955
shares
|
$5.08 Million
0.05% of portfolio
|
Q3 2025
Reduced 27.52%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
53,811
shares
|
$5.07 Million
0.07% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
53,731
shares
|
$5.06 Million
0.03% of portfolio
|
Q3 2025
Reduced 62.93%
|
|
|
Grace & White Inc
|
Oct 23, 2025 Q3 2025 |
53,690
shares
|
$5.06 Million
1.0% of portfolio
|
Q1 2022
Reduced 2.36%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
53,403
shares
|
$5.03 Million
1.69% of portfolio
|
Q3 2025
Added 55.27%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
53,248
shares
|
$5.02 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Australian Super Pty LTD
|
Nov 12, 2025 Q3 2025 |
53,002
shares
|
$4.99 Million
0.02% of portfolio
|
Q3 2025
Reduced 31.85%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
52,586
shares
|
$4.95 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
52,337
shares
|
$4.93 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Gam Holding Ag
|
Oct 21, 2025 Q3 2025 |
52,212
shares
|
$4.92 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 14, 2025 Q3 2025 |
52,206
shares
|
$4.92 Million
1.96% of portfolio
|
Q3 2025
Added 14.07%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
52,006
shares
|
$4.9 Million
0.04% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
51,775
shares
|
$4.88 Million
0.69% of portfolio
|
Q3 2025
Added 14.88%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
51,636
shares
|
$4.86 Million
0.13% of portfolio
|
Q3 2025
Reduced 42.71%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
51,288
shares
|
$4.83 Million
0.15% of portfolio
|
Q3 2025
Added 303.81%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
50,836
shares
|
$4.79 Million
0.62% of portfolio
|
Q3 2025
Reduced 19.52%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
50,807
shares
|
$4.79 Million
1.44% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Birch Capital Management, LLC
|
Oct 27, 2025 Q3 2025 |
50,390
shares
|
$4.75 Million
2.2% of portfolio
|
Q3 2025
Reduced 1.95%
|
|