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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
35,813
shares
|
$3.37 Million
0.61% of portfolio
|
Q4 2022
Reduced 1.67%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 28, 2025 Q3 2025 |
35,740
shares
|
$3.37 Million
1.13% of portfolio
|
Q3 2025
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
35,644
shares
|
$3.36 Million
0.01% of portfolio
|
Q3 2025
Reduced 39.41%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
35,633
shares
|
$3.36 Million
0.14% of portfolio
|
Q3 2025
Added 15.98%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
35,558
shares
|
$3.35 Million
0.05% of portfolio
|
Q3 2025
Added 31.55%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
35,535
shares
|
$3.35 Million
0.08% of portfolio
|
Q3 2025
Reduced 7.22%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
35,208
shares
|
$3.32 Million
0.03% of portfolio
|
Q3 2025
Added 19.14%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
35,134
shares
|
$3.31 Million
0.18% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
34,803
shares
|
$3.28 Million
0.02% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
34,702
shares
|
$3.27 Million
0.06% of portfolio
|
Q3 2025
Added 15.87%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
34,592
shares
|
$3.26 Million
0.67% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
34,585
shares
|
$3.26 Million
0.24% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
34,522
shares
|
$3.25 Million
0.06% of portfolio
|
Q3 2025
Added 57.94%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
34,421
shares
|
$3.24 Million
0.05% of portfolio
|
Q3 2025
Added 91.48%
|
|
|
Penn Davis Mcfarland Inc
|
Oct 21, 2025 Q3 2025 |
34,272
shares
|
$3.23 Million
0.3% of portfolio
|
Q3 2025
Reduced 11.22%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
34,266
shares
|
$3.23 Million
0.43% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Keating Investment Counselors Inc
|
Oct 27, 2025 Q3 2025 |
34,235
shares
|
$3.22 Million
1.29% of portfolio
|
Q3 2025
Added 52.11%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
34,162
shares
|
$3.22 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
34,114
shares
|
$3.21 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
34,058
shares
|
$3.21 Million
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
34,010
shares
|
$3.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.04%
|
|
|
Employees Retirement System Of Texas
|
Nov 13, 2025 Q3 2025 |
33,944
shares
|
$3.2 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
33,847
shares
|
$3.19 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
33,830
shares
|
$3.19 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Am Investment Strategies LLC
|
Oct 30, 2025 Q3 2025 |
33,814
shares
|
$3.18 Million
0.64% of portfolio
|
Q3 2025
Added 56.74%
|
|