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 |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
33,758
shares
|
$3.18 Million
0.06% of portfolio
|
Q2 2025
Reduced 46.59%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
33,593
shares
|
$3.16 Million
0.85% of portfolio
|
Q2 2022
Reduced 0.39%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
33,533
shares
|
$3.16 Million
0.15% of portfolio
|
Q4 2023
Added 20.94%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
33,509
shares
|
$3.16 Million
0.01% of portfolio
|
Q3 2025
Reduced 50.38%
|
|
|
True Signal LP
New York, NY |
Jan 26, 2023 Q4 2022 |
33,351
shares
|
$3.14 Million
4.37% of portfolio
|
Q4 2022
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
33,277
shares
|
$3.13 Million
0.17% of portfolio
|
Q3 2025
Reduced 17.58%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
33,188
shares
|
$3.13 Million
0.03% of portfolio
|
Q3 2025
Added 14.37%
|
|
|
Lonestar Capital Management LLC
Menlo Park, CA |
Nov 14, 2025 Q3 2025 |
33,000
shares
|
$3.11 Million
1.89% of portfolio
|
Q3 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
32,919
shares
|
$3.1 Million
0.03% of portfolio
|
Q3 2025
Added 64.62%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
32,914
shares
|
$3.1 Million
0.45% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
32,745
shares
|
$3.08 Million
0.1% of portfolio
|
Q3 2025
Reduced 19.28%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
32,630
shares
|
$3.07 Million
0.07% of portfolio
|
Q3 2025
Added 12.08%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
32,591
shares
|
$3.07 Million
0.21% of portfolio
|
Q3 2023
Reduced 6.08%
|
|
|
Iowa State Bank
|
Oct 03, 2025 Q3 2025 |
32,378
shares
|
$3.05 Million
0.53% of portfolio
|
Q3 2025
Reduced 33.47%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Nov 12, 2025 Q3 2025 |
32,325
shares
|
$3.04 Million
0.82% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
32,274
shares
|
$3.04 Million
0.22% of portfolio
|
Q3 2025
Reduced 15.23%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
32,178
shares
|
$3.03 Million
0.09% of portfolio
|
Q3 2025
Reduced 18.54%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
32,121
shares
|
$3.03 Million
0.11% of portfolio
|
Q3 2025
Added 514.52%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
31,884
shares
|
$3 Million
1.66% of portfolio
|
Q3 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
31,863
shares
|
$3 Million
0.75% of portfolio
|
Q3 2025
Added 64.39%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 17, 2025 Q3 2025 |
31,514
shares
|
$2.97 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 20, 2025 Q3 2025 |
31,504
shares
|
$2.97 Million
0.76% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Nov 03, 2025 Q3 2025 |
31,500
shares
|
$2.97 Million
0.61% of portfolio
|
Q3 2025
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
31,450
shares
|
$2.96 Million
0.24% of portfolio
|
Q3 2025
Added 51.08%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
31,323
shares
|
$2.95 Million
0.35% of portfolio
|
Q3 2025
Reduced 7.98%
|
|