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 |
|---|---|---|---|---|---|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
28,774
shares
|
$2.71 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
28,647
shares
|
$2.7 Million
0.15% of portfolio
|
Q3 2025
Added 13.96%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
28,615
shares
|
$2.7 Million
0.33% of portfolio
|
Q3 2025
Added 884.01%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
28,587
shares
|
$2.69 Million
0.07% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Delta Global Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
28,584
shares
|
$2.69 Million
0.17% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Oct 15, 2025 Q3 2025 |
28,528
shares
|
$2.69 Million
0.79% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Nov 13, 2025 Q3 2025 |
28,256
shares
|
$2.66 Million
0.11% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
28,230
shares
|
$2.66 Million
0.43% of portfolio
|
Q3 2025
Added 12.43%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
28,024
shares
|
$2.64 Million
0.15% of portfolio
|
Q3 2025
Reduced 21.96%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
27,936
shares
|
$2.63 Million
1.34% of portfolio
|
Q3 2025
Added 42.59%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
27,831
shares
|
$2.62 Million
2.04% of portfolio
|
Q3 2025
Added 11.64%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
27,714
shares
|
$2.61 Million
0.21% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
27,705
shares
|
$2.61 Million
0.22% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
27,601
shares
|
$2.6 Million
0.35% of portfolio
|
Q2 2022
Added 1.99%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
27,581
shares
|
$2.6 Million
0.1% of portfolio
|
Q3 2025
Added 40.86%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
27,499
shares
|
$2.59 Million
0.69% of portfolio
|
Q3 2022
Reduced 2.92%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
27,490
shares
|
$2.59 Million
0.95% of portfolio
|
Q4 2022
Reduced 1.64%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 22, 2025 Q3 2025 |
27,442
shares
|
$2.58 Million
0.41% of portfolio
|
Q3 2025
Added 15.88%
|
|
|
Argyle Capital Management Inc.
|
Oct 27, 2025 Q3 2025 |
27,405
shares
|
$2.58 Million
0.8% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
27,398
shares
|
$2.58 Million
0.13% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
27,351
shares
|
$2.58 Million
0.24% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
27,339
shares
|
$2.58 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
27,262
shares
|
$2.57 Million
0.74% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Bourne Lent Asset Management Inc
|
Jul 08, 2025 Q2 2025 |
27,258
shares
|
$2.57 Million
1.07% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
27,251
shares
|
$2.57 Million
0.63% of portfolio
|
Q3 2025
Reduced 23.28%
|
|