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 |
|---|---|---|---|---|---|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
25,684
shares
|
$2.42 Million
0.04% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
25,677
shares
|
$2.42 Million
1.15% of portfolio
|
Q3 2025
Added 30.78%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
25,670
shares
|
$2.42 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
25,532
shares
|
$2.4 Million
0.1% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
25,522
shares
|
$2.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
25,480
shares
|
$2.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 34.13%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
25,396
shares
|
$2.39 Million
0.38% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
25,300
shares
|
$2.38 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2025 Q3 2025 |
25,275
shares
|
$2.38 Million
0.02% of portfolio
|
Q3 2025
Reduced 40.27%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
25,270
shares
|
$2.38 Million
0.31% of portfolio
|
Q4 2023
Added 0.27%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
25,198
shares
|
$2.37 Million
0.01% of portfolio
|
Q3 2025
Reduced 63.82%
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
25,182
shares
|
$2.37 Million
0.89% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
25,165
shares
|
$2.37 Million
0.41% of portfolio
|
Q3 2025
Added 15.65%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
25,107
shares
|
$2.36 Million
0.03% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Shellback Capital, LP
Boston, MA |
Nov 14, 2025 Q3 2025 |
25,000
shares
|
$2.35 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Dkrt Investments Corp.
Toronto, |
Nov 12, 2025 Q3 2025 |
25,000
shares
|
$2.35 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
24,926
shares
|
$2.35 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Cardinal Capital Management
|
Oct 23, 2025 Q3 2025 |
24,799
shares
|
$2.34 Million
0.29% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Brookmont Capital Management
Dallas, TX |
Nov 10, 2025 Q3 2025 |
24,716
shares
|
$2.33 Million
1.15% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
24,617
shares
|
$2.32 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
24,609
shares
|
$2.32 Million
0.03% of portfolio
|
Q3 2025
Added 71.63%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
24,508
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2025
Added 633.11%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
24,244
shares
|
$2.28 Million
0.77% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Pavion Blue Capital, LLC
|
Nov 06, 2025 Q3 2025 |
24,163
shares
|
$2.28 Million
0.88% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
24,146
shares
|
$2.27 Million
0.16% of portfolio
|
Q3 2025
Reduced 7.22%
|
|