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 2,379 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 |
|---|---|---|---|---|---|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
22,598
shares
|
$2.13 Million
0.24% of portfolio
|
Q3 2025
Reduced 15.46%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
22,509
shares
|
$2.12 Million
0.07% of portfolio
|
Q4 2025
Reduced 5.08%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
22,481
shares
|
$2.12 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
22,475
shares
|
$2.12 Million
0.35% of portfolio
|
Q4 2023
Reduced 0.24%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
22,471
shares
|
$2.12 Million
0.77% of portfolio
|
Q3 2025
Added 16.91%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
22,445
shares
|
$2.11 Million
0.84% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
22,424
shares
|
$2.11 Million
0.04% of portfolio
|
Q3 2025
Reduced 17.33%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
22,277
shares
|
$2.1 Million
0.01% of portfolio
|
Q3 2025
Added 16.79%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
22,271
shares
|
$2.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 31.98%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
22,236
shares
|
$2.09 Million
5.44% of portfolio
|
Q3 2023
Reduced 0.71%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
22,190
shares
|
$2.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 66.19%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
22,183
shares
|
$2.09 Million
0.77% of portfolio
|
Q3 2023
Reduced 1.34%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
22,177
shares
|
$2.09 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
22,167
shares
|
$2.09 Million
0.15% of portfolio
|
Q2 2025
Reduced 45.02%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
22,092
shares
|
$2.08 Million
0.39% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
21,994
shares
|
$2.07 Million
0.08% of portfolio
|
Q3 2025
Added 13.11%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
21,980
shares
|
$2.07 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
21,922
shares
|
$2.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 75.24%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
21,915
shares
|
$2.06 Million
0.14% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
21,841
shares
|
$2.06 Million
0.14% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
21,751
shares
|
$2.05 Million
0.96% of portfolio
|
Q3 2022
Added 0.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
21,700
shares
|
$2.04 Million
0.05% of portfolio
|
Q2 2025
Reduced 45.68%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 07, 2026 Q4 2025 |
21,662
shares
|
$2.04 Million
1.67% of portfolio
|
Q4 2025
Added 64.02%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
21,573
shares
|
$2.03 Million
0.07% of portfolio
|
Q3 2025
Reduced 38.63%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
21,557
shares
|
$2.03 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.62%
|
|