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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
21,525
shares
|
$2.03 Million
0.11% of portfolio
|
Q3 2025
Added 19.83%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
21,473
shares
|
$2.02 Million
1.15% of portfolio
|
Q3 2025
Added 230.2%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
21,427
shares
|
$2.02 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Inlet Private Wealth, LLC
|
Oct 31, 2025 Q3 2025 |
21,418
shares
|
$2.02 Million
0.42% of portfolio
|
Q3 2025
Reduced 32.97%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
20,975
shares
|
$1.98 Million
0.25% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
20,975
shares
|
$1.98 Million
0.83% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
20,778
shares
|
$1.96 Million
0.62% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
20,654
shares
|
$1.95 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
20,651
shares
|
$1.95 Million
0.02% of portfolio
|
Q3 2025
Added 34.2%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
20,592
shares
|
$1.94 Million
0.14% of portfolio
|
Q3 2025
Added 236.75%
|
|
|
Miller Howard Investments Inc
|
Oct 24, 2025 Q3 2025 |
20,590
shares
|
$1.94 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.61%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
20,460
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2025
Reduced 22.32%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 14, 2026 Q4 2025 |
20,341
shares
|
$1.92 Million
0.84% of portfolio
|
Q4 2025
Added 1.5%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
20,193
shares
|
$1.9 Million
0.06% of portfolio
|
Q3 2025
Added 11.26%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
20,174
shares
|
$1.9 Million
0.41% of portfolio
|
Q4 2022
Reduced 1.4%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
20,126
shares
|
$1.9 Million
0.05% of portfolio
|
Q4 2025
Reduced 36.14%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
20,125
shares
|
$1.9 Million
0.03% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,080
shares
|
$1.89 Million
0.24% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
20,000
shares
|
$1.88 Million
0.45% of portfolio
|
Q4 2019
New holding
|
|
|
Jensen Investment Management Inc
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
20,000
shares
|
$1.88 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
19,976
shares
|
$1.88 Million
0.33% of portfolio
|
Q3 2025
Added 44.58%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
19,848
shares
|
$1.87 Million
0.11% of portfolio
|
Q3 2025
Added 22.06%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2025 Q3 2025 |
19,769
shares
|
$1.86 Million
0.07% of portfolio
|
Q3 2025
Reduced 18.05%
|
|