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 |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,756
shares
|
$1.86 Million
0.14% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
19,735
shares
|
$1.86 Million
0.08% of portfolio
|
Q3 2025
Added 273.49%
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
19,495
shares
|
$1.84 Million
0.44% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
19,475
shares
|
$1.83 Million
0.05% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
19,470
shares
|
$1.83 Million
2.87% of portfolio
|
Q2 2023
Reduced 2.65%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
19,463
shares
|
$1.83 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
19,402
shares
|
$1.83 Million
0.21% of portfolio
|
Q3 2025
Added 668.09%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
19,384
shares
|
$1.83 Million
0.73% of portfolio
|
Q1 2023
Reduced 1.32%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
19,353
shares
|
$1.82 Million
0.1% of portfolio
|
Q3 2025
Reduced 80.68%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
19,344
shares
|
$1.82 Million
0.35% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Schulhoff & CO Inc
|
Nov 10, 2025 Q3 2025 |
19,329
shares
|
$1.82 Million
0.74% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
19,316
shares
|
$1.82 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Mizuho Markets Cayman LP
|
Nov 19, 2025 Q3 2025 |
19,308
shares
|
$1.82 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
19,294
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
19,182
shares
|
$1.81 Million
0.06% of portfolio
|
Q3 2025
Added 10.36%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
19,155
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
19,141
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2025
Added 82.05%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
19,138
shares
|
$1.8 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
19,129
shares
|
$1.8 Million
0.09% of portfolio
|
Q3 2025
Added 221.33%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2025 Q3 2025 |
19,124
shares
|
$1.8 Million
0.29% of portfolio
|
Q3 2025
Added 14.72%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
19,117
shares
|
$1.8 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
18,986
shares
|
$1.79 Million
0.27% of portfolio
|
Q3 2025
Added 14.61%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
18,944
shares
|
$1.78 Million
0.35% of portfolio
|
Q3 2025
Added 26.98%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
18,930
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
18,920
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2025
Added 18.25%
|
|