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 |
|---|---|---|---|---|---|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Nov 12, 2025 Q3 2025 |
18,779
shares
|
$1.77 Million
1.11% of portfolio
|
Q3 2025
Added 54.56%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
18,690
shares
|
$1.76 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
18,688
shares
|
$1.76 Million
0.06% of portfolio
|
Q3 2025
Reduced 40.51%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
18,612
shares
|
$1.75 Million
0.82% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
18,604
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Mcdaniel Terry & CO
|
Oct 22, 2025 Q3 2025 |
18,545
shares
|
$1.75 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 13, 2025 Q3 2025 |
18,400
shares
|
$1.73 Million
0.76% of portfolio
|
Q3 2025
New holding
|
|
|
Arnhold LLC
|
Nov 07, 2025 Q3 2025 |
18,370
shares
|
$1.73 Million
0.14% of portfolio
|
Q3 2024
Added 149.25%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Nov 14, 2025 Q3 2025 |
18,363
shares
|
$1.73 Million
0.49% of portfolio
|
Q3 2025
Reduced 38.65%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
18,351
shares
|
$1.73 Million
0.2% of portfolio
|
Q4 2025
Reduced 12.86%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
18,272
shares
|
$1.72 Million
0.51% of portfolio
|
Q3 2025
Added 107.99%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
18,247
shares
|
$1.72 Million
0.04% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
18,170
shares
|
$1.71 Million
0.53% of portfolio
|
Q3 2025
Added 51.24%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
17,973
shares
|
$1.69 Million
0.06% of portfolio
|
Q4 2025
Added 5.17%
|
|
|
Aspire Private Capital, LLC
|
Nov 19, 2025 Q3 2025 |
17,972
shares
|
$1.69 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
17,896
shares
|
$1.69 Million
0.36% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
17,724
shares
|
$1.67 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
17,696
shares
|
$1.67 Million
1.33% of portfolio
|
Q3 2025
New holding
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
17,669
shares
|
$1.66 Million
0.27% of portfolio
|
Q3 2024
Added 666.22%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
17,619
shares
|
$1.66 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Orca Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
17,609
shares
|
$1.66 Million
1.23% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Alphadyne Asset Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
17,609
shares
|
$1.66 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Oct 29, 2025 Q3 2025 |
17,585
shares
|
$1.66 Million
1.21% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 29, 2025 Q3 2025 |
17,581
shares
|
$1.66 Million
0.79% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
17,523
shares
|
$1.65 Million
0.6% of portfolio
|
Q3 2025
Added 1.72%
|
|