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 |
|---|---|---|---|---|---|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
8,488
shares
|
$799,484
0.15% of portfolio
|
Q1 2023
Added 2.41%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
8,482
shares
|
$798,919
0.01% of portfolio
|
Q3 2025
Reduced 38.14%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
8,478
shares
|
$798,542
0.03% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
8,467
shares
|
$797,506
0.17% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
8,441
shares
|
$795,057
0.01% of portfolio
|
Q3 2025
Reduced 11.28%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
8,423
shares
|
$793,362
0.28% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
8,410
shares
|
$792,137
0.02% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
8,391
shares
|
$790,348
0.46% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
8,344
shares
|
$785,921
0.19% of portfolio
|
Q4 2025
Reduced 27.16%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Nov 13, 2025 Q3 2025 |
8,343
shares
|
$785,827
0.11% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
8,312
shares
|
$782,907
0.02% of portfolio
|
Q3 2025
Added 265.68%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
8,312
shares
|
$782,907
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
8,310
shares
|
$782,718
0.04% of portfolio
|
Q3 2025
Reduced 60.05%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
8,252
shares
|
$777,255
0.29% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
8,241
shares
|
$776,219
0.05% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Oct 28, 2025 Q3 2025 |
8,231
shares
|
$775,277
0.37% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
8,204
shares
|
$772,734
0.31% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 13, 2026 Q4 2025 |
8,192
shares
|
$771,604
0.0% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
8,191
shares
|
$771,510
0.03% of portfolio
|
Q4 2025
Added 56.11%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,176
shares
|
$770,097
1.8% of portfolio
|
Q1 2025
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
8,166
shares
|
$769,155
0.36% of portfolio
|
Q4 2022
Added 1.0%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
8,163
shares
|
$768,872
0.05% of portfolio
|
Q3 2025
Added 142.08%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
8,159
shares
|
$768,496
0.05% of portfolio
|
Q3 2025
Added 63.77%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
8,133
shares
|
$766,047
0.17% of portfolio
|
Q3 2025
Added 25.32%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 21, 2025 Q3 2025 |
8,118
shares
|
$764,634
0.07% of portfolio
|
Q3 2025
Reduced 4.49%
|
|