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 |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
6,950
shares
|
$654,620
0.06% of portfolio
|
Q3 2025
Added 12.3%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
6,919
shares
|
$651,700
0.02% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
6,919
shares
|
$651,700
0.22% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
6,918
shares
|
$651,606
0.06% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
6,900
shares
|
$649,911
0.02% of portfolio
|
Q4 2025
Reduced 55.56%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
6,865
shares
|
$646,614
0.05% of portfolio
|
Q4 2025
Reduced 26.59%
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
6,844
shares
|
$644,636
0.08% of portfolio
|
Q3 2025
Reduced 13.81%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
6,842
shares
|
$644,447
0.05% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
6,824
shares
|
$642,752
0.01% of portfolio
|
Q3 2025
Reduced 17.12%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
6,817
shares
|
$642,093
0.15% of portfolio
|
Q2 2022
Reduced 0.29%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
6,817
shares
|
$642,093
0.1% of portfolio
|
Q3 2025
Reduced 11.62%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
6,815
shares
|
$641,904
0.1% of portfolio
|
Q3 2025
Reduced 70.41%
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
6,815
shares
|
$641,904
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
6,789
shares
|
$639,455
0.05% of portfolio
|
Q4 2025
Reduced 9.65%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
6,780
shares
|
$638,608
0.05% of portfolio
|
Q3 2025
Added 8.01%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6,750
shares
|
$635,782
0.18% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
6,741
shares
|
$634,934
0.03% of portfolio
|
Q3 2025
Added 93.15%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
6,730
shares
|
$633,898
0.05% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,722
shares
|
$633,145
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
6,691
shares
|
$630,225
0.32% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
6,642
shares
|
$625,609
0.22% of portfolio
|
Q4 2025
Reduced 18.09%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
6,641
shares
|
$625,515
0.02% of portfolio
|
Q3 2025
Added 13.1%
|
|
|
Exeter Financial, LLC
|
Jan 07, 2026 Q4 2025 |
6,625
shares
|
$624,008
0.27% of portfolio
|
Q4 2025
Reduced 17.45%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
6,623
shares
|
$623,820
0.13% of portfolio
|
Q4 2025
Reduced 1.06%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
6,620
shares
|
$623,537
0.34% of portfolio
|
Q1 2023
Reduced 1.11%
|
|