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 2,374 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 |
|---|---|---|---|---|---|
|
Forge Financial Services LLC
Edmond, OK |
Nov 10, 2025 Q3 2025 |
5,400
shares
|
$508,626
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Krane Funds Advisors LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
5,399
shares
|
$508,531
0.01% of portfolio
|
Q3 2025
Added 8.37%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
5,396
shares
|
$508,249
0.01% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
5,372
shares
|
$505,988
0.15% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
5,356
shares
|
$504,481
0.0% of portfolio
|
Q3 2025
Reduced 29.49%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
5,355
shares
|
$504,387
0.13% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
5,349
shares
|
$503,822
0.01% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
5,340
shares
|
$502,974
0.19% of portfolio
|
Q3 2025
Added 26.09%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
5,331
shares
|
$502,126
0.02% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
5,331
shares
|
$502,126
0.19% of portfolio
|
Q3 2025
Added 15.04%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
5,322
shares
|
$501,279
0.01% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
5,300
shares
|
$499,207
0.1% of portfolio
|
Q3 2025
Reduced 50.19%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Oct 30, 2025 Q3 2025 |
5,299
shares
|
$499,112
0.24% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
5,276
shares
|
$496,946
0.06% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
5,265
shares
|
$495,910
0.07% of portfolio
|
Q3 2025
Added 122.72%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
5,263
shares
|
$495,721
0.27% of portfolio
|
Q3 2025
Added 29.92%
|
|
|
Stoneridge Investment Partners LLC
|
Oct 31, 2025 Q3 2025 |
5,256
shares
|
$495,062
0.3% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,253
shares
|
$494,780
0.04% of portfolio
|
Q3 2025
Reduced 16.06%
|
|
|
Groupama Asset Managment
Paris, I0 |
Dec 01, 2025 Q3 2025 |
5,239
shares
|
$493,461
0.01% of portfolio
|
Q3 2025
Reduced 71.33%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
5,206
shares
|
$490,353
0.02% of portfolio
|
Q3 2025
Reduced 10.93%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
5,186
shares
|
$488,469
0.0% of portfolio
|
Q3 2025
Reduced 44.99%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
5,177
shares
|
$487,621
0.26% of portfolio
|
Q4 2025
New holding
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
5,176
shares
|
$487,527
0.13% of portfolio
|
Q3 2025
Reduced 8.15%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
5,173
shares
|
$487,244
0.01% of portfolio
|
Q3 2025
Reduced 37.34%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
5,163
shares
|
$486,302
0.1% of portfolio
|
Q3 2025
Added 2.34%
|
|