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 |
|---|---|---|---|---|---|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
4,866
shares
|
$458,328
0.26% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
4,865
shares
|
$458,234
0.04% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
4,861
shares
|
$457,857
0.04% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
4,839
shares
|
$455,785
0.02% of portfolio
|
Q3 2025
Reduced 20.74%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
4,837
shares
|
$455,597
0.08% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
4,830
shares
|
$454,937
0.01% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,826
shares
|
$454,560
0.02% of portfolio
|
Q3 2025
Reduced 22.14%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
4,819
shares
|
$453,901
0.03% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
4,807
shares
|
$452,771
0.06% of portfolio
|
Q3 2025
Reduced 33.86%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
4,798
shares
|
$451,923
0.22% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Miramar Capital, LLC
|
Nov 12, 2025 Q3 2025 |
4,789
shares
|
$451,075
0.09% of portfolio
|
Q3 2025
Reduced 91.61%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
4,751
shares
|
$447,496
0.01% of portfolio
|
Q3 2025
Reduced 78.66%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
4,750
shares
|
$447,402
0.05% of portfolio
|
Q4 2022
Added 6.84%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
4,738
shares
|
$446,272
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 05, 2026 Q4 2025 |
4,725
shares
|
$445,047
0.2% of portfolio
|
Q4 2025
Reduced 3.96%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
4,721
shares
|
$444,670
0.01% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Nov 10, 2025 Q3 2025 |
4,715
shares
|
$444,105
0.18% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
4,705
shares
|
$443,163
0.01% of portfolio
|
Q3 2025
Added 127.96%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
4,691
shares
|
$441,845
0.14% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 04, 2025 Q3 2025 |
4,688
shares
|
$441,562
0.12% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 21, 2025 Q3 2025 |
4,682
shares
|
$440,997
0.13% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
4,652
shares
|
$438,171
0.02% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
4,652
shares
|
$438,171
0.24% of portfolio
|
Q3 2025
Reduced 70.78%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
4,645
shares
|
$437,512
0.07% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
4,642
shares
|
$437,229
0.03% of portfolio
|
Q3 2025
Reduced 50.73%
|
|