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 |
|---|---|---|---|---|---|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
4,618
shares
|
$434,969
0.09% of portfolio
|
Q4 2025
Reduced 1.22%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
4,608
shares
|
$434,027
0.09% of portfolio
|
Q3 2025
Added 307.43%
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
4,607
shares
|
$433,933
0.0% of portfolio
|
Q3 2025
Added 29.88%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,606
shares
|
$433,839
0.0% of portfolio
|
Q3 2025
Reduced 99.62%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
4,602
shares
|
$433,462
0.15% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
4,600
shares
|
$433,274
0.78% of portfolio
|
Q4 2022
Added 1.91%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
4,600
shares
|
$433,274
1.02% of portfolio
|
Q1 2022
Added 922.22%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
4,600
shares
|
$433,274
0.01% of portfolio
|
Q3 2022
Reduced 84.93%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
4,592
shares
|
$432,520
1.27% of portfolio
|
Q3 2023
Added 0.95%
|
|
|
Kercheville Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
4,591
shares
|
$432,426
0.12% of portfolio
|
Q3 2025
Added 39.29%
|
|
|
Cohen Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
4,585
shares
|
$431,861
0.06% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Lincoln Capital LLC
|
Jan 08, 2026 Q4 2025 |
4,578
shares
|
$431,201
0.08% of portfolio
|
Q4 2025
Reduced 16.58%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
4,550
shares
|
$428,564
0.11% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Solitude Financial Services
|
Nov 05, 2025 Q3 2025 |
4,500
shares
|
$423,855
0.13% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
4,494
shares
|
$423,289
0.01% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
4,490
shares
|
$422,913
0.11% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
4,489
shares
|
$422,818
0.02% of portfolio
|
Q4 2025
Reduced 4.65%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
4,488
shares
|
$422,724
0.26% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
4,480
shares
|
$421,971
0.06% of portfolio
|
Q4 2025
Added 7.51%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
4,463
shares
|
$420,369
0.07% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
4,449
shares
|
$419,051
0.1% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
4,440
shares
|
$418,203
0.04% of portfolio
|
Q4 2025
Reduced 19.93%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
4,436
shares
|
$417,826
0.05% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
4,432
shares
|
$417,450
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
4,408
shares
|
$415,189
0.01% of portfolio
|
Q3 2025
Added 6.68%
|
|