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 2,368 institutions that hold shares in the stock, with a total of 469 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 |
|---|---|---|---|---|---|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
3,750
shares
|
$353,212
0.14% of portfolio
|
Q3 2025
Added 97.89%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
3,749
shares
|
$353,118
0.0% of portfolio
|
Q3 2025
Added 32.99%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,737
shares
|
$351,988
0.08% of portfolio
|
Q1 2024
Added 143.93%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 08, 2026 Q4 2025 |
3,735
shares
|
$351,799
0.13% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 12, 2025 Q3 2025 |
3,717
shares
|
$350,104
0.02% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
3,716
shares
|
$350,010
0.11% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
3,711
shares
|
$349,539
0.01% of portfolio
|
Q3 2025
Added 26.79%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
3,708
shares
|
$349,256
0.01% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
3,699
shares
|
$348,408
0.21% of portfolio
|
Q3 2025
Reduced 67.69%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 28, 2025 Q3 2025 |
3,692
shares
|
$347,749
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
3,689
shares
|
$347,466
0.03% of portfolio
|
Q3 2025
Reduced 14.47%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 15, 2025 Q3 2025 |
3,676
shares
|
$346,242
0.09% of portfolio
|
Q2 2025
Added 17.41%
|
|
|
Uncommon Cents Investing LLC
|
Oct 15, 2025 Q3 2025 |
3,668
shares
|
$345,488
0.08% of portfolio
|
Q3 2025
Added 32.04%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
3,660
shares
|
$344,735
0.01% of portfolio
|
Q2 2025
Reduced 30.31%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
3,660
shares
|
$344,735
0.2% of portfolio
|
Q4 2025
Reduced 0.46%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
3,659
shares
|
$344,641
0.23% of portfolio
|
Q3 2025
Added 171.24%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,654
shares
|
$344,170
0.14% of portfolio
|
Q3 2025
Reduced 12.48%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
3,645
shares
|
$343,322
0.05% of portfolio
|
Q3 2025
Reduced 69.86%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
3,642
shares
|
$343,039
4.36% of portfolio
|
Q1 2025
Added 150.65%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
3,607
shares
|
$339,743
0.3% of portfolio
|
Q1 2025
Added 95.08%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
3,592
shares
|
$338,330
0.02% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
3,587
shares
|
$337,859
0.07% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
3,584
shares
|
$337,576
0.02% of portfolio
|
Q2 2025
Added 51.99%
|
|
|
Finward Bancorp
Munster, IN |
Nov 14, 2025 Q3 2025 |
3,570
shares
|
$336,258
0.23% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
3,566
shares
|
$335,881
0.08% of portfolio
|
Q3 2025
Added 41.06%
|
|