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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,071
shares
|
$289,257
0.08% of portfolio
|
Q4 2024
Added 150.08%
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
3,070
shares
|
$289,163
0.01% of portfolio
|
Q3 2025
Reduced 44.34%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
3,070
shares
|
$289,163
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
3,065
shares
|
$288,692
0.12% of portfolio
|
Q4 2023
Added 0.26%
|
|
|
Diamant Asset Management, Inc.
|
Oct 29, 2025 Q3 2025 |
3,060
shares
|
$288,221
0.19% of portfolio
|
Q1 2025
Reduced 24.63%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
3,052
shares
|
$287,467
0.01% of portfolio
|
Q3 2025
Added 9.63%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
3,047
shares
|
$286,996
0.03% of portfolio
|
Q3 2025
Reduced 33.44%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
3,045
shares
|
$286,808
0.03% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
3,044
shares
|
$286,714
0.1% of portfolio
|
Q3 2025
Added 396.57%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
3,042
shares
|
$286,525
0.02% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
3,037
shares
|
$286,055
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
3,035
shares
|
$285,866
0.21% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
3,032
shares
|
$285,584
0.01% of portfolio
|
Q3 2025
Reduced 46.62%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
3,027
shares
|
$285,113
0.1% of portfolio
|
Q4 2025
Reduced 5.94%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
3,027
shares
|
$285,113
0.02% of portfolio
|
Q4 2025
Reduced 5.35%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,021
shares
|
$284,547
0.51% of portfolio
|
Q4 2023
Reduced 22.14%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
3,020
shares
|
$284,453
0.17% of portfolio
|
Q3 2025
Reduced 36.94%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
3,001
shares
|
$282,664
0.25% of portfolio
|
Q2 2025
Reduced 21.15%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
3,000
shares
|
$282,570
0.05% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
3,000
shares
|
$282,570
0.24% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,994
shares
|
$282,004
0.0% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Nov 10, 2025 Q3 2025 |
2,981
shares
|
$280,780
0.07% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
2,976
shares
|
$280,309
0.09% of portfolio
|
Q4 2025
Added 8.18%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
2,971
shares
|
$279,838
0.03% of portfolio
|
Q4 2025
Added 8.47%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
2,966
shares
|
$279,367
0.18% of portfolio
|
Q2 2025
Added 1.96%
|
|