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 2,372 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 |
|---|---|---|---|---|---|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
1,643
shares
|
$154,754
0.07% of portfolio
|
Q3 2025
Reduced 41.41%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
1,595
shares
|
$150,233
0.23% of portfolio
|
Q1 2023
Added 0.89%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,588
shares
|
$149,573
0.01% of portfolio
|
Q3 2025
Reduced 22.08%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,577
shares
|
$148,537
0.04% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,562
shares
|
$147,124
0.02% of portfolio
|
Q4 2023
Reduced 12.15%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,550
shares
|
$145,994
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
1,537
shares
|
$144,770
0.05% of portfolio
|
Q1 2024
Reduced 38.2%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,530
shares
|
$144,110
0.02% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,526
shares
|
$143,733
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
1,524
shares
|
$143,545
0.05% of portfolio
|
Q3 2023
Added 26.58%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
1,500
shares
|
$141,285
0.27% of portfolio
|
Q3 2025
Added 21328.57%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Nov 03, 2025 Q3 2025 |
1,500
shares
|
$141,285
0.07% of portfolio
|
Q3 2025
Added 114.29%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
1,496
shares
|
$140,908
0.03% of portfolio
|
Q2 2023
Added 17.24%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
1,484
shares
|
$139,777
0.03% of portfolio
|
Q3 2025
Added 35.28%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
1,479
shares
|
$139,307
0.04% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
1,471
shares
|
$138,553
0.01% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,453
shares
|
$136,858
0.31% of portfolio
|
Q1 2024
Added 179.42%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,439
shares
|
$135,539
0.08% of portfolio
|
Q2 2022
Added 22.78%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
1,427
shares
|
$134,409
0.06% of portfolio
|
Q2 2025
Added 89.26%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
1,400
shares
|
$131,866
0.02% of portfolio
|
Q1 2024
Reduced 97.85%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
1,399
shares
|
$131,771
0.0% of portfolio
|
Q3 2025
Added 21.02%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,392
shares
|
$131,112
0.26% of portfolio
|
Q3 2022
New holding
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,358
shares
|
$127,910
0.36% of portfolio
|
Q1 2024
Reduced 47.97%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,305
shares
|
$122,917
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
1,302
shares
|
$122,635
0.11% of portfolio
|
Q3 2025
Reduced 35.32%
|
|