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 2,360 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 |
|---|---|---|---|---|---|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
233,983
shares
|
$22 Million
0.15% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
Nov 10, 2025 Q3 2025 |
231,784
shares
|
$21.8 Million
0.1% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Nov 05, 2025 Q3 2025 |
228,731
shares
|
$21.5 Million
1.07% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
228,007
shares
|
$21.5 Million
0.05% of portfolio
|
Q3 2025
Added 17.95%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
225,524
shares
|
$21.2 Million
0.35% of portfolio
|
Q3 2025
Added 19.74%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
224,000
shares
|
$21.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 19.21%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
223,997
shares
|
$21.1 Million
0.03% of portfolio
|
Q3 2025
Added 38.11%
|
|
|
Capital Cs Group, LLC
|
Nov 06, 2025 Q3 2025 |
222,196
shares
|
$20.9 Million
14.0% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
220,686
shares
|
$20.8 Million
1.2% of portfolio
|
Q1 2023
Reduced 1.89%
|
|
|
Fidelity National Financial, Inc.
Jacksonville, FL |
Nov 10, 2025 Q3 2025 |
220,000
shares
|
$20.7 Million
6.55% of portfolio
|
Q2 2024
Added 106.18%
|
|
|
Nexus Investment Management Ulc
|
Oct 24, 2025 Q3 2025 |
217,966
shares
|
$20.5 Million
2.67% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
216,227
shares
|
$20.4 Million
1.67% of portfolio
|
Q3 2025
Added 9.74%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
215,527
shares
|
$20.3 Million
0.03% of portfolio
|
Q3 2025
Added 134.03%
|
|
|
Arizona State Retirement System
|
Nov 03, 2025 Q3 2025 |
214,274
shares
|
$20.2 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 13, 2025 Q3 2025 |
211,940
shares
|
$20 Million
0.39% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
State Of Michigan Retirement System
|
Nov 05, 2025 Q3 2025 |
211,414
shares
|
$19.9 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
209,239
shares
|
$19.7 Million
0.13% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
208,088
shares
|
$19.6 Million
1.76% of portfolio
|
Q3 2025
Added 42.78%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
206,705
shares
|
$19.5 Million
0.23% of portfolio
|
Q3 2025
Added 87.53%
|
|
|
Tcw Group Inc
|
Nov 14, 2025 Q3 2025 |
205,370
shares
|
$19.3 Million
0.16% of portfolio
|
Q3 2025
Reduced 8.09%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Nov 10, 2025 Q3 2025 |
203,700
shares
|
$19.2 Million
0.1% of portfolio
|
Q3 2025
Added 28.11%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
203,194
shares
|
$19.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
199,048
shares
|
$18.7 Million
0.05% of portfolio
|
Q3 2025
Added 11.67%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 14, 2025 Q3 2025 |
195,708
shares
|
$18.4 Million
2.07% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
192,752
shares
|
$18.2 Million
0.07% of portfolio
|
Q3 2025
Added 1.96%
|
|