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 |
|---|---|---|---|---|---|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
253
shares
|
$23,830
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
253
shares
|
$23,830
0.02% of portfolio
|
Q1 2024
Reduced 4.89%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
252
shares
|
$23,735
0.01% of portfolio
|
Q2 2025
Reduced 80.0%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
250
shares
|
$23,547
0.02% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
250
shares
|
$23,547
0.0% of portfolio
|
Q1 2025
Added 525.0%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
250
shares
|
$23,547
0.01% of portfolio
|
Q2 2025
Added 110.08%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
247
shares
|
$23,264
0.01% of portfolio
|
Q3 2023
Reduced 34.13%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
247
shares
|
$23,264
0.02% of portfolio
|
Q4 2024
Reduced 55.25%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
243
shares
|
$22,888
0.01% of portfolio
|
Q3 2025
Reduced 60.74%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
241
shares
|
$22,699
0.01% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
240
shares
|
$22,605
0.0% of portfolio
|
Q3 2025
Added 160.87%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
238
shares
|
$22,417
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
236
shares
|
$22,228
0.01% of portfolio
|
Q3 2025
Added 8.76%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
235
shares
|
$22,134
0.01% of portfolio
|
Q3 2025
Reduced 51.55%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
232
shares
|
$21,852
0.0% of portfolio
|
Q3 2025
Added 1684.62%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
232
shares
|
$21,852
0.01% of portfolio
|
Q3 2025
Reduced 28.62%
|
|
|
Saranac Partners LTD
London, |
Dec 05, 2025 Q3 2025 |
230
shares
|
$21,663
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
225
shares
|
$21,192
0.15% of portfolio
|
Q3 2025
Reduced 87.12%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
223
shares
|
$21,004
0.01% of portfolio
|
Q3 2025
Reduced 11.51%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
222
shares
|
$20,910
0.02% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
216
shares
|
$20,345
0.01% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
215
shares
|
$20,250
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
211
shares
|
$19,874
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
210
shares
|
$19,779
0.01% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
210
shares
|
$19,779
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|