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 |
|---|---|---|---|---|---|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
70
shares
|
$6,593
0.0% of portfolio
|
Q2 2025
Reduced 15.66%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
70
shares
|
$6,593
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
68
shares
|
$6,404
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Oct 07, 2025 Q3 2025 |
68
shares
|
$6,404
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
67
shares
|
$6,310
0.0% of portfolio
|
Q3 2025
Reduced 19.28%
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
65
shares
|
$6,122
0.0% of portfolio
|
Q3 2025
Reduced 82.89%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
64
shares
|
$6,028
0.0% of portfolio
|
Q3 2025
Reduced 71.93%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
63
shares
|
$5,933
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
57
shares
|
$5,368
0.0% of portfolio
|
Q3 2025
Reduced 25.97%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
56
shares
|
$5,274
0.0% of portfolio
|
Q3 2025
Reduced 75.55%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
54
shares
|
$5,086
0.0% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
54
shares
|
$5,086
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
53
shares
|
$4,992
0.0% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
50
shares
|
$4,709
0.0% of portfolio
|
Q3 2023
Reduced 68.35%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
50
shares
|
$4,709
0.0% of portfolio
|
Q3 2025
Reduced 55.36%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
50
shares
|
$4,709
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
50
shares
|
$4,709
0.0% of portfolio
|
Q1 2024
Reduced 65.52%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
50
shares
|
$4,709
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
50
shares
|
$4,709
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
50
shares
|
$4,709
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
48
shares
|
$4,521
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
48
shares
|
$4,521
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
48
shares
|
$4,521
0.0% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
47
shares
|
$4,426
0.0% of portfolio
|
Q3 2025
Reduced 59.13%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
47
shares
|
$4,426
0.0% of portfolio
|
Q3 2025
New holding
|
|