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 |
|---|---|---|---|---|---|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
25
shares
|
$2,354
0.0% of portfolio
|
Q3 2025
Added 212.5%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
24
shares
|
$2,260
0.0% of portfolio
|
Q1 2022
Added 4.35%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
24
shares
|
$2,260
0.0% of portfolio
|
Q3 2025
Reduced 57.89%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
23
shares
|
$2,166
0.0% of portfolio
|
Q3 2025
Reduced 77.45%
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
22
shares
|
$2,072
0.0% of portfolio
|
Q3 2025
Reduced 99.68%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
22
shares
|
$2,072
0.0% of portfolio
|
Q1 2025
Reduced 74.12%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
21
shares
|
$1,977
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
20
shares
|
$1,883
0.0% of portfolio
|
Q1 2024
Reduced 61.54%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
20
shares
|
$1,883
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
20
shares
|
$1,883
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
19
shares
|
$1,789
0.0% of portfolio
|
Q2 2022
Added 35.71%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
19
shares
|
$1,789
0.0% of portfolio
|
Q3 2025
Reduced 29.63%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
19
shares
|
$1,789
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
18
shares
|
$1,695
0.05% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
18
shares
|
$1,695
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
18
shares
|
$1,695
0.0% of portfolio
|
Q2 2025
Added 260.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
16
shares
|
$1,507
0.0% of portfolio
|
Q2 2025
Reduced 46.67%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
15
shares
|
$1,412
0.0% of portfolio
|
Q2 2025
Reduced 21.05%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
15
shares
|
$1,412
0.0% of portfolio
|
Q4 2022
Reduced 25.0%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
13
shares
|
$1,224
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Nov 10, 2025 Q3 2025 |
13
shares
|
$1,224
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
13
shares
|
$1,224
0.0% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
11
shares
|
$1,036
0.0% of portfolio
|
Q1 2025
Reduced 96.46%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
10
shares
|
$941
0.0% of portfolio
|
Q3 2025
Reduced 98.5%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
10
shares
|
$941
0.0% of portfolio
|
Q3 2025
Reduced 95.78%
|
|