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 |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
192,555
shares
|
$18.1 Million
0.61% of portfolio
|
Q3 2025
Reduced 11.39%
|
|
|
Czech National Bank
Prague, 2N |
Oct 08, 2025 Q3 2025 |
186,940
shares
|
$17.6 Million
0.11% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
186,779
shares
|
$17.6 Million
1.33% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
186,055
shares
|
$17.5 Million
0.14% of portfolio
|
Q3 2025
Added 127.88%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
184,589
shares
|
$17.4 Million
0.31% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
184,042
shares
|
$17.3 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
183,928
shares
|
$17.3 Million
1.24% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
182,845
shares
|
$17.2 Million
0.16% of portfolio
|
Q3 2025
Added 78.51%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
182,589
shares
|
$17.2 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
180,869
shares
|
$17 Million
0.12% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
180,761
shares
|
$17 Million
1.37% of portfolio
|
Q3 2025
Added 11.85%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
180,311
shares
|
$17 Million
0.4% of portfolio
|
Q3 2024
Added 36.73%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
179,157
shares
|
$16.9 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
177,884
shares
|
$16.8 Million
0.07% of portfolio
|
Q3 2025
Added 47.31%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
177,334
shares
|
$16.7 Million
1.11% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 12, 2025 Q3 2025 |
176,751
shares
|
$16.6 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
176,648
shares
|
$16.6 Million
0.53% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Clifford Capital Partners LLC
Alpine, UT |
Nov 14, 2025 Q3 2025 |
175,860
shares
|
$16.6 Million
2.85% of portfolio
|
Q3 2025
Added 30.86%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
169,006
shares
|
$15.9 Million
3.88% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
168,805
shares
|
$15.9 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Axa Investment Managers S.A.
Puteaux, I0 |
Nov 14, 2025 Q3 2025 |
168,741
shares
|
$15.9 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
168,435
shares
|
$15.9 Million
2.03% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
167,562
shares
|
$15.8 Million
0.8% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
165,537
shares
|
$15.6 Million
0.03% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Nov 12, 2025 Q3 2025 |
165,225
shares
|
$15.6 Million
1.08% of portfolio
|
Q3 2025
Reduced 22.58%
|
|