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 2,361 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 |
|---|---|---|---|---|---|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
10
shares
|
$941
0.0% of portfolio
|
Q3 2025
Reduced 95.78%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 09, 2025 Q3 2025 |
10
shares
|
$941
0.0% of portfolio
|
Q4 2024
Reduced 81.82%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
8
shares
|
$753
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
8
shares
|
$753
0.0% of portfolio
|
Q3 2025
Reduced 92.92%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
7
shares
|
$659
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
6
shares
|
$565
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
5
shares
|
$470
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ckw Financial Group
|
Nov 12, 2025 Q3 2025 |
5
shares
|
$470
0.0% of portfolio
|
Q4 2024
Reduced 99.88%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
5
shares
|
$470
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
4
shares
|
$376
0.0% of portfolio
|
Q3 2025
Reduced 42.86%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
4
shares
|
$376
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
4
shares
|
$376
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
4
shares
|
$376
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
4
shares
|
$376
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
3
shares
|
$282
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
3
shares
|
$282
0.0% of portfolio
|
Q4 2023
Reduced 88.89%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2
shares
|
$188
0.0% of portfolio
|
Q2 2024
Reduced 98.8%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ransom Advisory, LTD
Providence, RI |
Oct 03, 2025 Q3 2025 |
0
shares
|
$0
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Rebel Financial LLC
Groveport, OH |
Oct 24, 2025 Q3 2025 |
0
shares
|
$0
0.1% of portfolio
|
Q3 2025
Closed
|
|