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 2,523 institutions that hold shares in the stock, with a total of 496 Million shares, which have been reported (via 13F filing form) to have a value of $49.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
169,616
shares
|
$16.8 Million
0.19% of portfolio
|
Q1 2025
Reduced 69.85%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
169,081
shares
|
$16.7 Million
6.02% of portfolio
|
Q1 2025
Added 51.57%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
May 13, 2025 Q1 2025 |
167,255
shares
|
$16.5 Million
0.11% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
166,943
shares
|
$16.5 Million
0.06% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
164,637
shares
|
$16.3 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
163,486
shares
|
$16.2 Million
0.15% of portfolio
|
Q1 2025
Reduced 23.79%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
May 12, 2025 Q1 2025 |
162,000
shares
|
$16 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
161,438
shares
|
$16 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
160,379
shares
|
$15.9 Million
0.22% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
159,356
shares
|
$15.8 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
157,163
shares
|
$15.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
156,167
shares
|
$15.4 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
156,136
shares
|
$15.4 Million
1.73% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
154,858
shares
|
$15.3 Million
0.96% of portfolio
|
Q2 2025
Added 24.58%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jul 18, 2025 Q2 2025 |
151,851
shares
|
$15 Million
0.03% of portfolio
|
Q2 2025
Added 43.8%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
151,428
shares
|
$15 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
150,842
shares
|
$14.9 Million
0.52% of portfolio
|
Q1 2025
Added 17.45%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
150,381
shares
|
$14.9 Million
0.24% of portfolio
|
Q1 2025
Added 15.96%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
149,687
shares
|
$14.8 Million
0.17% of portfolio
|
Q2 2025
Reduced 29.54%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
148,935
shares
|
$14.7 Million
0.09% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
May 07, 2025 Q1 2025 |
148,773
shares
|
$14.7 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
148,428
shares
|
$14.7 Million
1.95% of portfolio
|
Q1 2025
Added 565.66%
|
|
|
Wilkins Investment Counsel Inc
|
May 06, 2025 Q1 2025 |
146,685
shares
|
$14.5 Million
2.37% of portfolio
|
Q1 2025
Added 18.65%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
145,816
shares
|
$14.4 Million
0.25% of portfolio
|
Q1 2024
Reduced 7.62%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
145,185
shares
|
$14.4 Million
0.04% of portfolio
|
Q1 2025
Added 33.23%
|