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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
144,740
shares
|
$14.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
142,616
shares
|
$14.1 Million
0.13% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
141,463
shares
|
$14 Million
1.32% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
140,234
shares
|
$13.9 Million
0.56% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
May 14, 2025 Q1 2025 |
139,871
shares
|
$13.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
138,778
shares
|
$13.7 Million
0.33% of portfolio
|
Q2 2024
Added 2.88%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
138,514
shares
|
$13.7 Million
0.05% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
138,307
shares
|
$13.7 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
136,501
shares
|
$13.5 Million
1.12% of portfolio
|
Q1 2023
Reduced 2.54%
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
134,975
shares
|
$13.3 Million
0.13% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
131,519
shares
|
$13 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
130,963
shares
|
$13 Million
0.05% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
130,482
shares
|
$12.9 Million
0.11% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Uss Investment Management LTD
|
May 14, 2025 Q1 2025 |
128,600
shares
|
$12.7 Million
0.11% of portfolio
|
Q1 2025
Reduced 41.8%
|
|
|
Bahl & Gaynor Inc
|
May 14, 2025 Q1 2025 |
125,943
shares
|
$12.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 56.04%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
124,966
shares
|
$12.4 Million
0.15% of portfolio
|
Q1 2025
Added 40.33%
|
|
|
Ing Groep Nv
|
May 09, 2025 Q1 2025 |
124,431
shares
|
$12.3 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
123,191
shares
|
$12.2 Million
1.19% of portfolio
|
Q1 2025
Reduced 25.65%
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
123,000
shares
|
$12.2 Million
6.99% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
May 05, 2025 Q1 2025 |
122,984
shares
|
$12.2 Million
0.28% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
120,605
shares
|
$11.9 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
120,372
shares
|
$11.9 Million
0.08% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
119,468
shares
|
$11.8 Million
0.22% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Jul 21, 2025 Q1 2025 |
118,085
shares
|
$11.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 80.31%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
117,465
shares
|
$11.6 Million
0.16% of portfolio
|
Q1 2025
Reduced 27.71%
|