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 |
|---|---|---|---|---|---|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
116,453
shares
|
$11.5 Million
1.2% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
115,746
shares
|
$11.4 Million
0.59% of portfolio
|
Q4 2023
Reduced 0.82%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
115,546
shares
|
$11.4 Million
0.08% of portfolio
|
Q1 2025
Added 10.43%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
114,167
shares
|
$11.3 Million
2.55% of portfolio
|
Q1 2024
Added 2.83%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
114,130
shares
|
$11.3 Million
0.08% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
113,667
shares
|
$11.2 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
113,299
shares
|
$11.2 Million
0.54% of portfolio
|
Q2 2025
Added 52.63%
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
113,241
shares
|
$11.2 Million
1.7% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
112,956
shares
|
$11.2 Million
1.6% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
112,812
shares
|
$11.2 Million
0.46% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Founders Capital Management, LLC
|
Jul 14, 2025 Q2 2025 |
111,405
shares
|
$11 Million
1.93% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
111,309
shares
|
$11 Million
0.03% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
109,863
shares
|
$10.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 74.99%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
109,478
shares
|
$10.8 Million
0.03% of portfolio
|
Q1 2025
Added 2855.67%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
109,300
shares
|
$10.8 Million
0.2% of portfolio
|
Q1 2024
Reduced 9.52%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
109,205
shares
|
$10.8 Million
4.91% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
108,809
shares
|
$10.8 Million
0.07% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
108,545
shares
|
$10.7 Million
1.05% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
108,284
shares
|
$10.7 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
108,082
shares
|
$10.7 Million
1.04% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Mayar Capital Ltd.
|
May 02, 2025 Q1 2025 |
106,520
shares
|
$10.5 Million
28.31% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
106,281
shares
|
$10.5 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
106,014
shares
|
$10.5 Million
0.2% of portfolio
|
Q2 2025
Added 22.67%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
105,758
shares
|
$10.5 Million
0.12% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
105,398
shares
|
$10.4 Million
1.14% of portfolio
|
Q2 2025
Added 0.44%
|