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 2,520 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 $50.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
105,293
shares
|
$10.6 Million
0.1% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
104,946
shares
|
$10.6 Million
0.05% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
104,798
shares
|
$10.6 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
104,493
shares
|
$10.6 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
104,178
shares
|
$10.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 45.25%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
104,150
shares
|
$10.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
May 13, 2025 Q1 2025 |
102,270
shares
|
$10.3 Million
0.14% of portfolio
|
Q1 2025
Added 35.69%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
101,175
shares
|
$10.2 Million
0.61% of portfolio
|
Q1 2025
Reduced 24.03%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
101,117
shares
|
$10.2 Million
0.07% of portfolio
|
Q1 2025
Added 36.12%
|
|
|
River Road Asset Management, LLC
|
May 13, 2025 Q1 2025 |
101,093
shares
|
$10.2 Million
0.16% of portfolio
|
Q1 2025
Reduced 60.73%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
100,723
shares
|
$10.2 Million
0.53% of portfolio
|
Q1 2025
Added 31.7%
|
|
|
Isthmus Partners, LLC
Madison, WI |
May 01, 2025 Q1 2025 |
100,637
shares
|
$10.2 Million
1.43% of portfolio
|
Q1 2025
Added 17.42%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
100,175
shares
|
$10.1 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
100,009
shares
|
$10.1 Million
0.12% of portfolio
|
Q1 2025
Added 96.4%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
May 12, 2025 Q1 2025 |
99,550
shares
|
$10.1 Million
0.05% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
98,849
shares
|
$10 Million
1.78% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
98,648
shares
|
$9.98 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
98,522
shares
|
$9.96 Million
0.09% of portfolio
|
Q1 2025
Added 136.14%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
98,233
shares
|
$9.94 Million
0.12% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
96,926
shares
|
$9.8 Million
0.04% of portfolio
|
Q1 2025
Added 24.97%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
96,402
shares
|
$9.75 Million
0.52% of portfolio
|
Q1 2025
Reduced 19.93%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
95,688
shares
|
$9.68 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Cap Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
95,591
shares
|
$9.67 Million
1.16% of portfolio
|
Q1 2025
Added 13.97%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
94,754
shares
|
$9.58 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jul 16, 2025 Q1 2025 |
94,200
shares
|
$9.53 Million
0.08% of portfolio
|
Q1 2025
Added 117.19%
|