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 495 Million shares, which have been reported (via 13F filing form) to have a value of $50.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
93,523
shares
|
$9.46 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
93,203
shares
|
$9.43 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
93,177
shares
|
$9.42 Million
0.21% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
93,008
shares
|
$9.41 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
92,885
shares
|
$9.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
92,701
shares
|
$9.38 Million
0.02% of portfolio
|
Q1 2025
Reduced 29.57%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
92,400
shares
|
$9.35 Million
0.38% of portfolio
|
Q1 2025
Reduced 13.16%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
92,160
shares
|
$9.32 Million
4.86% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
91,951
shares
|
$9.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
91,693
shares
|
$9.27 Million
0.23% of portfolio
|
Q4 2023
Reduced 3.54%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
91,601
shares
|
$9.26 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
91,544
shares
|
$9.26 Million
1.13% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
91,385
shares
|
$9.24 Million
0.03% of portfolio
|
Q1 2025
Added 379.69%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
91,285
shares
|
$9.23 Million
0.12% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
91,270
shares
|
$9.23 Million
3.59% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
90,275
shares
|
$9.13 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
90,247
shares
|
$9.13 Million
3.3% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
90,127
shares
|
$9.12 Million
0.28% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2025 Q1 2025 |
89,513
shares
|
$9.05 Million
0.07% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
89,493
shares
|
$9.05 Million
0.02% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
88,941
shares
|
$9 Million
1.52% of portfolio
|
Q2 2025
Added 11.75%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
88,923
shares
|
$8.99 Million
4.32% of portfolio
|
Q1 2025
Reduced 10.6%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
88,831
shares
|
$8.98 Million
0.36% of portfolio
|
Q1 2025
Reduced 23.31%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
88,496
shares
|
$8.95 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
88,461
shares
|
$8.95 Million
0.04% of portfolio
|
Q1 2025
Added 8.88%
|