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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
88,248
shares
|
$8.93 Million
0.04% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
88,217
shares
|
$8.92 Million
0.08% of portfolio
|
Q1 2025
Reduced 23.59%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
87,803
shares
|
$8.88 Million
0.01% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
87,399
shares
|
$8.84 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
85,907
shares
|
$8.69 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
85,250
shares
|
$8.62 Million
0.3% of portfolio
|
Q4 2022
Reduced 2.45%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
85,067
shares
|
$8.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
Warszawa, R9 |
May 09, 2025 Q1 2025 |
84,574
shares
|
$8.55 Million
4.19% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
83,568
shares
|
$8.45 Million
1.16% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
82,326
shares
|
$8.33 Million
0.06% of portfolio
|
Q1 2025
Added 27.28%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
81,958
shares
|
$8.29 Million
0.75% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
May 09, 2025 Q1 2025 |
81,946
shares
|
$8.29 Million
1.08% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
81,941
shares
|
$8.29 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
81,858
shares
|
$8.28 Million
2.16% of portfolio
|
Q4 2022
Reduced 0.01%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Apr 25, 2025 Q1 2025 |
81,594
shares
|
$8.25 Million
1.93% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
81,305
shares
|
$8.22 Million
0.1% of portfolio
|
Q1 2025
Added 14.63%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
81,289
shares
|
$8.22 Million
0.03% of portfolio
|
Q1 2025
Reduced 33.49%
|
|
|
Ubs Oconnor LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
81,000
shares
|
$8.19 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
80,703
shares
|
$8.16 Million
1.62% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
80,509
shares
|
$8.14 Million
0.35% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
80,232
shares
|
$8.11 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
80,121
shares
|
$8.1 Million
0.11% of portfolio
|
Q1 2025
Reduced 16.05%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
79,845
shares
|
$8.08 Million
0.28% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
79,182
shares
|
$8.01 Million
0.08% of portfolio
|
Q1 2025
New holding
|