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 |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
77,001
shares
|
$7.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.88%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
May 20, 2025 Q1 2025 |
77,000
shares
|
$7.62 Million
0.07% of portfolio
|
Q3 2024
Added 45.28%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
76,915
shares
|
$7.61 Million
0.07% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
76,759
shares
|
$7.59 Million
0.04% of portfolio
|
Q1 2025
Reduced 66.53%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
76,524
shares
|
$7.57 Million
1.39% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
76,499
shares
|
$7.57 Million
0.08% of portfolio
|
Q1 2025
Added 43.04%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
76,011
shares
|
$7.52 Million
2.15% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
75,892
shares
|
$7.51 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.57%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
75,767
shares
|
$7.49 Million
0.1% of portfolio
|
Q1 2025
Added 81.27%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
75,386
shares
|
$7.46 Million
0.01% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
75,291
shares
|
$7.45 Million
0.19% of portfolio
|
Q1 2025
Added 46.87%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
75,233
shares
|
$7.44 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
75,071
shares
|
$7.42 Million
0.6% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
74,555
shares
|
$7.37 Million
0.57% of portfolio
|
Q1 2025
Added 27.36%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
73,617
shares
|
$7.28 Million
0.13% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
73,564
shares
|
$7.28 Million
1.89% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Miramar Capital, LLC
|
May 13, 2025 Q1 2025 |
72,950
shares
|
$7.21 Million
1.96% of portfolio
|
Q1 2025
Reduced 10.07%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
72,701
shares
|
$7.19 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
72,491
shares
|
$7.17 Million
0.06% of portfolio
|
Q1 2025
Added 27.62%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
72,382
shares
|
$7.16 Million
0.49% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
72,280
shares
|
$7.15 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
72,174
shares
|
$7.14 Million
0.07% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
72,097
shares
|
$7.13 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
71,769
shares
|
$7.1 Million
1.02% of portfolio
|
Q2 2025
Added 19.06%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
71,655
shares
|
$7.09 Million
0.02% of portfolio
|
Q1 2025
Added 42.72%
|