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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
71,168
shares
|
$7.2 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
70,466
shares
|
$7.13 Million
0.02% of portfolio
|
Q1 2025
Added 204.81%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
70,327
shares
|
$7.11 Million
1.56% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
69,642
shares
|
$7.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 49.47%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
69,640
shares
|
$7.04 Million
0.52% of portfolio
|
Q1 2025
Reduced 18.21%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
69,328
shares
|
$7.01 Million
0.2% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
68,812
shares
|
$6.96 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Addenda Capital Inc.
|
Jul 17, 2025 Q2 2025 |
68,778
shares
|
$6.96 Million
0.34% of portfolio
|
Q2 2025
Added 24.51%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
67,263
shares
|
$6.8 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
67,120
shares
|
$6.79 Million
0.05% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
67,039
shares
|
$6.78 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
66,374
shares
|
$6.71 Million
0.05% of portfolio
|
Q3 2022
Reduced 2.64%
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
66,307
shares
|
$6.71 Million
0.16% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
66,041
shares
|
$6.68 Million
1.22% of portfolio
|
Q1 2025
Added 26.39%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
65,827
shares
|
$6.66 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
65,679
shares
|
$6.64 Million
0.06% of portfolio
|
Q1 2025
Added 29.4%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
65,295
shares
|
$6.6 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Icici Prudential Asset Management CO LTD
|
May 08, 2025 Q1 2025 |
64,600
shares
|
$6.53 Million
0.95% of portfolio
|
Q1 2025
Added 86.71%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
64,568
shares
|
$6.53 Million
0.06% of portfolio
|
Q2 2023
Reduced 31.38%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
64,534
shares
|
$6.53 Million
0.45% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
64,211
shares
|
$6.49 Million
0.23% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
64,059
shares
|
$6.48 Million
0.58% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
64,041
shares
|
$6.48 Million
0.09% of portfolio
|
Q3 2024
Added 69.63%
|
|
|
Qsemble Capital Management, LP
New York, NY |
May 12, 2025 Q1 2025 |
63,923
shares
|
$6.47 Million
0.75% of portfolio
|
Q1 2025
Added 149.8%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
63,689
shares
|
$6.44 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.09%
|