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 |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
63,266
shares
|
$6.4 Million
1.53% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
62,804
shares
|
$6.35 Million
0.14% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
62,656
shares
|
$6.34 Million
0.57% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
62,600
shares
|
$6.33 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
62,333
shares
|
$6.3 Million
2.06% of portfolio
|
Q1 2024
New holding
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
62,286
shares
|
$6.3 Million
0.16% of portfolio
|
Q1 2025
Added 15.83%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
62,263
shares
|
$6.3 Million
0.11% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Clifford Capital Partners LLC
Alpine, UT |
May 14, 2025 Q1 2025 |
62,032
shares
|
$6.27 Million
1.6% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
61,755
shares
|
$6.25 Million
1.61% of portfolio
|
Q1 2025
Added 202.11%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
61,631
shares
|
$6.23 Million
0.03% of portfolio
|
Q1 2025
Reduced 24.72%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
61,517
shares
|
$6.22 Million
0.04% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
61,330
shares
|
$6.2 Million
1.26% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
61,290
shares
|
$6.2 Million
1.71% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
61,255
shares
|
$6.2 Million
0.93% of portfolio
|
Q1 2025
Reduced 16.14%
|
|
|
Candriam S.C.A.
|
May 14, 2025 Q1 2025 |
60,934
shares
|
$6.16 Million
0.04% of portfolio
|
Q1 2025
Reduced 14.59%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
60,749
shares
|
$6.14 Million
0.07% of portfolio
|
Q1 2025
Added 29.09%
|
|
|
Channing Capital Management, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
60,699
shares
|
$6.14 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
60,606
shares
|
$6.13 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
May 14, 2025 Q1 2025 |
60,531
shares
|
$6.12 Million
0.02% of portfolio
|
Q1 2025
Added 42.09%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
60,414
shares
|
$6.11 Million
0.28% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
60,361
shares
|
$6.1 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Capital Management Corp
|
May 05, 2025 Q1 2025 |
60,311
shares
|
$6.1 Million
1.34% of portfolio
|
Q1 2025
Added 23.25%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
60,165
shares
|
$6.09 Million
0.21% of portfolio
|
Q2 2025
Added 39.88%
|
|
|
Ally Financial Inc.
Detroit, MI |
May 14, 2025 Q1 2025 |
60,000
shares
|
$6.07 Million
0.75% of portfolio
|
Q3 2024
Added 13.21%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
59,258
shares
|
$5.99 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.74%
|