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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
59,102
shares
|
$5.98 Million
0.01% of portfolio
|
Q1 2025
Added 16.17%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
59,039
shares
|
$5.97 Million
0.19% of portfolio
|
Q1 2025
Added 57.63%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Apr 21, 2025 Q1 2025 |
59,028
shares
|
$5.97 Million
4.73% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Jul 22, 2025 Q2 2025 |
59,000
shares
|
$5.97 Million
1.12% of portfolio
|
Q2 2025
Reduced 21.33%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
58,981
shares
|
$5.97 Million
0.01% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
58,828
shares
|
$5.95 Million
0.14% of portfolio
|
Q3 2023
Reduced 0.18%
|
|
|
Tufton Capital Management
|
May 06, 2025 Q1 2025 |
58,571
shares
|
$5.92 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
58,561
shares
|
$5.92 Million
0.16% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
58,214
shares
|
$5.89 Million
0.74% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
58,117
shares
|
$5.88 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
58,000
shares
|
$5.87 Million
0.85% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
57,546
shares
|
$5.82 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
57,508
shares
|
$5.82 Million
0.11% of portfolio
|
Q1 2025
Reduced 27.07%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
57,382
shares
|
$5.8 Million
1.05% of portfolio
|
Q3 2023
Reduced 0.77%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
57,244
shares
|
$5.79 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
57,111
shares
|
$5.78 Million
0.62% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
56,928
shares
|
$5.76 Million
0.28% of portfolio
|
Q1 2025
Added 32.52%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
56,907
shares
|
$5.76 Million
0.7% of portfolio
|
Q2 2025
Reduced 13.25%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
56,481
shares
|
$5.71 Million
0.06% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
56,471
shares
|
$5.71 Million
0.03% of portfolio
|
Q1 2025
Reduced 82.61%
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
56,436
shares
|
$5.71 Million
1.23% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
56,402
shares
|
$5.7 Million
1.23% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
55,866
shares
|
$5.65 Million
2.21% of portfolio
|
Q2 2025
Added 245.71%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
55,535
shares
|
$5.62 Million
0.08% of portfolio
|
Q1 2025
Reduced 18.4%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
54,595
shares
|
$5.52 Million
0.45% of portfolio
|
Q2 2025
Reduced 19.91%
|