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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
54,554
shares
|
$5.52 Million
0.47% of portfolio
|
Q1 2025
Added 28.78%
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
May 15, 2025 Q1 2025 |
54,280
shares
|
$5.49 Million
0.18% of portfolio
|
Q1 2025
Reduced 31.1%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
53,882
shares
|
$5.45 Million
0.05% of portfolio
|
Q1 2025
Added 30.19%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
53,809
shares
|
$5.44 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
53,802
shares
|
$5.44 Million
0.14% of portfolio
|
Q1 2025
Added 12.95%
|
|
|
Grace & White Inc
|
Apr 22, 2025 Q1 2025 |
53,690
shares
|
$5.43 Million
1.42% of portfolio
|
Q1 2022
Reduced 2.36%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
53,426
shares
|
$5.4 Million
0.01% of portfolio
|
Q1 2025
Added 47.7%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
53,411
shares
|
$5.4 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
52,915
shares
|
$5.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 90.6%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
52,866
shares
|
$5.35 Million
0.14% of portfolio
|
Q4 2024
Reduced 8.05%
|
|
|
Gam Holding Ag
|
Apr 22, 2025 Q1 2025 |
52,847
shares
|
$5.34 Million
0.49% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
52,606
shares
|
$5.32 Million
1.08% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
52,584
shares
|
$5.32 Million
0.04% of portfolio
|
Q1 2025
Reduced 31.3%
|
|
|
Monte Financial Group, LLC
|
Apr 22, 2025 Q1 2025 |
52,564
shares
|
$5.32 Million
2.34% of portfolio
|
Q1 2025
Added 82.5%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Jul 22, 2025 Q2 2025 |
52,461
shares
|
$5.31 Million
0.04% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
52,248
shares
|
$5.28 Million
0.03% of portfolio
|
Q4 2024
Reduced 81.7%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
52,145
shares
|
$5.27 Million
0.09% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
52,004
shares
|
$5.26 Million
0.11% of portfolio
|
Q1 2025
Added 23.86%
|
|
|
Adams Asset Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
51,480
shares
|
$5.21 Million
0.85% of portfolio
|
Q2 2025
Added 26.27%
|
|
|
Birch Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
51,434
shares
|
$5.2 Million
3.05% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
51,413
shares
|
$5.2 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
51,410
shares
|
$5.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Kiltearn Partners LLP
Edinburgh, X0 |
May 14, 2025 Q1 2025 |
51,200
shares
|
$5.18 Million
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
51,112
shares
|
$5.17 Million
0.31% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
51,096
shares
|
$5.17 Million
0.29% of portfolio
|
Q1 2025
Added 3.21%
|