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 |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
50,558
shares
|
$5.11 Million
0.08% of portfolio
|
Q1 2025
Reduced 28.77%
|
|
|
Skylands Capital, LLC
|
Apr 25, 2025 Q1 2025 |
50,145
shares
|
$5.07 Million
0.89% of portfolio
|
Q1 2025
Added 24.74%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
49,859
shares
|
$5.04 Million
0.58% of portfolio
|
Q4 2024
Reduced 16.12%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
49,787
shares
|
$5.04 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
49,439
shares
|
$5 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
49,396
shares
|
$5 Million
0.24% of portfolio
|
Q3 2022
Reduced 6.46%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
49,343
shares
|
$4.99 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
49,236
shares
|
$4.98 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
48,842
shares
|
$4.94 Million
0.11% of portfolio
|
Q1 2025
Added 40.76%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
48,666
shares
|
$4.92 Million
1.0% of portfolio
|
Q2 2025
Reduced 13.91%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
48,659
shares
|
$4.92 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Apr 29, 2025 Q1 2025 |
48,512
shares
|
$4.91 Million
2.17% of portfolio
|
Q1 2025
New holding
|
|
|
Mairs & Power Inc
St Paul, MN |
May 15, 2025 Q1 2025 |
48,467
shares
|
$4.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 24.89%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
48,449
shares
|
$4.9 Million
0.19% of portfolio
|
Q2 2025
Added 97.64%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
48,351
shares
|
$4.89 Million
0.02% of portfolio
|
Q1 2025
Added 33.0%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
48,011
shares
|
$4.86 Million
1.48% of portfolio
|
Q1 2025
Added 96.86%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
47,706
shares
|
$4.82 Million
0.42% of portfolio
|
Q1 2024
Reduced 2.22%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
47,672
shares
|
$4.82 Million
0.98% of portfolio
|
Q1 2025
Added 42.08%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
47,417
shares
|
$4.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 10.69%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
47,381
shares
|
$4.79 Million
1.01% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Keystone Financial Planning, Inc.
|
Apr 09, 2025 Q1 2025 |
47,254
shares
|
$4.78 Million
1.61% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
47,173
shares
|
$4.77 Million
0.44% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
47,168
shares
|
$4.77 Million
0.42% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
46,899
shares
|
$4.74 Million
2.03% of portfolio
|
Q1 2025
Added 33.3%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
46,883
shares
|
$4.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 48.96%
|