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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
46,847
shares
|
$4.74 Million
0.13% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
46,827
shares
|
$4.74 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
46,789
shares
|
$4.73 Million
0.94% of portfolio
|
Q1 2025
Added 14.25%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
46,261
shares
|
$4.68 Million
0.03% of portfolio
|
Q3 2024
Reduced 39.0%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
46,195
shares
|
$4.67 Million
2.13% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
46,044
shares
|
$4.66 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
45,866
shares
|
$4.64 Million
0.09% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
45,812
shares
|
$4.63 Million
0.26% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
45,490
shares
|
$4.6 Million
1.72% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
45,382
shares
|
$4.59 Million
1.59% of portfolio
|
Q3 2022
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
44,868
shares
|
$4.54 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
44,827
shares
|
$4.53 Million
0.05% of portfolio
|
Q1 2025
Added 142.74%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Apr 23, 2025 Q1 2025 |
44,605
shares
|
$4.51 Million
2.29% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
44,192
shares
|
$4.47 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
44,066
shares
|
$4.46 Million
0.07% of portfolio
|
Q2 2022
Added 33.83%
|
|
|
Nebula Research & Development LLC
New York, NY |
May 15, 2025 Q1 2025 |
43,823
shares
|
$4.43 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
43,637
shares
|
$4.41 Million
0.48% of portfolio
|
Q1 2025
Reduced 20.48%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
43,460
shares
|
$4.4 Million
1.83% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Achmea Investment Management B.V.
|
Apr 24, 2025 Q1 2025 |
43,419
shares
|
$4.39 Million
0.07% of portfolio
|
Q1 2025
Added 29.02%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
43,205
shares
|
$4.37 Million
0.65% of portfolio
|
Q1 2025
Added 13.52%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
43,012
shares
|
$4.35 Million
0.16% of portfolio
|
Q1 2025
Reduced 23.18%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
42,942
shares
|
$4.34 Million
0.86% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
42,455
shares
|
$4.29 Million
0.17% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
42,300
shares
|
$4.28 Million
0.51% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
42,255
shares
|
$4.27 Million
0.12% of portfolio
|
Q1 2025
Added 0.02%
|