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 |
|---|---|---|---|---|---|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
42,181
shares
|
$4.27 Million
0.24% of portfolio
|
Q2 2025
Added 108.39%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
41,996
shares
|
$4.25 Million
0.89% of portfolio
|
Q3 2023
Reduced 0.99%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
41,845
shares
|
$4.23 Million
0.6% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
41,737
shares
|
$4.22 Million
1.93% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
41,190
shares
|
$4.17 Million
0.04% of portfolio
|
Q1 2025
Added 824.37%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
41,099
shares
|
$4.16 Million
3.09% of portfolio
|
Q3 2022
Added 0.63%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
41,056
shares
|
$4.15 Million
1.11% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
41,043
shares
|
$4.15 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
40,876
shares
|
$4.13 Million
0.87% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
40,806
shares
|
$4.13 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
May 14, 2025 Q1 2025 |
40,702
shares
|
$4.12 Million
0.42% of portfolio
|
Q1 2025
Added 428.6%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
40,539
shares
|
$4.1 Million
1.23% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
40,397
shares
|
$4.09 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
40,377
shares
|
$4.08 Million
0.27% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
40,321
shares
|
$4.08 Million
0.33% of portfolio
|
Q1 2025
Added 71.62%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
40,173
shares
|
$4.06 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
40,131
shares
|
$4.06 Million
0.68% of portfolio
|
Q4 2022
Added 20.96%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
40,097
shares
|
$4.06 Million
2.94% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
40,090
shares
|
$4.05 Million
0.14% of portfolio
|
Q1 2025
Added 14.11%
|
|
|
Eliot Finkel Investment Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
40,025
shares
|
$4.05 Million
2.6% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
39,951
shares
|
$4.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
39,692
shares
|
$4.01 Million
1.08% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
39,671
shares
|
$4.01 Million
0.24% of portfolio
|
Q1 2025
Added 17.94%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
39,599
shares
|
$4.01 Million
0.08% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
39,387
shares
|
$3.98 Million
0.15% of portfolio
|
Q1 2025
Reduced 14.85%
|