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 |
|---|---|---|---|---|---|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
39,366
shares
|
$3.98 Million
0.64% of portfolio
|
Q1 2025
Reduced 24.5%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
39,160
shares
|
$3.96 Million
0.04% of portfolio
|
Q1 2025
Reduced 22.82%
|
|
|
Murphy Pohlad Asset Management LLC
|
Apr 17, 2025 Q1 2025 |
39,157
shares
|
$3.96 Million
1.84% of portfolio
|
Q1 2025
Added 42.79%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
38,776
shares
|
$3.92 Million
0.4% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
38,700
shares
|
$3.91 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
38,659
shares
|
$3.91 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Penn Davis Mcfarland Inc
|
Jul 15, 2025 Q2 2025 |
38,602
shares
|
$3.9 Million
0.45% of portfolio
|
Q2 2025
Added 19.29%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
38,506
shares
|
$3.89 Million
0.15% of portfolio
|
Q1 2025
Added 44.62%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
38,217
shares
|
$3.87 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.07%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
38,092
shares
|
$3.85 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
38,074
shares
|
$3.85 Million
0.34% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
38,053
shares
|
$3.85 Million
0.17% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
May 08, 2025 Q1 2025 |
38,032
shares
|
$3.85 Million
0.7% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
37,806
shares
|
$3.82 Million
0.04% of portfolio
|
Q2 2025
Added 90.19%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Apr 28, 2025 Q1 2025 |
37,623
shares
|
$3.81 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
37,363
shares
|
$3.78 Million
0.92% of portfolio
|
Q1 2025
Added 67.32%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
37,329
shares
|
$3.78 Million
0.27% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
37,226
shares
|
$3.77 Million
0.07% of portfolio
|
Q1 2025
Reduced 40.07%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
37,199
shares
|
$3.76 Million
0.04% of portfolio
|
Q1 2025
Added 10.2%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
37,184
shares
|
$3.76 Million
0.62% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
37,116
shares
|
$3.75 Million
0.19% of portfolio
|
Q1 2025
Added 185.57%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
37,085
shares
|
$3.75 Million
0.38% of portfolio
|
Q1 2025
Added 17.35%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
37,076
shares
|
$3.75 Million
0.02% of portfolio
|
Q1 2025
Added 72.89%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
36,673
shares
|
$3.71 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
May 13, 2025 Q1 2025 |
36,353
shares
|
$3.68 Million
0.6% of portfolio
|
Q1 2025
Added 31.02%
|