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 2,516 institutions that hold shares in the stock, with a total of 495 Million shares, which have been reported (via 13F filing form) to have a value of $50.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Trust Co, N.A.
Reno, NV |
May 13, 2025 Q1 2025 |
36,000
shares
|
$3.69 Million
0.94% of portfolio
|
Q1 2025
Added 28.57%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
35,962
shares
|
$3.69 Million
1.37% of portfolio
|
Q1 2025
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
35,912
shares
|
$3.68 Million
0.24% of portfolio
|
Q2 2025
Reduced 48.43%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
35,813
shares
|
$3.67 Million
0.61% of portfolio
|
Q4 2022
Reduced 1.67%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
35,683
shares
|
$3.66 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
35,675
shares
|
$3.66 Million
0.08% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
35,590
shares
|
$3.65 Million
0.32% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
35,452
shares
|
$3.63 Million
0.03% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
35,275
shares
|
$3.62 Million
0.27% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
35,150
shares
|
$3.6 Million
0.14% of portfolio
|
Q2 2025
Added 51.63%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
34,870
shares
|
$3.58 Million
0.5% of portfolio
|
Q1 2025
Added 12.58%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
34,781
shares
|
$3.57 Million
0.27% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Apr 28, 2025 Q1 2025 |
34,731
shares
|
$3.56 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
34,592
shares
|
$3.55 Million
0.87% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
34,304
shares
|
$3.52 Million
1.53% of portfolio
|
Q1 2025
Added 20.7%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
34,201
shares
|
$3.51 Million
0.27% of portfolio
|
Q1 2025
Added 173.98%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
34,162
shares
|
$3.5 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
34,144
shares
|
$3.5 Million
0.13% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
34,136
shares
|
$3.5 Million
0.29% of portfolio
|
Q1 2025
Added 91.23%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
34,096
shares
|
$3.5 Million
2.74% of portfolio
|
Q1 2025
Added 102.96%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
34,058
shares
|
$3.49 Million
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Hourglass Capital, LLC
|
Apr 30, 2025 Q1 2025 |
33,955
shares
|
$3.48 Million
1.01% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
33,696
shares
|
$3.45 Million
0.36% of portfolio
|
Q1 2025
Added 68.44%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
33,674
shares
|
$3.45 Million
0.1% of portfolio
|
Q1 2025
Added 75.14%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
33,593
shares
|
$3.44 Million
0.85% of portfolio
|
Q2 2022
Reduced 0.39%
|