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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
33,533
shares
|
$3.44 Million
0.15% of portfolio
|
Q4 2023
Added 20.94%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
33,533
shares
|
$3.44 Million
0.68% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
33,449
shares
|
$3.43 Million
0.98% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
33,364
shares
|
$3.42 Million
0.08% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
True Signal LP
New York, NY |
Jan 26, 2023 Q4 2022 |
33,351
shares
|
$3.42 Million
4.37% of portfolio
|
Q4 2022
New holding
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
May 15, 2025 Q1 2025 |
33,113
shares
|
$3.4 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
33,005
shares
|
$3.38 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
May 15, 2025 Q1 2025 |
32,986
shares
|
$3.38 Million
1.28% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
32,914
shares
|
$3.37 Million
0.45% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
32,810
shares
|
$3.36 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
32,759
shares
|
$3.36 Million
0.05% of portfolio
|
Q1 2025
Added 209.11%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
32,604
shares
|
$3.34 Million
0.12% of portfolio
|
Q1 2025
Added 194.5%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
32,591
shares
|
$3.34 Million
0.21% of portfolio
|
Q3 2023
Reduced 6.08%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
32,403
shares
|
$3.32 Million
1.01% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
32,205
shares
|
$3.3 Million
0.07% of portfolio
|
Q1 2025
Added 55.43%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
32,100
shares
|
$3.29 Million
0.15% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
May 15, 2025 Q1 2025 |
32,012
shares
|
$3.28 Million
1.24% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
32,011
shares
|
$3.28 Million
1.13% of portfolio
|
Q1 2025
Reduced 17.66%
|
|
|
M&G PLC
London, X0 |
May 13, 2025 Q1 2025 |
31,988
shares
|
$3.28 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
31,960
shares
|
$3.28 Million
0.68% of portfolio
|
Q2 2025
Added 487.07%
|
|
|
Benin Management Corp
|
Apr 10, 2025 Q1 2025 |
31,918
shares
|
$3.27 Million
1.01% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Sciencast Management LP
|
May 15, 2025 Q1 2025 |
31,918
shares
|
$3.27 Million
0.86% of portfolio
|
Q1 2025
Added 32.02%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
31,715
shares
|
$3.25 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
31,514
shares
|
$3.23 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
31,387
shares
|
$3.22 Million
0.1% of portfolio
|
Q1 2025
Added 0.55%
|