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 |
|---|---|---|---|---|---|
|
Brooks, Moore & Associates, Inc.
|
May 14, 2025 Q1 2025 |
31,305
shares
|
$3.21 Million
1.97% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
30,724
shares
|
$3.15 Million
0.16% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
30,704
shares
|
$3.15 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
30,666
shares
|
$3.14 Million
0.03% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
30,627
shares
|
$3.14 Million
0.1% of portfolio
|
Q1 2025
Added 27.7%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
30,364
shares
|
$3.11 Million
0.98% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Garland Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
30,265
shares
|
$3.1 Million
3.11% of portfolio
|
Q1 2025
Reduced 12.29%
|
|
|
Elo Mutual Pension Insurance CO
|
May 15, 2025 Q1 2025 |
30,171
shares
|
$3.09 Million
0.08% of portfolio
|
Q1 2025
Reduced 54.87%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
30,133
shares
|
$3.09 Million
1.0% of portfolio
|
Q2 2025
Reduced 15.53%
|
|
|
William Allan, LLC
|
May 05, 2025 Q1 2025 |
30,068
shares
|
$3.08 Million
2.15% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
30,037
shares
|
$3.08 Million
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
29,979
shares
|
$3.07 Million
0.09% of portfolio
|
Q2 2025
Added 252.53%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
29,950
shares
|
$3.07 Million
0.07% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
29,876
shares
|
$3.06 Million
0.53% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
29,770
shares
|
$3.05 Million
0.13% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
29,757
shares
|
$3.05 Million
0.65% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
29,747
shares
|
$3.05 Million
1.48% of portfolio
|
Q1 2025
Added 35.53%
|
|
|
Monarch Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
29,745
shares
|
$3.05 Million
0.93% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
29,596
shares
|
$3.03 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
29,565
shares
|
$3.03 Million
0.54% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
29,551
shares
|
$3.03 Million
0.03% of portfolio
|
Q2 2025
Added 17.06%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
29,031
shares
|
$2.98 Million
0.9% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
28,847
shares
|
$2.96 Million
0.2% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
28,795
shares
|
$2.95 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.94%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
28,772
shares
|
$2.95 Million
0.08% of portfolio
|
Q1 2025
Added 331.95%
|