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 |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
28,449
shares
|
$2.92 Million
0.1% of portfolio
|
Q1 2025
Reduced 16.28%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
28,445
shares
|
$2.92 Million
0.2% of portfolio
|
Q1 2025
Added 53.62%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
28,444
shares
|
$2.92 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
28,198
shares
|
$2.89 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Ilex Capital Partners (Uk) LLP
London, X0 |
May 15, 2025 Q1 2025 |
28,150
shares
|
$2.89 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
27,990
shares
|
$2.87 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
27,986
shares
|
$2.87 Million
1.26% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
27,770
shares
|
$2.85 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
27,714
shares
|
$2.84 Million
0.21% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
27,705
shares
|
$2.84 Million
0.22% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
27,692
shares
|
$2.84 Million
0.12% of portfolio
|
Q1 2025
Added 58.48%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
27,630
shares
|
$2.83 Million
0.05% of portfolio
|
Q1 2025
Reduced 48.7%
|
|
|
Interval Partners, LP
New York, NY |
May 15, 2025 Q1 2025 |
27,607
shares
|
$2.83 Million
0.06% of portfolio
|
Q1 2025
Reduced 95.81%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
27,601
shares
|
$2.83 Million
0.35% of portfolio
|
Q2 2022
Added 1.99%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
27,535
shares
|
$2.82 Million
0.06% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
27,499
shares
|
$2.82 Million
0.69% of portfolio
|
Q3 2022
Reduced 2.92%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
27,490
shares
|
$2.82 Million
0.95% of portfolio
|
Q4 2022
Reduced 1.64%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
27,462
shares
|
$2.82 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Argyle Capital Management Inc.
|
Jul 24, 2025 Q2 2025 |
27,405
shares
|
$2.81 Million
1.02% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
27,373
shares
|
$2.81 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
27,339
shares
|
$2.8 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
27,322
shares
|
$2.8 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
27,263
shares
|
$2.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.78%
|
|
|
Bourne Lent Asset Management Inc
|
Jul 08, 2025 Q2 2025 |
27,258
shares
|
$2.79 Million
1.07% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
27,243
shares
|
$2.79 Million
0.68% of portfolio
|
Q2 2025
Added 6119.86%
|