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 495 Million shares, which have been reported (via 13F filing form) to have a value of $50.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
2,183
shares
|
$220,788
0.0% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
2,181
shares
|
$220,586
0.01% of portfolio
|
Q1 2025
Added 55.01%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
2,180
shares
|
$220,485
0.2% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
2,174
shares
|
$219,878
0.04% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
2,174
shares
|
$219,878
0.12% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
2,172
shares
|
$219,676
0.05% of portfolio
|
Q1 2025
Added 25.91%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
2,161
shares
|
$218,563
0.1% of portfolio
|
Q1 2025
Added 34.98%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
2,150
shares
|
$217,451
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
2,147
shares
|
$217,147
0.04% of portfolio
|
Q2 2025
Reduced 23.21%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
2,134
shares
|
$215,832
0.18% of portfolio
|
Q1 2025
Added 10.86%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
2,132
shares
|
$215,630
3.48% of portfolio
|
Q3 2022
New holding
|
|
|
Haven Capital Group, Inc.
Camarillo, CA |
May 15, 2025 Q1 2025 |
2,127
shares
|
$215,124
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
2,118
shares
|
$214,214
0.02% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
2,116
shares
|
$214,012
0.03% of portfolio
|
Q2 2025
Reduced 68.4%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,111
shares
|
$213,506
0.03% of portfolio
|
Q4 2024
Reduced 31.95%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
2,105
shares
|
$212,899
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
2,099
shares
|
$212,292
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
2,094
shares
|
$211,787
0.07% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
2,092
shares
|
$211,584
0.05% of portfolio
|
Q2 2025
Reduced 66.52%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
2,091
shares
|
$211,483
0.11% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
2,087
shares
|
$211,079
0.0% of portfolio
|
Q1 2025
Added 28.12%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,085
shares
|
$210,876
0.02% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
2,079
shares
|
$210,270
0.04% of portfolio
|
Q1 2025
Reduced 9.37%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,078
shares
|
$210,168
0.09% of portfolio
|
Q2 2023
Added 2.57%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
2,078
shares
|
$210,168
0.09% of portfolio
|
Q4 2024
New holding
|