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 |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,069
shares
|
$209,258
0.04% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
2,068
shares
|
$209,157
0.01% of portfolio
|
Q3 2024
Reduced 15.97%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
2,066
shares
|
$208,955
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
2,047
shares
|
$207,033
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,046
shares
|
$206,932
0.05% of portfolio
|
Q3 2022
Reduced 28.36%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
2,045
shares
|
$206,831
0.05% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
2,044
shares
|
$206,730
0.06% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
2,042
shares
|
$206,527
0.07% of portfolio
|
Q1 2025
Added 9.02%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
2,040
shares
|
$206,325
0.03% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
2,039
shares
|
$206,224
0.16% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
2,038
shares
|
$206,123
0.01% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
2,038
shares
|
$206,123
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
2,035
shares
|
$205,819
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
2,025
shares
|
$204,808
0.06% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
2,020
shares
|
$204,302
0.02% of portfolio
|
Q1 2025
Reduced 21.74%
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
2,018
shares
|
$204,100
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
2,017
shares
|
$203,999
0.03% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
2,014
shares
|
$203,695
0.02% of portfolio
|
Q1 2025
Reduced 21.08%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
2,013
shares
|
$203,594
0.15% of portfolio
|
Q1 2025
Reduced 30.01%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
2,010
shares
|
$203,291
0.19% of portfolio
|
Q1 2025
Added 13.69%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
2,008
shares
|
$203,089
0.19% of portfolio
|
Q4 2022
Added 7.21%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
2,008
shares
|
$203,089
0.0% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
2,008
shares
|
$203,089
0.18% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
2,002
shares
|
$202,482
0.01% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Silver Lake Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
2,000
shares
|
$202,280
0.09% of portfolio
|
Q1 2025
New holding
|