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 |
|---|---|---|---|---|---|
|
Harbor Advisors LLC
|
May 15, 2025 Q1 2025 |
2,000
shares
|
$202,280
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
1,996
shares
|
$201,875
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 23, 2025 Q2 2025 |
1,995
shares
|
$201,774
0.11% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Apr 28, 2025 Q1 2025 |
1,995
shares
|
$201,774
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
1,991
shares
|
$201,369
0.02% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
1,985
shares
|
$200,762
0.01% of portfolio
|
Q1 2025
Reduced 15.35%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
1,969
shares
|
$199,144
0.2% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
1,960
shares
|
$198,234
0.0% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
1,956
shares
|
$197,829
0.06% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
1,949
shares
|
$197,121
0.09% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
1,947
shares
|
$196,919
0.1% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
1,944
shares
|
$196,616
0.14% of portfolio
|
Q2 2022
Reduced 94.11%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
1,938
shares
|
$196,009
0.22% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
1,937
shares
|
$195,908
0.11% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
1,935
shares
|
$195,705
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
1,934
shares
|
$195,604
0.04% of portfolio
|
Q4 2024
Reduced 15.84%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
May 08, 2025 Q1 2025 |
1,932
shares
|
$195,402
0.2% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
1,924
shares
|
$194,593
0.01% of portfolio
|
Q1 2025
Reduced 16.53%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
1,922
shares
|
$194,391
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
1,917
shares
|
$193,885
0.02% of portfolio
|
Q1 2025
Reduced 30.37%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,909
shares
|
$193,076
0.01% of portfolio
|
Q2 2025
Reduced 24.19%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,901
shares
|
$192,267
0.01% of portfolio
|
Q1 2025
Reduced 37.18%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
1,900
shares
|
$192,166
0.05% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,898
shares
|
$191,963
0.19% of portfolio
|
Q1 2024
Reduced 4.81%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
1,898
shares
|
$191,963
0.14% of portfolio
|
Q1 2025
New holding
|