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 |
|---|---|---|---|---|---|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
1,895
shares
|
$191,660
0.11% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
1,894
shares
|
$191,559
0.11% of portfolio
|
Q1 2025
Added 146.94%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
1,892
shares
|
$191,356
0.03% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
1,889
shares
|
$191,053
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,881
shares
|
$190,244
0.04% of portfolio
|
Q1 2025
Reduced 13.36%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
1,881
shares
|
$190,244
0.01% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
1,877
shares
|
$189,839
0.02% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
1,876
shares
|
$189,738
0.09% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Crestmont Private Wealth LLC
|
Apr 10, 2025 Q1 2025 |
1,872
shares
|
$189,334
0.09% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,872
shares
|
$189,334
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
1,869
shares
|
$189,030
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
1,863
shares
|
$188,423
0.05% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,863
shares
|
$188,423
0.01% of portfolio
|
Q1 2024
Reduced 22.41%
|
|
|
Cambiar Investors LLC
|
May 13, 2025 Q1 2025 |
1,856
shares
|
$187,715
0.01% of portfolio
|
Q1 2025
Reduced 26.14%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
1,855
shares
|
$187,614
0.27% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
1,850
shares
|
$187,109
0.03% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
1,836
shares
|
$185,693
0.06% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
1,835
shares
|
$185,591
0.08% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,833
shares
|
$185,389
0.03% of portfolio
|
Q2 2025
Added 45.13%
|
|
|
Atalanta Sosnoff Capital, LLC
|
May 15, 2025 Q1 2025 |
1,828
shares
|
$184,883
0.0% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,828
shares
|
$184,883
0.06% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
1,828
shares
|
$184,883
0.07% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
1,827
shares
|
$184,782
0.09% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
1,820
shares
|
$184,074
0.02% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,810
shares
|
$183,063
0.06% of portfolio
|
Q3 2022
Reduced 9.5%
|