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 496 Million shares, which have been reported (via 13F filing form) to have a value of $50.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
1,798
shares
|
$181,849
0.19% of portfolio
|
Q3 2023
Reduced 1.15%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,795
shares
|
$181,546
0.23% of portfolio
|
Q3 2023
Reduced 75.68%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,770
shares
|
$179,017
0.01% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
1,764
shares
|
$178,410
0.06% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
1,760
shares
|
$178,006
0.12% of portfolio
|
Q2 2023
Reduced 1.18%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
1,750
shares
|
$176,995
0.03% of portfolio
|
Q4 2024
Reduced 34.58%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,746
shares
|
$176,590
0.02% of portfolio
|
Q2 2021
Added 5.22%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
1,734
shares
|
$175,376
0.08% of portfolio
|
Q4 2023
Reduced 3.29%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
1,720
shares
|
$173,960
0.06% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
U S Global Investors Inc
San Antonio, TX |
Apr 24, 2025 Q1 2025 |
1,701
shares
|
$172,039
0.03% of portfolio
|
Q1 2025
Added 22.29%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,685
shares
|
$170,420
0.06% of portfolio
|
Q2 2024
Reduced 8.17%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
1,685
shares
|
$170,420
0.1% of portfolio
|
Q3 2023
Added 1.57%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
1,650
shares
|
$166,881
0.02% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
1,646
shares
|
$166,476
0.11% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,626
shares
|
$164,453
0.04% of portfolio
|
Q1 2025
Added 17.91%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
1,624
shares
|
$164,251
0.02% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,620
shares
|
$163,846
0.1% of portfolio
|
Q1 2025
Added 38.82%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
1,606
shares
|
$162,430
0.0% of portfolio
|
Q1 2025
Reduced 20.1%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
1,595
shares
|
$161,318
0.23% of portfolio
|
Q1 2023
Added 0.89%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,577
shares
|
$159,497
0.04% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,576
shares
|
$159,396
0.03% of portfolio
|
Q1 2025
Reduced 53.69%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
1,571
shares
|
$158,890
0.1% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
1,562
shares
|
$157,980
0.03% of portfolio
|
Q4 2023
Reduced 12.15%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,550
shares
|
$156,767
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,537
shares
|
$155,452
0.05% of portfolio
|
Q2 2025
Reduced 9.43%
|