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 2,516 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 $50.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
1,537
shares
|
$157,588
0.07% of portfolio
|
Q1 2024
Reduced 38.2%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,530
shares
|
$156,870
0.02% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,526
shares
|
$156,460
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
1,524
shares
|
$156,255
0.05% of portfolio
|
Q3 2023
Added 26.58%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
1,520
shares
|
$155,845
0.02% of portfolio
|
Q2 2025
Reduced 20.83%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,514
shares
|
$155,230
0.04% of portfolio
|
Q2 2025
Added 889.54%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
1,496
shares
|
$153,384
0.03% of portfolio
|
Q2 2023
Added 17.24%
|
|
|
Members Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
1,481
shares
|
$151,846
0.19% of portfolio
|
Q4 2023
Reduced 81.9%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,454
shares
|
$149,078
0.01% of portfolio
|
Q1 2025
Added 42.97%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,453
shares
|
$148,976
0.31% of portfolio
|
Q1 2024
Added 179.42%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,439
shares
|
$147,540
0.08% of portfolio
|
Q2 2022
Added 22.78%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,432
shares
|
$146,822
0.03% of portfolio
|
Q1 2025
Reduced 16.5%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,431
shares
|
$146,720
0.01% of portfolio
|
Q1 2025
Reduced 21.8%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
1,402
shares
|
$143,747
0.06% of portfolio
|
Q2 2025
Reduced 30.21%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
1,400
shares
|
$143,542
0.02% of portfolio
|
Q1 2024
Reduced 97.85%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
1,399
shares
|
$143,439
0.15% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,392
shares
|
$142,721
0.26% of portfolio
|
Q3 2022
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
1,384
shares
|
$141,901
0.04% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
1,360
shares
|
$139,440
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,358
shares
|
$139,235
0.36% of portfolio
|
Q1 2024
Reduced 47.97%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
1,341
shares
|
$137,492
0.08% of portfolio
|
Q2 2025
Reduced 18.53%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
1,321
shares
|
$135,442
0.04% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
1,321
shares
|
$135,442
0.01% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,305
shares
|
$133,801
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
1,299
shares
|
$133,186
0.01% of portfolio
|
Q1 2025
Reduced 17.52%
|