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 2,368 institutions that hold shares in the stock, with a total of 469 Million shares, which have been reported (via 13F filing form) to have a value of $44.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
225
shares
|
$21,192
0.15% of portfolio
|
Q3 2025
Reduced 87.12%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
223
shares
|
$21,004
0.01% of portfolio
|
Q3 2025
Reduced 11.51%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
222
shares
|
$20,910
0.02% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
216
shares
|
$20,345
0.01% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
215
shares
|
$20,250
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
211
shares
|
$19,874
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
210
shares
|
$19,779
0.01% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
210
shares
|
$19,779
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
210
shares
|
$19,779
0.01% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
205
shares
|
$19,308
0.0% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
202
shares
|
$19,026
0.0% of portfolio
|
Q2 2025
Reduced 56.28%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
200
shares
|
$18,838
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
200
shares
|
$18,838
0.0% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
198
shares
|
$18,649
0.01% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
193
shares
|
$18,178
0.01% of portfolio
|
Q2 2025
Reduced 97.32%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
189
shares
|
$17,801
0.07% of portfolio
|
Q3 2023
Added 0.53%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
182
shares
|
$17,142
0.0% of portfolio
|
Q3 2025
Reduced 34.06%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
178
shares
|
$16,765
0.01% of portfolio
|
Q3 2025
Reduced 13.85%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
170
shares
|
$16,012
0.01% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
167
shares
|
$15,729
0.0% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
167
shares
|
$15,729
0.0% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
165
shares
|
$15,541
0.02% of portfolio
|
Q2 2023
Added 0.61%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
162
shares
|
$15,258
0.0% of portfolio
|
Q3 2025
Added 48.62%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
162
shares
|
$15,258
0.0% of portfolio
|
Q3 2025
Reduced 39.78%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
161
shares
|
$15,164
0.02% of portfolio
|
Q3 2025
New holding
|
|