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 |
|---|---|---|---|---|---|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
1,294
shares
|
$130,875
0.07% of portfolio
|
Q1 2022
Reduced 5.2%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,294
shares
|
$130,875
0.06% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
1,281
shares
|
$129,560
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
1,280
shares
|
$129,459
0.04% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,275
shares
|
$128,953
0.1% of portfolio
|
Q2 2025
Reduced 19.71%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
1,268
shares
|
$128,245
0.05% of portfolio
|
Q2 2025
Reduced 45.53%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,260
shares
|
$127,436
0.05% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,259
shares
|
$127,335
0.04% of portfolio
|
Q1 2025
Added 221.99%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
1,256
shares
|
$127,031
0.03% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
1,250
shares
|
$126,425
0.11% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,211
shares
|
$122,480
0.01% of portfolio
|
Q4 2023
Reduced 0.16%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
1,200
shares
|
$121,368
0.1% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,193
shares
|
$120,660
0.0% of portfolio
|
Q2 2025
Reduced 99.45%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
1,175
shares
|
$118,839
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
1,160
shares
|
$117,322
0.0% of portfolio
|
Q1 2025
Reduced 43.52%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
1,158
shares
|
$117,120
0.0% of portfolio
|
Q3 2024
Reduced 99.67%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
1,158
shares
|
$117,120
0.09% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Tamar Securities, LLC
|
May 15, 2025 Q1 2025 |
1,152
shares
|
$116,513
0.02% of portfolio
|
Q1 2025
Reduced 99.09%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
1,140
shares
|
$115,299
0.02% of portfolio
|
Q1 2025
Added 78.13%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
1,129
shares
|
$114,187
0.09% of portfolio
|
Q2 2025
Added 775.19%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
1,125
shares
|
$113,782
0.01% of portfolio
|
Q2 2025
Reduced 93.28%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,088
shares
|
$110,040
0.02% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,083
shares
|
$109,534
0.05% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
1,058
shares
|
$107,006
0.05% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
1,057
shares
|
$106,904
0.0% of portfolio
|
Q1 2025
New holding
|