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 2,362 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 |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
109
shares
|
$10,266
0.0% of portfolio
|
Q3 2025
Added 55.71%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
105
shares
|
$9,889
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
104
shares
|
$9,795
0.01% of portfolio
|
Q1 2022
Added 4.0%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
102
shares
|
$9,607
0.0% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
100
shares
|
$9,419
0.0% of portfolio
|
Q3 2025
Reduced 58.33%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
100
shares
|
$9,419
0.0% of portfolio
|
Q1 2024
Reduced 98.52%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
100
shares
|
$9,419
0.0% of portfolio
|
Q3 2025
Reduced 83.33%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
100
shares
|
$9,419
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
99
shares
|
$9,324
0.0% of portfolio
|
Q3 2025
Added 253.57%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
97
shares
|
$9,136
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
97
shares
|
$9,136
0.0% of portfolio
|
Q4 2025
Added 1.04%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
96
shares
|
$9,042
0.0% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
94
shares
|
$8,853
0.0% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
90
shares
|
$8,477
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
88
shares
|
$8,288
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
87
shares
|
$8,194
0.02% of portfolio
|
Q2 2022
Added 64.15%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
83
shares
|
$7,817
0.0% of portfolio
|
Q3 2025
Reduced 64.83%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
83
shares
|
$7,817
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
82
shares
|
$7,723
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
82
shares
|
$7,723
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
81
shares
|
$7,629
0.0% of portfolio
|
Q3 2025
Added 15.71%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
80
shares
|
$7,535
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
79
shares
|
$7,441
0.0% of portfolio
|
Q2 2024
Reduced 11.24%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
76
shares
|
$7,158
0.01% of portfolio
|
Q3 2025
Reduced 97.74%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
75
shares
|
$7,064
0.0% of portfolio
|
Q3 2025
Added 1775.0%
|
|