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 |
|---|---|---|---|---|---|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
842
shares
|
$85,159
0.05% of portfolio
|
Q1 2024
Added 35.15%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
840
shares
|
$84,957
0.01% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
836
shares
|
$84,553
0.02% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
834
shares
|
$84,350
0.01% of portfolio
|
Q1 2025
Added 29.3%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
825
shares
|
$83,440
0.01% of portfolio
|
Q2 2025
Reduced 13.07%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
810
shares
|
$81,923
0.01% of portfolio
|
Q2 2023
Added 24.62%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
810
shares
|
$81,923
0.01% of portfolio
|
Q2 2023
Added 24.62%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
807
shares
|
$81,619
0.04% of portfolio
|
Q2 2025
Reduced 41.69%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
806
shares
|
$81,518
0.05% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
800
shares
|
$80,912
0.01% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
800
shares
|
$80,912
0.11% of portfolio
|
Q1 2023
Reduced 20.0%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
754
shares
|
$76,259
0.04% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
741
shares
|
$74,944
0.01% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
672
shares
|
$67,966
0.04% of portfolio
|
Q1 2025
Reduced 10.76%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
666
shares
|
$67,359
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
654
shares
|
$66,145
0.01% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
650
shares
|
$65,741
0.06% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
638
shares
|
$64,527
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
635
shares
|
$64,223
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
634
shares
|
$64,122
0.02% of portfolio
|
Q1 2025
Added 209.27%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
619
shares
|
$62,605
0.02% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
613
shares
|
$61,998
0.03% of portfolio
|
Q2 2025
Reduced 50.88%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
601
shares
|
$60,785
0.02% of portfolio
|
Q2 2023
Added 0.33%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
585
shares
|
$59,166
0.08% of portfolio
|
Q1 2025
Added 134.94%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
577
shares
|
$58,357
0.02% of portfolio
|
Q1 2025
Added 968.52%
|