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 495 Million shares, which have been reported (via 13F filing form) to have a value of $50.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
562
shares
|
$56,840
0.02% of portfolio
|
Q2 2024
Reduced 17.23%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
558
shares
|
$56,436
0.01% of portfolio
|
Q1 2025
Added 4192.31%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
550
shares
|
$55,627
0.03% of portfolio
|
Q4 2024
Reduced 31.25%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
547
shares
|
$55,323
0.01% of portfolio
|
Q1 2025
Added 51.52%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
539
shares
|
$54,514
0.01% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
538
shares
|
$54,413
0.01% of portfolio
|
Q1 2025
Added 18.5%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
532
shares
|
$53,806
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
518
shares
|
$52,390
0.03% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
513
shares
|
$51,884
0.02% of portfolio
|
Q1 2022
Reduced 29.24%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
507
shares
|
$51,277
0.04% of portfolio
|
Q2 2024
Reduced 84.91%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
505
shares
|
$51,075
0.0% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
503
shares
|
$50,873
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
500
shares
|
$50,570
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
500
shares
|
$50,570
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
497
shares
|
$50,266
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
485
shares
|
$49,052
0.02% of portfolio
|
Q2 2025
Reduced 18.49%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
483
shares
|
$48,850
0.01% of portfolio
|
Q2 2025
Added 35.67%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
474
shares
|
$47,940
0.02% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
466
shares
|
$47,131
0.05% of portfolio
|
Q4 2024
Reduced 11.41%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
465
shares
|
$47,030
0.02% of portfolio
|
Q1 2025
Reduced 56.13%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
465
shares
|
$47,030
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
462
shares
|
$46,726
0.03% of portfolio
|
Q1 2025
Reduced 11.15%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
451
shares
|
$45,614
0.01% of portfolio
|
Q4 2024
Added 1152.78%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
450
shares
|
$45,513
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
445
shares
|
$45,007
0.0% of portfolio
|
Q2 2024
Reduced 2.2%
|