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 2,516 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 $50.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
439
shares
|
$45,010
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
438
shares
|
$44,908
0.03% of portfolio
|
Q2 2025
Reduced 91.59%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
427
shares
|
$43,780
0.02% of portfolio
|
Q1 2025
Added 1608.0%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
425
shares
|
$43,575
0.01% of portfolio
|
Q1 2025
Reduced 19.81%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
425
shares
|
$43,575
0.01% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
421
shares
|
$43,165
0.01% of portfolio
|
Q1 2025
Reduced 31.1%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
413
shares
|
$42,344
0.01% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
410
shares
|
$42,037
0.01% of portfolio
|
Q1 2025
Added 44.88%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
407
shares
|
$41,729
0.0% of portfolio
|
Q2 2025
Reduced 64.67%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
May 07, 2025 Q1 2025 |
404
shares
|
$41,422
0.01% of portfolio
|
Q2 2023
Reduced 7.97%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
400
shares
|
$41,012
0.01% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
399
shares
|
$40,909
0.0% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
387
shares
|
$39,679
0.04% of portfolio
|
Q1 2025
Reduced 13.42%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
383
shares
|
$39,268
0.01% of portfolio
|
Q4 2024
Reduced 13.54%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
381
shares
|
$39,063
0.01% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
380
shares
|
$38,961
0.01% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
379
shares
|
$38,858
0.03% of portfolio
|
Q1 2025
Added 79.62%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
376
shares
|
$38,551
0.0% of portfolio
|
Q3 2023
Reduced 27.97%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
365
shares
|
$37,423
0.01% of portfolio
|
Q2 2025
Reduced 72.45%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
365
shares
|
$37,423
0.03% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
363
shares
|
$37,218
0.01% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
359
shares
|
$36,808
0.0% of portfolio
|
Q2 2025
Reduced 33.27%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
350
shares
|
$35,885
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
347
shares
|
$35,577
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
345
shares
|
$35,372
0.02% of portfolio
|
Q1 2025
Added 26.37%
|