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 |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
344
shares
|
$35,270
0.01% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
344
shares
|
$35,270
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
341
shares
|
$34,962
0.03% of portfolio
|
Q1 2025
Reduced 27.14%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
339
shares
|
$34,757
0.0% of portfolio
|
Q1 2025
Added 18.95%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
335
shares
|
$34,347
0.03% of portfolio
|
Q1 2024
Added 148.15%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
335
shares
|
$34,347
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
330
shares
|
$33,834
0.01% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
329
shares
|
$33,732
0.02% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
327
shares
|
$33,527
0.02% of portfolio
|
Q1 2023
Added 9.0%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
327
shares
|
$33,527
0.01% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
324
shares
|
$33,219
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
321
shares
|
$32,912
0.01% of portfolio
|
Q2 2024
Reduced 65.11%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
320
shares
|
$32,809
0.01% of portfolio
|
Q1 2024
Reduced 7.25%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
318
shares
|
$32,604
0.02% of portfolio
|
Q1 2025
Added 374.63%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
318
shares
|
$32,604
0.01% of portfolio
|
Q4 2024
Reduced 43.92%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
313
shares
|
$32,091
0.05% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
312
shares
|
$31,989
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
310
shares
|
$31,784
0.0% of portfolio
|
Q2 2024
Reduced 8.82%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
302
shares
|
$30,964
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
300
shares
|
$30,759
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
300
shares
|
$30,759
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
300
shares
|
$30,759
0.01% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
296
shares
|
$30,348
0.01% of portfolio
|
Q2 2023
Added 43.69%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
291
shares
|
$29,836
0.01% of portfolio
|
Q2 2025
Added 31.67%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
288
shares
|
$29,528
0.17% of portfolio
|
Q1 2025
New holding
|