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 2,523 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 $49.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
300
shares
|
$29,670
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
300
shares
|
$29,670
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
300
shares
|
$29,670
0.01% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
296
shares
|
$29,274
0.01% of portfolio
|
Q2 2023
Added 43.69%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
291
shares
|
$28,779
0.01% of portfolio
|
Q2 2025
Added 31.67%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
288
shares
|
$28,483
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
283
shares
|
$27,988
0.02% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
282
shares
|
$27,889
0.0% of portfolio
|
Q1 2025
Added 68.86%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
281
shares
|
$27,790
0.02% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
276
shares
|
$27,296
0.01% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
276
shares
|
$27,296
0.03% of portfolio
|
Q2 2022
Added 28.37%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
274
shares
|
$27,098
0.02% of portfolio
|
Q1 2025
Added 26.85%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
272
shares
|
$26,900
0.01% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
270
shares
|
$26,703
0.02% of portfolio
|
Q3 2024
Reduced 64.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
262
shares
|
$25,911
0.01% of portfolio
|
Q3 2024
Reduced 26.2%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
259
shares
|
$25,615
0.03% of portfolio
|
Q2 2022
Added 67.1%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
254
shares
|
$25,120
0.01% of portfolio
|
Q1 2025
Reduced 13.31%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
253
shares
|
$25,021
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
253
shares
|
$25,021
0.02% of portfolio
|
Q1 2024
Reduced 4.89%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
250
shares
|
$24,725
0.02% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
250
shares
|
$24,725
0.01% of portfolio
|
Q1 2025
Added 525.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
247
shares
|
$24,428
0.01% of portfolio
|
Q3 2023
Reduced 34.13%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
247
shares
|
$24,428
0.02% of portfolio
|
Q4 2024
Reduced 55.25%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
240
shares
|
$23,736
0.01% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
240
shares
|
$23,736
0.01% of portfolio
|
Q1 2025
New holding
|