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 |
|---|---|---|---|---|---|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
237
shares
|
$23,439
0.01% of portfolio
|
Q1 2024
Reduced 14.75%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
237
shares
|
$23,439
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
225
shares
|
$22,252
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
223
shares
|
$22,054
0.01% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
222
shares
|
$21,955
0.02% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
215
shares
|
$21,263
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
214
shares
|
$21,164
0.01% of portfolio
|
Q1 2025
Reduced 45.69%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
213
shares
|
$21,065
0.0% of portfolio
|
Q2 2025
Added 18.33%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
210
shares
|
$20,769
0.0% of portfolio
|
Q4 2024
Reduced 13.58%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
210
shares
|
$20,769
0.01% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
210
shares
|
$20,769
0.01% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
205
shares
|
$20,274
0.02% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
203
shares
|
$20,076
0.01% of portfolio
|
Q1 2025
Reduced 10.96%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
202
shares
|
$19,977
0.0% of portfolio
|
Q1 2025
Added 53.03%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
202
shares
|
$19,977
0.0% of portfolio
|
Q2 2025
Reduced 56.28%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
201
shares
|
$19,878
0.01% of portfolio
|
Q2 2025
Reduced 62.0%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
200
shares
|
$19,780
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
200
shares
|
$19,780
0.0% of portfolio
|
Q2 2025
Reduced 27.27%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
200
shares
|
$19,780
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
197
shares
|
$19,483
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
190
shares
|
$18,791
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
189
shares
|
$18,692
0.07% of portfolio
|
Q3 2023
Added 0.53%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
182
shares
|
$17,999
0.01% of portfolio
|
Q1 2025
Reduced 23.85%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
181
shares
|
$17,900
0.01% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
180
shares
|
$17,802
0.01% of portfolio
|
Q1 2025
Reduced 83.24%
|