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 |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
180
shares
|
$17,802
0.01% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
180
shares
|
$17,802
0.0% of portfolio
|
Q1 2025
Added 102.25%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
178
shares
|
$17,604
0.0% of portfolio
|
Q1 2025
Reduced 83.67%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
175
shares
|
$17,307
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
167
shares
|
$16,516
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
165
shares
|
$16,318
0.02% of portfolio
|
Q2 2023
Added 0.61%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
158
shares
|
$15,626
0.01% of portfolio
|
Q4 2024
Added 23.44%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
156
shares
|
$15,428
0.01% of portfolio
|
Q1 2024
Added 183.64%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
156
shares
|
$15,428
0.01% of portfolio
|
Q1 2025
Added 95.0%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
155
shares
|
$15,329
0.02% of portfolio
|
Q3 2023
Reduced 30.49%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
154
shares
|
$15,230
0.0% of portfolio
|
Q2 2024
Reduced 93.93%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
154
shares
|
$15,230
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
150
shares
|
$14,835
0.0% of portfolio
|
Q1 2025
Reduced 64.29%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
150
shares
|
$14,835
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
150
shares
|
$14,835
0.01% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
150
shares
|
$14,835
0.0% of portfolio
|
Q4 2024
Reduced 19.35%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
150
shares
|
$14,835
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
148
shares
|
$14,637
0.01% of portfolio
|
Q1 2025
Added 492.0%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
145
shares
|
$14,340
0.0% of portfolio
|
Q1 2025
Reduced 97.22%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
143
shares
|
$14,142
0.0% of portfolio
|
Q1 2025
Reduced 23.12%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
140
shares
|
$13,846
0.0% of portfolio
|
Q2 2024
Reduced 99.04%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
136
shares
|
$13,450
0.0% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
133
shares
|
$13,153
0.01% of portfolio
|
Q1 2025
Added 25.47%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
129
shares
|
$12,758
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
129
shares
|
$12,758
0.01% of portfolio
|
Q1 2025
Reduced 50.76%
|