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 2,520 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 $50.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
112
shares
|
$11,327
0.0% of portfolio
|
Q2 2025
Reduced 41.05%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
111
shares
|
$11,226
0.01% of portfolio
|
Q4 2024
Reduced 77.25%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
111
shares
|
$11,226
0.01% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
109
shares
|
$11,024
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
105
shares
|
$10,619
0.01% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
104
shares
|
$10,518
0.01% of portfolio
|
Q1 2022
Added 4.0%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
103
shares
|
$10,417
0.0% of portfolio
|
Q4 2024
Reduced 38.32%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
100
shares
|
$10,114
0.0% of portfolio
|
Q1 2024
Reduced 98.52%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
100
shares
|
$10,114
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
100
shares
|
$10,114
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
100
shares
|
$10,114
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
99
shares
|
$10,012
0.0% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
99
shares
|
$10,012
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
97
shares
|
$9,810
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
94
shares
|
$9,507
0.0% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
92
shares
|
$9,304
0.0% of portfolio
|
Q2 2025
Reduced 89.57%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
90
shares
|
$9,102
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
90
shares
|
$9,102
0.01% of portfolio
|
Q1 2025
Reduced 99.09%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
90
shares
|
$9,102
0.0% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
87
shares
|
$8,799
0.02% of portfolio
|
Q2 2022
Added 64.15%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
87
shares
|
$8,799
0.0% of portfolio
|
Q2 2025
Added 42.62%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
87
shares
|
$8,799
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
86
shares
|
$8,698
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
86
shares
|
$8,698
0.0% of portfolio
|
Q4 2024
Reduced 58.85%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
83
shares
|
$8,394
0.01% of portfolio
|
Q4 2024
Reduced 64.22%
|