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 |
|---|---|---|---|---|---|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
83
shares
|
$8,208
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
80
shares
|
$7,912
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
79
shares
|
$7,813
0.0% of portfolio
|
Q2 2024
Reduced 11.24%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
76
shares
|
$7,516
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
75
shares
|
$7,417
0.0% of portfolio
|
Q2 2025
Reduced 12.79%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
73
shares
|
$7,219
0.0% of portfolio
|
Q3 2022
Added 143.33%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
70
shares
|
$6,923
0.0% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
70
shares
|
$6,923
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
70
shares
|
$6,923
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
70
shares
|
$6,923
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
68
shares
|
$6,725
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
63
shares
|
$6,230
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
60
shares
|
$5,934
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
59
shares
|
$5,835
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
56
shares
|
$5,538
0.0% of portfolio
|
Q4 2024
Added 64.71%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
53
shares
|
$5,241
0.0% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
52
shares
|
$5,142
0.0% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
51
shares
|
$5,043
0.0% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
50
shares
|
$4,945
0.0% of portfolio
|
Q3 2023
Reduced 68.35%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
50
shares
|
$4,945
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
50
shares
|
$4,945
0.0% of portfolio
|
Q1 2024
Added 11.11%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
50
shares
|
$4,945
0.0% of portfolio
|
Q1 2024
Reduced 65.52%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
50
shares
|
$4,945
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
47
shares
|
$4,648
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
46
shares
|
$4,549
0.0% of portfolio
|
Q2 2025
Added 64.29%
|