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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
45
shares
|
$4,450
0.0% of portfolio
|
Q3 2024
Reduced 36.62%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
45
shares
|
$4,450
0.0% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
42
shares
|
$4,153
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
40
shares
|
$3,956
0.0% of portfolio
|
Q4 2021
Reduced 67.74%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
39
shares
|
$3,857
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
38
shares
|
$3,758
0.0% of portfolio
|
Q1 2023
Added 22.58%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
38
shares
|
$3,758
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
36
shares
|
$3,560
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
32
shares
|
$3,164
0.0% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
31
shares
|
$3,065
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
31
shares
|
$3,065
0.0% of portfolio
|
Q1 2025
Added 63.16%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
31
shares
|
$3,065
0.0% of portfolio
|
Q2 2023
Reduced 94.08%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
30
shares
|
$2,967
0.0% of portfolio
|
Q1 2025
Added 1400.0%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
30
shares
|
$2,967
0.0% of portfolio
|
Q1 2025
Reduced 87.8%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
30
shares
|
$2,967
0.0% of portfolio
|
Q4 2024
Reduced 34.78%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
30
shares
|
$2,967
0.0% of portfolio
|
Q2 2025
Reduced 91.1%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
29
shares
|
$2,868
0.0% of portfolio
|
Q2 2025
Reduced 92.7%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
29
shares
|
$2,868
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
28
shares
|
$2,769
0.0% of portfolio
|
Q4 2022
Reduced 81.08%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
26
shares
|
$2,571
0.0% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
26
shares
|
$2,571
0.0% of portfolio
|
Q3 2024
Reduced 89.47%
|