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 |
|---|---|---|---|---|---|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
25
shares
|
$2,472
0.0% of portfolio
|
Q2 2025
Reduced 62.12%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
25
shares
|
$2,472
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
25
shares
|
$2,472
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
24
shares
|
$2,373
0.0% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
24
shares
|
$2,373
0.0% of portfolio
|
Q1 2022
Added 4.35%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
24
shares
|
$2,373
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
23
shares
|
$2,274
0.14% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
22
shares
|
$2,175
0.0% of portfolio
|
Q1 2025
Added 214.29%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
22
shares
|
$2,175
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
21
shares
|
$2,076
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
21
shares
|
$2,076
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
20
shares
|
$1,978
0.0% of portfolio
|
Q1 2024
Reduced 61.54%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
20
shares
|
$1,978
0.0% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
20
shares
|
$1,978
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
19
shares
|
$1,879
0.0% of portfolio
|
Q2 2022
Added 35.71%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
19
shares
|
$1,879
0.0% of portfolio
|
Q1 2025
Added 280.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
19
shares
|
$1,879
0.01% of portfolio
|
Q3 2024
Reduced 98.61%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
19
shares
|
$1,879
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
19
shares
|
$1,879
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
18
shares
|
$1,780
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
18
shares
|
$1,780
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
17
shares
|
$1,681
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
16
shares
|
$1,582
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
16
shares
|
$1,582
0.0% of portfolio
|
Q2 2025
Reduced 46.67%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
15
shares
|
$1,483
0.0% of portfolio
|
Q4 2022
Reduced 25.0%
|