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 $49.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
13
shares
|
$1,293
0.0% of portfolio
|
Q2 2025
Reduced 93.5%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
13
shares
|
$1,293
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
11
shares
|
$1,094
0.0% of portfolio
|
Q1 2025
Reduced 96.46%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
10
shares
|
$995
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
10
shares
|
$995
0.0% of portfolio
|
Q4 2024
Reduced 81.82%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
8
shares
|
$796
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
8
shares
|
$796
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
7
shares
|
$696
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
6
shares
|
$597
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
6
shares
|
$597
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
5
shares
|
$497
0.0% of portfolio
|
Q4 2024
Reduced 99.88%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
5
shares
|
$497
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
5
shares
|
$497
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
5
shares
|
$497
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
5
shares
|
$497
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
4
shares
|
$398
0.0% of portfolio
|
Q2 2025
Reduced 99.86%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
4
shares
|
$398
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
4
shares
|
$398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
3
shares
|
$298
0.0% of portfolio
|
Q4 2023
Reduced 88.89%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
3
shares
|
$298
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
2
shares
|
$199
0.0% of portfolio
|
Q2 2024
Reduced 98.8%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
2
shares
|
$199
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
1
shares
|
$99
0.01% of portfolio
|
Q1 2025
Reduced 99.09%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|