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 2,490 institutions that hold shares in the stock, with a total of 503 Million shares, which have been reported (via 13F filing form) to have a value of $42.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
95,377
shares
|
$8.05 Million
0.14% of portfolio
|
Q2 2025
Added 11.02%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
94,361
shares
|
$7.96 Million
0.05% of portfolio
|
Q2 2025
Added 14.62%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jul 29, 2025 Q2 2025 |
94,200
shares
|
$7.95 Million
0.07% of portfolio
|
Q1 2025
Added 117.19%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
93,666
shares
|
$7.91 Million
0.99% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
93,535
shares
|
$7.89 Million
1.2% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
93,177
shares
|
$7.86 Million
0.21% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
93,008
shares
|
$7.85 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
92,322
shares
|
$7.79 Million
0.06% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
92,182
shares
|
$7.78 Million
3.84% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
92,160
shares
|
$7.78 Million
4.86% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
92,092
shares
|
$7.77 Million
0.02% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
91,693
shares
|
$7.74 Million
0.23% of portfolio
|
Q4 2023
Reduced 3.54%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
91,601
shares
|
$7.73 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
91,285
shares
|
$7.7 Million
0.12% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
91,270
shares
|
$7.7 Million
3.59% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
90,929
shares
|
$7.67 Million
0.05% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
90,750
shares
|
$7.66 Million
0.02% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
90,374
shares
|
$7.63 Million
0.07% of portfolio
|
Q2 2025
Added 18.14%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
90,368
shares
|
$7.63 Million
0.13% of portfolio
|
Q2 2025
Added 20.12%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
90,275
shares
|
$7.62 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
90,268
shares
|
$7.62 Million
0.01% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
90,247
shares
|
$7.62 Million
3.3% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
90,127
shares
|
$7.61 Million
0.28% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
90,015
shares
|
$7.6 Million
0.09% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
89,713
shares
|
$7.57 Million
0.47% of portfolio
|
Q2 2025
Reduced 11.33%
|