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 |
|---|---|---|---|---|---|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
88,941
shares
|
$7.51 Million
1.52% of portfolio
|
Q2 2025
Added 11.75%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
88,550
shares
|
$7.47 Million
0.11% of portfolio
|
Q2 2025
Added 487.75%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
87,399
shares
|
$7.38 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
87,053
shares
|
$7.35 Million
0.09% of portfolio
|
Q2 2025
Added 134.02%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Aug 01, 2025 Q2 2025 |
86,986
shares
|
$7.34 Million
0.81% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
86,753
shares
|
$7.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 92.23%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
86,667
shares
|
$7.31 Million
0.01% of portfolio
|
Q2 2025
Added 14.96%
|
|
|
Advocate Group LLC
|
Jul 25, 2025 Q2 2025 |
84,925
shares
|
$7.17 Million
1.53% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
Warszawa, R9 |
Jul 30, 2025 Q2 2025 |
84,574
shares
|
$7.14 Million
3.48% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
84,161
shares
|
$7.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
83,568
shares
|
$7.05 Million
1.16% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
83,202
shares
|
$7.02 Million
0.02% of portfolio
|
Q2 2025
Added 72.08%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
82,300
shares
|
$6.95 Million
0.31% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
82,266
shares
|
$6.94 Million
0.07% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
82,000
shares
|
$6.92 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
81,858
shares
|
$6.91 Million
2.16% of portfolio
|
Q4 2022
Reduced 0.01%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
81,855
shares
|
$6.91 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
81,645
shares
|
$6.89 Million
0.09% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
80,509
shares
|
$6.79 Million
0.35% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
79,937
shares
|
$6.75 Million
0.25% of portfolio
|
Q2 2025
Reduced 15.64%
|
|
|
Woodline Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
79,366
shares
|
$6.7 Million
0.05% of portfolio
|
Q2 2025
Added 723.3%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jul 24, 2025 Q2 2025 |
79,226
shares
|
$6.69 Million
1.59% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
79,182
shares
|
$6.68 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
78,829
shares
|
$6.65 Million
0.14% of portfolio
|
Q2 2025
Added 181.63%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
78,317
shares
|
$6.61 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.39%
|