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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
71,482
shares
|
$6.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
71,193
shares
|
$6.01 Million
0.4% of portfolio
|
Q2 2025
Added 10.32%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
70,688
shares
|
$5.97 Million
0.47% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
70,547
shares
|
$5.95 Million
0.06% of portfolio
|
Q2 2025
Reduced 13.23%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
70,354
shares
|
$5.94 Million
0.19% of portfolio
|
Q2 2025
Added 19.17%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
70,327
shares
|
$5.94 Million
1.56% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
70,186
shares
|
$5.92 Million
0.02% of portfolio
|
Q2 2025
Reduced 24.7%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
69,642
shares
|
$5.88 Million
0.02% of portfolio
|
Q2 2025
Reduced 49.47%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
69,242
shares
|
$5.84 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
68,924
shares
|
$5.82 Million
0.1% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Addenda Capital Inc.
|
Jul 17, 2025 Q2 2025 |
68,778
shares
|
$5.8 Million
0.34% of portfolio
|
Q2 2025
Added 24.51%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
68,249
shares
|
$5.76 Million
0.34% of portfolio
|
Q2 2025
Reduced 32.24%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
68,087
shares
|
$5.75 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
67,909
shares
|
$5.73 Million
1.06% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
67,818
shares
|
$5.72 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
67,687
shares
|
$5.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 38.17%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
67,531
shares
|
$5.7 Million
0.03% of portfolio
|
Q2 2025
Added 44.21%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
67,312
shares
|
$5.68 Million
0.5% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
67,263
shares
|
$5.68 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Aug 12, 2025 Q2 2025 |
67,012
shares
|
$5.66 Million
0.02% of portfolio
|
Q2 2025
Added 10.71%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
66,374
shares
|
$5.6 Million
0.05% of portfolio
|
Q3 2022
Reduced 2.64%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
66,224
shares
|
$5.59 Million
0.17% of portfolio
|
Q2 2025
Reduced 89.59%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
65,827
shares
|
$5.56 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
65,626
shares
|
$5.54 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
65,600
shares
|
$5.54 Million
0.2% of portfolio
|
Q2 2025
Added 2.16%
|