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 |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
65,045
shares
|
$5.49 Million
0.01% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
64,746
shares
|
$5.46 Million
0.08% of portfolio
|
Q2 2025
Added 24.5%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
64,568
shares
|
$5.45 Million
0.06% of portfolio
|
Q2 2023
Reduced 31.38%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
64,389
shares
|
$5.43 Million
1.21% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
64,041
shares
|
$5.41 Million
0.09% of portfolio
|
Q3 2024
Added 69.63%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Aug 08, 2025 Q2 2025 |
63,869
shares
|
$5.39 Million
0.13% of portfolio
|
Q1 2024
Added 5.63%
|
|
|
Kiltearn Partners LLP
Edinburgh, X0 |
Aug 12, 2025 Q2 2025 |
63,600
shares
|
$5.37 Million
1.31% of portfolio
|
Q2 2025
Added 24.22%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
63,304
shares
|
$5.34 Million
0.12% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Aug 14, 2025 Q2 2025 |
63,279
shares
|
$5.34 Million
0.79% of portfolio
|
Q2 2025
Added 1201.5%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
63,231
shares
|
$5.34 Million
0.08% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
63,165
shares
|
$5.33 Million
0.98% of portfolio
|
Q2 2025
Reduced 36.1%
|
|
|
Easterly Investment Partners LLC
|
Jul 29, 2025 Q2 2025 |
62,605
shares
|
$5.28 Million
0.46% of portfolio
|
Q2 2025
Added 1350.53%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
62,600
shares
|
$5.28 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Jul 22, 2025 Q2 2025 |
62,478
shares
|
$5.27 Million
4.75% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
62,333
shares
|
$5.26 Million
2.06% of portfolio
|
Q1 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
62,261
shares
|
$5.25 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Candriam S.C.A.
|
Aug 08, 2025 Q2 2025 |
62,251
shares
|
$5.25 Million
0.04% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
62,078
shares
|
$5.24 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.99%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Aug 04, 2025 Q2 2025 |
61,484
shares
|
$5.19 Million
2.66% of portfolio
|
Q2 2025
Added 37.84%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
61,483
shares
|
$5.19 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
61,466
shares
|
$5.19 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
61,330
shares
|
$5.18 Million
1.26% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
61,221
shares
|
$5.17 Million
1.45% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
60,749
shares
|
$5.13 Million
0.06% of portfolio
|
Q1 2025
Added 29.09%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
60,614
shares
|
$5.12 Million
0.06% of portfolio
|
Q2 2025
Added 85.03%
|