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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
60,606
shares
|
$5.12 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
60,165
shares
|
$5.08 Million
0.21% of portfolio
|
Q2 2025
Added 39.88%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
60,081
shares
|
$5.07 Million
0.03% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Ally Financial Inc.
Detroit, MI |
Aug 13, 2025 Q2 2025 |
60,000
shares
|
$5.06 Million
0.69% of portfolio
|
Q3 2024
Added 13.21%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
59,753
shares
|
$5.04 Million
0.03% of portfolio
|
Q4 2024
Reduced 41.33%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
59,258
shares
|
$5 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Jul 22, 2025 Q2 2025 |
59,000
shares
|
$4.98 Million
1.12% of portfolio
|
Q2 2025
Reduced 21.33%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
58,857
shares
|
$4.97 Million
0.24% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
58,832
shares
|
$4.97 Million
0.03% of portfolio
|
Q2 2025
Reduced 23.35%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
58,828
shares
|
$4.97 Million
0.14% of portfolio
|
Q3 2023
Reduced 0.18%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
58,561
shares
|
$4.94 Million
0.16% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
58,300
shares
|
$4.92 Million
0.1% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
58,214
shares
|
$4.91 Million
0.74% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
58,000
shares
|
$4.9 Million
0.85% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
57,859
shares
|
$4.88 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
57,546
shares
|
$4.86 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
57,382
shares
|
$4.84 Million
1.05% of portfolio
|
Q3 2023
Reduced 0.77%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
57,373
shares
|
$4.84 Million
0.05% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
57,320
shares
|
$4.84 Million
0.04% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
57,111
shares
|
$4.82 Million
0.62% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Miramar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
57,081
shares
|
$4.82 Million
1.4% of portfolio
|
Q2 2025
Reduced 21.75%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
56,907
shares
|
$4.8 Million
0.7% of portfolio
|
Q2 2025
Reduced 13.25%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
56,673
shares
|
$4.78 Million
0.5% of portfolio
|
Q2 2025
Added 29.87%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
56,593
shares
|
$4.78 Million
0.2% of portfolio
|
Q2 2025
Reduced 36.29%
|
|
|
Tufton Capital Management
|
Aug 05, 2025 Q2 2025 |
56,289
shares
|
$4.75 Million
1.08% of portfolio
|
Q2 2025
Reduced 3.9%
|