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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
55,980
shares
|
$4.72 Million
0.11% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
55,866
shares
|
$4.72 Million
2.21% of portfolio
|
Q2 2025
Added 245.71%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Aug 12, 2025 Q2 2025 |
55,808
shares
|
$4.71 Million
0.02% of portfolio
|
Q2 2025
Reduced 43.94%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
55,753
shares
|
$4.71 Million
0.34% of portfolio
|
Q2 2025
Reduced 85.25%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
55,387
shares
|
$4.67 Million
0.87% of portfolio
|
Q2 2025
Added 18.38%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
55,329
shares
|
$4.67 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
55,248
shares
|
$4.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
54,595
shares
|
$4.61 Million
0.45% of portfolio
|
Q2 2025
Reduced 19.91%
|
|
|
Hendershot Investments Inc.
|
Aug 13, 2025 Q2 2025 |
54,507
shares
|
$4.6 Million
0.75% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
53,940
shares
|
$4.55 Million
0.35% of portfolio
|
Q2 2025
Reduced 15.31%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
53,809
shares
|
$4.54 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
53,799
shares
|
$4.54 Million
0.06% of portfolio
|
Q2 2025
Added 13.46%
|
|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
53,795
shares
|
$4.54 Million
2.13% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Grace & White Inc
|
Jul 24, 2025 Q2 2025 |
53,690
shares
|
$4.53 Million
1.25% of portfolio
|
Q1 2022
Reduced 2.36%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
53,659
shares
|
$4.53 Million
0.08% of portfolio
|
Q2 2025
Reduced 27.11%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
53,185
shares
|
$4.49 Million
0.0% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
Gam Holding Ag
|
Aug 04, 2025 Q2 2025 |
53,052
shares
|
$4.48 Million
0.41% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Jul 22, 2025 Q2 2025 |
52,461
shares
|
$4.43 Million
0.04% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
52,276
shares
|
$4.41 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
52,236
shares
|
$4.41 Million
0.04% of portfolio
|
Q2 2025
Reduced 22.18%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
52,149
shares
|
$4.4 Million
0.52% of portfolio
|
Q2 2025
Added 9.39%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
51,835
shares
|
$4.37 Million
0.25% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
51,498
shares
|
$4.35 Million
0.05% of portfolio
|
Q2 2025
Reduced 48.51%
|
|
|
Adams Asset Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
51,480
shares
|
$4.34 Million
0.85% of portfolio
|
Q2 2025
Added 26.27%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
51,412
shares
|
$4.34 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.42%
|