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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
51,410
shares
|
$4.34 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Birch Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
51,394
shares
|
$4.34 Million
2.74% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
50,752
shares
|
$4.28 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
50,106
shares
|
$4.23 Million
0.09% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
49,859
shares
|
$4.21 Million
0.58% of portfolio
|
Q4 2024
Reduced 16.12%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
49,712
shares
|
$4.2 Million
0.04% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
49,711
shares
|
$4.2 Million
1.82% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
49,396
shares
|
$4.17 Million
0.24% of portfolio
|
Q3 2022
Reduced 6.46%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
49,236
shares
|
$4.16 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
48,822
shares
|
$4.12 Million
0.66% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
48,710
shares
|
$4.11 Million
0.08% of portfolio
|
Q2 2025
Added 76.29%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
48,666
shares
|
$4.11 Million
1.0% of portfolio
|
Q2 2025
Reduced 13.91%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
48,664
shares
|
$4.11 Million
0.73% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
48,449
shares
|
$4.09 Million
0.19% of portfolio
|
Q2 2025
Added 97.64%
|
|
|
Skylands Capital, LLC
|
Aug 08, 2025 Q2 2025 |
48,445
shares
|
$4.09 Million
0.81% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
48,164
shares
|
$4.07 Million
1.54% of portfolio
|
Q2 2025
Added 33.93%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
47,706
shares
|
$4.03 Million
0.42% of portfolio
|
Q1 2024
Reduced 2.22%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
47,445
shares
|
$4 Million
0.15% of portfolio
|
Q2 2025
Added 11.75%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
47,381
shares
|
$4 Million
1.01% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
47,355
shares
|
$4 Million
0.09% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
47,281
shares
|
$3.99 Million
0.36% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Keystone Financial Planning, Inc.
|
Jul 31, 2025 Q2 2025 |
47,254
shares
|
$3.99 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
47,168
shares
|
$3.98 Million
0.42% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Massar Capital Management, LP
Stamford, CT |
Aug 14, 2025 Q2 2025 |
47,131
shares
|
$3.98 Million
3.55% of portfolio
|
Q2 2025
Added 377.66%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Aug 05, 2025 Q2 2025 |
46,886
shares
|
$3.96 Million
1.8% of portfolio
|
Q2 2025
Added 36.68%
|