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 |
|---|---|---|---|---|---|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
46,857
shares
|
$3.95 Million
0.16% of portfolio
|
Q2 2025
Reduced 28.24%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
46,725
shares
|
$3.94 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
46,613
shares
|
$3.93 Million
0.14% of portfolio
|
Q2 2025
Reduced 41.62%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
46,261
shares
|
$3.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 39.0%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
46,044
shares
|
$3.89 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Lathrop Investment Management Corp
|
Aug 04, 2025 Q2 2025 |
45,905
shares
|
$3.87 Million
0.88% of portfolio
|
Q2 2025
Reduced 18.66%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
45,866
shares
|
$3.87 Million
0.09% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
45,812
shares
|
$3.87 Million
0.26% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
45,768
shares
|
$3.86 Million
1.95% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
45,616
shares
|
$3.85 Million
0.41% of portfolio
|
Q2 2025
Added 35.38%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
45,463
shares
|
$3.84 Million
1.57% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
45,382
shares
|
$3.83 Million
1.59% of portfolio
|
Q3 2022
New holding
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
45,067
shares
|
$3.8 Million
0.46% of portfolio
|
Q2 2025
Reduced 63.94%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
44,705
shares
|
$3.77 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
44,400
shares
|
$3.75 Million
0.16% of portfolio
|
Q2 2025
Added 38.32%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
44,192
shares
|
$3.73 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
44,066
shares
|
$3.72 Million
0.07% of portfolio
|
Q2 2022
Added 33.83%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
43,892
shares
|
$3.7 Million
0.11% of portfolio
|
Q2 2025
Added 63.73%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Aug 08, 2025 Q2 2025 |
43,700
shares
|
$3.69 Million
0.06% of portfolio
|
Q2 2025
Added 137.5%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Aug 06, 2025 Q2 2025 |
43,657
shares
|
$3.68 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
43,620
shares
|
$3.68 Million
0.85% of portfolio
|
Q2 2025
Added 121.68%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
43,460
shares
|
$3.67 Million
1.83% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
42,942
shares
|
$3.62 Million
0.86% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
42,940
shares
|
$3.62 Million
0.11% of portfolio
|
Q2 2025
Added 20.34%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Aug 12, 2025 Q2 2025 |
42,645
shares
|
$3.6 Million
1.03% of portfolio
|
Q2 2025
Added 7.44%
|