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 |
|---|---|---|---|---|---|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
42,451
shares
|
$3.58 Million
1.46% of portfolio
|
Q2 2025
New holding
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
42,312
shares
|
$3.57 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.7%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
42,300
shares
|
$3.57 Million
0.51% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
42,181
shares
|
$3.56 Million
0.24% of portfolio
|
Q2 2025
Added 108.39%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
41,996
shares
|
$3.54 Million
0.89% of portfolio
|
Q3 2023
Reduced 0.99%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
41,926
shares
|
$3.54 Million
0.34% of portfolio
|
Q2 2025
Added 13.05%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
41,917
shares
|
$3.54 Million
0.13% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
41,845
shares
|
$3.53 Million
0.6% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
41,803
shares
|
$3.53 Million
0.06% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
41,790
shares
|
$3.53 Million
0.57% of portfolio
|
Q2 2025
Reduced 15.47%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
41,737
shares
|
$3.52 Million
1.93% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
41,167
shares
|
$3.47 Million
0.57% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Murphy Pohlad Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
41,122
shares
|
$3.47 Million
1.77% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
41,099
shares
|
$3.47 Million
3.09% of portfolio
|
Q3 2022
Added 0.63%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
41,066
shares
|
$3.47 Million
0.99% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
41,043
shares
|
$3.46 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
40,876
shares
|
$3.45 Million
0.87% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
40,565
shares
|
$3.42 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
40,539
shares
|
$3.42 Million
1.23% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
40,476
shares
|
$3.42 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
40,397
shares
|
$3.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
40,387
shares
|
$3.41 Million
0.49% of portfolio
|
Q2 2025
Added 15.82%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
40,377
shares
|
$3.41 Million
0.27% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
40,131
shares
|
$3.39 Million
0.68% of portfolio
|
Q4 2022
Added 20.96%
|
|
|
Eliot Finkel Investment Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
40,025
shares
|
$3.38 Million
2.6% of portfolio
|
Q2 2025
Reduced 1.39%
|