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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
39,847
shares
|
$3.36 Million
0.05% of portfolio
|
Q2 2025
Reduced 77.74%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
39,503
shares
|
$3.33 Million
0.13% of portfolio
|
Q2 2025
Reduced 19.94%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
39,290
shares
|
$3.32 Million
0.47% of portfolio
|
Q2 2025
Added 41.48%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
38,985
shares
|
$3.29 Million
0.14% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
Aug 13, 2025 Q2 2025 |
38,880
shares
|
$3.28 Million
0.11% of portfolio
|
Q2 2025
Reduced 28.37%
|
|
|
Hourglass Capital, LLC
|
Jul 29, 2025 Q2 2025 |
38,835
shares
|
$3.28 Million
1.0% of portfolio
|
Q2 2025
Added 14.37%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
38,776
shares
|
$3.27 Million
0.4% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
38,700
shares
|
$3.27 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
38,685
shares
|
$3.27 Million
0.07% of portfolio
|
Q2 2025
Added 20.12%
|
|
|
Penn Davis Mcfarland Inc
|
Jul 15, 2025 Q2 2025 |
38,602
shares
|
$3.26 Million
0.45% of portfolio
|
Q2 2025
Added 19.29%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
38,301
shares
|
$3.23 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
38,074
shares
|
$3.21 Million
0.34% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
37,857
shares
|
$3.2 Million
0.34% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
37,806
shares
|
$3.19 Million
0.04% of portfolio
|
Q2 2025
Added 90.19%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
37,785
shares
|
$3.19 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
37,545
shares
|
$3.17 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Aug 14, 2025 Q2 2025 |
37,508
shares
|
$3.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 84.75%
|
|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
37,338
shares
|
$3.15 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.19%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
37,329
shares
|
$3.15 Million
0.23% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
37,052
shares
|
$3.13 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
36,382
shares
|
$3.07 Million
0.12% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
36,315
shares
|
$3.06 Million
0.77% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
36,092
shares
|
$3.05 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Aug 13, 2025 Q2 2025 |
36,000
shares
|
$3.04 Million
0.75% of portfolio
|
Q1 2025
Added 28.57%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
35,938
shares
|
$3.03 Million
0.64% of portfolio
|
Q2 2025
Added 7.17%
|