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 |
|---|---|---|---|---|---|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
35,917
shares
|
$3.03 Million
0.15% of portfolio
|
Q2 2025
Added 399.61%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
35,912
shares
|
$3.03 Million
0.24% of portfolio
|
Q2 2025
Reduced 48.43%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
35,831
shares
|
$3.02 Million
0.69% of portfolio
|
Q2 2025
Added 36.47%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
35,813
shares
|
$3.02 Million
0.61% of portfolio
|
Q4 2022
Reduced 1.67%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
35,675
shares
|
$3.01 Million
0.08% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
35,520
shares
|
$3 Million
0.99% of portfolio
|
Q2 2025
Reduced 26.02%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
35,473
shares
|
$2.99 Million
0.15% of portfolio
|
Q2 2025
Added 158.19%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
35,466
shares
|
$2.99 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
35,150
shares
|
$2.97 Million
0.14% of portfolio
|
Q2 2025
Added 51.63%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
34,803
shares
|
$2.94 Million
0.02% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
34,781
shares
|
$2.94 Million
0.27% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
34,592
shares
|
$2.92 Million
0.87% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
34,394
shares
|
$2.9 Million
1.45% of portfolio
|
Q2 2025
Added 15.62%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
34,162
shares
|
$2.88 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
34,058
shares
|
$2.87 Million
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
34,043
shares
|
$2.87 Million
0.24% of portfolio
|
Q2 2025
Reduced 37.6%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
34,041
shares
|
$2.87 Million
0.47% of portfolio
|
Q2 2025
Added 36.25%
|
|
|
Employees Retirement System Of Texas
|
Aug 12, 2025 Q2 2025 |
33,944
shares
|
$2.86 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
33,593
shares
|
$2.84 Million
0.85% of portfolio
|
Q2 2022
Reduced 0.39%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
33,533
shares
|
$2.83 Million
0.15% of portfolio
|
Q4 2023
Added 20.94%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
33,478
shares
|
$2.83 Million
0.99% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
33,364
shares
|
$2.82 Million
0.08% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
True Signal LP
New York, NY |
Jan 26, 2023 Q4 2022 |
33,351
shares
|
$2.81 Million
4.37% of portfolio
|
Q4 2022
New holding
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
33,230
shares
|
$2.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 36.81%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
33,118
shares
|
$2.8 Million
0.06% of portfolio
|
Q2 2025
Added 20.28%
|