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 |
|---|---|---|---|---|---|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
30,133
shares
|
$2.54 Million
1.0% of portfolio
|
Q2 2025
Reduced 15.53%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
30,037
shares
|
$2.54 Million
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
29,979
shares
|
$2.53 Million
0.09% of portfolio
|
Q2 2025
Added 252.53%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
29,950
shares
|
$2.53 Million
0.07% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Aug 14, 2025 Q2 2025 |
29,930
shares
|
$2.53 Million
1.02% of portfolio
|
Q2 2025
Added 19.94%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Aug 14, 2025 Q2 2025 |
29,878
shares
|
$2.52 Million
1.05% of portfolio
|
Q2 2025
Reduced 9.42%
|
|
|
Monarch Capital Management Inc
|
Aug 20, 2025 Q2 2025 |
29,763
shares
|
$2.51 Million
0.82% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
29,741
shares
|
$2.51 Million
0.05% of portfolio
|
Q2 2025
Added 280.76%
|
|
|
Achmea Investment Management B.V.
|
Aug 06, 2025 Q2 2025 |
29,665
shares
|
$2.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 31.68%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
29,596
shares
|
$2.5 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
29,565
shares
|
$2.5 Million
0.54% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
29,551
shares
|
$2.49 Million
0.03% of portfolio
|
Q2 2025
Added 17.06%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
29,438
shares
|
$2.48 Million
0.2% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
29,258
shares
|
$2.47 Million
0.0% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
29,232
shares
|
$2.47 Million
0.02% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
29,113
shares
|
$2.46 Million
0.09% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
29,019
shares
|
$2.45 Million
0.03% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 05, 2025 Q2 2025 |
28,912
shares
|
$2.44 Million
0.65% of portfolio
|
Q2 2025
Added 66.96%
|
|
|
Cmg Global Holdings, LLC
|
Jul 29, 2025 Q2 2025 |
28,911
shares
|
$2.44 Million
1.7% of portfolio
|
Q2 2025
Reduced 27.9%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
28,847
shares
|
$2.43 Million
0.2% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
28,774
shares
|
$2.43 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
28,500
shares
|
$2.41 Million
1.2% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
28,444
shares
|
$2.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jul 31, 2025 Q2 2025 |
28,256
shares
|
$2.38 Million
0.15% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
28,216
shares
|
$2.38 Million
0.24% of portfolio
|
Q2 2025
Added 1017.91%
|