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 |
|---|---|---|---|---|---|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
28,208
shares
|
$2.38 Million
0.41% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Fjarde Ap Fonden
|
Aug 01, 2025 Q2 2025 |
28,141
shares
|
$2.38 Million
0.03% of portfolio
|
Q2 2025
Added 21.78%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 18, 2025 Q2 2025 |
28,124
shares
|
$2.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 34.98%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
28,025
shares
|
$2.37 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
27,714
shares
|
$2.34 Million
0.21% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
27,705
shares
|
$2.34 Million
0.22% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
27,601
shares
|
$2.33 Million
0.35% of portfolio
|
Q2 2022
Added 1.99%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
27,520
shares
|
$2.32 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
27,499
shares
|
$2.32 Million
0.69% of portfolio
|
Q3 2022
Reduced 2.92%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
27,490
shares
|
$2.32 Million
0.95% of portfolio
|
Q4 2022
Reduced 1.64%
|
|
|
Horrell Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
27,427
shares
|
$2.31 Million
1.15% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
27,414
shares
|
$2.31 Million
0.08% of portfolio
|
Q2 2025
Added 84.3%
|
|
|
Argyle Capital Management Inc.
|
Jul 24, 2025 Q2 2025 |
27,405
shares
|
$2.31 Million
1.02% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
27,339
shares
|
$2.31 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
27,322
shares
|
$2.31 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Bourne Lent Asset Management Inc
|
Jul 08, 2025 Q2 2025 |
27,258
shares
|
$2.3 Million
1.07% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
27,243
shares
|
$2.3 Million
0.68% of portfolio
|
Q2 2025
Added 6119.86%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
27,133
shares
|
$2.29 Million
0.24% of portfolio
|
Q2 2025
Added 12.24%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
27,128
shares
|
$2.29 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
27,125
shares
|
$2.29 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
27,116
shares
|
$2.29 Million
0.88% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
27,031
shares
|
$2.28 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
27,029
shares
|
$2.28 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 13, 2025 Q2 2025 |
27,015
shares
|
$2.28 Million
0.68% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
William Allan, LLC
|
Aug 01, 2025 Q2 2025 |
26,922
shares
|
$2.27 Million
1.62% of portfolio
|
Q2 2025
Reduced 10.46%
|