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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
26,806
shares
|
$2.26 Million
0.04% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
26,729
shares
|
$2.26 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
26,625
shares
|
$2.25 Million
0.04% of portfolio
|
Q2 2025
Reduced 92.69%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
26,614
shares
|
$2.25 Million
0.08% of portfolio
|
Q2 2025
Reduced 30.88%
|
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
26,612
shares
|
$2.25 Million
2.93% of portfolio
|
Q4 2023
New holding
|
|
|
Opus Investment Management Inc
|
Aug 12, 2025 Q2 2025 |
26,600
shares
|
$2.25 Million
1.8% of portfolio
|
Q4 2022
Reduced 17.9%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
26,508
shares
|
$2.24 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
26,500
shares
|
$2.24 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
26,493
shares
|
$2.24 Million
0.26% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
26,338
shares
|
$2.22 Million
0.04% of portfolio
|
Q2 2025
Reduced 47.91%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
26,311
shares
|
$2.22 Million
0.07% of portfolio
|
Q2 2025
Reduced 16.17%
|
|
|
Cohen Investment Advisors LLC
|
Jul 23, 2025 Q2 2025 |
26,296
shares
|
$2.22 Million
1.39% of portfolio
|
Q2 2025
Added 21.65%
|
|
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
Jul 29, 2025 Q2 2025 |
26,231
shares
|
$2.21 Million
1.65% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
26,211
shares
|
$2.21 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
26,196
shares
|
$2.21 Million
0.18% of portfolio
|
Q2 2025
Reduced 66.44%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
26,181
shares
|
$2.21 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
26,177
shares
|
$2.21 Million
0.2% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
26,071
shares
|
$2.2 Million
0.01% of portfolio
|
Q2 2025
Added 7.66%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
26,064
shares
|
$2.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.08%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
26,059
shares
|
$2.2 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
26,044
shares
|
$2.2 Million
0.85% of portfolio
|
Q2 2025
Added 286.7%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
26,024
shares
|
$2.2 Million
0.24% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
26,014
shares
|
$2.2 Million
0.68% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
25,933
shares
|
$2.19 Million
0.18% of portfolio
|
Q2 2025
Added 23.34%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
25,805
shares
|
$2.18 Million
0.85% of portfolio
|
Q4 2024
Reduced 8.75%
|