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 |
|---|---|---|---|---|---|
|
Delta Global Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
25,786
shares
|
$2.18 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Brookmont Capital Management
Dallas, TX |
Jul 18, 2025 Q2 2025 |
25,653
shares
|
$2.17 Million
1.48% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Sam Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
25,625
shares
|
$2.16 Million
0.9% of portfolio
|
Q2 2025
Added 8.92%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
25,616
shares
|
$2.16 Million
0.29% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
25,400
shares
|
$2.14 Million
0.03% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
25,362
shares
|
$2.14 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
25,279
shares
|
$2.13 Million
0.14% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
25,270
shares
|
$2.13 Million
0.31% of portfolio
|
Q4 2023
Added 0.27%
|
|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2025 Q2 2025 |
25,254
shares
|
$2.13 Million
0.31% of portfolio
|
Q2 2025
Added 553.23%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
25,138
shares
|
$2.12 Million
0.18% of portfolio
|
Q2 2025
Added 10.74%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
25,108
shares
|
$2.12 Million
0.49% of portfolio
|
Q2 2025
Added 4184.64%
|
|
|
Dkrt Investments Corp.
Toronto, |
Aug 14, 2025 Q2 2025 |
25,000
shares
|
$2.11 Million
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Chiron Capital Management, LLC
|
Aug 11, 2025 Q2 2025 |
24,930
shares
|
$2.1 Million
2.24% of portfolio
|
Q2 2025
Added 12.95%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
24,871
shares
|
$2.1 Million
2.11% of portfolio
|
Q2 2025
New holding
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
24,866
shares
|
$2.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 21.6%
|
|
|
Independent Investors Inc
|
Jul 18, 2025 Q2 2025 |
24,650
shares
|
$2.08 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
24,644
shares
|
$2.08 Million
0.06% of portfolio
|
Q2 2025
Added 22.94%
|
|
|
Griffin Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
24,534
shares
|
$2.07 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
24,394
shares
|
$2.06 Million
1.73% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
24,250
shares
|
$2.05 Million
1.11% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
24,244
shares
|
$2.05 Million
0.77% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Cardinal Capital Management
|
Jul 14, 2025 Q2 2025 |
24,187
shares
|
$2.04 Million
0.37% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2025 Q2 2025 |
24,122
shares
|
$2.04 Million
0.13% of portfolio
|
Q2 2025
Added 35.07%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
24,052
shares
|
$2.03 Million
0.71% of portfolio
|
Q2 2025
Added 866.72%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
23,913
shares
|
$2.02 Million
0.23% of portfolio
|
Q2 2025
Reduced 8.68%
|