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 |
|---|---|---|---|---|---|
|
Pavion Blue Capital, LLC
|
Aug 01, 2025 Q2 2025 |
23,884
shares
|
$2.02 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
23,769
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Added 518.02%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
23,700
shares
|
$2 Million
0.04% of portfolio
|
Q2 2025
Reduced 43.91%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jul 29, 2025 Q2 2025 |
23,682
shares
|
$2 Million
0.44% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
23,406
shares
|
$1.98 Million
0.04% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
23,401
shares
|
$1.98 Million
0.48% of portfolio
|
Q2 2025
Added 17.1%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
23,397
shares
|
$1.97 Million
0.04% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
23,305
shares
|
$1.97 Million
1.15% of portfolio
|
Q2 2025
Added 19.33%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
23,257
shares
|
$1.96 Million
0.4% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 08, 2025 Q2 2025 |
23,123
shares
|
$1.95 Million
0.11% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2025 Q2 2025 |
23,034
shares
|
$1.94 Million
0.46% of portfolio
|
Q2 2025
Reduced 10.4%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
23,009
shares
|
$1.94 Million
0.35% of portfolio
|
Q2 2025
Added 224.07%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
22,924
shares
|
$1.93 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.12%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
22,893
shares
|
$1.93 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
22,890
shares
|
$1.93 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Jul 22, 2025 Q2 2025 |
22,800
shares
|
$1.92 Million
2.22% of portfolio
|
Q2 2025
Added 16.1%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
22,774
shares
|
$1.92 Million
0.09% of portfolio
|
Q2 2025
Added 239.51%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
22,735
shares
|
$1.92 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
22,600
shares
|
$1.91 Million
0.09% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Miller Howard Investments Inc
|
Jul 11, 2025 Q2 2025 |
22,531
shares
|
$1.9 Million
0.07% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Keating Investment Counselors Inc
|
Aug 07, 2025 Q2 2025 |
22,506
shares
|
$1.9 Million
1.03% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
22,475
shares
|
$1.9 Million
0.35% of portfolio
|
Q4 2023
Reduced 0.24%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
22,445
shares
|
$1.89 Million
0.84% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Aug 06, 2025 Q2 2025 |
22,414
shares
|
$1.89 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,305
shares
|
$1.88 Million
0.04% of portfolio
|
Q2 2025
Reduced 40.08%
|