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 |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
22,268
shares
|
$1.88 Million
0.05% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
22,236
shares
|
$1.88 Million
5.44% of portfolio
|
Q3 2023
Reduced 0.71%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
22,194
shares
|
$1.87 Million
0.09% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
22,183
shares
|
$1.87 Million
0.77% of portfolio
|
Q3 2023
Reduced 1.34%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
22,167
shares
|
$1.87 Million
0.15% of portfolio
|
Q2 2025
Reduced 45.02%
|
|
|
Udine Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
22,140
shares
|
$1.87 Million
1.33% of portfolio
|
Q2 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
21,969
shares
|
$1.85 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
21,896
shares
|
$1.85 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
21,857
shares
|
$1.84 Million
0.05% of portfolio
|
Q2 2025
Added 50.28%
|
|
|
Jensen Investment Management Inc
Lake Oswego, OR |
Aug 08, 2025 Q2 2025 |
21,840
shares
|
$1.84 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
21,805
shares
|
$1.84 Million
0.05% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
21,764
shares
|
$1.84 Million
0.32% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
21,759
shares
|
$1.84 Million
0.39% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
21,751
shares
|
$1.84 Million
0.96% of portfolio
|
Q3 2022
Added 0.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
21,700
shares
|
$1.83 Million
0.05% of portfolio
|
Q2 2025
Reduced 45.68%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
21,636
shares
|
$1.83 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
21,573
shares
|
$1.82 Million
0.53% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
21,558
shares
|
$1.82 Million
1.35% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
21,369
shares
|
$1.8 Million
0.18% of portfolio
|
Q2 2025
Reduced 39.96%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
21,321
shares
|
$1.8 Million
0.17% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
Aug 14, 2025 Q2 2025 |
21,314
shares
|
$1.8 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bonness Enterprises Inc
|
Jul 16, 2025 Q2 2025 |
21,150
shares
|
$1.79 Million
0.7% of portfolio
|
Q4 2024
Added 24.05%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
20,975
shares
|
$1.77 Million
0.25% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
20,934
shares
|
$1.77 Million
0.22% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
20,904
shares
|
$1.76 Million
0.83% of portfolio
|
Q2 2025
Added 57.93%
|