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 |
|---|---|---|---|---|---|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
20,817
shares
|
$1.76 Million
0.2% of portfolio
|
Q2 2025
Added 67.47%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
20,800
shares
|
$1.76 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
20,787
shares
|
$1.75 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
20,778
shares
|
$1.75 Million
0.79% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jul 07, 2025 Q2 2025 |
20,603
shares
|
$1.74 Million
1.29% of portfolio
|
Q2 2025
Added 44.06%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
20,416
shares
|
$1.72 Million
0.51% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
20,414
shares
|
$1.72 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
20,396
shares
|
$1.72 Million
1.44% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
20,394
shares
|
$1.72 Million
0.51% of portfolio
|
Q2 2025
Reduced 21.56%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
20,371
shares
|
$1.72 Million
0.08% of portfolio
|
Q2 2025
Reduced 66.28%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
20,348
shares
|
$1.72 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
20,260
shares
|
$1.71 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
20,174
shares
|
$1.7 Million
0.41% of portfolio
|
Q4 2022
Reduced 1.4%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
20,000
shares
|
$1.69 Million
0.55% of portfolio
|
Q4 2019
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
19,997
shares
|
$1.69 Million
0.03% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Wahed Invest LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
19,954
shares
|
$1.68 Million
0.32% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
19,911
shares
|
$1.68 Million
0.08% of portfolio
|
Q2 2025
Added 50.15%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
19,910
shares
|
$1.68 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
19,864
shares
|
$1.68 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Schulhoff & CO Inc
|
Jul 30, 2025 Q2 2025 |
19,851
shares
|
$1.68 Million
0.96% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
19,831
shares
|
$1.67 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,756
shares
|
$1.67 Million
0.14% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Aug 06, 2025 Q2 2025 |
19,687
shares
|
$1.66 Million
0.05% of portfolio
|
Q2 2025
Added 23.97%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
19,633
shares
|
$1.66 Million
1.1% of portfolio
|
Q2 2025
Added 41.64%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
19,609
shares
|
$1.65 Million
0.04% of portfolio
|
Q2 2025
Added 21.4%
|