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 |
|---|---|---|---|---|---|
|
M&G PLC
London, X0 |
Aug 08, 2025 Q2 2025 |
19,595
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 38.74%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
19,592
shares
|
$1.65 Million
1.24% of portfolio
|
Q2 2025
Added 24.66%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
19,581
shares
|
$1.65 Million
0.1% of portfolio
|
Q2 2025
Added 38.71%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
19,551
shares
|
$1.65 Million
0.71% of portfolio
|
Q2 2025
Reduced 14.39%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
19,504
shares
|
$1.65 Million
0.51% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
19,497
shares
|
$1.65 Million
0.54% of portfolio
|
Q2 2025
Reduced 12.42%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
19,478
shares
|
$1.64 Million
0.54% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
19,470
shares
|
$1.64 Million
2.87% of portfolio
|
Q2 2023
Reduced 2.65%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
19,445
shares
|
$1.64 Million
0.1% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
19,427
shares
|
$1.64 Million
0.03% of portfolio
|
Q2 2025
Added 14.27%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
19,384
shares
|
$1.64 Million
0.73% of portfolio
|
Q1 2023
Reduced 1.32%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
19,383
shares
|
$1.64 Million
0.6% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
Aug 08, 2025 Q2 2025 |
19,321
shares
|
$1.63 Million
0.22% of portfolio
|
Q2 2025
Added 43.69%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
19,314
shares
|
$1.63 Million
0.21% of portfolio
|
Q2 2025
Added 14.2%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
19,294
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
19,221
shares
|
$1.62 Million
0.8% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
19,099
shares
|
$1.61 Million
0.29% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
19,075
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2025
Added 25.59%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
19,006
shares
|
$1.6 Million
0.88% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
19,006
shares
|
$1.6 Million
0.07% of portfolio
|
Q2 2025
Added 24.92%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
18,960
shares
|
$1.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
18,930
shares
|
$1.6 Million
0.12% of portfolio
|
Q2 2025
Reduced 72.49%
|
|
|
Mcdaniel Terry & CO
|
Jul 31, 2025 Q2 2025 |
18,887
shares
|
$1.59 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Aug 12, 2025 Q2 2025 |
18,886
shares
|
$1.59 Million
0.34% of portfolio
|
Q2 2025
Added 24.36%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
18,883
shares
|
$1.59 Million
0.37% of portfolio
|
Q3 2024
Reduced 4.95%
|