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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
18,861
shares
|
$1.59 Million
0.06% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
18,828
shares
|
$1.59 Million
0.02% of portfolio
|
Q2 2025
Added 41.5%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
18,802
shares
|
$1.59 Million
0.72% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
18,755
shares
|
$1.58 Million
0.07% of portfolio
|
Q2 2025
Added 39.35%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
18,620
shares
|
$1.57 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.19%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
18,597
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.48%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
18,543
shares
|
$1.57 Million
2.93% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Cox Capital Mgt LLC
|
Jul 16, 2025 Q2 2025 |
18,531
shares
|
$1.56 Million
1.32% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
18,495
shares
|
$1.56 Million
0.53% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
18,403
shares
|
$1.55 Million
0.49% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Arnhold LLC
|
Jul 29, 2025 Q2 2025 |
18,370
shares
|
$1.55 Million
0.18% of portfolio
|
Q3 2024
Added 149.25%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
18,313
shares
|
$1.55 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Groupama Asset Managment
Paris, I0 |
Aug 13, 2025 Q2 2025 |
18,276
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
18,248
shares
|
$1.54 Million
0.99% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
18,149
shares
|
$1.53 Million
0.06% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
18,147
shares
|
$1.53 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
18,046
shares
|
$1.52 Million
0.44% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
18,030
shares
|
$1.52 Million
0.05% of portfolio
|
Q2 2025
Added 59.29%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
17,979
shares
|
$1.52 Million
0.12% of portfolio
|
Q2 2025
Reduced 58.9%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
17,976
shares
|
$1.52 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.06%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
17,963
shares
|
$1.52 Million
0.14% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Orca Investment Management, LLC
|
Jul 25, 2025 Q2 2025 |
17,958
shares
|
$1.52 Million
1.67% of portfolio
|
Q2 2025
Added 21.22%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
17,952
shares
|
$1.52 Million
0.09% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
17,938
shares
|
$1.51 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
17,917
shares
|
$1.51 Million
0.05% of portfolio
|
Q2 2025
Added 33.95%
|