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 |
|---|---|---|---|---|---|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
17,896
shares
|
$1.51 Million
0.46% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
17,751
shares
|
$1.5 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
17,724
shares
|
$1.5 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
17,704
shares
|
$1.49 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
17,669
shares
|
$1.49 Million
0.27% of portfolio
|
Q3 2024
Added 666.22%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Jul 22, 2025 Q2 2025 |
17,665
shares
|
$1.49 Million
0.95% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
17,652
shares
|
$1.49 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jul 24, 2025 Q2 2025 |
17,525
shares
|
$1.48 Million
1.02% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
17,382
shares
|
$1.47 Million
0.07% of portfolio
|
Q2 2025
Added 34.27%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
17,381
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
17,350
shares
|
$1.46 Million
1.63% of portfolio
|
Q3 2024
Reduced 92.53%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
17,340
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Added 47.57%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2025 Q2 2025 |
17,227
shares
|
$1.45 Million
0.75% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
17,196
shares
|
$1.45 Million
0.04% of portfolio
|
Q2 2025
Added 88.06%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
17,188
shares
|
$1.45 Million
0.31% of portfolio
|
Q3 2023
Reduced 31.66%
|
|
|
Alpine Woods Capital Investors, LLC
|
Jul 28, 2025 Q2 2025 |
17,176
shares
|
$1.45 Million
0.37% of portfolio
|
Q2 2025
Added 52.42%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 18, 2025 Q2 2025 |
17,063
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
Added 117.22%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
16,953
shares
|
$1.43 Million
0.01% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jul 21, 2025 Q2 2025 |
16,940
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
Added 13.84%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
16,928
shares
|
$1.43 Million
0.21% of portfolio
|
Q4 2024
Reduced 28.05%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
16,922
shares
|
$1.43 Million
0.16% of portfolio
|
Q2 2025
Added 26.76%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
16,882
shares
|
$1.42 Million
0.7% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
16,849
shares
|
$1.42 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
16,791
shares
|
$1.42 Million
1.43% of portfolio
|
Q2 2025
Added 14.47%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
16,790
shares
|
$1.42 Million
0.76% of portfolio
|
Q4 2022
Added 88.17%
|