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 |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
16,783
shares
|
$1.42 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Econ Financial Services Corp
|
Aug 04, 2025 Q2 2025 |
16,743
shares
|
$1.41 Million
0.94% of portfolio
|
Q2 2025
Added 29.09%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
16,707
shares
|
$1.41 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
16,693
shares
|
$1.41 Million
0.04% of portfolio
|
Q2 2025
Reduced 51.19%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
16,670
shares
|
$1.41 Million
0.28% of portfolio
|
Q1 2025
Added 252.43%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
16,628
shares
|
$1.4 Million
0.82% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
16,608
shares
|
$1.4 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
16,573
shares
|
$1.4 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
16,566
shares
|
$1.4 Million
0.22% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
16,563
shares
|
$1.4 Million
0.1% of portfolio
|
Q2 2025
Reduced 9.11%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
16,544
shares
|
$1.4 Million
0.04% of portfolio
|
Q2 2025
Added 32.09%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Aug 12, 2025 Q2 2025 |
16,537
shares
|
$1.4 Million
1.58% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
16,483
shares
|
$1.39 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Aug 13, 2025 Q2 2025 |
16,377
shares
|
$1.38 Million
1.06% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
16,359
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2025
Reduced 43.31%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Jul 18, 2025 Q2 2025 |
16,264
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2025
Reduced 89.81%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
16,261
shares
|
$1.37 Million
0.14% of portfolio
|
Q2 2025
Added 25.61%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
16,236
shares
|
$1.37 Million
0.08% of portfolio
|
Q2 2025
Reduced 36.56%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
16,205
shares
|
$1.37 Million
0.04% of portfolio
|
Q2 2025
Added 23.04%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
16,196
shares
|
$1.37 Million
0.53% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Jul 28, 2025 Q2 2025 |
16,174
shares
|
$1.37 Million
1.35% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
16,120
shares
|
$1.36 Million
0.71% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
16,000
shares
|
$1.35 Million
0.13% of portfolio
|
Q1 2025
Added 37.93%
|
|
|
Groupe La Francaise
Paris, I0 |
Aug 13, 2025 Q2 2025 |
16,000
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
15,951
shares
|
$1.35 Million
0.47% of portfolio
|
Q4 2022
Added 5.51%
|