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 |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
15,951
shares
|
$1.34 Million
0.06% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
15,923
shares
|
$1.34 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
15,912
shares
|
$1.33 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Auxier Asset Management
Aurora, OR |
Aug 15, 2025 Q2 2025 |
15,895
shares
|
$1.33 Million
0.24% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
15,844
shares
|
$1.33 Million
0.13% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Aug 05, 2025 Q2 2025 |
15,792
shares
|
$1.32 Million
0.53% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
15,751
shares
|
$1.32 Million
0.31% of portfolio
|
Q2 2025
Reduced 21.86%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
15,686
shares
|
$1.32 Million
0.11% of portfolio
|
Q2 2025
Reduced 27.49%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
15,629
shares
|
$1.31 Million
0.15% of portfolio
|
Q2 2025
Reduced 17.26%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
15,615
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Reduced 34.94%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
15,614
shares
|
$1.31 Million
0.88% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
15,605
shares
|
$1.31 Million
0.15% of portfolio
|
Q2 2025
Reduced 24.64%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
15,555
shares
|
$1.3 Million
0.2% of portfolio
|
Q2 2025
Added 34.48%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Aug 05, 2025 Q2 2025 |
15,540
shares
|
$1.3 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
15,518
shares
|
$1.3 Million
0.37% of portfolio
|
Q3 2022
Reduced 16.29%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
15,412
shares
|
$1.29 Million
0.19% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
15,405
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2025
Added 13.85%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
15,399
shares
|
$1.29 Million
0.43% of portfolio
|
Q1 2024
Added 93.04%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
15,388
shares
|
$1.29 Million
0.02% of portfolio
|
Q2 2025
Added 12.39%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
15,316
shares
|
$1.28 Million
0.09% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
15,278
shares
|
$1.28 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
15,256
shares
|
$1.28 Million
1.05% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
15,193
shares
|
$1.27 Million
0.06% of portfolio
|
Q2 2025
Added 11.06%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
15,182
shares
|
$1.27 Million
0.21% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
15,101
shares
|
$1.27 Million
0.73% of portfolio
|
Q2 2025
New holding
|