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 |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
15,077
shares
|
$1.26 Million
0.03% of portfolio
|
Q2 2025
Reduced 25.51%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Jul 29, 2025 Q2 2025 |
15,037
shares
|
$1.26 Million
0.33% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
American Assets Investment Management, LLC
|
Aug 05, 2025 Q2 2025 |
15,000
shares
|
$1.26 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
14,993
shares
|
$1.26 Million
0.24% of portfolio
|
Q2 2025
Reduced 49.82%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
14,981
shares
|
$1.26 Million
0.07% of portfolio
|
Q2 2025
Reduced 27.14%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
14,920
shares
|
$1.25 Million
0.39% of portfolio
|
Q2 2025
Added 69.8%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
14,919
shares
|
$1.25 Million
0.35% of portfolio
|
Q2 2025
Added 21.49%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
14,867
shares
|
$1.25 Million
0.53% of portfolio
|
Q1 2024
Reduced 5.24%
|
|
|
Winnow Wealth LLC
Waco, TX |
Aug 12, 2025 Q2 2025 |
14,837
shares
|
$1.24 Million
1.12% of portfolio
|
Q1 2025
Reduced 98.13%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
14,814
shares
|
$1.24 Million
0.09% of portfolio
|
Q2 2025
Added 18.95%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
14,805
shares
|
$1.24 Million
0.16% of portfolio
|
Q2 2025
Added 64.66%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Aug 08, 2025 Q2 2025 |
14,750
shares
|
$1.24 Million
0.65% of portfolio
|
Q1 2025
Added 11.32%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
14,732
shares
|
$1.24 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
14,710
shares
|
$1.23 Million
0.78% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
14,707
shares
|
$1.23 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Aug 25, 2025 Q2 2025 |
14,656
shares
|
$1.23 Million
1.39% of portfolio
|
Q2 2025
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,639
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
14,635
shares
|
$1.23 Million
0.19% of portfolio
|
Q2 2022
Added 7.98%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
14,605
shares
|
$1.22 Million
0.27% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
14,571
shares
|
$1.22 Million
0.32% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
Donoghue Forlines LLC
|
Aug 08, 2025 Q2 2025 |
14,563
shares
|
$1.22 Million
0.42% of portfolio
|
Q2 2025
Added 15.37%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
14,504
shares
|
$1.22 Million
0.13% of portfolio
|
Q2 2024
Reduced 6.81%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
14,483
shares
|
$1.21 Million
0.19% of portfolio
|
Q2 2025
Added 17.24%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
14,396
shares
|
$1.21 Million
0.47% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
14,339
shares
|
$1.2 Million
1.49% of portfolio
|
Q2 2023
Reduced 0.47%
|