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 2,491 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 $42.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
860,493
shares
|
$72.6 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
New York State Common Retirement Fund
|
Aug 13, 2025 Q2 2025 |
848,332
shares
|
$71.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
838,601
shares
|
$70.8 Million
0.1% of portfolio
|
Q2 2025
Reduced 36.87%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
826,482
shares
|
$69.8 Million
0.04% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
792,817
shares
|
$66.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
786,915
shares
|
$66.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
783,700
shares
|
$66.1 Million
4.69% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
783,656
shares
|
$66.1 Million
0.28% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
756,415
shares
|
$63.8 Million
5.09% of portfolio
|
Q2 2025
Added 17.19%
|
|
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
Aug 14, 2025 Q2 2025 |
755,089
shares
|
$63.7 Million
0.16% of portfolio
|
Q3 2023
Added 1.94%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
746,698
shares
|
$63 Million
0.31% of portfolio
|
Q2 2025
Added 37.55%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
741,137
shares
|
$62.6 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
728,340
shares
|
$61.5 Million
0.13% of portfolio
|
Q2 2025
Added 38.86%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
722,383
shares
|
$61 Million
0.16% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Maj Invest Holding A
|
Jul 30, 2025 Q2 2025 |
710,521
shares
|
$60 Million
2.51% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Aug 13, 2025 Q2 2025 |
681,387
shares
|
$57.5 Million
0.13% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
674,651
shares
|
$56.9 Million
0.04% of portfolio
|
Q2 2025
Added 157.24%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
671,771
shares
|
$56.7 Million
1.0% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
664,375
shares
|
$56.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Aug 11, 2025 Q2 2025 |
647,271
shares
|
$54.6 Million
0.12% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
645,297
shares
|
$54.5 Million
0.07% of portfolio
|
Q2 2025
Added 174.11%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
640,288
shares
|
$54 Million
0.01% of portfolio
|
Q2 2025
Reduced 94.38%
|
|
|
New York State Teachers Retirement System
|
Jul 28, 2025 Q2 2025 |
631,863
shares
|
$53.3 Million
0.13% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
624,663
shares
|
$52.7 Million
0.08% of portfolio
|
Q2 2025
Added 99.75%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
610,725
shares
|
$51.5 Million
0.11% of portfolio
|
Q2 2025
Reduced 19.26%
|