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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
14,338
shares
|
$1.2 Million
0.03% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
14,220
shares
|
$1.19 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
14,162
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
14,157
shares
|
$1.19 Million
0.83% of portfolio
|
Q2 2024
Added 2.08%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
14,156
shares
|
$1.19 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
14,133
shares
|
$1.19 Million
0.11% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
14,129
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
Reduced 87.97%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
14,128
shares
|
$1.18 Million
1.52% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Corbyn Investment Management Inc
|
Aug 08, 2025 Q2 2025 |
14,117
shares
|
$1.18 Million
0.7% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
14,047
shares
|
$1.18 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
14,039
shares
|
$1.18 Million
0.17% of portfolio
|
Q2 2025
Reduced 10.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,001
shares
|
$1.17 Million
0.1% of portfolio
|
Q2 2020
Reduced 9.9%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
13,925
shares
|
$1.17 Million
1.1% of portfolio
|
Q1 2024
Added 6.69%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Aug 11, 2025 Q2 2025 |
13,900
shares
|
$1.17 Million
0.87% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jul 31, 2025 Q2 2025 |
13,825
shares
|
$1.16 Million
0.15% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
13,817
shares
|
$1.16 Million
0.29% of portfolio
|
Q2 2025
Added 379.42%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
13,781
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Added 114.12%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
13,734
shares
|
$1.15 Million
0.05% of portfolio
|
Q2 2025
Reduced 20.11%
|
|
|
First Dallas Securities Inc.
|
Aug 07, 2025 Q2 2025 |
13,720
shares
|
$1.15 Million
0.56% of portfolio
|
Q2 2025
Added 20.13%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
13,712
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
13,660
shares
|
$1.15 Million
1.65% of portfolio
|
Q2 2025
Reduced 43.61%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
13,638
shares
|
$1.14 Million
0.67% of portfolio
|
Q2 2025
Added 408.5%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
13,594
shares
|
$1.14 Million
0.33% of portfolio
|
Q1 2022
Reduced 5.04%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jul 25, 2025 Q2 2025 |
13,576
shares
|
$1.14 Million
0.9% of portfolio
|
Q2 2025
Added 27.83%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
13,319
shares
|
$1.12 Million
0.39% of portfolio
|
Q2 2025
Added 20.31%
|