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 |
|---|---|---|---|---|---|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
13,312
shares
|
$1.12 Million
0.17% of portfolio
|
Q3 2023
Reduced 10.87%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
13,282
shares
|
$1.11 Million
0.26% of portfolio
|
Q2 2025
Reduced 22.98%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
13,252
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
13,236
shares
|
$1.11 Million
0.24% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Aug 12, 2025 Q2 2025 |
13,220
shares
|
$1.11 Million
1.3% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
13,185
shares
|
$1.11 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
13,120
shares
|
$1.1 Million
0.47% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,090
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
13,023
shares
|
$1.09 Million
0.09% of portfolio
|
Q2 2025
Added 113.11%
|
|
|
Caxton Associates LLP
London, |
Aug 14, 2025 Q2 2025 |
12,995
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2025
Added 294.15%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
12,988
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
12,935
shares
|
$1.08 Million
0.84% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jul 17, 2025 Q2 2025 |
12,926
shares
|
$1.08 Million
0.87% of portfolio
|
Q2 2025
Added 27.0%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
12,905
shares
|
$1.08 Million
0.81% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
12,880
shares
|
$1.08 Million
0.52% of portfolio
|
Q2 2025
Added 56.01%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
12,808
shares
|
$1.07 Million
0.07% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
12,752
shares
|
$1.07 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
12,728
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2022
Reduced 8.25%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
12,715
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.3%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
12,701
shares
|
$1.06 Million
0.05% of portfolio
|
Q2 2025
Reduced 72.16%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
12,677
shares
|
$1.06 Million
0.49% of portfolio
|
Q2 2025
Reduced 67.97%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
12,674
shares
|
$1.06 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
12,660
shares
|
$1.06 Million
0.61% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
12,645
shares
|
$1.06 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
12,633
shares
|
$1.06 Million
0.05% of portfolio
|
Q2 2025
Reduced 61.5%
|