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 $42.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
12,607
shares
|
$1.06 Million
0.09% of portfolio
|
Q2 2025
Added 367.1%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
12,565
shares
|
$1.05 Million
0.06% of portfolio
|
Q4 2022
Added 21.49%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jul 23, 2025 Q2 2025 |
12,512
shares
|
$1.05 Million
0.75% of portfolio
|
Q2 2025
Added 21.51%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
12,466
shares
|
$1.05 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
12,439
shares
|
$1.04 Million
0.23% of portfolio
|
Q2 2025
Reduced 17.29%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
12,427
shares
|
$1.04 Million
0.16% of portfolio
|
Q2 2022
Added 10.68%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
12,382
shares
|
$1.04 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Aug 01, 2025 Q2 2025 |
12,300
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Added 127.78%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
12,284
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.2%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
12,280
shares
|
$1.03 Million
0.08% of portfolio
|
Q2 2025
Added 87.71%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
12,259
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,185
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Hexagon Capital Partners LLC
|
Aug 11, 2025 Q2 2025 |
12,167
shares
|
$1.02 Million
0.27% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
12,166
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jul 29, 2025 Q2 2025 |
12,150
shares
|
$1.02 Million
1.19% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
12,147
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
12,095
shares
|
$1.01 Million
0.19% of portfolio
|
Q2 2025
Added 24090.0%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
12,087
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
12,033
shares
|
$1.01 Million
0.11% of portfolio
|
Q2 2025
Reduced 90.36%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
12,014
shares
|
$1.01 Million
0.45% of portfolio
|
Q2 2025
Added 329.07%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
12,006
shares
|
$1.01 Million
0.3% of portfolio
|
Q2 2025
Added 26.55%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
11,992
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
11,976
shares
|
$1 Million
0.07% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
11,953
shares
|
$1 Million
0.03% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
11,884
shares
|
$996,473
0.45% of portfolio
|
Q2 2025
Reduced 2.68%
|