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 |
|---|---|---|---|---|---|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
11,874
shares
|
$995,634
0.12% of portfolio
|
Q2 2025
Added 27.34%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Aug 05, 2025 Q2 2025 |
11,864
shares
|
$994,796
0.59% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
11,829
shares
|
$991,861
0.18% of portfolio
|
Q2 2025
Added 13.24%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Aug 13, 2025 Q2 2025 |
11,800
shares
|
$989,429
0.27% of portfolio
|
Q1 2018
New holding
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
11,799
shares
|
$989,346
0.03% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
11,793
shares
|
$988,843
0.1% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
11,766
shares
|
$986,579
0.06% of portfolio
|
Q2 2025
Reduced 41.61%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jul 25, 2025 Q2 2025 |
11,745
shares
|
$984,818
0.02% of portfolio
|
Q2 2025
Added 39.22%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
11,701
shares
|
$981,128
0.09% of portfolio
|
Q2 2025
Reduced 26.86%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
11,671
shares
|
$978,613
0.05% of portfolio
|
Q2 2025
Added 31.56%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
11,634
shares
|
$975,510
0.53% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
11,623
shares
|
$974,588
0.1% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
11,540
shares
|
$967,628
0.25% of portfolio
|
Q1 2025
Added 58.76%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
11,535
shares
|
$967,209
0.21% of portfolio
|
Q2 2023
Reduced 0.91%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
11,511
shares
|
$965,197
0.02% of portfolio
|
Q2 2025
Reduced 59.99%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
11,471
shares
|
$961,843
0.16% of portfolio
|
Q2 2025
Added 122.95%
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
11,466
shares
|
$961,424
0.55% of portfolio
|
Q2 2025
Added 42.05%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
11,448
shares
|
$959,914
0.69% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
11,378
shares
|
$954,045
0.13% of portfolio
|
Q2 2025
Reduced 16.45%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
11,338
shares
|
$950,691
0.03% of portfolio
|
Q3 2023
Added 0.87%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
11,323
shares
|
$949,433
0.28% of portfolio
|
Q2 2025
Reduced 12.75%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
11,313
shares
|
$948,595
0.32% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
11,299
shares
|
$947,421
0.02% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
11,288
shares
|
$946,498
0.05% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
11,243
shares
|
$942,725
0.55% of portfolio
|
Q2 2025
Added 81.98%
|