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 |
|---|---|---|---|---|---|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
11,224
shares
|
$941,132
0.17% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
11,203
shares
|
$939,371
0.3% of portfolio
|
Q2 2025
Added 574.07%
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
11,187
shares
|
$938,029
0.78% of portfolio
|
Q2 2025
Reduced 8.75%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
11,175
shares
|
$937,023
0.23% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
11,161
shares
|
$935,849
0.42% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
11,153
shares
|
$935,179
0.11% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
11,140
shares
|
$934,088
0.44% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
11,130
shares
|
$933,250
0.02% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
11,130
shares
|
$933,250
0.05% of portfolio
|
Q2 2025
Reduced 15.1%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Aug 14, 2025 Q2 2025 |
11,108
shares
|
$931,405
0.84% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
11,107
shares
|
$931,321
0.22% of portfolio
|
Q1 2025
Reduced 55.01%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,102
shares
|
$930,902
0.16% of portfolio
|
Q2 2025
Added 61.27%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Aug 14, 2025 Q2 2025 |
11,063
shares
|
$927,632
0.01% of portfolio
|
Q2 2025
Added 78.0%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
10,987
shares
|
$921,259
0.06% of portfolio
|
Q2 2025
Added 13.09%
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
10,978
shares
|
$920,505
0.5% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
10,939
shares
|
$917,235
0.01% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
10,933
shares
|
$916,732
0.02% of portfolio
|
Q2 2025
Reduced 28.44%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
10,913
shares
|
$915,055
0.06% of portfolio
|
Q2 2025
Added 11.07%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
10,848
shares
|
$909,604
0.15% of portfolio
|
Q2 2025
Added 12.37%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
10,846
shares
|
$909,437
0.89% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,826
shares
|
$907,760
0.16% of portfolio
|
Q3 2022
Reduced 27.68%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Aug 08, 2025 Q2 2025 |
10,720
shares
|
$898,871
0.81% of portfolio
|
Q2 2025
Reduced 23.84%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
10,677
shares
|
$895,266
0.04% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
10,641
shares
|
$892,247
0.27% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
10,634
shares
|
$891,660
0.43% of portfolio
|
Q2 2025
Reduced 0.56%
|