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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
10,601
shares
|
$888,893
0.07% of portfolio
|
Q2 2025
Added 20.26%
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
10,586
shares
|
$887,636
0.5% of portfolio
|
Q2 2025
Reduced 18.83%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
10,585
shares
|
$887,552
0.1% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Jul 31, 2025 Q2 2025 |
10,571
shares
|
$886,378
0.67% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
10,553
shares
|
$884,869
0.05% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Abner Herrman & Brock LLC
|
Jul 07, 2025 Q2 2025 |
10,550
shares
|
$884,617
0.12% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
10,536
shares
|
$883,443
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
10,533
shares
|
$883,192
0.13% of portfolio
|
Q2 2025
Reduced 29.01%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
10,514
shares
|
$881,598
0.01% of portfolio
|
Q1 2025
Reduced 64.29%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
Aug 13, 2025 Q2 2025 |
10,429
shares
|
$874,471
0.01% of portfolio
|
Q2 2025
Added 57.4%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
10,407
shares
|
$872,626
0.02% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
10,401
shares
|
$872,123
0.03% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
10,397
shares
|
$871,788
0.19% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
10,390
shares
|
$871,201
0.26% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
10,328
shares
|
$866,002
0.17% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
10,272
shares
|
$861,307
0.22% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
10,240
shares
|
$858,624
0.07% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
10,232
shares
|
$857,953
0.08% of portfolio
|
Q2 2025
Added 58.1%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
10,193
shares
|
$854,683
0.56% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
10,172
shares
|
$852,922
0.18% of portfolio
|
Q2 2025
Added 171.4%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
10,171
shares
|
$852,838
0.08% of portfolio
|
Q2 2025
Added 387.82%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
10,145
shares
|
$850,658
0.37% of portfolio
|
Q3 2022
Reduced 2.81%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
10,140
shares
|
$850,239
0.16% of portfolio
|
Q2 2025
Added 17.36%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 29, 2025 Q2 2025 |
10,130
shares
|
$849,400
0.56% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
10,063
shares
|
$843,782
0.38% of portfolio
|
Q2 2025
Reduced 3.03%
|