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 |
|---|---|---|---|---|---|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
10,044
shares
|
$842,189
0.23% of portfolio
|
Q2 2025
Added 17.78%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
10,025
shares
|
$840,596
0.04% of portfolio
|
Q2 2025
Reduced 13.69%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Aug 08, 2025 Q2 2025 |
10,000
shares
|
$838,500
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
10,000
shares
|
$838,500
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
9,975
shares
|
$836,403
0.3% of portfolio
|
Q2 2025
Added 28.02%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
9,937
shares
|
$833,217
0.08% of portfolio
|
Q2 2025
Added 15.24%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
9,846
shares
|
$825,587
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
9,766
shares
|
$818,879
0.16% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
9,763
shares
|
$818,627
0.07% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Hedges Asset Management LLC
|
Jul 07, 2025 Q2 2025 |
9,700
shares
|
$813,345
0.83% of portfolio
|
Q2 2025
Reduced 13.39%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
9,688
shares
|
$812,338
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Garland Capital Management Inc
|
Aug 01, 2025 Q2 2025 |
9,640
shares
|
$808,314
3.08% of portfolio
|
Q2 2025
Reduced 68.15%
|
|
|
1248 Management, LLC
Kansas City, MO |
Aug 15, 2025 Q2 2025 |
9,634
shares
|
$807,810
0.36% of portfolio
|
Q2 2025
Added 17.23%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
9,562
shares
|
$801,773
0.69% of portfolio
|
Q2 2025
Added 122.42%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
9,547
shares
|
$800,515
0.01% of portfolio
|
Q2 2025
Reduced 21.77%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
9,516
shares
|
$797,916
0.21% of portfolio
|
Q2 2025
Reduced 33.82%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
9,514
shares
|
$797,748
0.02% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
9,502
shares
|
$796,742
0.07% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
9,495
shares
|
$796,155
0.05% of portfolio
|
Q2 2025
Reduced 42.2%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
9,473
shares
|
$794,311
0.04% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Forth Right Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
9,442
shares
|
$791,711
0.3% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Jul 30, 2025 Q2 2025 |
9,428
shares
|
$790,537
0.01% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
9,427
shares
|
$790,453
0.01% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
9,421
shares
|
$789,950
0.09% of portfolio
|
Q2 2025
Added 44.27%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jul 22, 2025 Q2 2025 |
9,361
shares
|
$784,919
0.29% of portfolio
|
Q2 2025
Added 30.85%
|