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 |
|---|---|---|---|---|---|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
9,341
shares
|
$783,242
0.71% of portfolio
|
Q2 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
9,328
shares
|
$782,152
0.04% of portfolio
|
Q2 2025
Added 106.55%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
9,328
shares
|
$782,152
0.0% of portfolio
|
Q2 2025
Reduced 32.28%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
9,303
shares
|
$780,056
1.67% of portfolio
|
Q4 2022
Added 0.04%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
9,292
shares
|
$779,134
0.27% of portfolio
|
Q2 2025
Reduced 26.4%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
9,228
shares
|
$773,767
0.12% of portfolio
|
Q2 2025
Reduced 13.56%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
9,208
shares
|
$772,090
0.66% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
9,125
shares
|
$765,131
0.02% of portfolio
|
Q2 2025
Reduced 63.99%
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
Aug 13, 2025 Q2 2025 |
9,100
shares
|
$763,035
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
9,089
shares
|
$762,112
0.04% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
9,066
shares
|
$760,184
0.33% of portfolio
|
Q1 2025
Added 21.24%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
9,008
shares
|
$755,320
0.69% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
8,977
shares
|
$752,721
0.17% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
8,925
shares
|
$748,361
0.07% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
8,903
shares
|
$746,516
0.44% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
8,883
shares
|
$744,839
0.32% of portfolio
|
Q2 2025
Added 27.17%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
8,876
shares
|
$744,252
0.63% of portfolio
|
Q2 2025
Reduced 10.27%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
8,805
shares
|
$738,299
0.03% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
8,798
shares
|
$737,712
0.02% of portfolio
|
Q2 2025
Reduced 28.62%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
8,797
shares
|
$737,628
0.14% of portfolio
|
Q4 2022
Added 0.88%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Aug 12, 2025 Q2 2025 |
8,791
shares
|
$737,125
0.02% of portfolio
|
Q2 2025
Reduced 33.86%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
8,785
shares
|
$736,622
0.34% of portfolio
|
Q2 2025
Added 329.16%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
8,779
shares
|
$736,119
0.09% of portfolio
|
Q3 2022
Added 16.17%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
8,774
shares
|
$735,699
0.81% of portfolio
|
Q2 2025
Reduced 28.43%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
8,771
shares
|
$735,448
0.06% of portfolio
|
Q2 2025
Added 33.18%
|