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 |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,754
shares
|
$734,022
0.08% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
8,648
shares
|
$725,134
0.04% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jul 24, 2025 Q2 2025 |
8,644
shares
|
$724,799
0.63% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
8,640
shares
|
$724,464
0.05% of portfolio
|
Q2 2025
Reduced 13.99%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
8,604
shares
|
$721,445
0.11% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,571
shares
|
$718,678
0.12% of portfolio
|
Q2 2025
Reduced 16.53%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
8,532
shares
|
$715,408
0.9% of portfolio
|
Q3 2022
Added 1.94%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Aug 13, 2025 Q2 2025 |
8,500
shares
|
$712,725
0.08% of portfolio
|
Q2 2025
Reduced 79.12%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
8,499
shares
|
$712,641
0.09% of portfolio
|
Q2 2025
Added 18.8%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
8,488
shares
|
$711,718
0.15% of portfolio
|
Q1 2023
Added 2.41%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
8,487
shares
|
$711,634
0.03% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
8,467
shares
|
$709,957
0.22% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
8,457
shares
|
$709,119
0.11% of portfolio
|
Q2 2025
Reduced 17.43%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
8,430
shares
|
$706,855
0.35% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
8,415
shares
|
$705,597
0.39% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
8,398
shares
|
$704,172
0.01% of portfolio
|
Q2 2025
Added 21.06%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,398
shares
|
$704,172
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
8,392
shares
|
$703,669
0.01% of portfolio
|
Q2 2025
Reduced 32.43%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
8,386
shares
|
$703,166
0.59% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Aug 14, 2025 Q2 2025 |
8,370
shares
|
$701,824
0.13% of portfolio
|
Q2 2025
Reduced 74.72%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
8,332
shares
|
$698,638
0.04% of portfolio
|
Q2 2025
Reduced 14.52%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
8,285
shares
|
$694,697
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
8,283
shares
|
$694,529
0.31% of portfolio
|
Q2 2025
Added 52.6%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
8,267
shares
|
$693,187
0.08% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
8,257
shares
|
$692,349
0.37% of portfolio
|
Q2 2025
Reduced 17.21%
|