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 |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
8,256
shares
|
$692,265
0.02% of portfolio
|
Q2 2025
Reduced 10.11%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
8,252
shares
|
$691,930
0.29% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
8,243
shares
|
$691,175
0.03% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
8,234
shares
|
$690,420
0.01% of portfolio
|
Q2 2025
Reduced 46.46%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,220
shares
|
$689,247
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Jlb & Associates Inc
|
Jul 17, 2025 Q2 2025 |
8,195
shares
|
$687,150
0.12% of portfolio
|
Q2 2025
Reduced 37.01%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
8,176
shares
|
$685,557
2.31% of portfolio
|
Q1 2025
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
8,166
shares
|
$684,719
0.36% of portfolio
|
Q4 2022
Added 1.0%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Aug 05, 2025 Q2 2025 |
8,162
shares
|
$684,383
0.28% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
8,139
shares
|
$682,455
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
8,136
shares
|
$682,203
0.09% of portfolio
|
Q2 2025
Reduced 15.77%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
8,126
shares
|
$681,365
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
8,117
shares
|
$680,610
0.09% of portfolio
|
Q2 2025
Reduced 13.62%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
8,088
shares
|
$678,178
0.24% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
8,062
shares
|
$675,998
0.08% of portfolio
|
Q3 2022
Reduced 3.76%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Aug 05, 2025 Q2 2025 |
8,000
shares
|
$670,800
0.23% of portfolio
|
Q4 2018
Reduced 20.0%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,975
shares
|
$668,703
0.22% of portfolio
|
Q2 2023
Reduced 0.47%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,952
shares
|
$666,775
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Aug 12, 2025 Q2 2025 |
7,951
shares
|
$666,691
0.37% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
7,941
shares
|
$665,852
0.1% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Mork Capital Management, LLC
Healdsburg, CA |
Aug 14, 2025 Q2 2025 |
7,900
shares
|
$662,415
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,885
shares
|
$661,157
0.4% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
7,861
shares
|
$659,144
0.25% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
7,858
shares
|
$658,893
0.1% of portfolio
|
Q2 2025
Added 18.43%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
7,858
shares
|
$658,893
0.44% of portfolio
|
Q4 2024
New holding
|