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 |
|---|---|---|---|---|---|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
7,840
shares
|
$657,384
0.24% of portfolio
|
Q2 2025
Added 16.84%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
7,837
shares
|
$657,132
0.0% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,756
shares
|
$650,340
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
7,746
shares
|
$649,502
0.11% of portfolio
|
Q1 2025
Added 274.93%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
7,719
shares
|
$647,238
0.06% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
7,713
shares
|
$646,735
0.16% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
7,702
shares
|
$645,812
0.08% of portfolio
|
Q2 2025
Added 62.35%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
7,682
shares
|
$644,135
0.79% of portfolio
|
Q4 2022
Added 5.75%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
7,670
shares
|
$643,129
0.2% of portfolio
|
Q1 2025
Reduced 11.93%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
7,655
shares
|
$641,871
0.01% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
7,654
shares
|
$641,787
0.04% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
7,652
shares
|
$641,620
0.31% of portfolio
|
Q2 2025
Added 23.74%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
7,647
shares
|
$641,200
0.29% of portfolio
|
Q2 2025
Reduced 11.95%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
7,596
shares
|
$636,924
0.0% of portfolio
|
Q2 2025
Reduced 21.88%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
7,590
shares
|
$636,421
0.15% of portfolio
|
Q3 2022
Added 272.42%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
7,572
shares
|
$634,912
0.21% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
7,565
shares
|
$634,325
0.11% of portfolio
|
Q2 2025
Reduced 40.7%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
7,562
shares
|
$634,073
0.05% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
7,554
shares
|
$633,402
0.2% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
7,543
shares
|
$632,480
0.32% of portfolio
|
Q2 2025
Added 28.41%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
7,538
shares
|
$632,061
0.05% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
7,525
shares
|
$630,971
0.09% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
7,523
shares
|
$630,803
0.09% of portfolio
|
Q2 2025
Reduced 38.28%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
7,406
shares
|
$620,993
0.24% of portfolio
|
Q2 2025
Added 21.81%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
7,403
shares
|
$620,741
0.42% of portfolio
|
Q1 2024
Reduced 0.75%
|