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 |
|---|---|---|---|---|---|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
7,401
shares
|
$620,573
0.15% of portfolio
|
Q2 2024
Added 3.84%
|
|
|
Ov Management LLC
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
7,401
shares
|
$620,573
0.63% of portfolio
|
Q2 2025
Reduced 60.34%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
7,400
shares
|
$620,490
0.22% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
7,367
shares
|
$617,722
0.07% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
7,366
shares
|
$617,639
0.21% of portfolio
|
Q2 2024
Added 1.32%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
7,343
shares
|
$615,710
0.33% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
7,328
shares
|
$614,452
0.25% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
7,311
shares
|
$613,027
0.02% of portfolio
|
Q2 2025
Added 58.38%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
7,300
shares
|
$612,105
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
7,297
shares
|
$611,853
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
7,268
shares
|
$609,421
0.12% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
7,252
shares
|
$608,080
0.23% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
7,251
shares
|
$607,996
0.35% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
7,235
shares
|
$606,654
0.15% of portfolio
|
Q2 2025
Added 17.99%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
7,230
shares
|
$606,235
0.18% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
7,213
shares
|
$604,810
0.03% of portfolio
|
Q3 2022
Added 118.71%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
7,208
shares
|
$604,390
0.02% of portfolio
|
Q2 2025
Added 21.47%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
7,177
shares
|
$601,791
0.02% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
7,172
shares
|
$601,372
0.04% of portfolio
|
Q2 2025
Added 57.07%
|
|
|
Harrington Investments, Inc
|
Jul 14, 2025 Q2 2025 |
7,168
shares
|
$601,036
0.39% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
7,168
shares
|
$601,036
0.06% of portfolio
|
Q2 2025
Reduced 15.76%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
7,145
shares
|
$599,108
0.12% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
7,102
shares
|
$595,502
0.09% of portfolio
|
Q2 2025
Added 147.03%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
7,091
shares
|
$594,580
0.1% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Jul 24, 2025 Q2 2025 |
7,090
shares
|
$594,496
0.49% of portfolio
|
Q2 2025
Reduced 0.7%
|