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 |
|---|---|---|---|---|---|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
7,080
shares
|
$593,658
0.06% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
7,038
shares
|
$590,136
0.09% of portfolio
|
Q2 2025
Reduced 35.08%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
7,015
shares
|
$588,207
0.05% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
7,014
shares
|
$588,123
0.05% of portfolio
|
Q2 2025
Added 29.15%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
7,000
shares
|
$586,950
0.11% of portfolio
|
Q2 2024
Added 699900.0%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
6,987
shares
|
$585,859
0.08% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
6,971
shares
|
$584,518
0.31% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
6,941
shares
|
$582,002
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
6,939
shares
|
$581,835
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
London CO Of Virginia
Richmond, VA |
Aug 14, 2025 Q2 2025 |
6,933
shares
|
$581,332
0.0% of portfolio
|
Q2 2025
Reduced 99.43%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
6,927
shares
|
$580,828
0.36% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,918
shares
|
$580,074
0.07% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
6,912
shares
|
$579,571
0.16% of portfolio
|
Q2 2025
Added 44.6%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
6,909
shares
|
$579,319
0.04% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
6,908
shares
|
$579,235
0.53% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
6,871
shares
|
$576,133
0.07% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
6,864
shares
|
$575,546
0.08% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
6,864
shares
|
$575,546
0.02% of portfolio
|
Q2 2025
Added 16.4%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
6,849
shares
|
$574,288
0.13% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
6,845
shares
|
$573,953
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
6,817
shares
|
$571,605
0.15% of portfolio
|
Q2 2022
Reduced 0.29%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
6,816
shares
|
$571,521
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
6,810
shares
|
$571,018
0.13% of portfolio
|
Q2 2025
Added 117.92%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
6,790
shares
|
$569,341
0.1% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
6,788
shares
|
$569,173
0.15% of portfolio
|
Q2 2025
Reduced 12.71%
|