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 |
|---|---|---|---|---|---|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
6,775
shares
|
$568,083
0.47% of portfolio
|
Q1 2025
Added 32.84%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
6,766
shares
|
$567,329
0.04% of portfolio
|
Q2 2025
Reduced 68.56%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
6,763
shares
|
$567,077
0.11% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6,762
shares
|
$566,993
0.04% of portfolio
|
Q2 2025
Added 14.45%
|
|
|
Aimz Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
6,750
shares
|
$565,987
0.23% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Aug 07, 2025 Q2 2025 |
6,709
shares
|
$562,549
0.46% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,705
shares
|
$562,214
0.03% of portfolio
|
Q2 2025
Added 60.25%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
6,702
shares
|
$561,962
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
6,700
shares
|
$561,795
0.22% of portfolio
|
Q1 2025
Reduced 9.46%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Aug 01, 2025 Q2 2025 |
6,635
shares
|
$556,344
0.42% of portfolio
|
Q2 2025
Reduced 11.83%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
6,620
shares
|
$555,087
0.34% of portfolio
|
Q1 2023
Reduced 1.11%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
6,588
shares
|
$552,403
0.03% of portfolio
|
Q2 2025
Added 13.39%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
6,584
shares
|
$552,068
0.56% of portfolio
|
Q2 2025
Added 81.83%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
6,540
shares
|
$548,379
0.2% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
6,503
shares
|
$545,276
0.47% of portfolio
|
Q2 2025
Added 11.68%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
6,496
shares
|
$544,689
0.09% of portfolio
|
Q4 2022
Added 4.29%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
6,490
shares
|
$544,186
0.17% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
6,456
shares
|
$541,335
0.01% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
6,450
shares
|
$540,832
0.23% of portfolio
|
Q2 2025
Reduced 66.47%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
6,403
shares
|
$536,891
0.35% of portfolio
|
Q2 2025
Added 9.14%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
6,400
shares
|
$536,640
0.08% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
6,379
shares
|
$534,879
0.52% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
Jul 14, 2025 Q2 2025 |
6,375
shares
|
$534,543
0.43% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jul 29, 2025 Q2 2025 |
6,370
shares
|
$534,124
0.65% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
6,346
shares
|
$532,112
0.3% of portfolio
|
Q4 2022
Added 0.79%
|