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 |
|---|---|---|---|---|---|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
6,343
shares
|
$531,860
0.17% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
6,341
shares
|
$531,692
0.05% of portfolio
|
Q2 2025
Added 30.8%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
6,336
shares
|
$531,273
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
6,332
shares
|
$530,938
0.07% of portfolio
|
Q2 2025
Reduced 19.82%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
6,313
shares
|
$529,345
0.22% of portfolio
|
Q2 2025
Added 174.48%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
6,311
shares
|
$529,177
0.52% of portfolio
|
Q2 2025
Reduced 20.39%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
6,287
shares
|
$527,164
0.12% of portfolio
|
Q2 2025
Added 31.17%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
6,277
shares
|
$526,326
1.34% of portfolio
|
Q2 2022
Reduced 9.0%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
6,277
shares
|
$526,326
0.06% of portfolio
|
Q2 2025
Added 23.13%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
6,269
shares
|
$525,655
0.22% of portfolio
|
Q2 2025
Reduced 11.5%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
6,264
shares
|
$525,236
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
6,258
shares
|
$524,733
0.06% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
6,241
shares
|
$523,307
0.05% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
6,204
shares
|
$520,205
0.14% of portfolio
|
Q2 2025
Added 36.86%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,198
shares
|
$519,702
0.03% of portfolio
|
Q2 2025
Reduced 26.21%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
6,189
shares
|
$518,947
0.06% of portfolio
|
Q2 2025
Added 26.56%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
6,151
shares
|
$515,761
0.13% of portfolio
|
Q3 2022
Added 0.65%
|
|
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
6,150
shares
|
$515,677
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
6,115
shares
|
$512,742
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,105
shares
|
$511,904
0.04% of portfolio
|
Q2 2025
Added 43.99%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
6,104
shares
|
$511,820
0.04% of portfolio
|
Q2 2025
Reduced 18.4%
|
|
|
Twin Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
6,098
shares
|
$511,317
0.07% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
6,093
shares
|
$510,898
0.12% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
6,089
shares
|
$510,562
0.5% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
6,088
shares
|
$510,478
0.06% of portfolio
|
Q2 2025
Added 65.89%
|