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 |
|---|---|---|---|---|---|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
6,084
shares
|
$510,143
0.11% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
6,079
shares
|
$509,724
0.02% of portfolio
|
Q2 2025
Reduced 20.88%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
6,077
shares
|
$509,556
0.07% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
6,070
shares
|
$508,969
0.03% of portfolio
|
Q2 2025
Added 9.41%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
6,062
shares
|
$508,298
0.15% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
6,048
shares
|
$507,124
0.01% of portfolio
|
Q1 2025
Added 69.98%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
6,037
shares
|
$506,202
0.02% of portfolio
|
Q2 2025
Reduced 26.41%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
6,036
shares
|
$506,118
0.03% of portfolio
|
Q2 2025
Reduced 26.2%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
6,022
shares
|
$504,944
0.15% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
6,012
shares
|
$504,106
0.02% of portfolio
|
Q2 2025
Added 137.25%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
6,002
shares
|
$503,267
0.05% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
6,000
shares
|
$503,099
0.15% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
6,000
shares
|
$503,099
0.02% of portfolio
|
Q2 2025
Reduced 15.19%
|
|
|
Absher Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
5,996
shares
|
$502,764
0.08% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
5,978
shares
|
$501,255
0.02% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
5,953
shares
|
$499,159
0.03% of portfolio
|
Q2 2025
Reduced 91.12%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
5,947
shares
|
$498,655
0.02% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
5,943
shares
|
$498,320
0.08% of portfolio
|
Q2 2025
Reduced 22.71%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
5,943
shares
|
$498,320
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
5,940
shares
|
$498,068
0.15% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Aug 14, 2025 Q2 2025 |
5,925
shares
|
$496,811
0.02% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
5,925
shares
|
$496,811
0.14% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
5,920
shares
|
$496,391
0.27% of portfolio
|
Q2 2025
Added 49.31%
|
|
|
Denali Advisors LLC
|
Jul 30, 2025 Q2 2025 |
5,900
shares
|
$494,714
0.06% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
5,890
shares
|
$493,876
0.01% of portfolio
|
Q2 2025
Added 29.99%
|