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 |
|---|---|---|---|---|---|
|
Axq Capital, LP
Jersey City, NJ |
Aug 12, 2025 Q2 2025 |
5,874
shares
|
$492,534
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
5,872
shares
|
$492,367
0.02% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
5,863
shares
|
$491,612
0.14% of portfolio
|
Q2 2025
Added 18.64%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
5,845
shares
|
$490,103
0.8% of portfolio
|
Q3 2022
Reduced 6.33%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
5,845
shares
|
$490,103
0.03% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
5,829
shares
|
$488,761
0.01% of portfolio
|
Q2 2025
Reduced 21.52%
|
|
|
Hodges Capital Management Inc.
|
Aug 07, 2025 Q2 2025 |
5,812
shares
|
$487,336
0.06% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
5,803
shares
|
$486,581
0.02% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
5,789
shares
|
$485,407
0.04% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
5,788
shares
|
$485,323
0.49% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
5,767
shares
|
$483,562
0.14% of portfolio
|
Q2 2025
Added 24.72%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
5,763
shares
|
$483,227
0.26% of portfolio
|
Q2 2025
Reduced 27.44%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,749
shares
|
$482,053
0.09% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
5,736
shares
|
$480,963
0.03% of portfolio
|
Q1 2025
Reduced 45.42%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
5,726
shares
|
$480,125
0.04% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,687
shares
|
$476,854
0.1% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
5,683
shares
|
$476,519
0.12% of portfolio
|
Q2 2025
Reduced 14.48%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
5,680
shares
|
$476,267
0.01% of portfolio
|
Q2 2025
Added 106.32%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
5,671
shares
|
$475,513
0.04% of portfolio
|
Q2 2025
Reduced 13.81%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
5,668
shares
|
$475,261
0.01% of portfolio
|
Q2 2025
Reduced 60.93%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
5,635
shares
|
$472,494
0.15% of portfolio
|
Q2 2025
Reduced 16.38%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
5,622
shares
|
$471,404
0.01% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
5,612
shares
|
$470,566
0.33% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
5,591
shares
|
$468,805
0.04% of portfolio
|
Q2 2025
Added 14.36%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,589
shares
|
$468,637
0.01% of portfolio
|
Q3 2024
Reduced 16.9%
|