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 |
|---|---|---|---|---|---|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,585
shares
|
$468,302
0.67% of portfolio
|
Q2 2022
Added 0.81%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
5,580
shares
|
$467,882
0.07% of portfolio
|
Q3 2023
Added 5.74%
|
|
|
Investment House LLC
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
5,516
shares
|
$462,516
0.03% of portfolio
|
Q2 2025
Reduced 78.17%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
5,489
shares
|
$460,252
0.06% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,485
shares
|
$459,917
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
5,431
shares
|
$455,389
0.01% of portfolio
|
Q2 2025
Reduced 21.54%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
5,413
shares
|
$453,880
0.05% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
5,401
shares
|
$452,873
0.78% of portfolio
|
Q2 2023
Added 1.47%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Aug 11, 2025 Q2 2025 |
5,400
shares
|
$452,789
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
5,387
shares
|
$451,699
0.05% of portfolio
|
Q2 2025
Reduced 93.44%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
5,339
shares
|
$447,675
0.1% of portfolio
|
Q2 2025
Reduced 50.7%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
5,332
shares
|
$447,088
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
5,319
shares
|
$445,998
0.07% of portfolio
|
Q2 2025
Reduced 15.92%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
5,298
shares
|
$444,237
0.19% of portfolio
|
Q1 2024
Added 13.04%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
5,287
shares
|
$443,314
0.02% of portfolio
|
Q2 2025
Reduced 83.78%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
5,284
shares
|
$443,063
0.03% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
5,283
shares
|
$442,979
0.03% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Marks Wealth, LLC
|
Jul 18, 2025 Q2 2025 |
5,256
shares
|
$440,715
0.17% of portfolio
|
Q2 2025
Reduced 13.6%
|
|
|
Stoneridge Investment Partners LLC
|
Aug 11, 2025 Q2 2025 |
5,256
shares
|
$440,715
0.4% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
5,254
shares
|
$440,547
0.01% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
5,237
shares
|
$439,122
0.1% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
5,235
shares
|
$438,954
0.03% of portfolio
|
Q3 2024
Added 257.09%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
5,227
shares
|
$438,283
0.03% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Sender CO & Partners, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
5,197
shares
|
$435,768
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
5,196
shares
|
$435,684
0.18% of portfolio
|
Q2 2025
Added 37.06%
|