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 |
|---|---|---|---|---|---|
|
Vaughan & CO Securities, Inc.
|
Jul 22, 2025 Q2 2025 |
5,161
shares
|
$432,749
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Omni Star Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
5,159
shares
|
$432,582
0.43% of portfolio
|
Q2 2025
Added 20.34%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
5,154
shares
|
$432,162
0.09% of portfolio
|
Q2 2025
Reduced 22.61%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
5,140
shares
|
$430,988
0.49% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
5,115
shares
|
$428,892
0.17% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
5,110
shares
|
$428,473
0.52% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
5,103
shares
|
$427,886
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ar Asset Management Inc
|
Aug 05, 2025 Q2 2025 |
5,100
shares
|
$427,635
0.11% of portfolio
|
Q2 2017
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
5,067
shares
|
$424,867
0.07% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
5,059
shares
|
$424,197
0.19% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
5,053
shares
|
$423,694
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
5,045
shares
|
$423,023
0.13% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
5,037
shares
|
$422,352
0.02% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
5,023
shares
|
$421,178
0.11% of portfolio
|
Q2 2025
Added 38.68%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
5,014
shares
|
$420,423
0.01% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
5,003
shares
|
$419,501
0.04% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
5,000
shares
|
$419,250
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Aug 04, 2025 Q2 2025 |
4,999
shares
|
$419,166
0.34% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,991
shares
|
$418,495
0.0% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,982
shares
|
$417,740
0.03% of portfolio
|
Q2 2025
Reduced 34.89%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
4,982
shares
|
$417,740
0.02% of portfolio
|
Q2 2025
Added 26.16%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 04, 2025 Q2 2025 |
4,975
shares
|
$417,153
0.18% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Aug 12, 2025 Q2 2025 |
4,967
shares
|
$416,482
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
4,966
shares
|
$416,399
0.05% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Aug 05, 2025 Q2 2025 |
4,964
shares
|
$416,231
0.26% of portfolio
|
Q3 2023
Reduced 3.87%
|