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 |
|---|---|---|---|---|---|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
4,951
shares
|
$415,141
0.03% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
4,949
shares
|
$414,973
0.3% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
4,939
shares
|
$414,135
0.0% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,933
shares
|
$413,632
0.53% of portfolio
|
Q2 2023
Reduced 0.36%
|
|
|
Life Guide Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,920
shares
|
$412,542
0.24% of portfolio
|
Q2 2025
Added 15.2%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
4,920
shares
|
$412,542
0.31% of portfolio
|
Q2 2025
Reduced 48.14%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
4,913
shares
|
$411,955
0.02% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
4,911
shares
|
$411,787
0.04% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
4,897
shares
|
$410,613
0.11% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
4,884
shares
|
$409,523
0.14% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
4,881
shares
|
$409,271
0.26% of portfolio
|
Q1 2025
Reduced 35.32%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
4,879
shares
|
$409,104
0.08% of portfolio
|
Q2 2025
Reduced 88.64%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
4,861
shares
|
$407,594
0.05% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
4,859
shares
|
$407,427
0.23% of portfolio
|
Q2 2025
Added 44.27%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
4,847
shares
|
$406,420
0.08% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
4,843
shares
|
$406,085
0.15% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
4,830
shares
|
$404,995
0.03% of portfolio
|
Q2 2025
Added 11.52%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
4,821
shares
|
$404,240
0.02% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
4,819
shares
|
$404,073
0.35% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
4,789
shares
|
$401,557
0.41% of portfolio
|
Q2 2025
Reduced 24.14%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
4,780
shares
|
$400,803
0.33% of portfolio
|
Q2 2025
Reduced 16.14%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
4,752
shares
|
$398,455
0.04% of portfolio
|
Q2 2025
Reduced 22.72%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
4,750
shares
|
$398,287
0.05% of portfolio
|
Q4 2022
Added 6.84%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
4,741
shares
|
$397,532
0.11% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
4,732
shares
|
$396,778
0.38% of portfolio
|
Q2 2025
New holding
|