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 |
|---|---|---|---|---|---|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
4,720
shares
|
$395,772
0.2% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
4,704
shares
|
$394,430
0.15% of portfolio
|
Q2 2025
Reduced 38.41%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
4,682
shares
|
$392,585
0.18% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
4,679
shares
|
$392,334
0.36% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
4,670
shares
|
$391,579
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
4,665
shares
|
$391,160
0.09% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
4,664
shares
|
$391,076
0.03% of portfolio
|
Q2 2025
Reduced 12.08%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
4,647
shares
|
$389,650
0.43% of portfolio
|
Q2 2025
Added 17.88%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
4,639
shares
|
$388,980
0.21% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
4,638
shares
|
$388,896
0.21% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
4,637
shares
|
$388,812
0.14% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
4,634
shares
|
$388,560
0.22% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
4,623
shares
|
$387,638
0.22% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
4,618
shares
|
$387,219
0.14% of portfolio
|
Q2 2025
Reduced 78.48%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
4,614
shares
|
$386,883
0.37% of portfolio
|
Q2 2025
Added 20.03%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
4,613
shares
|
$386,800
0.06% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
4,612
shares
|
$386,716
0.15% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
4,612
shares
|
$386,716
0.1% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
4,600
shares
|
$385,710
0.78% of portfolio
|
Q4 2022
Added 1.91%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
4,600
shares
|
$385,710
1.02% of portfolio
|
Q1 2022
Added 922.22%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
4,600
shares
|
$385,710
0.01% of portfolio
|
Q3 2022
Reduced 84.93%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
4,599
shares
|
$385,626
0.13% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
4,592
shares
|
$385,039
0.08% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
4,592
shares
|
$385,039
1.27% of portfolio
|
Q3 2023
Added 0.95%
|
|
|
Cohen Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
4,585
shares
|
$384,452
0.08% of portfolio
|
Q3 2024
Added 4.09%
|