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 $42.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
4,578
shares
|
$383,865
0.05% of portfolio
|
Q2 2025
Added 34.21%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
4,555
shares
|
$381,936
0.03% of portfolio
|
Q2 2025
Added 29.55%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
4,552
shares
|
$381,685
0.06% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
4,543
shares
|
$380,930
0.01% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
4,538
shares
|
$380,511
0.15% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Solitude Financial Services
|
Jul 23, 2025 Q2 2025 |
4,500
shares
|
$377,325
0.16% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
4,476
shares
|
$375,312
0.01% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
4,467
shares
|
$374,557
0.03% of portfolio
|
Q2 2025
Reduced 37.47%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
4,461
shares
|
$374,054
0.08% of portfolio
|
Q2 2025
Added 15.3%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
4,460
shares
|
$373,971
0.1% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
4,455
shares
|
$373,551
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
4,450
shares
|
$373,132
0.07% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
4,450
shares
|
$373,132
0.25% of portfolio
|
Q2 2025
Reduced 50.47%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
4,438
shares
|
$372,126
0.14% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,424
shares
|
$370,952
0.13% of portfolio
|
Q2 2025
Reduced 64.53%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,416
shares
|
$370,281
0.0% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,409
shares
|
$369,694
0.01% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
4,404
shares
|
$369,275
0.45% of portfolio
|
Q4 2022
Added 14.6%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jul 30, 2025 Q2 2025 |
4,404
shares
|
$369,275
0.27% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
4,404
shares
|
$369,275
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Aug 13, 2025 Q2 2025 |
4,403
shares
|
$369,191
0.2% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
4,402
shares
|
$369,107
0.06% of portfolio
|
Q2 2025
Added 688.89%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
4,380
shares
|
$367,263
0.02% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
4,356
shares
|
$365,250
0.09% of portfolio
|
Q2 2025
Reduced 40.95%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Aug 11, 2025 Q2 2025 |
4,353
shares
|
$364,999
0.01% of portfolio
|
Q1 2025
Added 33.24%
|