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 |
|---|---|---|---|---|---|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
4,340
shares
|
$363,909
0.43% of portfolio
|
Q2 2025
Added 158.03%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
4,313
shares
|
$361,645
0.05% of portfolio
|
Q2 2025
Added 29.13%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
4,306
shares
|
$361,058
0.04% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
4,305
shares
|
$360,974
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,283
shares
|
$359,129
0.16% of portfolio
|
Q4 2022
Reduced 7.03%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,283
shares
|
$359,129
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
4,277
shares
|
$358,626
0.28% of portfolio
|
Q1 2024
Added 8.66%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
4,257
shares
|
$356,949
0.3% of portfolio
|
Q1 2024
Reduced 74.94%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,255
shares
|
$356,781
0.03% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
4,253
shares
|
$356,614
0.0% of portfolio
|
Q4 2023
Reduced 0.68%
|
|
|
Jb Global.Com LLC
New York, NY |
Jul 02, 2025 Q2 2025 |
4,250
shares
|
$356,362
0.45% of portfolio
|
Q2 2025
Added 32.15%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
4,235
shares
|
$355,104
0.19% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
4,233
shares
|
$354,937
0.01% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,211
shares
|
$353,092
0.04% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
4,198
shares
|
$352,002
0.11% of portfolio
|
Q2 2025
Reduced 19.85%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
4,194
shares
|
$351,666
0.0% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
4,175
shares
|
$350,073
0.21% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
4,174
shares
|
$349,989
0.18% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
4,163
shares
|
$349,067
0.06% of portfolio
|
Q3 2022
Added 4.81%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
4,160
shares
|
$348,816
0.03% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
4,152
shares
|
$348,145
0.06% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
4,139
shares
|
$347,055
0.07% of portfolio
|
Q3 2022
Added 0.61%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
4,138
shares
|
$346,971
0.16% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
4,132
shares
|
$346,468
0.47% of portfolio
|
Q3 2022
Reduced 11.25%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
4,132
shares
|
$346,468
0.02% of portfolio
|
Q2 2025
Reduced 1.36%
|