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 |
|---|---|---|---|---|---|
|
American Alpha Advisors, LLC
New York, NY |
Aug 07, 2025 Q2 2025 |
4,127
shares
|
$346,048
0.33% of portfolio
|
Q2 2025
Added 13.22%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
4,123
shares
|
$345,713
0.03% of portfolio
|
Q2 2025
Added 83.65%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
4,123
shares
|
$345,713
0.35% of portfolio
|
Q2 2025
Added 43.61%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
4,120
shares
|
$345,462
0.06% of portfolio
|
Q2 2025
Added 146.71%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
4,119
shares
|
$345,378
0.37% of portfolio
|
Q2 2025
Added 21.36%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
4,118
shares
|
$345,294
0.04% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
4,110
shares
|
$344,623
0.12% of portfolio
|
Q2 2025
Reduced 51.36%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
4,107
shares
|
$344,371
0.11% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
4,089
shares
|
$342,862
0.19% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
4,083
shares
|
$342,359
0.01% of portfolio
|
Q2 2025
Reduced 39.12%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
4,068
shares
|
$341,101
0.04% of portfolio
|
Q1 2025
Added 24.44%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
4,065
shares
|
$340,850
0.12% of portfolio
|
Q2 2025
Added 52.42%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,045
shares
|
$339,173
0.29% of portfolio
|
Q2 2022
Added 2.3%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
4,045
shares
|
$339,173
0.04% of portfolio
|
Q2 2025
Reduced 38.4%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
4,041
shares
|
$338,837
0.01% of portfolio
|
Q2 2025
Added 12.19%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
4,035
shares
|
$338,334
0.02% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Pettee Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
4,020
shares
|
$337,077
0.25% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
4,019
shares
|
$336,993
0.02% of portfolio
|
Q2 2025
Reduced 18.23%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
4,013
shares
|
$336,490
0.34% of portfolio
|
Q4 2023
Added 19.54%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
4,010
shares
|
$336,238
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
West Tower Group, LLC
Richmond, VA |
Jul 29, 2025 Q2 2025 |
4,000
shares
|
$335,400
0.88% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,996
shares
|
$335,064
0.03% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
3,981
shares
|
$333,806
0.08% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
3,978
shares
|
$333,555
0.03% of portfolio
|
Q2 2025
Reduced 17.67%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
3,975
shares
|
$333,303
0.21% of portfolio
|
Q2 2025
New holding
|