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 |
|---|---|---|---|---|---|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
3,972
shares
|
$333,052
0.02% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Barr E S & CO
Lexington, KY |
Aug 12, 2025 Q2 2025 |
3,958
shares
|
$331,878
0.02% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
3,951
shares
|
$331,291
0.25% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
3,949
shares
|
$331,123
0.38% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
3,948
shares
|
$331,039
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
3,944
shares
|
$330,704
0.2% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,939
shares
|
$330,285
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
3,936
shares
|
$330,033
0.1% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,928
shares
|
$329,362
0.05% of portfolio
|
Q2 2025
Reduced 47.54%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
3,927
shares
|
$329,278
0.64% of portfolio
|
Q2 2022
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
3,924
shares
|
$329,027
0.12% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,913
shares
|
$328,105
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,897
shares
|
$326,763
0.03% of portfolio
|
Q2 2025
Reduced 36.68%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
3,877
shares
|
$325,086
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
3,859
shares
|
$323,577
0.11% of portfolio
|
Q2 2025
Reduced 14.51%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,850
shares
|
$322,822
0.2% of portfolio
|
Q2 2025
Added 72.88%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
3,850
shares
|
$322,822
0.07% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
3,838
shares
|
$321,816
0.13% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
3,835
shares
|
$321,564
0.03% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
3,827
shares
|
$320,893
0.06% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
3,825
shares
|
$320,726
0.02% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
3,820
shares
|
$320,307
0.16% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
3,820
shares
|
$320,307
0.02% of portfolio
|
Q2 2025
Reduced 69.7%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
3,813
shares
|
$319,720
0.05% of portfolio
|
Q2 2024
Reduced 5.17%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
3,794
shares
|
$318,126
0.14% of portfolio
|
Q1 2025
Added 58.48%
|