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 |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,786
shares
|
$319,538
0.07% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,762
shares
|
$317,512
0.06% of portfolio
|
Q4 2023
Reduced 2.31%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
3,762
shares
|
$317,512
0.11% of portfolio
|
Q2 2025
Reduced 13.77%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Jul 30, 2025 Q2 2025 |
3,759
shares
|
$317,259
0.3% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
3,750
shares
|
$316,500
0.16% of portfolio
|
Q2 2025
Added 14.4%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,745
shares
|
$316,078
0.0% of portfolio
|
Q2 2025
Reduced 31.04%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,737
shares
|
$315,402
0.08% of portfolio
|
Q1 2024
Added 143.93%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
3,736
shares
|
$315,318
0.03% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
3,730
shares
|
$314,812
0.18% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
3,723
shares
|
$314,221
0.14% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
3,719
shares
|
$313,883
0.03% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
3,708
shares
|
$312,955
0.01% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
3,700
shares
|
$312,280
0.0% of portfolio
|
Q1 2025
Reduced 19.57%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
3,693
shares
|
$311,689
0.22% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
3,676
shares
|
$310,254
0.11% of portfolio
|
Q2 2025
Added 17.41%
|
|
|
Pdt Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,667
shares
|
$309,494
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
3,662
shares
|
$309,072
0.01% of portfolio
|
Q2 2025
Reduced 76.67%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
3,661
shares
|
$308,988
0.06% of portfolio
|
Q2 2025
Reduced 21.99%
|
|
|
Capital International Sarl
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
3,660
shares
|
$308,904
0.01% of portfolio
|
Q2 2025
Reduced 30.31%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
3,656
shares
|
$308,566
0.02% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
3,650
shares
|
$308,060
0.07% of portfolio
|
Q2 2025
Reduced 41.72%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
3,646
shares
|
$307,722
0.06% of portfolio
|
Q2 2025
Added 36.25%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
3,646
shares
|
$307,722
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
3,642
shares
|
$307,384
5.57% of portfolio
|
Q1 2025
Added 150.65%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
3,637
shares
|
$306,962
0.02% of portfolio
|
Q2 2025
Reduced 31.03%
|