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 |
|---|---|---|---|---|---|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
3,630
shares
|
$306,372
0.26% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
3,617
shares
|
$305,274
0.07% of portfolio
|
Q2 2025
Reduced 10.87%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
3,607
shares
|
$304,430
0.3% of portfolio
|
Q1 2025
Added 95.08%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
3,586
shares
|
$302,658
0.03% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
3,584
shares
|
$302,489
0.02% of portfolio
|
Q2 2025
Added 51.99%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
3,579
shares
|
$302,067
0.05% of portfolio
|
Q2 2025
Reduced 9.42%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
3,573
shares
|
$301,561
0.21% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,562
shares
|
$300,632
0.06% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
3,561
shares
|
$300,548
0.11% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Finward Bancorp
Munster, IN |
Aug 18, 2025 Q2 2025 |
3,560
shares
|
$300,464
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
3,557
shares
|
$300,210
0.03% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
3,547
shares
|
$299,366
0.0% of portfolio
|
Q2 2025
Reduced 68.48%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
3,525
shares
|
$297,510
0.01% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
3,524
shares
|
$297,425
0.12% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
3,497
shares
|
$295,146
0.52% of portfolio
|
Q4 2021
New holding
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
3,496
shares
|
$295,062
0.02% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
3,490
shares
|
$294,556
0.02% of portfolio
|
Q2 2025
Reduced 67.86%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,489
shares
|
$294,471
0.01% of portfolio
|
Q2 2025
Reduced 89.43%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,487
shares
|
$294,302
0.09% of portfolio
|
Q1 2024
Added 15.66%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
3,484
shares
|
$294,049
0.08% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
3,464
shares
|
$292,361
0.17% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,460
shares
|
$292,024
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,460
shares
|
$292,024
0.04% of portfolio
|
Q2 2024
Added 59.15%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
3,451
shares
|
$291,264
0.04% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,442
shares
|
$290,504
0.01% of portfolio
|
Q2 2025
Reduced 28.9%
|