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 |
|---|---|---|---|---|---|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
3,440
shares
|
$290,336
0.05% of portfolio
|
Q2 2025
Added 34.22%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
3,426
shares
|
$289,154
0.02% of portfolio
|
Q1 2023
Added 1.51%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
3,425
shares
|
$289,070
0.07% of portfolio
|
Q2 2025
Reduced 87.07%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,424
shares
|
$288,985
0.08% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
3,411
shares
|
$287,888
0.23% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,407
shares
|
$287,550
0.06% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
3,395
shares
|
$286,538
0.15% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
3,383
shares
|
$285,525
0.0% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
3,382
shares
|
$285,440
0.07% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
3,379
shares
|
$285,187
0.08% of portfolio
|
Q1 2025
Added 14.62%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
3,376
shares
|
$284,934
0.06% of portfolio
|
Q2 2025
Reduced 17.56%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
3,374
shares
|
$284,765
0.16% of portfolio
|
Q2 2025
Added 39.83%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
3,372
shares
|
$284,596
0.03% of portfolio
|
Q2 2025
Added 19.24%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
3,365
shares
|
$284,006
0.06% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
3,362
shares
|
$283,752
0.05% of portfolio
|
Q2 2025
Reduced 33.25%
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,343
shares
|
$282,149
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
3,336
shares
|
$281,558
0.05% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
3,333
shares
|
$281,305
0.04% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
3,330
shares
|
$281,052
0.11% of portfolio
|
Q2 2025
Added 41.7%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
3,329
shares
|
$280,967
0.12% of portfolio
|
Q4 2024
Reduced 42.6%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,328
shares
|
$280,883
0.1% of portfolio
|
Q3 2023
Reduced 32.3%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
3,324
shares
|
$280,545
0.02% of portfolio
|
Q2 2025
Reduced 23.23%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
3,318
shares
|
$280,039
0.02% of portfolio
|
Q2 2025
Reduced 47.01%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
3,314
shares
|
$279,701
0.0% of portfolio
|
Q2 2025
Added 37.68%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
3,313
shares
|
$279,617
0.16% of portfolio
|
Q2 2022
Added 4.31%
|