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 |
|---|---|---|---|---|---|
|
Rexford Capital Inc
Bellaire, TX |
Aug 15, 2025 Q2 2025 |
3,308
shares
|
$279,195
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
3,302
shares
|
$278,688
0.04% of portfolio
|
Q2 2025
Added 50.09%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Jul 29, 2025 Q2 2025 |
3,301
shares
|
$278,604
0.09% of portfolio
|
Q2 2025
Added 16.19%
|
|
|
Kercheville Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
3,296
shares
|
$278,182
0.12% of portfolio
|
Q2 2025
Added 22.66%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,296
shares
|
$278,182
0.09% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
3,288
shares
|
$277,507
0.26% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
3,267
shares
|
$275,734
0.26% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
3,260
shares
|
$275,144
0.06% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
3,228
shares
|
$272,443
0.19% of portfolio
|
Q2 2025
Added 32.95%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
3,225
shares
|
$272,190
0.13% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
3,214
shares
|
$271,261
0.12% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,207
shares
|
$270,670
0.04% of portfolio
|
Q2 2023
Added 3.22%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
3,204
shares
|
$270,417
0.06% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,200
shares
|
$270,080
0.19% of portfolio
|
Q1 2024
Added 255.56%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
3,196
shares
|
$269,742
0.09% of portfolio
|
Q2 2025
Added 9.87%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Aug 12, 2025 Q2 2025 |
3,194
shares
|
$269,573
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
3,185
shares
|
$268,814
0.22% of portfolio
|
Q2 2025
Added 26.34%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
3,142
shares
|
$265,184
0.02% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
3,141
shares
|
$265,100
0.04% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
3,139
shares
|
$264,931
0.18% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Dividend Assets Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,118
shares
|
$263,159
0.06% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
3,114
shares
|
$262,821
0.22% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,114
shares
|
$262,821
0.13% of portfolio
|
Q4 2022
Added 3.87%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
3,112
shares
|
$262,652
0.18% of portfolio
|
Q4 2023
Reduced 1.58%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
3,102
shares
|
$261,808
0.03% of portfolio
|
Q2 2025
Reduced 1.12%
|