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 |
|---|---|---|---|---|---|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,101
shares
|
$261,724
0.02% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
3,101
shares
|
$261,724
0.09% of portfolio
|
Q3 2022
Added 0.13%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
3,100
shares
|
$261,640
0.01% of portfolio
|
Q2 2025
Reduced 27.91%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,099
shares
|
$261,555
0.05% of portfolio
|
Q3 2022
Reduced 0.13%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
3,089
shares
|
$260,711
0.12% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,080
shares
|
$259,952
0.04% of portfolio
|
Q2 2024
Reduced 47.49%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
3,076
shares
|
$259,614
0.29% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
3,072
shares
|
$259,276
0.16% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,071
shares
|
$259,192
0.08% of portfolio
|
Q4 2024
Added 150.08%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
3,065
shares
|
$258,686
0.12% of portfolio
|
Q4 2023
Added 0.26%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
3,064
shares
|
$258,601
0.04% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Diamant Asset Management, Inc.
|
Jul 16, 2025 Q2 2025 |
3,060
shares
|
$258,264
0.24% of portfolio
|
Q1 2025
Reduced 24.63%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
3,054
shares
|
$257,757
0.0% of portfolio
|
Q2 2025
Reduced 18.32%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
3,029
shares
|
$255,647
0.02% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,028
shares
|
$255,563
0.03% of portfolio
|
Q2 2025
Added 54.73%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
3,028
shares
|
$255,563
0.01% of portfolio
|
Q2 2025
Reduced 43.7%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
3,022
shares
|
$255,056
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,021
shares
|
$254,972
0.51% of portfolio
|
Q4 2023
Reduced 22.14%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,010
shares
|
$254,044
0.07% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
3,004
shares
|
$253,537
0.03% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
3,001
shares
|
$253,284
0.34% of portfolio
|
Q2 2025
Reduced 21.15%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
3,000
shares
|
$253,200
0.06% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
2,994
shares
|
$252,693
0.02% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
2,980
shares
|
$251,512
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Aug 13, 2025 Q2 2025 |
2,966
shares
|
$250,330
0.24% of portfolio
|
Q2 2025
Added 1.96%
|