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 |
|---|---|---|---|---|---|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
2,961
shares
|
$249,908
0.04% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
2,958
shares
|
$249,655
0.14% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
2,954
shares
|
$249,317
0.08% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
2,943
shares
|
$248,389
0.01% of portfolio
|
Q2 2025
Reduced 88.72%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
2,932
shares
|
$247,460
0.1% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
2,927
shares
|
$247,038
0.01% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
2,925
shares
|
$246,870
0.06% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
2,909
shares
|
$245,519
0.04% of portfolio
|
Q2 2025
Added 31.45%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
2,908
shares
|
$245,435
0.04% of portfolio
|
Q2 2025
Reduced 96.0%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
2,907
shares
|
$245,350
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
2,894
shares
|
$244,253
0.01% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
2,891
shares
|
$244,000
0.18% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
2,890
shares
|
$243,916
0.03% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
2,889
shares
|
$243,831
0.1% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
2,885
shares
|
$243,494
0.27% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jul 08, 2025 Q2 2025 |
2,878
shares
|
$242,903
0.14% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,875
shares
|
$242,650
0.01% of portfolio
|
Q2 2025
Added 51.24%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,873
shares
|
$242,481
0.1% of portfolio
|
Q2 2025
Reduced 27.14%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
2,869
shares
|
$242,143
0.08% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,866
shares
|
$241,890
0.03% of portfolio
|
Q1 2025
Added 109.25%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
2,859
shares
|
$241,299
0.01% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
2,856
shares
|
$241,046
0.02% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
2,849
shares
|
$240,455
0.1% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
2,849
shares
|
$240,455
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,848
shares
|
$240,371
0.16% of portfolio
|
Q4 2024
Added 6.23%
|