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 |
|---|---|---|---|---|---|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
2,835
shares
|
$239,274
0.03% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
2,830
shares
|
$238,852
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Granite Investment Partners, LLC
|
Aug 13, 2025 Q2 2025 |
2,822
shares
|
$238,176
0.01% of portfolio
|
Q1 2025
Reduced 15.05%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
2,819
shares
|
$237,923
0.0% of portfolio
|
Q2 2025
Added 35.07%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
2,816
shares
|
$237,670
0.08% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
2,815
shares
|
$237,586
0.14% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
2,810
shares
|
$237,164
0.02% of portfolio
|
Q2 2025
Reduced 78.86%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
2,808
shares
|
$236,995
0.12% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
2,807
shares
|
$236,910
0.14% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
2,804
shares
|
$236,657
0.16% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
2,800
shares
|
$236,320
0.05% of portfolio
|
Q2 2025
Reduced 21.35%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
2,800
shares
|
$236,320
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
2,790
shares
|
$235,476
0.06% of portfolio
|
Q2 2025
Added 28.45%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
2,786
shares
|
$235,138
0.18% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
2,784
shares
|
$234,969
0.02% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
2,778
shares
|
$234,463
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jul 21, 2025 Q2 2025 |
2,768
shares
|
$233,619
0.15% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
2,763
shares
|
$233,197
0.02% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
2,761
shares
|
$233,028
0.26% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
2,757
shares
|
$232,690
0.02% of portfolio
|
Q2 2025
Added 43.82%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
2,755
shares
|
$232,522
0.03% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
2,753
shares
|
$232,353
0.12% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,750
shares
|
$232,100
0.08% of portfolio
|
Q2 2025
Reduced 11.29%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
2,749
shares
|
$232,015
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
2,747
shares
|
$231,846
0.01% of portfolio
|
Q2 2025
Reduced 1.93%
|