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 2,361 institutions that hold shares in the stock, with a total of 469 Million shares, which have been reported (via 13F filing form) to have a value of $44.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
2,624
shares
|
$247,154
0.03% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
2,623
shares
|
$247,060
0.04% of portfolio
|
Q3 2025
Reduced 95.82%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
2,614
shares
|
$246,212
0.05% of portfolio
|
Q3 2025
Reduced 37.73%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
2,614
shares
|
$246,212
0.02% of portfolio
|
Q3 2025
Added 93.34%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Nov 04, 2025 Q3 2025 |
2,600
shares
|
$244,894
0.16% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
2,596
shares
|
$244,517
0.0% of portfolio
|
Q3 2025
Reduced 55.93%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
2,590
shares
|
$243,952
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
2,588
shares
|
$243,763
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
2,585
shares
|
$243,481
0.82% of portfolio
|
Q3 2022
Added 12.05%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
2,584
shares
|
$243,386
0.08% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
2,584
shares
|
$243,386
0.02% of portfolio
|
Q3 2025
Reduced 10.59%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
2,581
shares
|
$243,104
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Congress Park Capital LLC
|
Oct 07, 2025 Q3 2025 |
2,575
shares
|
$242,539
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
2,571
shares
|
$242,162
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
2,571
shares
|
$242,162
0.03% of portfolio
|
Q3 2025
Added 16.02%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
2,570
shares
|
$242,068
0.04% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
2,569
shares
|
$241,974
0.05% of portfolio
|
Q3 2025
Reduced 10.46%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
2,562
shares
|
$241,314
0.03% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,558
shares
|
$240,938
0.01% of portfolio
|
Q1 2024
Reduced 11.76%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
2,558
shares
|
$240,938
0.02% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
2,555
shares
|
$240,655
0.02% of portfolio
|
Q3 2025
Added 2455.0%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
2,551
shares
|
$240,278
0.07% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Spirit Of America Management Corp
|
Oct 15, 2025 Q3 2025 |
2,550
shares
|
$240,184
0.04% of portfolio
|
Q4 2023
Added 4.08%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
2,550
shares
|
$240,184
0.1% of portfolio
|
Q4 2025
Reduced 11.67%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
2,545
shares
|
$239,713
0.06% of portfolio
|
Q3 2025
Added 0.47%
|
|