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 |
|---|---|---|---|---|---|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
2,743
shares
|
$231,509
0.03% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
2,733
shares
|
$230,665
0.26% of portfolio
|
Q2 2025
Reduced 10.39%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
2,729
shares
|
$230,327
0.13% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,721
shares
|
$229,652
0.08% of portfolio
|
Q2 2023
Reduced 1.56%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
2,720
shares
|
$229,568
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
2,700
shares
|
$227,880
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jul 30, 2025 Q2 2025 |
2,690
shares
|
$227,036
0.07% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
2,683
shares
|
$226,445
0.0% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
2,679
shares
|
$226,107
0.14% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,676
shares
|
$225,854
0.05% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
2,675
shares
|
$225,770
0.05% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
2,674
shares
|
$225,685
0.24% of portfolio
|
Q2 2022
Added 1.71%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Aug 08, 2025 Q2 2025 |
2,674
shares
|
$225,685
0.22% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,670
shares
|
$225,348
0.02% of portfolio
|
Q2 2025
Reduced 27.86%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
2,668
shares
|
$225,179
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
2,666
shares
|
$225,010
0.02% of portfolio
|
Q2 2025
Reduced 50.28%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
2,665
shares
|
$224,926
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
2,665
shares
|
$224,926
0.21% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
2,663
shares
|
$224,757
0.07% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
2,658
shares
|
$224,335
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
2,657
shares
|
$224,250
0.04% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
2,655
shares
|
$224,082
0.09% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Suncoast Equity Management
|
Aug 11, 2025 Q2 2025 |
2,652
shares
|
$223,828
0.03% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
2,652
shares
|
$223,828
0.02% of portfolio
|
Q4 2024
Reduced 16.08%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,649
shares
|
$223,575
0.01% of portfolio
|
Q4 2024
Reduced 13.74%
|