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 |
|---|---|---|---|---|---|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,641
shares
|
$222,900
0.21% of portfolio
|
Q3 2023
Reduced 2.11%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
2,631
shares
|
$222,056
0.03% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
2,629
shares
|
$221,887
0.12% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
2,626
shares
|
$221,634
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
2,622
shares
|
$221,296
0.03% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
2,611
shares
|
$220,368
0.24% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
2,607
shares
|
$220,030
0.02% of portfolio
|
Q2 2025
Reduced 21.52%
|
|
|
Accuvest Global Advisors
Provo, UT |
Aug 05, 2025 Q2 2025 |
2,604
shares
|
$219,777
0.17% of portfolio
|
Q2 2025
Reduced 41.38%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
2,603
shares
|
$219,693
0.07% of portfolio
|
Q2 2025
Reduced 16.68%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
2,585
shares
|
$218,174
0.82% of portfolio
|
Q3 2022
Added 12.05%
|
|
|
Chase Investment Counsel Corp
|
Aug 05, 2025 Q2 2025 |
2,584
shares
|
$218,089
0.08% of portfolio
|
Q2 2025
Reduced 18.36%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
2,582
shares
|
$217,920
0.04% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
2,570
shares
|
$216,908
0.04% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,558
shares
|
$215,895
0.01% of portfolio
|
Q1 2024
Reduced 11.76%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
2,557
shares
|
$215,810
0.02% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
2,550
shares
|
$215,220
0.06% of portfolio
|
Q4 2023
Added 4.08%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
2,546
shares
|
$214,882
0.09% of portfolio
|
Q2 2025
Added 17.82%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
2,533
shares
|
$213,785
0.08% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Diametric Capital, LP
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,529
shares
|
$213,447
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
2,528
shares
|
$213,363
0.07% of portfolio
|
Q2 2025
Added 30.65%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
2,526
shares
|
$213,194
0.03% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
2,526
shares
|
$213,194
0.02% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
2,524
shares
|
$213,025
0.01% of portfolio
|
Q2 2025
Reduced 27.2%
|
|
|
Ti Trust, Inc
|
Jul 23, 2025 Q2 2025 |
2,515
shares
|
$212,266
0.17% of portfolio
|
Q1 2024
Added 17.85%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
2,514
shares
|
$212,181
0.02% of portfolio
|
Q2 2025
Added 199.29%
|