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 |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
2,514
shares
|
$212,181
0.01% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
2,512
shares
|
$212,012
0.06% of portfolio
|
Q2 2025
Added 8.98%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
2,510
shares
|
$211,844
0.03% of portfolio
|
Q3 2022
Reduced 7.86%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
2,505
shares
|
$211,422
0.05% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jul 29, 2025 Q2 2025 |
2,505
shares
|
$211,422
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
2,501
shares
|
$211,084
0.37% of portfolio
|
Q3 2023
Added 10.47%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
2,500
shares
|
$211,000
0.51% of portfolio
|
Q2 2022
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
2,500
shares
|
$211,000
0.32% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
2,498
shares
|
$210,831
0.18% of portfolio
|
Q2 2022
Added 5.27%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Aug 14, 2025 Q2 2025 |
2,498
shares
|
$210,831
0.17% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
2,498
shares
|
$210,831
0.04% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Synergy Financial Group, LTD
|
Aug 15, 2025 Q2 2025 |
2,497
shares
|
$210,746
0.2% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Aug 26, 2025 Q2 2025 |
2,483
shares
|
$209,565
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
2,477
shares
|
$209,058
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
U S Global Investors Inc
San Antonio, TX |
Jul 24, 2025 Q2 2025 |
2,475
shares
|
$208,890
0.03% of portfolio
|
Q2 2025
Added 45.5%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
2,473
shares
|
$208,721
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
2,467
shares
|
$208,214
0.06% of portfolio
|
Q2 2025
Reduced 57.66%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
2,467
shares
|
$208,214
0.02% of portfolio
|
Q2 2025
Added 25.36%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
2,461
shares
|
$207,708
0.09% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
2,455
shares
|
$207,202
0.09% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,451
shares
|
$206,864
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
2,450
shares
|
$206,780
0.03% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
2,450
shares
|
$206,780
0.02% of portfolio
|
Q2 2025
Reduced 41.92%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
2,449
shares
|
$206,695
0.15% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
2,446
shares
|
$206,442
0.03% of portfolio
|
Q1 2025
Reduced 3.59%
|