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 |
|---|---|---|---|---|---|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
2,435
shares
|
$205,514
0.02% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
2,425
shares
|
$204,670
0.06% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
2,412
shares
|
$203,572
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Aug 07, 2025 Q2 2025 |
2,410
shares
|
$203,404
0.02% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
2,410
shares
|
$203,404
0.03% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,405
shares
|
$202,982
0.12% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
2,397
shares
|
$202,306
0.05% of portfolio
|
Q2 2025
Added 27.98%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
2,396
shares
|
$202,222
0.06% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,392
shares
|
$201,884
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
2,385
shares
|
$201,294
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,382
shares
|
$201,040
0.11% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
2,373
shares
|
$200,281
0.05% of portfolio
|
Q2 2025
Reduced 44.47%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
2,364
shares
|
$199,521
0.04% of portfolio
|
Q2 2025
Added 26.89%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
2,357
shares
|
$198,930
0.05% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
2,356
shares
|
$198,846
0.01% of portfolio
|
Q2 2025
Reduced 24.94%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
2,353
shares
|
$198,593
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
2,345
shares
|
$197,918
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
2,341
shares
|
$197,580
0.07% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
2,340
shares
|
$197,496
0.12% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
2,340
shares
|
$197,496
0.15% of portfolio
|
Q2 2025
Added 257.8%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
2,334
shares
|
$196,989
0.01% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Aug 12, 2025 Q2 2025 |
2,333
shares
|
$196,905
0.2% of portfolio
|
Q2 2025
Reduced 23.68%
|
|
|
Delta Financial Advisors LLC
|
Aug 07, 2025 Q2 2025 |
2,329
shares
|
$196,567
0.08% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,326
shares
|
$196,314
0.1% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
2,317
shares
|
$195,554
0.01% of portfolio
|
Q1 2025
Reduced 30.15%
|