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 |
|---|---|---|---|---|---|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,315
shares
|
$195,386
0.05% of portfolio
|
Q1 2021
Reduced 6.33%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
2,311
shares
|
$195,048
0.07% of portfolio
|
Q2 2023
Reduced 1.99%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
2,303
shares
|
$194,373
0.12% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
2,302
shares
|
$194,288
0.2% of portfolio
|
Q2 2025
Reduced 13.2%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Aug 13, 2025 Q2 2025 |
2,300
shares
|
$194,120
0.07% of portfolio
|
Q1 2025
Added 14.43%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
2,286
shares
|
$192,938
0.19% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
2,280
shares
|
$192,432
0.18% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
2,278
shares
|
$192,263
0.14% of portfolio
|
Q2 2025
Added 24.48%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,277
shares
|
$192,178
0.03% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
2,275
shares
|
$192,010
0.06% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
2,273
shares
|
$191,841
0.01% of portfolio
|
Q2 2025
Reduced 70.17%
|
|
|
Clifford Group, LLC
Wayland, MA |
Aug 14, 2025 Q2 2025 |
2,272
shares
|
$191,756
0.19% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
2,270
shares
|
$191,588
0.0% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
2,270
shares
|
$191,588
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
2,265
shares
|
$191,166
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
2,261
shares
|
$190,828
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
2,257
shares
|
$190,490
0.12% of portfolio
|
Q2 2025
Added 13.99%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
2,256
shares
|
$190,406
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
2,253
shares
|
$190,153
0.02% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Oakland Financial Corp
Sterling Heights, MI |
Aug 14, 2025 Q2 2025 |
2,250
shares
|
$189,900
4.27% of portfolio
|
Q2 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,249
shares
|
$189,815
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bey Douglas LLC
Marietta, GA |
Jul 24, 2025 Q2 2025 |
2,239
shares
|
$188,971
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
2,237
shares
|
$188,802
0.11% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
2,235
shares
|
$188,634
0.12% of portfolio
|
Q2 2025
Reduced 36.25%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Aug 08, 2025 Q2 2025 |
2,231
shares
|
$188,296
0.23% of portfolio
|
Q2 2025
Reduced 15.59%
|