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 |
|---|---|---|---|---|---|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
2,227
shares
|
$187,958
0.07% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
2,227
shares
|
$187,958
0.04% of portfolio
|
Q2 2025
Reduced 80.76%
|
|
|
Cv Advisors LLC
Aventura, FL |
Jul 25, 2025 Q2 2025 |
2,225
shares
|
$187,790
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
2,219
shares
|
$187,283
0.01% of portfolio
|
Q2 2025
Reduced 35.0%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
2,216
shares
|
$187,030
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
2,199
shares
|
$185,595
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,197
shares
|
$185,426
0.15% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
2,185
shares
|
$184,414
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
2,183
shares
|
$184,245
0.0% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
2,179
shares
|
$183,907
0.1% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
2,175
shares
|
$183,570
0.01% of portfolio
|
Q2 2025
Reduced 65.29%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,175
shares
|
$183,570
0.02% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
2,175
shares
|
$183,570
0.11% of portfolio
|
Q2 2025
Reduced 18.17%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
2,174
shares
|
$183,485
0.04% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
2,168
shares
|
$182,979
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
2,166
shares
|
$182,810
0.1% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
2,153
shares
|
$181,713
0.02% of portfolio
|
Q1 2025
Added 51.0%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
2,150
shares
|
$181,460
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
2,147
shares
|
$181,206
0.04% of portfolio
|
Q2 2025
Reduced 23.21%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
2,135
shares
|
$180,194
0.17% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
2,132
shares
|
$179,940
3.48% of portfolio
|
Q3 2022
New holding
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Aug 12, 2025 Q2 2025 |
2,131
shares
|
$179,856
0.03% of portfolio
|
Q2 2025
Reduced 94.14%
|
|
|
Haven Capital Group, Inc.
Camarillo, CA |
Aug 14, 2025 Q2 2025 |
2,127
shares
|
$179,518
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
2,124
shares
|
$179,265
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
2,116
shares
|
$178,590
0.03% of portfolio
|
Q2 2025
Reduced 68.4%
|