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 |
---|---|---|---|---|---|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
2,115
shares
|
$178,506
0.03% of portfolio
|
Q2 2025
Added 0.76%
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,111
shares
|
$178,168
0.03% of portfolio
|
Q4 2024
Reduced 31.95%
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
2,111
shares
|
$178,168
0.01% of portfolio
|
Q2 2025
Reduced 59.66%
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
2,105
shares
|
$177,662
0.15% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
2,105
shares
|
$177,662
0.04% of portfolio
|
Q2 2025
New holding
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
2,100
shares
|
$177,240
0.02% of portfolio
|
Q2 2025
Added 5.21%
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
2,094
shares
|
$176,733
0.07% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
2,092
shares
|
$176,564
0.05% of portfolio
|
Q2 2025
Reduced 66.52%
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,078
shares
|
$175,383
0.09% of portfolio
|
Q2 2023
Added 2.57%
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
2,066
shares
|
$174,370
0.11% of portfolio
|
Q2 2025
New holding
|
|
Benedict Financial Advisors Inc
|
Aug 13, 2025 Q2 2025 |
2,065
shares
|
$174,286
0.05% of portfolio
|
Q2 2025
Added 0.98%
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
2,064
shares
|
$174,201
0.01% of portfolio
|
Q2 2025
New holding
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
2,063
shares
|
$174,117
0.1% of portfolio
|
Q2 2025
Reduced 11.91%
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
2,062
shares
|
$174,032
0.05% of portfolio
|
Q2 2025
New holding
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
2,061
shares
|
$173,948
0.02% of portfolio
|
Q2 2025
Added 3.52%
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 11, 2025 Q2 2025 |
2,060
shares
|
$173,864
0.05% of portfolio
|
Q2 2025
New holding
|
|
Crestmont Private Wealth LLC
|
Aug 13, 2025 Q2 2025 |
2,051
shares
|
$173,104
0.07% of portfolio
|
Q2 2025
Added 9.56%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
2,047
shares
|
$172,766
0.03% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,046
shares
|
$172,682
0.05% of portfolio
|
Q3 2022
Reduced 28.36%
|
|
Teza Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,046
shares
|
$172,682
0.16% of portfolio
|
Q2 2025
New holding
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
2,044
shares
|
$172,513
0.06% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
2,040
shares
|
$172,176
0.03% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
2,040
shares
|
$172,176
0.04% of portfolio
|
Q2 2025
Reduced 93.14%
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 25, 2025 Q2 2025 |
2,040
shares
|
$172,176
0.13% of portfolio
|
Q2 2025
Reduced 19.75%
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
2,039
shares
|
$172,091
0.01% of portfolio
|
Q2 2025
Reduced 1.4%
|