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 |
|---|---|---|---|---|---|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
2,039
shares
|
$172,091
0.16% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
2,038
shares
|
$172,007
0.01% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
2,038
shares
|
$172,007
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
2,036
shares
|
$171,838
0.03% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
2,028
shares
|
$171,163
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
2,021
shares
|
$170,572
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
2,017
shares
|
$170,234
0.03% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
2,016
shares
|
$170,150
0.02% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
2,014
shares
|
$169,981
0.02% of portfolio
|
Q1 2025
Reduced 21.08%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
2,013
shares
|
$169,897
0.07% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
2,008
shares
|
$169,475
0.19% of portfolio
|
Q4 2022
Added 7.21%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
2,008
shares
|
$169,475
0.18% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
2,007
shares
|
$169,390
0.08% of portfolio
|
Q2 2025
Reduced 11.47%
|
|
|
Silver Lake Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
2,000
shares
|
$168,800
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Advisors LLC
|
Aug 13, 2025 Q2 2025 |
2,000
shares
|
$168,800
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 23, 2025 Q2 2025 |
1,995
shares
|
$168,378
0.11% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Aug 06, 2025 Q2 2025 |
1,995
shares
|
$168,378
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
1,993
shares
|
$168,209
0.05% of portfolio
|
Q2 2025
Reduced 22.84%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
1,988
shares
|
$167,787
0.0% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
1,988
shares
|
$167,787
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
1,982
shares
|
$167,280
0.0% of portfolio
|
Q2 2025
Reduced 96.49%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
1,947
shares
|
$164,326
0.1% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
1,945
shares
|
$164,158
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
1,944
shares
|
$164,073
0.14% of portfolio
|
Q2 2022
Reduced 94.11%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
1,926
shares
|
$162,554
0.14% of portfolio
|
Q2 2025
Reduced 0.62%
|