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 |
|---|---|---|---|---|---|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
1,924
shares
|
$162,385
0.07% of portfolio
|
Q2 2025
Added 108.23%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
1,922
shares
|
$162,216
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,909
shares
|
$161,119
0.01% of portfolio
|
Q2 2025
Reduced 24.19%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,898
shares
|
$160,191
0.19% of portfolio
|
Q1 2024
Reduced 4.81%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
1,898
shares
|
$160,191
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
1,895
shares
|
$159,938
0.11% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
1,895
shares
|
$159,938
0.0% of portfolio
|
Q2 2025
Added 591.61%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
1,894
shares
|
$159,853
0.11% of portfolio
|
Q2 2025
Reduced 66.84%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
1,892
shares
|
$159,684
0.03% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
1,889
shares
|
$159,431
0.04% of portfolio
|
Q2 2025
Added 36.49%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,863
shares
|
$157,237
0.01% of portfolio
|
Q1 2024
Reduced 22.41%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
1,855
shares
|
$156,562
0.27% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,833
shares
|
$154,705
0.03% of portfolio
|
Q2 2025
Added 45.13%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,828
shares
|
$154,283
0.06% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
1,821
shares
|
$153,692
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,810
shares
|
$152,764
0.06% of portfolio
|
Q3 2022
Reduced 9.5%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
1,798
shares
|
$151,751
0.19% of portfolio
|
Q3 2023
Reduced 1.15%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,795
shares
|
$151,498
0.23% of portfolio
|
Q3 2023
Reduced 75.68%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,770
shares
|
$149,388
0.01% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
1,764
shares
|
$148,881
0.06% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
1,760
shares
|
$148,544
0.12% of portfolio
|
Q2 2023
Reduced 1.18%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
1,747
shares
|
$147,446
0.14% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,746
shares
|
$147,362
0.02% of portfolio
|
Q2 2021
Added 5.22%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
1,734
shares
|
$146,349
0.07% of portfolio
|
Q4 2023
Reduced 3.29%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
1,720
shares
|
$145,168
0.06% of portfolio
|
Q2 2025
Added 0.64%
|