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 |
|---|---|---|---|---|---|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,685
shares
|
$142,214
0.06% of portfolio
|
Q2 2024
Reduced 8.17%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
1,685
shares
|
$142,214
0.1% of portfolio
|
Q3 2023
Added 1.57%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
1,650
shares
|
$139,260
0.02% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,626
shares
|
$137,234
0.03% of portfolio
|
Q2 2025
Added 311.75%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
1,595
shares
|
$134,618
0.23% of portfolio
|
Q1 2023
Added 0.89%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
1,582
shares
|
$133,520
0.01% of portfolio
|
Q2 2025
Added 19.76%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,577
shares
|
$133,098
0.04% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
1,562
shares
|
$131,832
0.03% of portfolio
|
Q4 2023
Reduced 12.15%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
1,559
shares
|
$131,579
0.02% of portfolio
|
Q2 2025
Added 50.19%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,550
shares
|
$130,820
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,537
shares
|
$129,722
0.05% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
1,537
shares
|
$129,722
0.05% of portfolio
|
Q1 2024
Reduced 38.2%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,530
shares
|
$129,132
0.02% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
1,529
shares
|
$129,047
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,526
shares
|
$128,794
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
1,524
shares
|
$128,625
0.05% of portfolio
|
Q3 2023
Added 26.58%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
1,520
shares
|
$128,288
0.02% of portfolio
|
Q2 2025
Reduced 20.83%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,514
shares
|
$127,781
0.04% of portfolio
|
Q2 2025
Added 889.54%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
1,496
shares
|
$126,262
0.03% of portfolio
|
Q2 2023
Added 17.24%
|
|
|
Members Capital Advisors Inc
|
Jul 29, 2025 Q2 2025 |
1,481
shares
|
$124,996
0.17% of portfolio
|
Q4 2023
Reduced 81.9%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
1,458
shares
|
$123,055
0.0% of portfolio
|
Q2 2025
Added 37.94%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,453
shares
|
$122,633
0.31% of portfolio
|
Q1 2024
Added 179.42%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
1,451
shares
|
$122,464
0.08% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,439
shares
|
$121,451
0.08% of portfolio
|
Q2 2022
Added 22.78%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
1,427
shares
|
$120,438
0.06% of portfolio
|
Q2 2025
Added 89.26%
|