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 |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,410
shares
|
$119,004
0.08% of portfolio
|
Q2 2025
Added 44.47%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
1,402
shares
|
$118,328
0.06% of portfolio
|
Q2 2025
Reduced 30.21%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
1,400
shares
|
$118,160
0.02% of portfolio
|
Q1 2024
Reduced 97.85%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,392
shares
|
$117,484
0.26% of portfolio
|
Q3 2022
New holding
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,358
shares
|
$114,615
0.36% of portfolio
|
Q1 2024
Reduced 47.97%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,352
shares
|
$114,108
0.02% of portfolio
|
Q2 2025
Reduced 14.21%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
1,349
shares
|
$113,855
0.1% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
1,341
shares
|
$113,180
0.08% of portfolio
|
Q2 2025
Reduced 18.53%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
1,321
shares
|
$111,492
0.04% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
1,313
shares
|
$110,817
0.05% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,305
shares
|
$110,142
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
1,300
shares
|
$109,720
0.07% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
1,294
shares
|
$109,213
0.07% of portfolio
|
Q1 2022
Reduced 5.2%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,293
shares
|
$109,129
0.01% of portfolio
|
Q2 2025
Reduced 9.64%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,275
shares
|
$107,610
0.1% of portfolio
|
Q2 2025
Reduced 19.71%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
1,275
shares
|
$107,610
0.09% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
1,268
shares
|
$107,019
0.05% of portfolio
|
Q2 2025
Reduced 45.53%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
1,213
shares
|
$102,377
0.06% of portfolio
|
Q2 2025
Reduced 25.12%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,211
shares
|
$102,208
0.01% of portfolio
|
Q4 2023
Reduced 0.16%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
1,203
shares
|
$101,533
0.09% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,201
shares
|
$101,364
0.03% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,193
shares
|
$100,689
0.0% of portfolio
|
Q2 2025
Reduced 99.45%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
1,175
shares
|
$99,170
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
1,158
shares
|
$97,735
0.0% of portfolio
|
Q3 2024
Reduced 99.67%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
1,158
shares
|
$97,735
0.09% of portfolio
|
Q2 2025
Reduced 1.86%
|