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 |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
741
shares
|
$62,540
0.01% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
703
shares
|
$59,333
0.03% of portfolio
|
Q2 2025
Added 21.84%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Jul 31, 2025 Q2 2025 |
700
shares
|
$59,080
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
672
shares
|
$56,716
0.05% of portfolio
|
Q2 2025
Added 236.0%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
666
shares
|
$56,210
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
654
shares
|
$55,197
0.01% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
653
shares
|
$55,113
0.04% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
645
shares
|
$54,438
0.01% of portfolio
|
Q2 2025
Added 44.94%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
635
shares
|
$53,594
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Aug 11, 2025 Q2 2025 |
634
shares
|
$53,509
0.01% of portfolio
|
Q1 2025
Added 209.27%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
619
shares
|
$52,243
0.02% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
619
shares
|
$52,243
0.02% of portfolio
|
Q2 2025
Added 40.68%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
613
shares
|
$51,737
0.03% of portfolio
|
Q2 2025
Reduced 50.88%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
611
shares
|
$51,568
0.01% of portfolio
|
Q2 2025
Reduced 62.38%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
601
shares
|
$50,724
0.02% of portfolio
|
Q2 2023
Added 0.33%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
600
shares
|
$50,640
0.03% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
565
shares
|
$47,686
0.05% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
562
shares
|
$47,432
0.02% of portfolio
|
Q2 2024
Reduced 17.23%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
550
shares
|
$46,420
0.03% of portfolio
|
Q4 2024
Reduced 31.25%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
543
shares
|
$45,829
0.01% of portfolio
|
Q2 2025
Reduced 68.97%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
534
shares
|
$45,069
0.01% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
532
shares
|
$44,900
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
513
shares
|
$43,297
0.02% of portfolio
|
Q1 2022
Reduced 29.24%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
507
shares
|
$42,790
0.04% of portfolio
|
Q2 2024
Reduced 84.91%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
505
shares
|
$42,622
0.0% of portfolio
|
Q2 2025
Reduced 10.14%
|