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 |
|---|---|---|---|---|---|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
503
shares
|
$42,453
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
497
shares
|
$41,946
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
485
shares
|
$40,934
0.02% of portfolio
|
Q2 2025
Reduced 18.49%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
483
shares
|
$40,765
0.01% of portfolio
|
Q2 2025
Added 35.67%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
482
shares
|
$40,680
0.0% of portfolio
|
Q2 2025
Reduced 98.69%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
475
shares
|
$40,090
0.01% of portfolio
|
Q2 2025
Reduced 62.18%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
474
shares
|
$40,005
0.02% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
467
shares
|
$39,414
0.01% of portfolio
|
Q2 2025
Reduced 46.2%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
466
shares
|
$39,330
0.03% of portfolio
|
Q4 2024
Reduced 11.41%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
464
shares
|
$39,161
0.02% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
445
shares
|
$37,558
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
445
shares
|
$37,558
0.02% of portfolio
|
Q2 2025
Added 32.84%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
438
shares
|
$36,967
0.03% of portfolio
|
Q2 2025
Reduced 91.59%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
429
shares
|
$36,207
0.02% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
425
shares
|
$35,870
0.01% of portfolio
|
Q1 2025
Reduced 19.81%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
425
shares
|
$35,870
0.01% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
418
shares
|
$35,279
0.03% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
414
shares
|
$34,941
0.01% of portfolio
|
Q2 2025
Added 127.47%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
410
shares
|
$34,604
0.01% of portfolio
|
Q1 2025
Added 44.88%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
407
shares
|
$34,350
0.0% of portfolio
|
Q2 2025
Reduced 64.67%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
404
shares
|
$34,097
0.01% of portfolio
|
Q2 2023
Reduced 7.97%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
400
shares
|
$33,760
0.01% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
383
shares
|
$32,325
0.01% of portfolio
|
Q4 2024
Reduced 13.54%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
380
shares
|
$32,072
0.01% of portfolio
|
Q2 2025
Reduced 18.28%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
380
shares
|
$32,072
0.01% of portfolio
|
Q3 2024
Reduced 4.04%
|