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 |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
376
shares
|
$31,734
0.0% of portfolio
|
Q3 2023
Reduced 27.97%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
375
shares
|
$31,650
0.01% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
368
shares
|
$31,059
0.01% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
365
shares
|
$30,806
0.01% of portfolio
|
Q2 2025
Reduced 13.3%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
365
shares
|
$30,806
0.01% of portfolio
|
Q2 2025
Reduced 72.45%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
365
shares
|
$30,806
0.0% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
365
shares
|
$30,806
0.03% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
363
shares
|
$30,637
0.01% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
359
shares
|
$30,299
0.0% of portfolio
|
Q2 2025
Reduced 33.27%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
357
shares
|
$30,130
0.04% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
354
shares
|
$29,877
0.01% of portfolio
|
Q2 2025
Reduced 87.0%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
350
shares
|
$29,540
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
347
shares
|
$29,286
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
346
shares
|
$29,202
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
344
shares
|
$29,033
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
335
shares
|
$28,274
0.03% of portfolio
|
Q1 2024
Added 148.15%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
334
shares
|
$28,189
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
332
shares
|
$28,020
0.01% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
330
shares
|
$27,852
0.01% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
329
shares
|
$27,767
0.03% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
327
shares
|
$27,598
0.02% of portfolio
|
Q1 2023
Added 9.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
325
shares
|
$27,430
0.02% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
324
shares
|
$27,345
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
321
shares
|
$27,092
0.01% of portfolio
|
Q2 2024
Reduced 65.11%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
310
shares
|
$26,164
0.0% of portfolio
|
Q2 2024
Reduced 8.82%
|