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 |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
305
shares
|
$25,742
0.01% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
302
shares
|
$25,488
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
300
shares
|
$25,320
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
300
shares
|
$25,320
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
296
shares
|
$24,982
0.01% of portfolio
|
Q2 2023
Added 43.69%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
291
shares
|
$24,560
0.01% of portfolio
|
Q2 2025
Added 31.67%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
288
shares
|
$24,307
0.02% of portfolio
|
Q2 2025
Reduced 97.25%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
285
shares
|
$24,054
0.01% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
283
shares
|
$23,885
0.0% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
282
shares
|
$23,800
0.02% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
276
shares
|
$23,294
0.01% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
276
shares
|
$23,294
0.03% of portfolio
|
Q2 2022
Added 28.37%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
274
shares
|
$23,125
0.02% of portfolio
|
Q1 2025
Added 26.85%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
273
shares
|
$23,041
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
270
shares
|
$22,788
0.0% of portfolio
|
Q2 2025
Reduced 50.64%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
270
shares
|
$22,788
0.02% of portfolio
|
Q3 2024
Reduced 64.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
269
shares
|
$22,703
0.01% of portfolio
|
Q2 2025
Reduced 48.07%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
265
shares
|
$22,366
0.02% of portfolio
|
Q2 2025
Added 138.74%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
259
shares
|
$21,859
0.03% of portfolio
|
Q2 2022
Added 67.1%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
254
shares
|
$21,437
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
254
shares
|
$21,437
0.01% of portfolio
|
Q1 2025
Reduced 13.31%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
253
shares
|
$21,353
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
253
shares
|
$21,353
0.0% of portfolio
|
Q2 2025
Added 20.48%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
253
shares
|
$21,353
0.02% of portfolio
|
Q1 2024
Reduced 4.89%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
253
shares
|
$21,353
0.02% of portfolio
|
Q2 2025
Reduced 10.6%
|