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 |
|---|---|---|---|---|---|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
252
shares
|
$21,268
0.01% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
252
shares
|
$21,268
0.01% of portfolio
|
Q2 2025
Reduced 80.0%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
250
shares
|
$21,100
0.02% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
250
shares
|
$21,100
0.01% of portfolio
|
Q1 2025
Added 525.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
250
shares
|
$21,100
0.0% of portfolio
|
Q2 2025
Reduced 89.84%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Aug 12, 2025 Q2 2025 |
250
shares
|
$21,100
0.02% of portfolio
|
Q2 2025
Added 110.08%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
247
shares
|
$20,846
0.01% of portfolio
|
Q3 2023
Reduced 34.13%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
247
shares
|
$20,846
0.02% of portfolio
|
Q4 2024
Reduced 55.25%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
242
shares
|
$20,424
0.03% of portfolio
|
Q2 2025
Reduced 58.63%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
241
shares
|
$20,340
0.01% of portfolio
|
Q2 2025
Added 22.34%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
240
shares
|
$20,256
0.01% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
237
shares
|
$20,002
0.01% of portfolio
|
Q1 2024
Reduced 14.75%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
236
shares
|
$19,918
0.0% of portfolio
|
Q2 2025
Added 174.42%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
231
shares
|
$19,496
0.0% of portfolio
|
Q2 2025
Added 104.42%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
229
shares
|
$19,327
0.0% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
228
shares
|
$19,243
0.0% of portfolio
|
Q2 2025
Added 26.67%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
225
shares
|
$18,990
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
222
shares
|
$18,736
0.02% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
221
shares
|
$18,652
0.01% of portfolio
|
Q2 2025
Reduced 35.94%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
217
shares
|
$18,314
0.01% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
215
shares
|
$18,146
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
215
shares
|
$18,146
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
213
shares
|
$17,977
0.0% of portfolio
|
Q2 2025
Added 18.33%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
213
shares
|
$17,977
0.01% of portfolio
|
Q2 2025
Reduced 53.9%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
210
shares
|
$17,724
0.01% of portfolio
|
Q3 2024
Reduced 4.98%
|