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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
210
shares
|
$17,724
0.01% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
202
shares
|
$17,048
0.0% of portfolio
|
Q2 2025
Reduced 56.28%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
201
shares
|
$16,964
0.01% of portfolio
|
Q2 2025
Reduced 62.0%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
200
shares
|
$16,880
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
200
shares
|
$16,880
0.0% of portfolio
|
Q2 2025
Reduced 27.27%
|
|
|
Tobam
|
Aug 08, 2025 Q2 2025 |
193
shares
|
$16,289
0.01% of portfolio
|
Q2 2025
Reduced 97.32%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
192
shares
|
$16,204
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
190
shares
|
$16,036
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
189
shares
|
$15,951
0.07% of portfolio
|
Q3 2023
Added 0.53%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
189
shares
|
$15,951
0.01% of portfolio
|
Q2 2025
Added 3680.0%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
180
shares
|
$15,192
0.01% of portfolio
|
Q1 2025
Reduced 83.24%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
174
shares
|
$14,685
0.0% of portfolio
|
Q2 2025
Added 480.0%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
172
shares
|
$14,516
0.0% of portfolio
|
Q2 2025
Reduced 65.6%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
167
shares
|
$14,094
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
167
shares
|
$14,094
0.01% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
167
shares
|
$14,094
0.0% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
165
shares
|
$13,926
0.02% of portfolio
|
Q2 2023
Added 0.61%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
158
shares
|
$13,335
0.01% of portfolio
|
Q4 2024
Added 23.44%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
158
shares
|
$13,335
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
156
shares
|
$13,166
0.01% of portfolio
|
Q1 2024
Added 183.64%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
155
shares
|
$13,082
0.01% of portfolio
|
Q3 2023
Reduced 30.49%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
155
shares
|
$13,082
0.01% of portfolio
|
Q2 2025
Reduced 14.36%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
154
shares
|
$12,997
0.0% of portfolio
|
Q2 2024
Reduced 93.93%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
152
shares
|
$12,828
0.01% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
150
shares
|
$12,660
0.0% of portfolio
|
Q1 2025
Reduced 64.29%
|