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 |
|---|---|---|---|---|---|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
150
shares
|
$12,660
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
150
shares
|
$12,660
0.0% of portfolio
|
Q4 2024
Reduced 19.35%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
150
shares
|
$12,660
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
148
shares
|
$12,491
0.01% of portfolio
|
Q2 2025
Reduced 30.84%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
140
shares
|
$11,816
0.0% of portfolio
|
Q2 2024
Reduced 99.04%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
134
shares
|
$11,309
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
133
shares
|
$11,225
0.0% of portfolio
|
Q2 2025
Added 343.33%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
129
shares
|
$10,887
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
125
shares
|
$10,550
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
125
shares
|
$10,550
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
123
shares
|
$10,381
0.01% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
120
shares
|
$10,128
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
117
shares
|
$9,874
0.01% of portfolio
|
Q3 2024
Reduced 34.64%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
115
shares
|
$9,706
0.0% of portfolio
|
Q2 2025
Reduced 19.58%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
113
shares
|
$9,537
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
113
shares
|
$9,537
0.0% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
113
shares
|
$9,537
0.0% of portfolio
|
Q2 2025
Reduced 27.56%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
112
shares
|
$9,452
0.0% of portfolio
|
Q2 2025
Reduced 41.05%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
111
shares
|
$9,368
0.01% of portfolio
|
Q4 2024
Reduced 77.25%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
110
shares
|
$9,284
0.0% of portfolio
|
Q2 2025
Added 10900.0%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
109
shares
|
$9,199
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
107
shares
|
$9,030
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
105
shares
|
$8,862
0.01% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
104
shares
|
$8,777
0.01% of portfolio
|
Q1 2022
Added 4.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
102
shares
|
$8,608
0.0% of portfolio
|
Q2 2025
Reduced 31.08%
|