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 |
|---|---|---|---|---|---|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
100
shares
|
$8,440
0.0% of portfolio
|
Q1 2024
Reduced 98.52%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
100
shares
|
$8,440
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
100
shares
|
$8,440
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
99
shares
|
$8,355
0.0% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
98
shares
|
$8,271
0.0% of portfolio
|
Q2 2025
Added 216.13%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
97
shares
|
$8,186
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
94
shares
|
$7,933
0.0% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
92
shares
|
$7,764
0.0% of portfolio
|
Q2 2025
Reduced 89.57%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
91
shares
|
$7,680
0.0% of portfolio
|
Q2 2025
Reduced 96.57%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
90
shares
|
$7,596
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
90
shares
|
$7,596
0.01% of portfolio
|
Q1 2025
Reduced 99.09%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
87
shares
|
$7,342
0.02% of portfolio
|
Q2 2022
Added 64.15%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
87
shares
|
$7,342
0.0% of portfolio
|
Q2 2025
Added 42.62%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
87
shares
|
$7,342
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
83
shares
|
$7,005
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
83
shares
|
$7,005
0.0% of portfolio
|
Q2 2025
Reduced 16.16%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
80
shares
|
$6,752
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
79
shares
|
$6,667
0.0% of portfolio
|
Q2 2024
Reduced 11.24%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
77
shares
|
$6,498
0.0% of portfolio
|
Q2 2025
Reduced 46.9%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
76
shares
|
$6,414
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
75
shares
|
$6,330
0.0% of portfolio
|
Q2 2025
Reduced 12.79%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
73
shares
|
$6,161
0.0% of portfolio
|
Q3 2022
Added 143.33%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
70
shares
|
$5,908
0.0% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
70
shares
|
$5,908
0.0% of portfolio
|
Q2 2025
Reduced 15.66%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
70
shares
|
$5,908
0.0% of portfolio
|
Q1 2025
Added 16.67%
|