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 |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
70
shares
|
$5,908
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
70
shares
|
$5,908
0.0% of portfolio
|
Q2 2025
Added 288.89%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
68
shares
|
$5,739
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
63
shares
|
$5,317
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
57
shares
|
$4,810
0.0% of portfolio
|
Q2 2025
Added 119.23%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
57
shares
|
$4,810
0.0% of portfolio
|
Q2 2025
Reduced 18.57%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
53
shares
|
$4,473
0.0% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
52
shares
|
$4,388
0.0% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
52
shares
|
$4,388
0.0% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
50
shares
|
$4,220
0.0% of portfolio
|
Q3 2023
Reduced 68.35%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
50
shares
|
$4,220
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
50
shares
|
$4,220
0.0% of portfolio
|
Q1 2024
Reduced 65.52%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
50
shares
|
$4,220
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
50
shares
|
$4,220
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
50
shares
|
$4,220
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
48
shares
|
$4,051
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
47
shares
|
$3,966
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
46
shares
|
$3,882
0.0% of portfolio
|
Q2 2025
Added 64.29%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
45
shares
|
$3,798
0.0% of portfolio
|
Q3 2024
Reduced 36.62%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
42
shares
|
$3,544
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
40
shares
|
$3,376
0.0% of portfolio
|
Q4 2021
Reduced 67.74%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
39
shares
|
$3,291
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
38
shares
|
$3,207
0.0% of portfolio
|
Q1 2023
Added 22.58%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
38
shares
|
$3,207
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
36
shares
|
$3,038
0.0% of portfolio
|
Q4 2024
New holding
|