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 |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
34
shares
|
$2,869
0.0% of portfolio
|
Q2 2025
Reduced 73.64%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
34
shares
|
$2,869
0.0% of portfolio
|
Q3 2024
Reduced 52.11%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
32
shares
|
$2,700
0.0% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
31
shares
|
$2,616
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
31
shares
|
$2,616
0.0% of portfolio
|
Q2 2023
Reduced 94.08%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
30
shares
|
$2,532
0.0% of portfolio
|
Q2 2025
Reduced 90.88%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
30
shares
|
$2,532
0.0% of portfolio
|
Q2 2025
Reduced 91.1%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
30
shares
|
$2,532
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
29
shares
|
$2,447
0.0% of portfolio
|
Q2 2025
Reduced 92.7%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
29
shares
|
$2,447
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
29
shares
|
$2,447
0.0% of portfolio
|
Q2 2025
Reduced 98.89%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
28
shares
|
$2,363
0.0% of portfolio
|
Q4 2022
Reduced 81.08%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
27
shares
|
$2,278
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
27
shares
|
$2,278
0.0% of portfolio
|
Q2 2025
Reduced 99.68%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
25
shares
|
$2,110
0.0% of portfolio
|
Q2 2025
Reduced 62.12%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
25
shares
|
$2,110
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
25
shares
|
$2,110
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
25
shares
|
$2,110
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
24
shares
|
$2,025
0.0% of portfolio
|
Q1 2022
Added 4.35%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
23
shares
|
$1,941
0.0% of portfolio
|
Q2 2025
Added 283.33%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
22
shares
|
$1,856
0.0% of portfolio
|
Q1 2025
Added 214.29%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
22
shares
|
$1,856
0.0% of portfolio
|
Q1 2025
Reduced 74.12%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
21
shares
|
$1,772
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
21
shares
|
$1,772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
20
shares
|
$1,688
0.0% of portfolio
|
Q1 2024
Reduced 61.54%
|