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 2,491 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 $42.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
20
shares
|
$1,688
0.0% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
20
shares
|
$1,688
0.1% of portfolio
|
Q2 2025
Reduced 13.04%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
20
shares
|
$1,688
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
19
shares
|
$1,603
0.0% of portfolio
|
Q2 2022
Added 35.71%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
19
shares
|
$1,603
0.0% of portfolio
|
Q2 2025
Added 18.75%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
19
shares
|
$1,603
0.01% of portfolio
|
Q3 2024
Reduced 98.61%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
19
shares
|
$1,603
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
19
shares
|
$1,603
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
18
shares
|
$1,519
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
18
shares
|
$1,519
0.0% of portfolio
|
Q2 2025
Added 260.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
17
shares
|
$1,434
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
16
shares
|
$1,350
0.0% of portfolio
|
Q2 2025
Reduced 46.67%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
16
shares
|
$1,350
0.0% of portfolio
|
Q2 2025
Reduced 96.0%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
15
shares
|
$1,266
0.0% of portfolio
|
Q2 2025
Reduced 21.05%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
15
shares
|
$1,266
0.0% of portfolio
|
Q4 2022
Reduced 25.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
15
shares
|
$1,266
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
13
shares
|
$1,097
0.0% of portfolio
|
Q2 2025
Reduced 93.5%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
13
shares
|
$1,097
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
12
shares
|
$1,012
0.0% of portfolio
|
Q2 2025
Added 140.0%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
11
shares
|
$928
0.0% of portfolio
|
Q1 2025
Reduced 96.46%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
10
shares
|
$844
0.0% of portfolio
|
Q4 2024
Reduced 81.82%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
8
shares
|
$675
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
8
shares
|
$675
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
7
shares
|
$590
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
7
shares
|
$590
0.0% of portfolio
|
Q2 2025
New holding
|