UPS United Parcel Service, Inc.
United Parcel Service, Inc. (UPS) Institutional Ownership
What the institutions did with UPS last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CACTI ASSET MANAGEMENT LLC | 356.0K | 41.1% |
| CapWealth Advisors, LLC | 234.1K | 27.0% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 111.1K | 12.8% |
| CX Institutional | 86.0K | 9.9% |
| Ridgewood Investments LLC | 17.1K | 2.0% |
| Heartwood Wealth Advisors LLC | 16.1K | 1.9% |
| ROCKLAND TRUST CO | 10.8K | 1.2% |
| NEVILLE RODIE & SHAW INC | 7.6K | 0.9% |
| PARK NATIONAL CORP /OH/ | 6.3K | 0.7% |
| Stonebridge Financial Group, LLC | 5.3K | 0.6% |
| Versant Capital Management, Inc | 4.8K | 0.6% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 2.4K | 0.3% |
| Hickory Point Bank & Trust | 2.4K | 0.3% |
| MassMutual Private Wealth & Trust, FSB | 1.7K | 0.2% |
| EASTERN BANK | 1.2K | 0.1% |
| General Partner, Inc. | 745 | 0.1% |
| Planning Strategies Inc. | 709 | 0.1% |
| Coastline Trust Co | 700 | 0.1% |
| Rosenberg Matthew Hamilton | 676 | 0.1% |
| Roxbury Financial LLC | 393 | 0.0% |
| GoalVest Advisory LLC | 328 | 0.0% |
| TOMPKINS FINANCIAL CORP | 325 | 0.0% |
| Miller Global Investments, LLC | 116 | 0.0% |
| BURKETT FINANCIAL SERVICES, LLC | 101 | 0.0% |
| Olistico Wealth, LLC | 75 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CX Institutional | Increased | 8.1K | 86.0K | +77.8K |
| CACTI ASSET MANAGEMENT LLC | Reduced | 361.6K | 356.0K | -5.5K |
| Silverleafe Capital Partners, LLC | Sold Out | 3.7K | 0 | -3.7K |
| PARK NATIONAL CORP /OH/ | Reduced | 7.8K | 6.3K | -1.6K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 112.5K | 111.1K | -1.5K |
| CapWealth Advisors, LLC | Reduced | 234.8K | 234.1K | -711 |
| Rosenberg Matthew Hamilton | Increased | 89 | 676 | +587 |
| Heartwood Wealth Advisors LLC | Reduced | 16.6K | 16.1K | -441 |
| ROCKLAND TRUST CO | Increased | 10.4K | 10.8K | +408 |
| Ridgewood Investments LLC | Increased | 16.7K | 17.1K | +391 |
| Coastline Trust Co | Reduced | 933 | 700 | -233 |
| TOMPKINS FINANCIAL CORP | Reduced | 547 | 325 | -222 |
| FIRST FINANCIAL BANK - TRUST DIVISION | Reduced | 2.6K | 2.4K | -187 |
| Versant Capital Management, Inc | Increased | 4.7K | 4.8K | +170 |
| Stonebridge Financial Group, LLC | Reduced | 5.5K | 5.3K | -113 |
| NEVILLE RODIE & SHAW INC | Reduced | 7.7K | 7.6K | -100 |
| Hickory Point Bank & Trust | Reduced | 2.5K | 2.4K | -75 |
| GoalVest Advisory LLC | Increased | 270 | 328 | +58 |
| EASTERN BANK | Reduced | 1.3K | 1.2K | -35 |
| Roxbury Financial LLC | Reduced | 404 | 393 | -11 |
| Noble Wealth Management PBC | New | 0 | 8 | +8 |
| MassMutual Private Wealth & Trust, FSB | Increased | 1.7K | 1.7K | +6 |
| Central Pacific Bank - Trust Division | Sold Out | 5 | 0 | -5 |
| Planning Strategies Inc. | Increased | 706 | 709 | +3 |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 100 | 101 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.