UPS — United Parcel Svcs Inc Institutional Holders · Q3 2026

Name: Who Owns UPS? 112 Institutions Hold $221M (Q3 2026)
Creator: ko.io

Who owns United Parcel Svcs Inc (UPS)? 112 institutions reported holding $220.78M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Cacti Asset Management LLC ($33.4M), CapWealth Advisors, LLC ($21.9M), Mn Services Vermogensbeheer B.V. ($20.3M).

Rank	Institution	Value	Shares	Change
1	CACTI ASSET MANAGEMENT LLC	$33.4M	356,031	Trimmed
2	CapWealth Advisors, LLC	$21.9M	234,063	Trimmed
3	Mn Services Vermogensbeheer B.V.	$20.3M	216,966	Hold
4	Gradient Investments LLC	$15.1M	161,355	Added
5	Sound Income Strategies, LLC	$15.0M	159,295	Added
6	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$10.4M	111,069	Trimmed
7	Farther Finance Advisors, LLC	$8.5M	91,161	Added
8	Kessler Investment Group, LLC	$8.4M	89,934	Added
9	CX Institutional	$8.0M	85,952	Added
10	Venture Visionary Partners LLC	$5.8M	61,720	Added
11	Lincoln Capital LLC	$4.6M	49,260	Trimmed
12	CenterStar Asset Management, LLC	$4.3M	45,994	Added
13	Cooper Financial Group	$4.2M	44,744	Trimmed
14	Keystone Financial Planning, Inc.	$4.2M	44,446	Trimmed
15	Adams Asset Advisors, LLC	$3.9M	42,273	Added
16	MFG WEALTH MANAGEMENT, INC.	$3.0M	32,600	Added
17	Iowa State Bank	$3.0M	31,944	Trimmed
18	ARMSTRONG ADVISORY GROUP, INC	$2.6M	27,565	Added
19	Valeo Financial Advisors, LLC	$2.4M	25,657	Trimmed
20	Avidian Wealth Enterprises, LLC	$2.4M	25,261	Trimmed
21	ABLES, IANNONE, MOORE & ASSOCIATES, INC.	$2.2M	23,704	Trimmed
22	BONNESS ENTERPRISES INC	$2.2M	23,350	Hold
23	Horrell Capital Management, Inc.	$1.8M	19,288	Trimmed
24	Ridgewood Investments LLC	$1.6M	17,127	Added
25	Heartwood Wealth Advisors LLC	$1.5M	16,141	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30