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 2,556 institutions that hold shares in the stock, with a total of 509 Million shares, which have been reported (via 13F filing form) to have a value of $59.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
99,472
shares
|
$11.6 Million
4.71% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
98,435
shares
|
$11.4 Million
1.08% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
98,355
shares
|
$11.4 Million
0.06% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
97,694
shares
|
$11.4 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Feb 14, 2025 Q4 2024 |
97,244
shares
|
$11.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
95,512
shares
|
$11.1 Million
0.38% of portfolio
|
Q4 2024
Added 16.7%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
95,438
shares
|
$11.1 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
95,071
shares
|
$11 Million
0.79% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Founders Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
94,979
shares
|
$11 Million
2.12% of portfolio
|
Q4 2024
Added 88.85%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
93,971
shares
|
$10.9 Million
1.29% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
93,195
shares
|
$10.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.98%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
93,008
shares
|
$10.8 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
92,570
shares
|
$10.8 Million
0.12% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
92,100
shares
|
$10.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
91,862
shares
|
$10.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
91,726
shares
|
$10.7 Million
6.5% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
91,693
shares
|
$10.7 Million
0.23% of portfolio
|
Q4 2023
Reduced 3.54%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
91,500
shares
|
$10.6 Million
0.05% of portfolio
|
Q4 2024
Added 183.38%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
91,465
shares
|
$10.6 Million
0.04% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
91,269
shares
|
$10.6 Million
5.17% of portfolio
|
Q3 2024
Reduced 44.69%
|
|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
91,255
shares
|
$10.6 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
90,687
shares
|
$10.5 Million
1.08% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
State Of Alaska, Department Of Revenue
|
Jan 27, 2025 Q4 2024 |
90,611
shares
|
$10.5 Million
0.13% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
89,979
shares
|
$10.5 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
89,416
shares
|
$10.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 27.93%
|