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 |
|---|---|---|---|---|---|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
36,845
shares
|
$4.28 Million
0.7% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
36,438
shares
|
$4.23 Million
0.01% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
36,383
shares
|
$4.23 Million
0.18% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
36,171
shares
|
$4.2 Million
0.01% of portfolio
|
Q4 2024
Added 53.53%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
36,164
shares
|
$4.2 Million
0.2% of portfolio
|
Q3 2024
Added 20.49%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
35,813
shares
|
$4.16 Million
0.61% of portfolio
|
Q4 2022
Reduced 1.67%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
35,811
shares
|
$4.16 Million
0.17% of portfolio
|
Q4 2024
Added 26.24%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
35,734
shares
|
$4.15 Million
0.63% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
35,636
shares
|
$4.14 Million
1.56% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
35,567
shares
|
$4.13 Million
1.16% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
35,558
shares
|
$4.13 Million
1.49% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
35,411
shares
|
$4.12 Million
0.32% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
35,293
shares
|
$4.1 Million
1.38% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
35,184
shares
|
$4.09 Million
1.85% of portfolio
|
Q4 2024
Reduced 13.29%
|
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
35,153
shares
|
$4.09 Million
1.24% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
35,133
shares
|
$4.08 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
34,962
shares
|
$4.06 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
M&G PLC
London, X0 |
Feb 11, 2025 Q4 2024 |
34,897
shares
|
$4.06 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Feb 03, 2025 Q4 2024 |
34,731
shares
|
$4.04 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
34,700
shares
|
$4.03 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Icici Prudential Asset Management CO LTD
|
Jan 31, 2025 Q4 2024 |
34,600
shares
|
$4.02 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
34,583
shares
|
$4.02 Million
0.39% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Garland Capital Management Inc
|
Feb 11, 2025 Q4 2024 |
34,505
shares
|
$4.01 Million
3.55% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
34,428
shares
|
$4 Million
1.8% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
34,226
shares
|
$3.98 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.5%
|