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 2,572 institutions that hold shares in the stock, with a total of 511 Million shares, which have been reported (via 13F filing form) to have a value of $59.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
William Allan, LLC
|
Jan 28, 2025 Q4 2024 |
29,190
shares
|
$3.39 Million
2.35% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
29,049
shares
|
$3.37 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
28,917
shares
|
$3.36 Million
0.96% of portfolio
|
Q4 2024
Added 34.22%
|
|
|
Monte Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
28,802
shares
|
$3.35 Million
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
28,580
shares
|
$3.32 Million
0.21% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
28,474
shares
|
$3.31 Million
0.16% of portfolio
|
Q4 2024
Reduced 29.33%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
28,420
shares
|
$3.3 Million
1.48% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
28,416
shares
|
$3.3 Million
0.58% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
28,347
shares
|
$3.29 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
28,313
shares
|
$3.29 Million
0.99% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
28,227
shares
|
$3.28 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
28,070
shares
|
$3.26 Million
0.37% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
28,059
shares
|
$3.26 Million
0.4% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Feb 18, 2025 Q4 2024 |
28,000
shares
|
$3.25 Million
0.9% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
27,944
shares
|
$3.25 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Feb 13, 2025 Q4 2024 |
27,747
shares
|
$3.22 Million
0.51% of portfolio
|
Q4 2024
Reduced 26.68%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
27,714
shares
|
$3.22 Million
0.21% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
27,705
shares
|
$3.22 Million
0.22% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
27,601
shares
|
$3.21 Million
0.35% of portfolio
|
Q2 2022
Added 1.99%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
27,499
shares
|
$3.19 Million
0.69% of portfolio
|
Q3 2022
Reduced 2.92%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
27,490
shares
|
$3.19 Million
0.95% of portfolio
|
Q4 2022
Reduced 1.64%
|
|
|
Hunter Perkins Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
27,485
shares
|
$3.19 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy Pohlad Asset Management LLC
|
Jan 23, 2025 Q4 2024 |
27,422
shares
|
$3.19 Million
1.49% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
27,339
shares
|
$3.18 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
27,326
shares
|
$3.17 Million
0.35% of portfolio
|
Q4 2024
Added 26.66%
|