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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
22,330
shares
|
$2.59 Million
0.75% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
22,298
shares
|
$2.59 Million
0.33% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
22,274
shares
|
$2.59 Million
0.26% of portfolio
|
Q4 2024
Added 21.76%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
22,236
shares
|
$2.58 Million
5.44% of portfolio
|
Q3 2023
Reduced 0.71%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
22,183
shares
|
$2.58 Million
0.77% of portfolio
|
Q3 2023
Reduced 1.34%
|
|
|
Callodine Capital Management, LP
Boston, MA |
Feb 13, 2025 Q4 2024 |
22,149
shares
|
$2.57 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
22,105
shares
|
$2.57 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
22,091
shares
|
$2.57 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
22,046
shares
|
$2.56 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Woodline Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
21,955
shares
|
$2.55 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Schulhoff & CO Inc
|
Feb 05, 2025 Q4 2024 |
21,936
shares
|
$2.55 Million
1.29% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Feb 06, 2025 Q4 2024 |
21,868
shares
|
$2.54 Million
0.14% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
21,829
shares
|
$2.54 Million
1.02% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Feb 06, 2025 Q4 2024 |
21,800
shares
|
$2.53 Million
1.49% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
21,794
shares
|
$2.53 Million
0.09% of portfolio
|
Q4 2024
Reduced 69.9%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
21,751
shares
|
$2.53 Million
0.96% of portfolio
|
Q3 2022
Added 0.65%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
21,731
shares
|
$2.52 Million
0.93% of portfolio
|
Q4 2024
Reduced 10.02%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
21,701
shares
|
$2.52 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
21,492
shares
|
$2.5 Million
0.11% of portfolio
|
Q4 2024
Reduced 13.68%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
21,445
shares
|
$2.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 37.43%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
21,421
shares
|
$2.49 Million
0.33% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
21,350
shares
|
$2.48 Million
0.17% of portfolio
|
Q4 2024
Added 70.26%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
21,281
shares
|
$2.47 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Bdf Gestion
Paris, I0 |
Jan 17, 2025 Q4 2024 |
21,254
shares
|
$2.47 Million
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Bonness Enterprises Inc
|
Jan 16, 2025 Q4 2024 |
21,150
shares
|
$2.46 Million
0.94% of portfolio
|
Q4 2024
Added 24.05%
|