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 |
|---|---|---|---|---|---|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
19,507
shares
|
$2.27 Million
0.09% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
19,470
shares
|
$2.26 Million
2.87% of portfolio
|
Q2 2023
Reduced 2.65%
|
|
|
Keating Investment Counselors Inc
|
Jan 31, 2025 Q4 2024 |
19,452
shares
|
$2.26 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
19,403
shares
|
$2.25 Million
0.11% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
19,384
shares
|
$2.25 Million
0.73% of portfolio
|
Q1 2023
Reduced 1.32%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
19,301
shares
|
$2.24 Million
0.63% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
19,294
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Feb 03, 2025 Q4 2024 |
19,275
shares
|
$2.24 Million
0.89% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
19,227
shares
|
$2.23 Million
0.09% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Feb 14, 2025 Q4 2024 |
19,222
shares
|
$2.23 Million
0.58% of portfolio
|
Q4 2024
Added 82.51%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
19,121
shares
|
$2.22 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
19,089
shares
|
$2.22 Million
0.52% of portfolio
|
Q4 2024
Added 11.64%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
19,051
shares
|
$2.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 94.5%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
19,008
shares
|
$2.21 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Cohen Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
18,991
shares
|
$2.21 Million
1.44% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Groupe La Francaise
Paris, I0 |
Feb 14, 2025 Q4 2024 |
18,978
shares
|
$2.2 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
18,883
shares
|
$2.19 Million
0.37% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
18,623
shares
|
$2.16 Million
0.24% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
18,573
shares
|
$2.16 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
18,571
shares
|
$2.16 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
18,516
shares
|
$2.15 Million
0.15% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
18,467
shares
|
$2.15 Million
0.02% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
18,461
shares
|
$2.14 Million
0.11% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Feb 03, 2025 Q4 2024 |
18,460
shares
|
$2.14 Million
0.71% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
18,451
shares
|
$2.14 Million
1.29% of portfolio
|
Q4 2024
Reduced 2.64%
|