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 |
|---|---|---|---|---|---|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
18,442
shares
|
$2.14 Million
0.05% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
18,416
shares
|
$2.14 Million
0.12% of portfolio
|
Q4 2024
Added 109.27%
|
|
|
Wahed Invest LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,400
shares
|
$2.14 Million
0.4% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Arnhold LLC
|
Feb 14, 2025 Q4 2024 |
18,370
shares
|
$2.13 Million
0.24% of portfolio
|
Q3 2024
Added 149.25%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
18,328
shares
|
$2.13 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
18,191
shares
|
$2.11 Million
0.04% of portfolio
|
Q4 2024
Reduced 46.94%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
18,049
shares
|
$2.1 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
17,896
shares
|
$2.08 Million
0.6% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Twin Capital Management Inc
|
Feb 13, 2025 Q4 2024 |
17,876
shares
|
$2.08 Million
0.26% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
17,851
shares
|
$2.07 Million
0.17% of portfolio
|
Q4 2024
Reduced 34.66%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
17,840
shares
|
$2.07 Million
0.22% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jan 28, 2025 Q4 2024 |
17,838
shares
|
$2.07 Million
0.61% of portfolio
|
Q4 2024
Reduced 27.09%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
17,724
shares
|
$2.06 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
17,722
shares
|
$2.06 Million
0.14% of portfolio
|
Q4 2024
Added 33.65%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
17,713
shares
|
$2.06 Million
2.33% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
17,681
shares
|
$2.05 Million
0.11% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
17,669
shares
|
$2.05 Million
0.27% of portfolio
|
Q3 2024
Added 666.22%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Feb 03, 2025 Q4 2024 |
17,553
shares
|
$2.04 Million
1.91% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
17,551
shares
|
$2.04 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
17,538
shares
|
$2.04 Million
1.52% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
17,491
shares
|
$2.03 Million
0.89% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
17,473
shares
|
$2.03 Million
0.13% of portfolio
|
Q4 2024
Reduced 21.88%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
17,472
shares
|
$2.03 Million
1.34% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
17,444
shares
|
$2.03 Million
0.17% of portfolio
|
Q4 2024
Added 227.89%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
17,350
shares
|
$2.02 Million
1.63% of portfolio
|
Q3 2024
Reduced 92.53%
|