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 |
|---|---|---|---|---|---|
|
Miller Financial Services LLC
Marshall, MI |
Feb 07, 2025 Q4 2024 |
17,346
shares
|
$2.01 Million
1.85% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
17,188
shares
|
$2 Million
0.31% of portfolio
|
Q3 2023
Reduced 31.66%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
17,187
shares
|
$2 Million
0.02% of portfolio
|
Q4 2024
Added 15.64%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
17,143
shares
|
$1.99 Million
0.14% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
17,066
shares
|
$1.98 Million
0.04% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
16,992
shares
|
$1.97 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
16,953
shares
|
$1.97 Million
0.01% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jan 28, 2025 Q4 2024 |
16,940
shares
|
$1.97 Million
0.02% of portfolio
|
Q3 2024
Added 13.84%
|
|
|
Savoie Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
16,928
shares
|
$1.97 Million
0.25% of portfolio
|
Q4 2024
Reduced 28.05%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
16,922
shares
|
$1.97 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
16,905
shares
|
$1.96 Million
0.93% of portfolio
|
Q4 2021
Reduced 2.58%
|
|
|
Paralel Advisors LLC
|
Feb 13, 2025 Q4 2024 |
16,894
shares
|
$1.96 Million
0.09% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
16,859
shares
|
$1.96 Million
0.23% of portfolio
|
Q4 2020
Reduced 7.16%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 05, 2025 Q4 2024 |
16,850
shares
|
$1.96 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
16,805
shares
|
$1.95 Million
0.6% of portfolio
|
Q4 2024
Added 47.66%
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
16,799
shares
|
$1.95 Million
1.52% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
16,790
shares
|
$1.95 Million
0.76% of portfolio
|
Q4 2022
Added 88.17%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Feb 14, 2025 Q4 2024 |
16,765
shares
|
$1.95 Million
0.99% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
16,761
shares
|
$1.95 Million
0.44% of portfolio
|
Q4 2024
Added 39.49%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
16,741
shares
|
$1.94 Million
1.02% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Tealwood Asset Management Inc
|
Jan 13, 2025 Q4 2024 |
16,674
shares
|
$1.94 Million
0.87% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Feb 14, 2025 Q4 2024 |
16,662
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
16,628
shares
|
$1.93 Million
0.82% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
16,618
shares
|
$1.93 Million
0.03% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Feb 06, 2025 Q4 2024 |
16,585
shares
|
$1.93 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.93%
|