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 |
|---|---|---|---|---|---|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
16,530
shares
|
$1.92 Million
0.66% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
16,528
shares
|
$1.92 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Baxter Bros Inc
|
Feb 11, 2025 Q4 2024 |
16,520
shares
|
$1.92 Million
0.28% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Martin Capital Partners, LLC
|
Jan 27, 2025 Q4 2024 |
16,511
shares
|
$1.92 Million
2.47% of portfolio
|
Q4 2024
Reduced 44.04%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Feb 21, 2025 Q4 2024 |
16,487
shares
|
$1.92 Million
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
16,420
shares
|
$1.91 Million
0.05% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
16,266
shares
|
$1.89 Million
0.28% of portfolio
|
Q4 2024
Reduced 19.31%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
16,119
shares
|
$1.87 Million
0.66% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Feb 13, 2025 Q4 2024 |
16,020
shares
|
$1.86 Million
0.12% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
15,974
shares
|
$1.86 Million
0.15% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
15,951
shares
|
$1.85 Million
0.47% of portfolio
|
Q4 2022
Added 5.51%
|
|
|
Jlb & Associates Inc
|
Feb 03, 2025 Q4 2024 |
15,913
shares
|
$1.85 Million
0.29% of portfolio
|
Q4 2024
Reduced 11.36%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
15,911
shares
|
$1.85 Million
0.08% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
15,867
shares
|
$1.84 Million
0.15% of portfolio
|
Q4 2024
Added 58.67%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
15,842
shares
|
$1.84 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
15,800
shares
|
$1.84 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
15,791
shares
|
$1.83 Million
0.04% of portfolio
|
Q4 2024
Reduced 86.74%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
15,753
shares
|
$1.83 Million
0.04% of portfolio
|
Q4 2024
Added 73.55%
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
15,751
shares
|
$1.83 Million
0.2% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
15,719
shares
|
$1.83 Million
0.04% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jan 14, 2025 Q4 2024 |
15,700
shares
|
$1.82 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
15,553
shares
|
$1.81 Million
0.33% of portfolio
|
Q4 2024
Reduced 15.41%
|
|
|
Carmel Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
15,525
shares
|
$1.8 Million
0.83% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
15,518
shares
|
$1.8 Million
0.37% of portfolio
|
Q3 2022
Reduced 16.29%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
15,504
shares
|
$1.8 Million
0.14% of portfolio
|
Q4 2024
Reduced 18.69%
|