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 |
|---|---|---|---|---|---|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
15,467
shares
|
$1.8 Million
0.28% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
15,465
shares
|
$1.8 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Feb 12, 2025 Q4 2024 |
15,436
shares
|
$1.79 Million
0.41% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
15,399
shares
|
$1.79 Million
0.43% of portfolio
|
Q1 2024
Added 93.04%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
15,385
shares
|
$1.79 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Auxier Asset Management
Aurora, OR |
Feb 19, 2025 Q4 2024 |
15,368
shares
|
$1.79 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2025 Q4 2024 |
15,290
shares
|
$1.78 Million
1.28% of portfolio
|
Q4 2024
Reduced 48.23%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jan 14, 2025 Q4 2024 |
15,190
shares
|
$1.76 Million
1.11% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
15,180
shares
|
$1.76 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
15,180
shares
|
$1.76 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Orca Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
15,124
shares
|
$1.76 Million
1.83% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
15,039
shares
|
$1.75 Million
0.37% of portfolio
|
Q4 2024
Added 651.95%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
15,033
shares
|
$1.75 Million
0.02% of portfolio
|
Q4 2024
Added 28.73%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
15,029
shares
|
$1.75 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
15,011
shares
|
$1.74 Million
0.02% of portfolio
|
Q4 2024
Added 43.92%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Feb 10, 2025 Q4 2024 |
15,010
shares
|
$1.74 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Feb 14, 2025 Q4 2024 |
15,006
shares
|
$1.74 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
American Assets Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
15,000
shares
|
$1.74 Million
0.16% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
14,924
shares
|
$1.73 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Searle & Co.
|
Feb 14, 2025 Q4 2024 |
14,871
shares
|
$1.73 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
14,867
shares
|
$1.73 Million
0.53% of portfolio
|
Q1 2024
Reduced 5.24%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Feb 13, 2025 Q4 2024 |
14,818
shares
|
$1.72 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Feb 12, 2025 Q4 2024 |
14,795
shares
|
$1.72 Million
1.42% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
14,789
shares
|
$1.72 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
14,638
shares
|
$1.7 Million
0.35% of portfolio
|
Q4 2024
Reduced 4.1%
|