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 |
|---|---|---|---|---|---|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
14,635
shares
|
$1.7 Million
0.19% of portfolio
|
Q2 2022
Added 7.98%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
14,593
shares
|
$1.7 Million
0.04% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
14,579
shares
|
$1.69 Million
0.29% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
14,572
shares
|
$1.69 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
14,504
shares
|
$1.68 Million
0.13% of portfolio
|
Q2 2024
Reduced 6.81%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
14,495
shares
|
$1.68 Million
0.09% of portfolio
|
Q4 2024
Added 15.31%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
14,471
shares
|
$1.68 Million
0.62% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
14,463
shares
|
$1.68 Million
1.76% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
14,449
shares
|
$1.68 Million
0.05% of portfolio
|
Q4 2024
Reduced 16.23%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
14,441
shares
|
$1.68 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
14,428
shares
|
$1.68 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
14,339
shares
|
$1.67 Million
1.49% of portfolio
|
Q2 2023
Reduced 0.47%
|
|
|
Agp Franklin, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
14,268
shares
|
$1.66 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,223
shares
|
$1.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
14,195
shares
|
$1.65 Million
0.02% of portfolio
|
Q4 2024
Added 12.69%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
14,157
shares
|
$1.64 Million
0.83% of portfolio
|
Q2 2024
Added 2.08%
|
|
|
New England Research & Management, Inc.
|
Jan 23, 2025 Q4 2024 |
14,145
shares
|
$1.64 Million
0.91% of portfolio
|
Q4 2024
Reduced 25.13%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
14,058
shares
|
$1.63 Million
0.06% of portfolio
|
Q4 2024
Reduced 39.15%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Feb 13, 2025 Q4 2024 |
14,041
shares
|
$1.63 Million
1.8% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,001
shares
|
$1.63 Million
0.1% of portfolio
|
Q2 2020
Reduced 9.9%
|
|
|
Cypress Capital, LLC
|
Feb 03, 2025 Q4 2024 |
13,982
shares
|
$1.62 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
13,974
shares
|
$1.62 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
13,957
shares
|
$1.62 Million
0.23% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
13,952
shares
|
$1.62 Million
0.09% of portfolio
|
Q4 2024
Added 34.33%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
13,925
shares
|
$1.62 Million
1.1% of portfolio
|
Q1 2024
Added 6.69%
|