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 |
|---|---|---|---|---|---|
|
Corbyn Investment Management Inc
|
Feb 12, 2025 Q4 2024 |
13,905
shares
|
$1.62 Million
0.84% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
13,889
shares
|
$1.61 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.61%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
13,878
shares
|
$1.61 Million
0.06% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
13,767
shares
|
$1.6 Million
0.09% of portfolio
|
Q4 2024
Added 41.26%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
13,739
shares
|
$1.6 Million
0.15% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
13,735
shares
|
$1.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
13,717
shares
|
$1.59 Million
0.02% of portfolio
|
Q4 2024
Added 35.42%
|
|
|
Garner Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
13,687
shares
|
$1.59 Million
0.78% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Feb 11, 2025 Q4 2024 |
13,654
shares
|
$1.59 Million
1.67% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
13,650
shares
|
$1.59 Million
0.03% of portfolio
|
Q4 2024
Added 24.49%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Jan 31, 2025 Q4 2024 |
13,650
shares
|
$1.59 Million
1.12% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
13,640
shares
|
$1.58 Million
0.22% of portfolio
|
Q4 2024
Reduced 22.35%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
13,626
shares
|
$1.58 Million
0.82% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Ov Management LLC
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
13,621
shares
|
$1.58 Million
0.8% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
13,594
shares
|
$1.58 Million
0.43% of portfolio
|
Q1 2022
Reduced 5.04%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
13,592
shares
|
$1.58 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.04%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
13,518
shares
|
$1.57 Million
0.19% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
13,508
shares
|
$1.57 Million
0.14% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
13,336
shares
|
$1.55 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
13,312
shares
|
$1.55 Million
0.17% of portfolio
|
Q3 2023
Reduced 10.87%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
13,261
shares
|
$1.54 Million
0.31% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
13,170
shares
|
$1.53 Million
0.05% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
13,169
shares
|
$1.53 Million
0.05% of portfolio
|
Q4 2024
Reduced 21.67%
|
|
|
Stoneridge Investment Partners LLC
|
Jan 28, 2025 Q4 2024 |
13,140
shares
|
$1.53 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
13,125
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.41%
|