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 $60.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
13,117
shares
|
$1.55 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
13,056
shares
|
$1.54 Million
0.59% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,997
shares
|
$1.54 Million
0.06% of portfolio
|
Q4 2024
Added 17.78%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
12,951
shares
|
$1.53 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
12,937
shares
|
$1.53 Million
0.08% of portfolio
|
Q4 2024
Added 68.1%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
12,916
shares
|
$1.53 Million
0.14% of portfolio
|
Q4 2024
Reduced 41.3%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
12,889
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
12,851
shares
|
$1.52 Million
0.39% of portfolio
|
Q2 2023
Added 9.82%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
12,848
shares
|
$1.52 Million
0.27% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
12,837
shares
|
$1.52 Million
0.6% of portfolio
|
Q4 2024
Reduced 22.12%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
12,834
shares
|
$1.52 Million
0.9% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Feb 14, 2025 Q4 2024 |
12,834
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2024
Added 60.43%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
12,746
shares
|
$1.51 Million
0.02% of portfolio
|
Q4 2024
Reduced 19.26%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
12,728
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2022
Reduced 8.25%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
12,624
shares
|
$1.49 Million
0.21% of portfolio
|
Q2 2024
Reduced 4.9%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Feb 14, 2025 Q4 2024 |
12,608
shares
|
$1.49 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
12,604
shares
|
$1.49 Million
0.15% of portfolio
|
Q4 2024
Reduced 26.1%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
12,589
shares
|
$1.49 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
Jan 31, 2025 Q4 2024 |
12,569
shares
|
$1.48 Million
1.01% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
12,565
shares
|
$1.48 Million
0.06% of portfolio
|
Q4 2022
Added 21.49%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
12,546
shares
|
$1.48 Million
0.06% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
12,544
shares
|
$1.48 Million
0.04% of portfolio
|
Q4 2024
Reduced 40.4%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
12,507
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
12,483
shares
|
$1.47 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Jan 30, 2025 Q4 2024 |
12,474
shares
|
$1.47 Million
1.68% of portfolio
|
Q4 2024
New holding
|