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 |
|---|---|---|---|---|---|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
11,830
shares
|
$1.4 Million
0.77% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
11,829
shares
|
$1.4 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
11,801
shares
|
$1.39 Million
0.15% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
11,800
shares
|
$1.39 Million
0.37% of portfolio
|
Q1 2018
New holding
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
11,774
shares
|
$1.39 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
11,763
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2024
Added 85.77%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
11,753
shares
|
$1.39 Million
0.57% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,723
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
11,629
shares
|
$1.37 Million
0.06% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
11,600
shares
|
$1.37 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
11,567
shares
|
$1.37 Million
0.11% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
11,558
shares
|
$1.37 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
11,535
shares
|
$1.36 Million
0.21% of portfolio
|
Q2 2023
Reduced 0.91%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Feb 14, 2025 Q4 2024 |
11,525
shares
|
$1.36 Million
1.0% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
11,483
shares
|
$1.36 Million
0.03% of portfolio
|
Q4 2024
Added 33.99%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
11,458
shares
|
$1.35 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
11,456
shares
|
$1.35 Million
0.23% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
11,438
shares
|
$1.35 Million
0.29% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
11,427
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Added 14.42%
|
|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
11,420
shares
|
$1.35 Million
0.47% of portfolio
|
Q3 2024
Reduced 80.22%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
11,417
shares
|
$1.35 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
11,377
shares
|
$1.34 Million
0.07% of portfolio
|
Q4 2024
Reduced 19.41%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
11,369
shares
|
$1.34 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Teza Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,361
shares
|
$1.34 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Quilter PLC
|
Jan 29, 2025 Q4 2024 |
11,338
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2023
Added 0.87%
|