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 |
|---|---|---|---|---|---|
|
First Dallas Securities Inc.
|
Jan 24, 2025 Q4 2024 |
11,319
shares
|
$1.34 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,305
shares
|
$1.34 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Feb 07, 2025 Q4 2024 |
11,298
shares
|
$1.33 Million
0.52% of portfolio
|
Q4 2024
Added 61.03%
|
|
|
Hedges Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
11,200
shares
|
$1.32 Million
0.98% of portfolio
|
Q1 2023
Reduced 2.0%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Feb 11, 2025 Q4 2024 |
11,156
shares
|
$1.32 Million
0.8% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
11,108
shares
|
$1.31 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
11,103
shares
|
$1.31 Million
0.22% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
11,103
shares
|
$1.31 Million
0.13% of portfolio
|
Q4 2024
Reduced 16.11%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
11,095
shares
|
$1.31 Million
0.07% of portfolio
|
Q4 2024
Added 44.94%
|
|
|
Brown Miller Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
11,088
shares
|
$1.31 Million
0.55% of portfolio
|
Q4 2022
Reduced 32.55%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
11,084
shares
|
$1.31 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
11,079
shares
|
$1.31 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Easterly Investment Partners LLC
|
Feb 12, 2025 Q4 2024 |
11,076
shares
|
$1.31 Million
0.11% of portfolio
|
Q3 2024
Added 63.51%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
11,071
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
11,054
shares
|
$1.31 Million
0.1% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
11,046
shares
|
$1.3 Million
0.27% of portfolio
|
Q4 2024
Added 24.63%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
11,012
shares
|
$1.3 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,009
shares
|
$1.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 41.39%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
10,864
shares
|
$1.28 Million
0.53% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
10,839
shares
|
$1.28 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,826
shares
|
$1.28 Million
0.16% of portfolio
|
Q3 2022
Reduced 27.68%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
10,796
shares
|
$1.28 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Bank & Trust CO
Longview, TX |
Feb 14, 2025 Q4 2024 |
10,781
shares
|
$1.27 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Abner Herrman & Brock LLC
|
Jan 24, 2025 Q4 2024 |
10,761
shares
|
$1.27 Million
0.17% of portfolio
|
Q4 2024
Reduced 83.64%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
10,753
shares
|
$1.27 Million
0.14% of portfolio
|
Q3 2024
Reduced 21.67%
|