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 |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
10,727
shares
|
$1.27 Million
0.36% of portfolio
|
Q4 2024
Reduced 8.38%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
10,724
shares
|
$1.27 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
10,636
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
10,617
shares
|
$1.25 Million
0.1% of portfolio
|
Q4 2024
Reduced 10.88%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Feb 12, 2025 Q4 2024 |
10,617
shares
|
$1.25 Million
0.44% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
10,598
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 85.13%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
10,575
shares
|
$1.25 Million
0.44% of portfolio
|
Q4 2024
Reduced 43.03%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
10,510
shares
|
$1.24 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
10,490
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
10,486
shares
|
$1.24 Million
0.14% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
10,485
shares
|
$1.24 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
10,428
shares
|
$1.23 Million
0.87% of portfolio
|
Q4 2024
Reduced 32.25%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
10,409
shares
|
$1.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 37.3%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
10,397
shares
|
$1.23 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
10,350
shares
|
$1.22 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,265
shares
|
$1.21 Million
0.18% of portfolio
|
Q4 2024
Reduced 36.56%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
10,234
shares
|
$1.21 Million
0.16% of portfolio
|
Q4 2024
Reduced 21.26%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
10,211
shares
|
$1.21 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Feb 14, 2025 Q4 2024 |
10,177
shares
|
$1.2 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
10,168
shares
|
$1.2 Million
0.29% of portfolio
|
Q4 2024
Reduced 12.31%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
10,152
shares
|
$1.2 Million
0.34% of portfolio
|
Q4 2024
Reduced 17.23%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
10,145
shares
|
$1.2 Million
0.37% of portfolio
|
Q3 2022
Reduced 2.81%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
10,071
shares
|
$1.19 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
10,041
shares
|
$1.19 Million
0.05% of portfolio
|
Q4 2024
Reduced 15.71%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
10,020
shares
|
$1.18 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.36%
|