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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,016
shares
|
$1.18 Million
0.09% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
9,986
shares
|
$1.18 Million
0.06% of portfolio
|
Q4 2024
Added 107.74%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
9,955
shares
|
$1.18 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
9,790
shares
|
$1.16 Million
0.17% of portfolio
|
Q4 2024
Added 56.14%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
9,785
shares
|
$1.16 Million
0.19% of portfolio
|
Q4 2024
Reduced 18.92%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
9,737
shares
|
$1.15 Million
0.81% of portfolio
|
Q3 2023
Reduced 5.8%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
9,688
shares
|
$1.14 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
9,688
shares
|
$1.14 Million
0.65% of portfolio
|
Q4 2023
Reduced 0.13%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
9,672
shares
|
$1.14 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
9,653
shares
|
$1.14 Million
0.19% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
9,633
shares
|
$1.14 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
9,631
shares
|
$1.14 Million
0.07% of portfolio
|
Q4 2024
Added 16.85%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
9,629
shares
|
$1.14 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
9,624
shares
|
$1.14 Million
0.14% of portfolio
|
Q4 2024
Reduced 19.26%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
9,617
shares
|
$1.14 Million
0.08% of portfolio
|
Q4 2024
Reduced 51.43%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
9,584
shares
|
$1.13 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
9,560
shares
|
$1.13 Million
0.05% of portfolio
|
Q4 2024
Added 36.07%
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Feb 04, 2025 Q4 2024 |
9,522
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
9,494
shares
|
$1.12 Million
0.53% of portfolio
|
Q4 2024
Added 100.63%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
9,477
shares
|
$1.12 Million
0.42% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Feb 12, 2025 Q4 2024 |
9,471
shares
|
$1.12 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
9,361
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Reduced 17.85%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Feb 12, 2025 Q4 2024 |
9,355
shares
|
$1.1 Million
0.17% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
9,305
shares
|
$1.1 Million
1.04% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
9,303
shares
|
$1.1 Million
1.67% of portfolio
|
Q4 2022
Added 0.04%
|