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 |
|---|---|---|---|---|---|
|
Readystate Asset Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,273
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
9,270
shares
|
$1.09 Million
0.57% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
9,230
shares
|
$1.09 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
9,222
shares
|
$1.09 Million
0.17% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
9,210
shares
|
$1.09 Million
0.08% of portfolio
|
Q4 2024
Added 22.2%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
9,208
shares
|
$1.09 Million
0.66% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
9,148
shares
|
$1.08 Million
0.85% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
9,137
shares
|
$1.08 Million
0.31% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
9,099
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
9,021
shares
|
$1.07 Million
0.12% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
8,916
shares
|
$1.05 Million
0.37% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
8,893
shares
|
$1.05 Million
0.24% of portfolio
|
Q3 2024
Added 12.98%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
8,830
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Added 108.5%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
8,823
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.58%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jan 27, 2025 Q4 2024 |
8,806
shares
|
$1.04 Million
0.9% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
8,797
shares
|
$1.04 Million
0.14% of portfolio
|
Q4 2022
Added 0.88%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
8,779
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2022
Added 16.17%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
8,757
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jan 21, 2025 Q4 2024 |
8,734
shares
|
$1.03 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
8,709
shares
|
$1.03 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
8,652
shares
|
$1.02 Million
0.1% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
8,634
shares
|
$1.02 Million
0.41% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,572
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 81.41%
|
|
|
Zevin Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
8,532
shares
|
$1.01 Million
0.16% of portfolio
|
Q4 2024
Reduced 88.63%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
8,532
shares
|
$1.01 Million
0.9% of portfolio
|
Q3 2022
Added 1.94%
|