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 |
|---|---|---|---|---|---|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
8,528
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Reduced 27.33%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
8,488
shares
|
$1 Million
0.15% of portfolio
|
Q1 2023
Added 2.41%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
8,467
shares
|
$1 Million
0.28% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
8,424
shares
|
$994,958
0.19% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
8,400
shares
|
$992,124
0.05% of portfolio
|
Q4 2024
Reduced 24.02%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
8,377
shares
|
$989,407
0.75% of portfolio
|
Q4 2024
Reduced 7.68%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
8,363
shares
|
$987,753
0.07% of portfolio
|
Q4 2024
Added 351.08%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
8,329
shares
|
$983,738
0.06% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
8,325
shares
|
$983,265
0.07% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
8,264
shares
|
$976,061
0.39% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
8,240
shares
|
$973,226
0.04% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
8,220
shares
|
$970,864
0.05% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Feb 12, 2025 Q4 2024 |
8,210
shares
|
$969,683
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
8,197
shares
|
$968,147
0.16% of portfolio
|
Q4 2024
Added 239.7%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
8,166
shares
|
$964,486
0.36% of portfolio
|
Q4 2022
Added 1.0%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
8,161
shares
|
$963,895
0.15% of portfolio
|
Q4 2024
Reduced 16.56%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
8,125
shares
|
$959,643
0.32% of portfolio
|
Q2 2024
Added 1.55%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
8,062
shares
|
$952,202
0.08% of portfolio
|
Q3 2022
Reduced 3.76%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
8,032
shares
|
$948,659
0.23% of portfolio
|
Q4 2024
Reduced 7.61%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
8,025
shares
|
$947,832
0.6% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
8,002
shares
|
$945,116
0.1% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Jan 30, 2025 Q4 2024 |
8,000
shares
|
$944,880
0.3% of portfolio
|
Q4 2018
Reduced 20.0%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
7,995
shares
|
$944,289
0.12% of portfolio
|
Q4 2024
Added 70.69%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,975
shares
|
$941,927
0.22% of portfolio
|
Q2 2023
Reduced 0.47%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,952
shares
|
$939,210
0.09% of portfolio
|
Q3 2022
New holding
|