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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
7,933
shares
|
$936,966
0.03% of portfolio
|
Q4 2024
Added 270.35%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
7,912
shares
|
$934,486
0.84% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Mork Capital Management, LLC
Healdsburg, CA |
Feb 14, 2025 Q4 2024 |
7,900
shares
|
$933,069
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
7,893
shares
|
$932,242
0.19% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
7,891
shares
|
$932,006
0.03% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,885
shares
|
$931,297
0.4% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
7,858
shares
|
$928,108
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
7,836
shares
|
$925,509
0.09% of portfolio
|
Q3 2024
Reduced 13.16%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
7,833
shares
|
$925,155
0.27% of portfolio
|
Q4 2024
Reduced 81.29%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
7,816
shares
|
$923,147
0.12% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
7,800
shares
|
$921,258
0.36% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
7,776
shares
|
$918,423
0.02% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
7,759
shares
|
$916,415
0.04% of portfolio
|
Q4 2024
Reduced 17.32%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
7,720
shares
|
$911,809
0.11% of portfolio
|
Q4 2024
Added 153.28%
|
|
|
Ted Buchan & CO
San Diego, CA |
Feb 12, 2025 Q4 2024 |
7,707
shares
|
$910,273
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
7,704
shares
|
$909,919
0.06% of portfolio
|
Q4 2024
Reduced 11.72%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Feb 13, 2025 Q4 2024 |
7,700
shares
|
$909,447
0.1% of portfolio
|
Q4 2024
Reduced 7.23%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
7,696
shares
|
$908,974
0.23% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
7,692
shares
|
$908,502
0.54% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
7,682
shares
|
$907,321
0.79% of portfolio
|
Q4 2022
Added 5.75%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
7,670
shares
|
$905,903
0.01% of portfolio
|
Q4 2024
Reduced 49.86%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
7,669
shares
|
$905,785
0.06% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
7,668
shares
|
$905,667
0.02% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
7,638
shares
|
$902,124
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,591
shares
|
$896,573
0.22% of portfolio
|
Q4 2024
Added 0.25%
|