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 |
|---|---|---|---|---|---|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
7,590
shares
|
$896,454
0.15% of portfolio
|
Q3 2022
Added 272.42%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
7,586
shares
|
$895,982
0.05% of portfolio
|
Q4 2024
Reduced 64.02%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
7,581
shares
|
$895,391
0.17% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Feb 14, 2025 Q4 2024 |
7,546
shares
|
$891,258
0.48% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
7,543
shares
|
$890,903
0.1% of portfolio
|
Q4 2024
Reduced 21.45%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
7,532
shares
|
$889,604
0.26% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
7,487
shares
|
$884,289
0.1% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
7,484
shares
|
$883,935
0.3% of portfolio
|
Q4 2024
Reduced 37.64%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
7,478
shares
|
$883,226
0.37% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
7,475
shares
|
$882,872
0.02% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
7,450
shares
|
$879,919
0.07% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
7,441
shares
|
$878,856
0.09% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
7,439
shares
|
$878,620
0.06% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
7,419
shares
|
$876,258
0.03% of portfolio
|
Q4 2024
Added 117.57%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
7,407
shares
|
$874,840
0.16% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
7,403
shares
|
$874,368
0.42% of portfolio
|
Q1 2024
Reduced 0.75%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
7,403
shares
|
$874,368
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
7,401
shares
|
$874,132
0.15% of portfolio
|
Q2 2024
Added 3.84%
|
|
|
Pensionfund Sabic
|
Jan 06, 2025 Q4 2024 |
7,400
shares
|
$874,014
0.24% of portfolio
|
Q3 2024
Reduced 28.16%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
7,387
shares
|
$872,478
0.44% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
7,387
shares
|
$872,478
0.46% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
7,366
shares
|
$869,998
0.21% of portfolio
|
Q2 2024
Added 1.32%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
7,352
shares
|
$868,344
0.55% of portfolio
|
Q4 2024
Added 42.98%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
7,339
shares
|
$866,809
0.03% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
7,332
shares
|
$865,982
0.34% of portfolio
|
Q4 2024
Added 1.08%
|