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 |
|---|---|---|---|---|---|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
7,269
shares
|
$858,541
0.19% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
7,253
shares
|
$856,651
0.35% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
7,252
shares
|
$856,533
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
7,247
shares
|
$855,943
0.19% of portfolio
|
Q4 2024
Added 67.75%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
7,227
shares
|
$853,580
0.14% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
7,221
shares
|
$852,872
0.04% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
7,213
shares
|
$851,927
0.03% of portfolio
|
Q3 2022
Added 118.71%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
7,208
shares
|
$851,336
0.36% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Harrington Investments, Inc
|
Feb 10, 2025 Q4 2024 |
7,193
shares
|
$849,565
0.51% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
7,182
shares
|
$848,266
0.01% of portfolio
|
Q4 2024
Added 13.46%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
7,174
shares
|
$847,321
0.02% of portfolio
|
Q4 2024
Added 77.14%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
7,157
shares
|
$845,313
0.36% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
7,152
shares
|
$844,722
0.0% of portfolio
|
Q4 2024
Reduced 99.12%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
7,145
shares
|
$843,895
0.21% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
7,129
shares
|
$842,006
0.04% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Trust Investment Advisors
|
Feb 11, 2025 Q4 2024 |
7,119
shares
|
$840,825
0.59% of portfolio
|
Q4 2024
Added 14.05%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
7,102
shares
|
$838,817
0.1% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
7,101
shares
|
$838,699
0.02% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Feb 04, 2025 Q4 2024 |
7,050
shares
|
$832,675
0.64% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
7,045
shares
|
$832,084
0.0% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
7,030
shares
|
$830,313
0.24% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
7,005
shares
|
$827,360
0.36% of portfolio
|
Q4 2024
Added 13.9%
|
|
|
Belmont Capital, LLC
|
Feb 13, 2025 Q4 2024 |
7,000
shares
|
$826,770
0.15% of portfolio
|
Q2 2024
Added 699900.0%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
7,000
shares
|
$826,770
0.19% of portfolio
|
Q1 2021
Reduced 0.23%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
6,956
shares
|
$821,573
0.18% of portfolio
|
Q4 2024
Added 40.53%
|