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 |
|---|---|---|---|---|---|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
6,951
shares
|
$820,982
0.09% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
6,929
shares
|
$818,384
0.34% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
6,917
shares
|
$816,966
0.02% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
6,880
shares
|
$812,596
0.68% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
6,876
shares
|
$812,124
0.01% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
6,865
shares
|
$810,825
0.17% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
6,862
shares
|
$810,470
0.09% of portfolio
|
Q4 2024
Reduced 17.0%
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
Jan 17, 2025 Q4 2024 |
6,850
shares
|
$809,053
0.58% of portfolio
|
Q3 2024
Reduced 16.21%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
6,831
shares
|
$806,809
0.02% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
6,817
shares
|
$805,155
0.15% of portfolio
|
Q2 2022
Reduced 0.29%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
6,807
shares
|
$803,974
0.06% of portfolio
|
Q4 2024
Reduced 16.49%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
6,804
shares
|
$803,620
0.07% of portfolio
|
Q4 2024
Added 43.12%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
6,801
shares
|
$803,266
0.11% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
6,751
shares
|
$797,360
0.17% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
6,750
shares
|
$797,242
0.3% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
6,723
shares
|
$794,053
0.14% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
6,722
shares
|
$793,935
0.22% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
6,714
shares
|
$792,990
0.13% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
6,710
shares
|
$792,518
0.26% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
Feb 10, 2025 Q4 2024 |
6,705
shares
|
$791,927
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Feb 11, 2025 Q4 2024 |
6,703
shares
|
$791,691
0.01% of portfolio
|
Q4 2024
Added 35.58%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
6,661
shares
|
$786,730
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
6,660
shares
|
$786,612
0.15% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
6,625
shares
|
$782,478
0.27% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
6,620
shares
|
$781,888
0.34% of portfolio
|
Q1 2023
Reduced 1.11%
|