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 |
|---|---|---|---|---|---|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
6,614
shares
|
$781,179
0.02% of portfolio
|
Q4 2024
Reduced 28.16%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
6,613
shares
|
$781,061
0.36% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
6,605
shares
|
$780,116
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
6,602
shares
|
$779,762
0.07% of portfolio
|
Q4 2024
Reduced 17.49%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
6,595
shares
|
$778,935
0.06% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
6,580
shares
|
$777,163
0.06% of portfolio
|
Q4 2024
Reduced 46.85%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
6,580
shares
|
$777,163
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
6,568
shares
|
$775,746
0.07% of portfolio
|
Q4 2024
Added 77.8%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
6,540
shares
|
$772,439
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
6,507
shares
|
$768,541
0.27% of portfolio
|
Q4 2024
Reduced 26.85%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
6,505
shares
|
$768,305
0.12% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
6,496
shares
|
$767,242
0.09% of portfolio
|
Q4 2022
Added 4.29%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
6,494
shares
|
$767,006
0.07% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
6,463
shares
|
$763,344
0.25% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Groupama Asset Managment
Paris, I0 |
Feb 12, 2025 Q4 2024 |
6,455
shares
|
$762,400
0.02% of portfolio
|
Q4 2024
Reduced 67.23%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
6,450
shares
|
$761,809
0.18% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
6,430
shares
|
$759,447
0.1% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Carlson Capital L P
Dallas, TX |
Feb 04, 2025 Q4 2024 |
6,400
shares
|
$755,904
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
6,397
shares
|
$755,549
0.18% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
6,390
shares
|
$754,722
0.05% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
6,379
shares
|
$753,423
0.52% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
6,370
shares
|
$752,360
0.83% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
6,346
shares
|
$749,526
0.3% of portfolio
|
Q4 2022
Added 0.79%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jan 24, 2025 Q4 2024 |
6,315
shares
|
$745,864
0.43% of portfolio
|
Q4 2024
Added 20.17%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
6,313
shares
|
$745,628
0.64% of portfolio
|
Q4 2024
New holding
|