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 |
|---|---|---|---|---|---|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
6,312
shares
|
$745,510
0.15% of portfolio
|
Q4 2024
Added 27.31%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
6,308
shares
|
$745,037
0.13% of portfolio
|
Q4 2024
Added 39.62%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
6,302
shares
|
$744,329
0.23% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Entry Point Capital, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
6,297
shares
|
$743,738
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
6,297
shares
|
$743,738
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
6,277
shares
|
$741,376
1.34% of portfolio
|
Q2 2022
Reduced 9.0%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
6,264
shares
|
$739,841
0.11% of portfolio
|
Q4 2024
Reduced 13.93%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
6,252
shares
|
$738,423
0.37% of portfolio
|
Q4 2024
Added 103.05%
|
|
|
Richwood Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
6,232
shares
|
$736,061
0.66% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
6,230
shares
|
$735,825
0.11% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
6,229
shares
|
$735,707
0.06% of portfolio
|
Q4 2024
Added 31.05%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
6,225
shares
|
$735,234
0.11% of portfolio
|
Q4 2024
Added 62.79%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
6,176
shares
|
$729,447
0.03% of portfolio
|
Q4 2024
Reduced 8.6%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
6,151
shares
|
$726,494
0.13% of portfolio
|
Q3 2022
Added 0.65%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
6,149
shares
|
$726,258
0.19% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
6,141
shares
|
$725,313
0.05% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
6,130
shares
|
$724,014
0.32% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
6,121
shares
|
$722,951
0.01% of portfolio
|
Q4 2024
Added 13.88%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
6,084
shares
|
$718,581
0.11% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
6,071
shares
|
$717,045
0.21% of portfolio
|
Q4 2024
Added 26.22%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
6,062
shares
|
$715,982
0.15% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
6,053
shares
|
$714,919
0.03% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
6,049
shares
|
$714,447
0.04% of portfolio
|
Q4 2024
Reduced 11.95%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
6,044
shares
|
$713,856
0.2% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
6,018
shares
|
$710,785
0.33% of portfolio
|
Q4 2024
Reduced 36.51%
|