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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
6,015
shares
|
$710,431
0.08% of portfolio
|
Q4 2024
Added 31.5%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
6,012
shares
|
$710,077
0.08% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
5,982
shares
|
$706,534
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
5,978
shares
|
$706,061
0.02% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
5,975
shares
|
$705,707
0.52% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
5,950
shares
|
$702,754
0.36% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
5,927
shares
|
$700,037
0.08% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
5,921
shares
|
$699,329
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
5,900
shares
|
$696,849
0.16% of portfolio
|
Q4 2024
Reduced 12.32%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
5,887
shares
|
$695,313
0.04% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Feb 14, 2025 Q4 2024 |
5,880
shares
|
$694,486
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
5,845
shares
|
$690,352
0.8% of portfolio
|
Q3 2022
Reduced 6.33%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
5,845
shares
|
$690,352
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,709
shares
|
$674,289
0.04% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
5,702
shares
|
$673,463
0.04% of portfolio
|
Q4 2024
Reduced 20.02%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
5,694
shares
|
$672,518
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,687
shares
|
$671,691
0.1% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
5,654
shares
|
$667,793
0.01% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
5,649
shares
|
$667,203
0.03% of portfolio
|
Q4 2024
Added 74.03%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
5,627
shares
|
$664,604
0.07% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
5,593
shares
|
$660,589
0.07% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,589
shares
|
$660,116
0.01% of portfolio
|
Q3 2024
Reduced 16.9%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
5,586
shares
|
$659,762
0.06% of portfolio
|
Q4 2024
Reduced 37.3%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,585
shares
|
$659,644
0.67% of portfolio
|
Q2 2022
Added 0.81%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
5,584
shares
|
$659,526
0.1% of portfolio
|
Q4 2024
Added 0.2%
|