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 |
|---|---|---|---|---|---|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
5,583
shares
|
$659,408
0.44% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
5,580
shares
|
$659,053
0.07% of portfolio
|
Q3 2023
Added 5.74%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
5,578
shares
|
$658,817
0.03% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
5,507
shares
|
$650,431
0.29% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
5,500
shares
|
$649,605
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
5,485
shares
|
$647,833
0.22% of portfolio
|
Q4 2024
Added 22.3%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,485
shares
|
$647,833
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jan 15, 2025 Q4 2024 |
5,470
shares
|
$646,061
0.23% of portfolio
|
Q4 2024
Added 49.25%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
5,455
shares
|
$644,290
0.04% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
5,431
shares
|
$641,455
0.04% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
5,416
shares
|
$639,683
0.15% of portfolio
|
Q4 2024
Reduced 24.4%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
5,409
shares
|
$638,856
0.02% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
5,401
shares
|
$637,912
0.78% of portfolio
|
Q2 2023
Added 1.47%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Feb 12, 2025 Q4 2024 |
5,400
shares
|
$637,794
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
5,393
shares
|
$636,967
0.07% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,383
shares
|
$635,786
0.11% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
5,383
shares
|
$635,786
0.01% of portfolio
|
Q4 2024
Reduced 48.46%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,375
shares
|
$634,841
0.0% of portfolio
|
Q4 2024
Added 52.14%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Feb 13, 2025 Q4 2024 |
5,368
shares
|
$634,014
0.01% of portfolio
|
Q4 2024
Reduced 13.92%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
5,356
shares
|
$632,597
0.15% of portfolio
|
Q4 2024
Reduced 58.66%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Jan 27, 2025 Q4 2024 |
5,352
shares
|
$632,124
0.14% of portfolio
|
Q4 2024
Added 79.96%
|
|
|
American Trust Investment Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,350
shares
|
$631,888
0.3% of portfolio
|
Q4 2024
Added 32.43%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
5,345
shares
|
$631,297
0.04% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
5,329
shares
|
$629,408
0.03% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
5,316
shares
|
$627,872
0.06% of portfolio
|
Q4 2024
Added 18.53%
|