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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
5,314
shares
|
$627,636
0.03% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Feb 14, 2025 Q4 2024 |
5,310
shares
|
$627,164
0.07% of portfolio
|
Q4 2024
Added 168.45%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
5,298
shares
|
$625,746
0.19% of portfolio
|
Q1 2024
Added 13.04%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
5,294
shares
|
$625,274
0.01% of portfolio
|
Q4 2024
Added 51.56%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
5,273
shares
|
$622,794
0.14% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
5,251
shares
|
$620,195
0.03% of portfolio
|
Q4 2024
Reduced 11.72%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Feb 14, 2025 Q4 2024 |
5,251
shares
|
$620,195
0.32% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5,240
shares
|
$618,896
0.03% of portfolio
|
Q4 2024
Reduced 31.32%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
5,239
shares
|
$618,778
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
5,235
shares
|
$618,305
0.04% of portfolio
|
Q3 2024
Added 257.09%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
5,210
shares
|
$615,353
0.19% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,209
shares
|
$615,234
0.01% of portfolio
|
Q4 2024
Added 1367.32%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,205
shares
|
$614,762
0.14% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
5,204
shares
|
$614,644
0.1% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
5,204
shares
|
$614,644
0.07% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Absher Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
5,196
shares
|
$613,699
0.09% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
5,194
shares
|
$613,463
0.07% of portfolio
|
Q4 2024
Reduced 20.34%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
5,192
shares
|
$613,227
0.12% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
5,188
shares
|
$612,754
0.04% of portfolio
|
Q4 2024
Reduced 84.7%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
5,186
shares
|
$612,518
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
5,176
shares
|
$611,337
0.02% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
5,164
shares
|
$609,920
0.03% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
5,160
shares
|
$609,447
0.05% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Fora Capital, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
5,138
shares
|
$606,849
0.08% of portfolio
|
Q4 2024
Reduced 94.04%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
5,132
shares
|
$606,140
0.04% of portfolio
|
Q4 2024
Added 6.87%
|