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 |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
5,132
shares
|
$606,140
0.04% of portfolio
|
Q4 2024
Added 26.34%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
5,129
shares
|
$605,786
0.18% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
5,114
shares
|
$604,014
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
5,106
shares
|
$603,069
0.06% of portfolio
|
Q4 2024
Added 113.46%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
5,104
shares
|
$602,833
0.2% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
5,100
shares
|
$602,361
0.48% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Ar Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
5,100
shares
|
$602,361
0.15% of portfolio
|
Q2 2017
New holding
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
5,086
shares
|
$600,707
0.44% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Feb 14, 2025 Q4 2024 |
5,080
shares
|
$599,998
0.38% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
5,079
shares
|
$599,880
0.42% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
5,062
shares
|
$597,872
0.14% of portfolio
|
Q4 2024
Added 87.83%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Feb 26, 2025 Q4 2024 |
5,053
shares
|
$596,809
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
5,052
shares
|
$596,691
0.05% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
5,052
shares
|
$596,691
0.05% of portfolio
|
Q4 2024
Reduced 66.64%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
5,033
shares
|
$594,447
0.05% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
5,024
shares
|
$593,384
0.18% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
5,021
shares
|
$593,030
0.0% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
5,020
shares
|
$592,912
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
5,010
shares
|
$591,731
0.03% of portfolio
|
Q4 2024
Reduced 96.83%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
5,000
shares
|
$590,550
0.11% of portfolio
|
Q4 2024
Reduced 67.95%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
4,997
shares
|
$590,195
0.06% of portfolio
|
Q4 2024
Added 14.37%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
4,995
shares
|
$589,959
0.06% of portfolio
|
Q4 2024
Added 55.9%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
4,989
shares
|
$589,250
0.03% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
4,975
shares
|
$587,597
0.12% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Jan 31, 2025 Q4 2024 |
4,964
shares
|
$586,298
0.32% of portfolio
|
Q3 2023
Reduced 3.87%
|