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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
4,938
shares
|
$583,227
0.02% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,933
shares
|
$582,636
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,933
shares
|
$582,636
0.53% of portfolio
|
Q2 2023
Reduced 0.36%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
4,932
shares
|
$582,518
0.04% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
4,932
shares
|
$582,518
0.47% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
4,913
shares
|
$580,274
0.18% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
4,911
shares
|
$580,038
0.13% of portfolio
|
Q4 2024
Added 13.42%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
4,885
shares
|
$576,967
0.1% of portfolio
|
Q4 2024
Reduced 44.11%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
4,884
shares
|
$576,849
0.31% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
4,871
shares
|
$575,313
0.02% of portfolio
|
Q4 2024
Reduced 18.07%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
4,869
shares
|
$575,077
0.03% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jan 28, 2025 Q4 2024 |
4,862
shares
|
$574,250
0.01% of portfolio
|
Q4 2024
Added 25.8%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
4,858
shares
|
$573,778
0.44% of portfolio
|
Q4 2024
Added 24.28%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
4,855
shares
|
$573,424
0.19% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
4,851
shares
|
$572,951
0.53% of portfolio
|
Q3 2024
Added 19.62%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
4,837
shares
|
$571,298
0.25% of portfolio
|
Q4 2024
Added 22.52%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
4,835
shares
|
$571,061
0.18% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
4,825
shares
|
$569,880
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
4,817
shares
|
$568,935
0.1% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Solitude Financial Services
|
Feb 07, 2025 Q4 2024 |
4,800
shares
|
$566,928
0.27% of portfolio
|
Q4 2023
Reduced 2.04%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Feb 10, 2025 Q4 2024 |
4,800
shares
|
$566,928
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
4,791
shares
|
$565,865
0.14% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
4,785
shares
|
$565,156
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
4,757
shares
|
$561,849
0.22% of portfolio
|
Q4 2024
Added 85.68%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
4,750
shares
|
$561,022
0.05% of portfolio
|
Q4 2022
Added 6.84%
|