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 |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
4,735
shares
|
$559,250
0.05% of portfolio
|
Q4 2024
Added 39.84%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
4,731
shares
|
$558,778
0.02% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
4,730
shares
|
$558,660
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
4,705
shares
|
$555,707
0.07% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
4,693
shares
|
$554,290
0.27% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
4,691
shares
|
$554,054
0.02% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
4,680
shares
|
$552,754
0.09% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
4,676
shares
|
$552,282
0.06% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
4,670
shares
|
$551,573
0.06% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
4,658
shares
|
$550,156
0.32% of portfolio
|
Q4 2024
Reduced 37.46%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
4,655
shares
|
$549,802
0.42% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
4,652
shares
|
$549,447
0.0% of portfolio
|
Q4 2024
Reduced 85.42%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
4,648
shares
|
$548,975
0.21% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
4,645
shares
|
$548,620
0.04% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
4,638
shares
|
$547,794
0.21% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
4,624
shares
|
$546,140
0.13% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Feb 13, 2025 Q4 2024 |
4,620
shares
|
$545,668
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
4,613
shares
|
$544,841
0.05% of portfolio
|
Q4 2024
Added 65.7%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
4,611
shares
|
$544,605
0.39% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
4,608
shares
|
$544,250
0.14% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
4,603
shares
|
$543,660
0.01% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
4,600
shares
|
$543,306
0.78% of portfolio
|
Q4 2022
Added 1.91%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
4,600
shares
|
$543,306
0.01% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
4,600
shares
|
$543,306
1.02% of portfolio
|
Q1 2022
Added 922.22%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
4,600
shares
|
$543,306
0.01% of portfolio
|
Q3 2022
Reduced 84.93%
|