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 |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
4,596
shares
|
$542,833
0.06% of portfolio
|
Q4 2024
Reduced 46.5%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
4,592
shares
|
$542,361
1.27% of portfolio
|
Q3 2023
Added 0.95%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
4,585
shares
|
$541,534
0.02% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
4,585
shares
|
$541,534
0.1% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
4,583
shares
|
$541,298
0.17% of portfolio
|
Q4 2024
Reduced 15.92%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
4,580
shares
|
$540,943
0.02% of portfolio
|
Q4 2024
Reduced 85.58%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
4,576
shares
|
$540,471
0.01% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
4,573
shares
|
$540,117
0.17% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
4,555
shares
|
$537,991
0.05% of portfolio
|
Q4 2024
Reduced 33.83%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
4,547
shares
|
$537,046
0.13% of portfolio
|
Q4 2024
Reduced 28.6%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
4,523
shares
|
$534,211
0.06% of portfolio
|
Q4 2024
Reduced 59.84%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
4,500
shares
|
$531,495
0.04% of portfolio
|
Q4 2024
Added 3650.0%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
4,472
shares
|
$528,187
0.02% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
4,456
shares
|
$526,298
0.01% of portfolio
|
Q4 2024
Reduced 67.22%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
4,456
shares
|
$526,298
0.11% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
4,455
shares
|
$526,180
0.13% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
4,443
shares
|
$524,762
0.17% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
4,438
shares
|
$524,172
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
4,430
shares
|
$523,227
0.15% of portfolio
|
Q4 2024
Added 22.0%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Feb 06, 2025 Q4 2024 |
4,427
shares
|
$522,872
0.21% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,426
shares
|
$522,754
0.04% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
4,422
shares
|
$522,282
0.06% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
4,411
shares
|
$520,983
0.01% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,411
shares
|
$520,983
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
4,410
shares
|
$520,865
0.26% of portfolio
|
Q4 2024
Added 0.14%
|