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 United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
4,405
shares
|
$520,274
0.21% of portfolio
|
Q4 2024
Reduced 19.17%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
4,404
shares
|
$520,156
0.45% of portfolio
|
Q4 2022
Added 14.6%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
4,392
shares
|
$518,739
0.22% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
4,372
shares
|
$516,376
0.27% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,371
shares
|
$516,258
0.24% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,363
shares
|
$515,313
0.05% of portfolio
|
Q3 2024
Added 27.13%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
4,344
shares
|
$513,069
0.31% of portfolio
|
Q3 2024
Reduced 30.65%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
4,339
shares
|
$512,479
0.05% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
4,326
shares
|
$510,943
0.36% of portfolio
|
Q4 2024
Reduced 13.1%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
4,306
shares
|
$508,581
0.25% of portfolio
|
Q4 2024
Added 95.19%
|
|
|
Meyer Handelman CO
|
Jan 14, 2025 Q4 2024 |
4,300
shares
|
$507,873
0.02% of portfolio
|
Q1 2024
Reduced 23.21%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,300
shares
|
$507,873
0.04% of portfolio
|
Q4 2024
Reduced 14.15%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,283
shares
|
$505,865
0.16% of portfolio
|
Q4 2022
Reduced 7.03%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,283
shares
|
$505,865
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
4,277
shares
|
$505,156
0.28% of portfolio
|
Q1 2024
Added 8.66%
|
|
|
Pettee Investors, Inc.
|
Feb 07, 2025 Q4 2024 |
4,270
shares
|
$504,329
0.28% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
4,268
shares
|
$504,093
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Maven Securities LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
4,266
shares
|
$503,857
0.1% of portfolio
|
Q4 2024
Added 72.71%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
4,262
shares
|
$503,384
0.14% of portfolio
|
Q4 2024
Reduced 8.85%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
4,257
shares
|
$502,794
0.3% of portfolio
|
Q1 2024
Reduced 74.94%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,255
shares
|
$502,558
0.03% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
4,254
shares
|
$502,439
0.25% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
4,253
shares
|
$502,321
0.0% of portfolio
|
Q4 2023
Reduced 0.68%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
4,242
shares
|
$501,022
0.01% of portfolio
|
Q4 2024
Added 40.51%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,211
shares
|
$497,361
0.04% of portfolio
|
Q3 2024
Reduced 3.4%
|