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 |
|---|---|---|---|---|---|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
4,208
shares
|
$497,006
0.01% of portfolio
|
Q4 2024
Reduced 43.86%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
4,207
shares
|
$496,888
0.17% of portfolio
|
Q4 2024
Reduced 77.99%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,205
shares
|
$496,652
0.12% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
4,194
shares
|
$495,353
0.1% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
4,192
shares
|
$495,117
0.09% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
4,187
shares
|
$494,526
0.12% of portfolio
|
Q4 2024
Added 17.58%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
4,184
shares
|
$494,172
0.04% of portfolio
|
Q4 2024
Reduced 14.7%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
4,184
shares
|
$494,172
0.11% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
4,183
shares
|
$494,054
0.18% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
4,163
shares
|
$491,691
0.06% of portfolio
|
Q3 2022
Added 4.81%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
4,139
shares
|
$488,857
0.07% of portfolio
|
Q3 2022
Added 0.61%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
4,132
shares
|
$488,030
0.47% of portfolio
|
Q3 2022
Reduced 11.25%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
4,132
shares
|
$488,030
0.23% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
4,131
shares
|
$487,912
0.26% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
4,101
shares
|
$484,369
0.11% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,100
shares
|
$484,251
0.04% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
4,097
shares
|
$483,896
0.15% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
4,085
shares
|
$482,479
0.03% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
4,081
shares
|
$482,006
0.14% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
4,072
shares
|
$480,943
0.06% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,066
shares
|
$480,235
0.03% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Diamant Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
4,060
shares
|
$479,526
0.33% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
4,051
shares
|
$478,463
0.38% of portfolio
|
Q4 2024
Added 16.78%
|
|
|
Arjuna Capital
|
Feb 07, 2025 Q4 2024 |
4,050
shares
|
$478,345
0.14% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,045
shares
|
$477,754
0.29% of portfolio
|
Q2 2022
Added 2.3%
|