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 |
|---|---|---|---|---|---|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
4,044
shares
|
$477,636
0.43% of portfolio
|
Q4 2024
Reduced 18.52%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
4,043
shares
|
$477,518
0.19% of portfolio
|
Q4 2024
Reduced 14.33%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
4,043
shares
|
$477,518
0.21% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4,023
shares
|
$475,156
0.19% of portfolio
|
Q4 2024
Reduced 13.09%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
4,020
shares
|
$474,802
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
4,013
shares
|
$473,975
0.34% of portfolio
|
Q4 2023
Added 19.54%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
3,992
shares
|
$471,495
0.16% of portfolio
|
Q4 2024
Reduced 59.03%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
3,989
shares
|
$471,140
0.08% of portfolio
|
Q4 2024
Reduced 29.55%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,988
shares
|
$471,022
0.1% of portfolio
|
Q4 2024
Added 22.29%
|
|
|
Salvus Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,984
shares
|
$470,550
0.33% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
3,971
shares
|
$469,014
0.04% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Barr E S & CO
Lexington, KY |
Feb 13, 2025 Q4 2024 |
3,958
shares
|
$467,479
0.03% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
3,950
shares
|
$466,534
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
3,948
shares
|
$466,298
0.05% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
3,948
shares
|
$466,298
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
3,929
shares
|
$464,054
0.02% of portfolio
|
Q4 2024
Reduced 93.86%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
3,927
shares
|
$463,817
0.64% of portfolio
|
Q2 2022
New holding
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
3,910
shares
|
$461,810
0.03% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
3,906
shares
|
$461,337
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
3,904
shares
|
$461,101
0.23% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
3,899
shares
|
$460,510
0.47% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
3,897
shares
|
$460,274
0.27% of portfolio
|
Q4 2024
Reduced 24.56%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,885
shares
|
$458,857
0.03% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
3,872
shares
|
$457,321
0.24% of portfolio
|
Q4 2024
Added 12.39%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
3,851
shares
|
$454,841
0.02% of portfolio
|
Q4 2024
Reduced 15.71%
|