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 |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
3,813
shares
|
$450,353
0.05% of portfolio
|
Q2 2024
Reduced 5.17%
|
|
|
Guardian Investment Management
|
Jan 16, 2025 Q4 2024 |
3,800
shares
|
$448,818
0.33% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
3,796
shares
|
$448,345
0.41% of portfolio
|
Q4 2024
Reduced 23.64%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
3,794
shares
|
$448,109
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
3,792
shares
|
$447,873
0.02% of portfolio
|
Q4 2024
Added 48.36%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
3,791
shares
|
$447,755
0.26% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
3,777
shares
|
$446,101
0.13% of portfolio
|
Q4 2024
Reduced 51.05%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,762
shares
|
$444,329
0.06% of portfolio
|
Q4 2023
Reduced 2.31%
|
|
|
Profit Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,756
shares
|
$443,621
0.38% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Feb 05, 2025 Q4 2024 |
3,756
shares
|
$443,621
0.39% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,737
shares
|
$441,377
0.08% of portfolio
|
Q1 2024
Added 143.93%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
3,727
shares
|
$440,195
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 28, 2025 Q4 2024 |
3,727
shares
|
$440,195
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
3,717
shares
|
$439,014
0.03% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
3,707
shares
|
$437,833
0.02% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
3,704
shares
|
$437,479
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Feb 05, 2025 Q4 2024 |
3,700
shares
|
$437,007
0.36% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
3,689
shares
|
$435,707
0.16% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
3,674
shares
|
$433,936
0.22% of portfolio
|
Q4 2024
Reduced 11.23%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
3,657
shares
|
$431,928
0.31% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
3,656
shares
|
$431,810
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
3,656
shares
|
$431,810
0.07% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
3,636
shares
|
$429,447
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,585
shares
|
$423,424
0.14% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
3,583
shares
|
$423,188
0.1% of portfolio
|
Q4 2024
Added 2.55%
|