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 |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
3,395
shares
|
$396,841
0.03% of portfolio
|
Q4 2024
Reduced 15.92%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
3,393
shares
|
$396,607
0.06% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
3,390
shares
|
$396,257
0.08% of portfolio
|
Q3 2024
Reduced 20.24%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
3,388
shares
|
$396,023
0.03% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
3,387
shares
|
$395,906
0.01% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
3,385
shares
|
$395,672
0.23% of portfolio
|
Q4 2024
Reduced 25.46%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
3,373
shares
|
$394,269
0.03% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
3,344
shares
|
$390,880
0.25% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Capital International Sarl
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
3,336
shares
|
$389,945
0.01% of portfolio
|
Q4 2024
Added 39.23%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,328
shares
|
$389,009
0.1% of portfolio
|
Q3 2023
Reduced 32.3%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
3,327
shares
|
$388,893
0.01% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,326
shares
|
$388,776
0.05% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Granite Investment Partners, LLC
|
Feb 13, 2025 Q4 2024 |
3,322
shares
|
$388,308
0.02% of portfolio
|
Q3 2024
Reduced 48.46%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
3,317
shares
|
$387,724
0.02% of portfolio
|
Q4 2024
Reduced 54.94%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
3,313
shares
|
$387,256
0.16% of portfolio
|
Q2 2022
Added 4.31%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Feb 10, 2025 Q4 2024 |
3,308
shares
|
$386,672
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
3,295
shares
|
$385,152
0.13% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
3,294
shares
|
$385,035
0.06% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
3,291
shares
|
$384,684
0.05% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
3,288
shares
|
$384,334
0.26% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
3,277
shares
|
$383,048
0.03% of portfolio
|
Q4 2024
Reduced 14.26%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
3,274
shares
|
$382,697
0.02% of portfolio
|
Q4 2024
Reduced 87.32%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
3,272
shares
|
$382,464
0.13% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
S&Co Inc
Boston, MA |
Feb 07, 2025 Q4 2024 |
3,270
shares
|
$382,230
0.03% of portfolio
|
Q2 2024
Reduced 13.26%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
3,269
shares
|
$382,113
0.04% of portfolio
|
Q4 2024
Added 17.13%
|