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 |
|---|---|---|---|---|---|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Feb 14, 2025 Q4 2024 |
3,267
shares
|
$381,879
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
3,262
shares
|
$381,295
0.09% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
3,257
shares
|
$380,710
0.03% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
3,238
shares
|
$378,489
0.27% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
3,238
shares
|
$378,489
0.12% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
3,238
shares
|
$378,489
0.18% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
3,211
shares
|
$375,333
0.18% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
3,209
shares
|
$375,100
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,207
shares
|
$374,866
0.04% of portfolio
|
Q2 2023
Added 3.22%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,200
shares
|
$374,048
0.19% of portfolio
|
Q1 2024
Added 255.56%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,196
shares
|
$373,580
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
3,182
shares
|
$371,943
0.2% of portfolio
|
Q4 2024
Reduced 20.73%
|
|
|
Chase Investment Counsel Corp
|
Feb 05, 2025 Q4 2024 |
3,181
shares
|
$371,827
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
3,179
shares
|
$371,593
0.06% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
3,176
shares
|
$371,242
0.24% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,142
shares
|
$367,268
0.03% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
3,133
shares
|
$366,216
0.02% of portfolio
|
Q4 2024
Added 30.16%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
3,130
shares
|
$365,865
0.07% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Capital Wealth Planning, LLC
|
Feb 05, 2025 Q4 2024 |
3,128
shares
|
$365,631
0.0% of portfolio
|
Q4 2024
Reduced 51.95%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
3,117
shares
|
$364,346
0.04% of portfolio
|
Q4 2024
Added 18.88%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,114
shares
|
$363,995
0.13% of portfolio
|
Q4 2022
Added 3.87%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
3,112
shares
|
$363,761
0.18% of portfolio
|
Q4 2023
Reduced 1.58%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
3,111
shares
|
$363,644
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
3,105
shares
|
$362,943
0.18% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,101
shares
|
$362,475
0.02% of portfolio
|
Q2 2024
Reduced 2.11%
|