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 2,574 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 $59.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
3,101
shares
|
$362,475
0.09% of portfolio
|
Q3 2022
Added 0.13%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,099
shares
|
$362,242
0.05% of portfolio
|
Q3 2022
Reduced 0.13%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
3,093
shares
|
$361,540
0.14% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
3,081
shares
|
$360,138
0.14% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,080
shares
|
$360,021
0.04% of portfolio
|
Q2 2024
Reduced 47.49%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
3,076
shares
|
$359,553
0.03% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
3,074
shares
|
$359,319
0.01% of portfolio
|
Q4 2024
Added 29.49%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
3,072
shares
|
$359,086
0.03% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,071
shares
|
$358,969
0.08% of portfolio
|
Q4 2024
Added 150.08%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
3,065
shares
|
$358,267
0.12% of portfolio
|
Q4 2023
Added 0.26%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
3,058
shares
|
$357,449
0.18% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
3,053
shares
|
$356,865
0.13% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
3,047
shares
|
$356,163
0.18% of portfolio
|
Q4 2024
Reduced 22.88%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,047
shares
|
$356,163
0.09% of portfolio
|
Q1 2024
Added 1.26%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
3,041
shares
|
$355,462
0.02% of portfolio
|
Q3 2024
Added 30.52%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
3,035
shares
|
$354,761
0.09% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
3,032
shares
|
$354,410
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
3,029
shares
|
$354,059
0.21% of portfolio
|
Q4 2024
Added 56.78%
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
3,026
shares
|
$353,709
0.07% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,026
shares
|
$353,709
0.01% of portfolio
|
Q4 2024
Added 22.41%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
3,023
shares
|
$353,358
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,021
shares
|
$353,124
0.51% of portfolio
|
Q4 2023
Reduced 22.14%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
3,015
shares
|
$352,423
0.29% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
2,994
shares
|
$349,968
0.1% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
2,993
shares
|
$349,851
0.15% of portfolio
|
Q4 2024
Added 1.11%
|