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 |
|---|---|---|---|---|---|
|
Krane Funds Advisors LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,987
shares
|
$349,150
0.02% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
2,979
shares
|
$348,215
0.01% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
2,969
shares
|
$347,046
0.1% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
2,954
shares
|
$345,293
0.08% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
2,952
shares
|
$345,059
0.03% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
2,948
shares
|
$344,591
0.07% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
2,946
shares
|
$344,357
0.33% of portfolio
|
Q4 2024
Added 12.92%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
2,940
shares
|
$343,656
0.15% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Malaga Cove Capital, LLC
|
Feb 14, 2025 Q4 2024 |
2,922
shares
|
$341,552
0.15% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
2,920
shares
|
$341,318
0.13% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
2,919
shares
|
$341,201
0.02% of portfolio
|
Q4 2024
Reduced 33.42%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
2,919
shares
|
$341,201
0.17% of portfolio
|
Q4 2022
Reduced 2.8%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,917
shares
|
$340,968
0.07% of portfolio
|
Q4 2024
Reduced 18.99%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Feb 13, 2025 Q4 2024 |
2,909
shares
|
$340,033
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
2,900
shares
|
$338,981
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,898
shares
|
$338,747
0.25% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
2,898
shares
|
$338,747
0.03% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
2,895
shares
|
$338,396
0.04% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
2,895
shares
|
$338,396
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
2,893
shares
|
$338,162
0.05% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
2,893
shares
|
$338,162
0.04% of portfolio
|
Q4 2024
Reduced 19.66%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Jan 21, 2025 Q4 2024 |
2,892
shares
|
$338,045
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
2,888
shares
|
$337,578
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
2,885
shares
|
$337,227
0.14% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
2,876
shares
|
$336,175
0.24% of portfolio
|
Q4 2024
Added 4.35%
|