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 |
|---|---|---|---|---|---|
|
L2 Asset Management, LLC
Wayland, MA |
Feb 13, 2025 Q4 2024 |
2,875
shares
|
$336,058
0.07% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
2,861
shares
|
$334,422
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
2,855
shares
|
$333,720
0.04% of portfolio
|
Q4 2023
Reduced 3.48%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
2,852
shares
|
$333,370
0.0% of portfolio
|
Q4 2024
Reduced 85.43%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,848
shares
|
$332,902
0.16% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Amica Retiree Medical Trust
|
Feb 12, 2025 Q4 2024 |
2,837
shares
|
$331,616
0.34% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,836
shares
|
$331,500
0.02% of portfolio
|
Q4 2024
Reduced 29.71%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
2,825
shares
|
$330,214
0.07% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
2,825
shares
|
$330,214
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
2,819
shares
|
$329,512
0.24% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
2,817
shares
|
$329,279
0.18% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
2,815
shares
|
$329,045
0.14% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
2,811
shares
|
$328,577
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
2,809
shares
|
$328,344
0.07% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
2,806
shares
|
$327,993
0.08% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
2,806
shares
|
$327,993
0.14% of portfolio
|
Q4 2024
Reduced 8.98%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
2,803
shares
|
$327,642
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
2,802
shares
|
$327,525
0.03% of portfolio
|
Q4 2024
Reduced 31.94%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
2,800
shares
|
$327,292
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
2,794
shares
|
$326,590
0.07% of portfolio
|
Q4 2024
Added 394.51%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
2,777
shares
|
$324,603
0.11% of portfolio
|
Q4 2024
Reduced 93.61%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
2,773
shares
|
$324,135
0.03% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
2,771
shares
|
$323,902
0.07% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,768
shares
|
$323,551
0.13% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
2,768
shares
|
$323,551
0.03% of portfolio
|
Q4 2024
Added 13.58%
|