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 |
|---|---|---|---|---|---|
|
Trustco Bank Corp N Y
Albany, NY |
Feb 14, 2025 Q4 2024 |
2,755
shares
|
$322,031
0.39% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,753
shares
|
$321,798
0.03% of portfolio
|
Q4 2024
Added 20.85%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
2,752
shares
|
$321,681
0.16% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Feb 11, 2025 Q4 2024 |
2,751
shares
|
$321,564
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,747
shares
|
$321,096
0.07% of portfolio
|
Q4 2024
Added 21.55%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,721
shares
|
$318,057
0.08% of portfolio
|
Q2 2023
Reduced 1.56%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
2,721
shares
|
$318,057
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
2,719
shares
|
$317,823
0.06% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
2,714
shares
|
$317,239
0.04% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
2,714
shares
|
$317,239
0.08% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
2,709
shares
|
$316,655
0.03% of portfolio
|
Q4 2024
Reduced 15.08%
|
|
|
Douglas Lane & Associates, LLC
|
Jan 08, 2025 Q4 2024 |
2,702
shares
|
$315,836
0.0% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
2,697
shares
|
$315,252
0.09% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
2,688
shares
|
$314,200
0.08% of portfolio
|
Q4 2024
Added 22.74%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
2,680
shares
|
$313,265
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Feb 11, 2025 Q4 2024 |
2,680
shares
|
$313,265
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
2,674
shares
|
$312,563
0.05% of portfolio
|
Q4 2024
Reduced 23.88%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
2,674
shares
|
$312,563
0.24% of portfolio
|
Q2 2022
Added 1.71%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
2,672
shares
|
$312,330
0.33% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
2,668
shares
|
$311,862
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
2,668
shares
|
$311,862
0.14% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
2,665
shares
|
$311,511
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Feb 12, 2025 Q4 2024 |
2,662
shares
|
$311,161
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
2,658
shares
|
$310,693
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
2,656
shares
|
$310,459
0.13% of portfolio
|
Q4 2024
Reduced 5.88%
|