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 |
|---|---|---|---|---|---|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
2,655
shares
|
$310,342
0.05% of portfolio
|
Q4 2024
Reduced 8.54%
|
|
|
Suncoast Equity Management
|
Feb 03, 2025 Q4 2024 |
2,652
shares
|
$309,992
0.04% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
2,652
shares
|
$309,992
0.02% of portfolio
|
Q4 2024
Reduced 16.08%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
2,650
shares
|
$309,758
0.16% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,649
shares
|
$309,641
0.01% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,641
shares
|
$308,706
0.21% of portfolio
|
Q3 2023
Reduced 2.11%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
2,633
shares
|
$307,771
0.13% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
2,629
shares
|
$307,303
0.04% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
2,626
shares
|
$306,953
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
2,623
shares
|
$306,602
0.09% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
2,622
shares
|
$306,485
0.01% of portfolio
|
Q1 2024
Added 1.35%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
2,618
shares
|
$306,018
0.04% of portfolio
|
Q4 2024
Reduced 17.6%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
2,617
shares
|
$305,901
0.12% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Feb 14, 2025 Q4 2024 |
2,613
shares
|
$305,433
0.24% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
2,610
shares
|
$305,082
0.05% of portfolio
|
Q4 2024
Reduced 76.92%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
2,603
shares
|
$304,264
0.05% of portfolio
|
Q4 2024
Added 54.02%
|
|
|
Peavine Capital, LLC
|
Jan 23, 2025 Q4 2024 |
2,600
shares
|
$303,914
0.08% of portfolio
|
Q4 2018
Reduced 6.98%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
2,599
shares
|
$303,797
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
2,599
shares
|
$303,797
0.04% of portfolio
|
Q4 2024
Added 40.18%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
2,585
shares
|
$302,160
0.82% of portfolio
|
Q3 2022
Added 12.05%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
2,583
shares
|
$301,926
0.02% of portfolio
|
Q4 2024
Reduced 15.42%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
2,583
shares
|
$301,926
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
2,581
shares
|
$301,693
0.03% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
2,580
shares
|
$301,576
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
2,574
shares
|
$300,874
0.04% of portfolio
|
Q4 2024
Added 87.06%
|