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 |
|---|---|---|---|---|---|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
2,572
shares
|
$300,641
0.08% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
2,571
shares
|
$300,524
0.03% of portfolio
|
Q4 2024
Added 13.46%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
2,570
shares
|
$300,407
0.1% of portfolio
|
Q4 2024
Added 14.37%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
2,559
shares
|
$299,121
0.17% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,558
shares
|
$299,004
0.01% of portfolio
|
Q1 2024
Reduced 11.76%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
2,554
shares
|
$298,537
0.05% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
2,552
shares
|
$298,303
0.03% of portfolio
|
Q4 2024
Added 8.78%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
2,552
shares
|
$298,303
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
2,550
shares
|
$298,069
0.07% of portfolio
|
Q4 2023
Added 4.08%
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
2,548
shares
|
$297,835
0.12% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
2,546
shares
|
$297,601
0.06% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
2,538
shares
|
$296,666
0.04% of portfolio
|
Q4 2024
Added 23.14%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
2,537
shares
|
$296,549
0.04% of portfolio
|
Q4 2024
Reduced 18.74%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
2,521
shares
|
$294,679
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
2,520
shares
|
$294,562
0.12% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
2,519
shares
|
$294,445
0.16% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Feb 04, 2025 Q4 2024 |
2,516
shares
|
$294,095
0.22% of portfolio
|
Q4 2024
Reduced 15.34%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
2,515
shares
|
$293,978
0.21% of portfolio
|
Q1 2024
Added 17.85%
|
|
|
Cambiar Investors LLC
|
Jan 29, 2025 Q4 2024 |
2,513
shares
|
$293,744
0.01% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
2,510
shares
|
$293,393
0.03% of portfolio
|
Q3 2022
Reduced 7.86%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
2,505
shares
|
$292,809
0.07% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
2,505
shares
|
$292,809
0.01% of portfolio
|
Q4 2024
Added 61.51%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
2,503
shares
|
$292,575
0.18% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
2,501
shares
|
$292,341
0.37% of portfolio
|
Q3 2023
Added 10.47%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
2,500
shares
|
$292,225
0.51% of portfolio
|
Q2 2022
New holding
|