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 |
|---|---|---|---|---|---|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
2,342
shares
|
$273,756
0.19% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,340
shares
|
$273,522
0.02% of portfolio
|
Q4 2024
Reduced 34.69%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,330
shares
|
$272,353
0.05% of portfolio
|
Q4 2024
Reduced 29.99%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,329
shares
|
$272,236
0.04% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,326
shares
|
$271,886
0.1% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 14, 2025 Q4 2024 |
2,324
shares
|
$271,652
0.19% of portfolio
|
Q4 2024
Added 33.95%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
2,322
shares
|
$271,418
0.01% of portfolio
|
Q4 2024
Reduced 18.73%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
2,320
shares
|
$271,184
0.18% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
2,315
shares
|
$270,600
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,315
shares
|
$270,600
0.05% of portfolio
|
Q1 2021
Reduced 6.33%
|
|
|
360 Financial, Inc.
|
Feb 13, 2025 Q4 2024 |
2,311
shares
|
$270,132
0.01% of portfolio
|
Q2 2023
Reduced 1.99%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
2,310
shares
|
$270,015
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
2,308
shares
|
$269,782
0.04% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
2,305
shares
|
$269,431
0.15% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
2,294
shares
|
$268,145
0.05% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
2,292
shares
|
$267,911
0.15% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,278
shares
|
$266,275
0.05% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
2,270
shares
|
$265,340
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
2,263
shares
|
$264,522
0.03% of portfolio
|
Q2 2024
Reduced 7.75%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
2,261
shares
|
$264,288
0.02% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
2,259
shares
|
$264,054
0.0% of portfolio
|
Q4 2024
Reduced 95.84%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
2,258
shares
|
$263,937
0.05% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Lgt Group Foundation
|
Feb 06, 2025 Q4 2024 |
2,251
shares
|
$263,119
0.0% of portfolio
|
Q4 2024
Reduced 93.54%
|
|
|
Alta Capital Management LLC
|
Feb 06, 2025 Q4 2024 |
2,246
shares
|
$262,534
0.02% of portfolio
|
Q4 2024
Reduced 90.25%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
2,246
shares
|
$262,534
0.07% of portfolio
|
Q4 2024
Added 3.03%
|