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 |
|---|---|---|---|---|---|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
2,097
shares
|
$245,118
0.05% of portfolio
|
Q4 2024
Reduced 32.2%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
2,097
shares
|
$245,118
0.1% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
2,090
shares
|
$244,300
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
2,088
shares
|
$244,066
0.03% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,078
shares
|
$242,897
0.09% of portfolio
|
Q2 2023
Added 2.57%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
2,078
shares
|
$242,897
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
2,076
shares
|
$242,663
0.01% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
2,074
shares
|
$242,429
0.0% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
2,072
shares
|
$242,196
0.09% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
2,070
shares
|
$241,962
0.1% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
2,070
shares
|
$241,962
0.06% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
2,070
shares
|
$241,962
0.14% of portfolio
|
Q4 2024
Reduced 12.1%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
2,068
shares
|
$241,728
0.01% of portfolio
|
Q3 2024
Reduced 15.97%
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
2,066
shares
|
$241,494
0.04% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Feb 06, 2025 Q4 2024 |
2,066
shares
|
$241,494
0.05% of portfolio
|
Q4 2024
Added 13.77%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
2,061
shares
|
$240,910
0.11% of portfolio
|
Q4 2024
Reduced 10.16%
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
2,060
shares
|
$240,793
0.07% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
2,054
shares
|
$240,092
0.0% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
2,053
shares
|
$239,975
0.07% of portfolio
|
Q4 2024
Added 128.11%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
2,050
shares
|
$239,624
0.13% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,046
shares
|
$239,156
0.05% of portfolio
|
Q3 2022
Reduced 28.36%
|
|
|
Inceptionr LLC
Lafayette, CA |
Feb 06, 2025 Q4 2024 |
2,046
shares
|
$239,156
0.06% of portfolio
|
Q4 2024
Reduced 77.57%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
2,044
shares
|
$238,923
0.09% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
2,040
shares
|
$238,455
0.01% of portfolio
|
Q4 2024
Reduced 18.47%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
2,039
shares
|
$238,338
0.05% of portfolio
|
Q4 2024
Reduced 22.94%
|