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 |
|---|---|---|---|---|---|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
2,038
shares
|
$238,221
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,035
shares
|
$237,871
0.13% of portfolio
|
Q4 2024
Reduced 41.22%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
2,035
shares
|
$237,871
0.01% of portfolio
|
Q4 2024
Reduced 17.64%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
2,034
shares
|
$237,754
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
2,033
shares
|
$237,637
0.07% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
2,032
shares
|
$237,520
0.01% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
2,029
shares
|
$237,169
0.05% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Feb 18, 2025 Q4 2024 |
2,023
shares
|
$236,468
0.23% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
2,023
shares
|
$236,468
0.04% of portfolio
|
Q4 2024
Reduced 15.18%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
2,022
shares
|
$236,351
0.03% of portfolio
|
Q4 2024
Reduced 8.75%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
2,022
shares
|
$236,351
0.11% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,021
shares
|
$236,234
0.05% of portfolio
|
Q4 2024
Reduced 21.79%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
2,021
shares
|
$236,234
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Jan 28, 2025 Q4 2024 |
2,020
shares
|
$236,117
0.12% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
2,010
shares
|
$234,948
0.0% of portfolio
|
Q4 2024
Reduced 22.06%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Feb 14, 2025 Q4 2024 |
2,010
shares
|
$234,948
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
2,009
shares
|
$234,832
0.2% of portfolio
|
Q1 2024
Reduced 0.94%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
2,008
shares
|
$234,715
0.19% of portfolio
|
Q4 2022
Added 7.21%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
2,006
shares
|
$234,481
0.04% of portfolio
|
Q2 2024
Reduced 36.58%
|
|
|
Harbor Advisors LLC
|
Feb 11, 2025 Q4 2024 |
2,000
shares
|
$233,780
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Feb 13, 2025 Q4 2024 |
2,000
shares
|
$233,780
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
2,000
shares
|
$233,780
0.15% of portfolio
|
Q3 2024
Added 23.69%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
1,995
shares
|
$233,195
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Feb 05, 2025 Q4 2024 |
1,995
shares
|
$233,195
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
1,988
shares
|
$232,377
0.15% of portfolio
|
Q4 2024
New holding
|