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 |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
1,976
shares
|
$230,974
0.03% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Rb Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,975
shares
|
$230,857
0.06% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
1,974
shares
|
$230,740
0.13% of portfolio
|
Q4 2024
Reduced 13.19%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,968
shares
|
$230,039
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
1,963
shares
|
$229,455
0.09% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,956
shares
|
$228,636
0.07% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Texas Capital Bancshares Inc
|
Feb 13, 2025 Q4 2024 |
1,956
shares
|
$228,636
0.1% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
1,955
shares
|
$228,519
0.12% of portfolio
|
Q2 2023
Added 2.89%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
1,954
shares
|
$228,403
0.12% of portfolio
|
Q4 2024
Reduced 16.64%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Feb 05, 2025 Q4 2024 |
1,948
shares
|
$227,701
0.16% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
1,947
shares
|
$227,584
0.13% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
1,945
shares
|
$227,351
0.07% of portfolio
|
Q4 2024
Reduced 32.47%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
1,944
shares
|
$227,234
0.14% of portfolio
|
Q2 2022
Reduced 94.11%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
1,944
shares
|
$227,234
0.06% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,940
shares
|
$226,766
0.16% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
1,938
shares
|
$226,532
0.23% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
1,934
shares
|
$226,065
0.05% of portfolio
|
Q4 2024
Reduced 15.84%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
1,927
shares
|
$225,247
0.1% of portfolio
|
Q4 2024
Reduced 51.51%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,925
shares
|
$225,013
0.18% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
1,922
shares
|
$224,662
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
1,918
shares
|
$224,195
0.01% of portfolio
|
Q4 2024
Reduced 39.55%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
1,912
shares
|
$223,493
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
1,910
shares
|
$223,259
0.16% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
1,906
shares
|
$222,792
0.25% of portfolio
|
Q4 2024
Reduced 38.32%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
1,902
shares
|
$222,324
0.11% of portfolio
|
Q4 2024
Added 5.9%
|