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 |
|---|---|---|---|---|---|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,898
shares
|
$221,857
0.19% of portfolio
|
Q1 2024
Reduced 4.81%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
1,897
shares
|
$221,740
0.09% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,896
shares
|
$221,623
0.01% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
1,888
shares
|
$220,688
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Feb 10, 2025 Q4 2024 |
1,885
shares
|
$220,337
0.17% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Feb 14, 2025 Q4 2024 |
1,883
shares
|
$220,103
0.01% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
1,878
shares
|
$219,519
0.03% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
1,878
shares
|
$219,519
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
1,876
shares
|
$219,285
0.09% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
1,874
shares
|
$219,051
0.07% of portfolio
|
Q4 2024
Added 11.95%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
1,873
shares
|
$218,934
0.07% of portfolio
|
Q4 2024
Reduced 19.23%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
1,864
shares
|
$217,882
0.04% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
1,864
shares
|
$217,882
0.09% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,863
shares
|
$217,766
0.01% of portfolio
|
Q1 2024
Reduced 22.41%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,861
shares
|
$217,532
0.02% of portfolio
|
Q4 2024
Reduced 19.26%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
1,859
shares
|
$217,298
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
1,858
shares
|
$217,181
0.05% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,854
shares
|
$216,714
0.09% of portfolio
|
Q4 2024
Reduced 9.69%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
1,854
shares
|
$216,714
0.09% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Feb 12, 2025 Q4 2024 |
1,850
shares
|
$216,246
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
1,849
shares
|
$216,129
0.22% of portfolio
|
Q2 2024
Added 3.47%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
1,838
shares
|
$214,843
0.07% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
1,836
shares
|
$214,610
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
1,830
shares
|
$213,908
0.01% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,828
shares
|
$213,674
0.06% of portfolio
|
Q4 2024
Reduced 4.94%
|