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 |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
1,828
shares
|
$213,674
0.04% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
1,825
shares
|
$213,324
0.03% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
1248 Management, LLC
Kansas City, MO |
Feb 14, 2025 Q4 2024 |
1,818
shares
|
$212,506
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Spring Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,816
shares
|
$212,272
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
1,812
shares
|
$211,804
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,810
shares
|
$211,570
0.06% of portfolio
|
Q3 2022
Reduced 9.5%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
1,810
shares
|
$211,570
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
1,807
shares
|
$211,220
0.03% of portfolio
|
Q4 2024
Added 11.96%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
1,804
shares
|
$210,869
0.01% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Feb 12, 2025 Q4 2024 |
1,801
shares
|
$210,518
0.0% of portfolio
|
Q4 2024
Reduced 23.33%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
1,800
shares
|
$210,402
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
1,798
shares
|
$210,168
0.19% of portfolio
|
Q3 2023
Reduced 1.15%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
1,796
shares
|
$209,934
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,795
shares
|
$209,817
0.23% of portfolio
|
Q3 2023
Reduced 75.68%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,795
shares
|
$209,817
0.06% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
1,794
shares
|
$209,700
0.03% of portfolio
|
Q4 2024
Reduced 12.06%
|
|
|
Gimbal Financial
Carmel, IN |
Jan 31, 2025 Q4 2024 |
1,790
shares
|
$209,233
0.18% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
1,786
shares
|
$208,765
0.08% of portfolio
|
Q2 2024
Reduced 10.74%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,785
shares
|
$208,648
0.07% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
1,784
shares
|
$208,531
0.11% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
1,779
shares
|
$207,947
0.02% of portfolio
|
Q2 2024
Reduced 10.11%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,774
shares
|
$207,362
0.07% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
1,770
shares
|
$206,895
0.02% of portfolio
|
Q4 2024
Added 12.81%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
1,769
shares
|
$206,778
0.03% of portfolio
|
Q4 2024
Reduced 84.34%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
1,768
shares
|
$206,661
0.01% of portfolio
|
Q4 2024
Reduced 28.68%
|