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 |
|---|---|---|---|---|---|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,768
shares
|
$206,661
0.01% of portfolio
|
Q4 2024
Reduced 25.43%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
1,768
shares
|
$206,661
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1,767
shares
|
$206,544
0.1% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
1,764
shares
|
$206,193
0.06% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,763
shares
|
$206,077
0.01% of portfolio
|
Q4 2024
Reduced 41.17%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
1,760
shares
|
$205,726
0.12% of portfolio
|
Q2 2023
Reduced 1.18%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
1,754
shares
|
$205,025
0.13% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
1,750
shares
|
$204,557
0.03% of portfolio
|
Q4 2024
Reduced 34.58%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,746
shares
|
$204,089
0.02% of portfolio
|
Q2 2021
Added 5.22%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,739
shares
|
$203,271
0.02% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,736
shares
|
$202,921
0.02% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
1,736
shares
|
$202,921
0.07% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
1,735
shares
|
$202,804
0.02% of portfolio
|
Q4 2024
Reduced 99.21%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
1,734
shares
|
$202,687
0.09% of portfolio
|
Q4 2023
Reduced 3.29%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
1,731
shares
|
$202,336
0.04% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
1,728
shares
|
$201,985
0.04% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
1,725
shares
|
$201,635
0.01% of portfolio
|
Q4 2024
Reduced 52.88%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
1,725
shares
|
$201,635
0.05% of portfolio
|
Q4 2024
Reduced 27.18%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
1,715
shares
|
$200,466
0.04% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
1,714
shares
|
$200,349
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
1,709
shares
|
$199,765
0.07% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,706
shares
|
$199,414
0.01% of portfolio
|
Q4 2024
Reduced 31.24%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,704
shares
|
$199,180
0.0% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,704
shares
|
$199,180
0.14% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
1,700
shares
|
$198,713
0.02% of portfolio
|
Q4 2024
Added 18.22%
|