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 |
|---|---|---|---|---|---|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
1,700
shares
|
$198,713
0.01% of portfolio
|
Q4 2024
Reduced 21.22%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
1,697
shares
|
$198,362
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
1,693
shares
|
$197,894
0.01% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
1,692
shares
|
$197,777
0.04% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,685
shares
|
$196,959
0.06% of portfolio
|
Q2 2024
Reduced 8.17%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
1,685
shares
|
$196,959
0.1% of portfolio
|
Q3 2023
Added 1.57%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
1,684
shares
|
$196,842
0.05% of portfolio
|
Q4 2024
Added 13.63%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
1,677
shares
|
$196,024
0.05% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
1,675
shares
|
$195,790
0.02% of portfolio
|
Q4 2024
Reduced 15.91%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
1,670
shares
|
$195,206
0.02% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
1,668
shares
|
$194,972
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
1,668
shares
|
$194,972
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Feb 13, 2025 Q4 2024 |
1,667
shares
|
$194,855
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
1,650
shares
|
$192,868
0.06% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
1,643
shares
|
$192,050
0.09% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
1,641
shares
|
$191,816
0.01% of portfolio
|
Q4 2024
Reduced 15.54%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
1,637
shares
|
$191,348
0.19% of portfolio
|
Q3 2024
Reduced 29.8%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
1,636
shares
|
$191,232
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
1,631
shares
|
$190,647
0.08% of portfolio
|
Q4 2024
Reduced 18.12%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
1,629
shares
|
$190,413
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
1,618
shares
|
$189,128
0.12% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Feb 14, 2025 Q4 2024 |
1,614
shares
|
$188,660
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Feb 03, 2025 Q4 2024 |
1,613
shares
|
$188,543
0.01% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
1,612
shares
|
$188,426
0.01% of portfolio
|
Q4 2024
Reduced 18.95%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
1,608
shares
|
$187,959
0.04% of portfolio
|
Q4 2024
Reduced 9.87%
|