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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,607
shares
|
$187,842
0.01% of portfolio
|
Q4 2024
Reduced 34.06%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
1,603
shares
|
$187,374
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
1,601
shares
|
$187,140
0.06% of portfolio
|
Q4 2024
Reduced 31.23%
|
|
|
Mill Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
1,600
shares
|
$187,024
0.02% of portfolio
|
Q3 2024
Reduced 87.3%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
1,600
shares
|
$187,024
0.0% of portfolio
|
Q4 2024
Added 17677.78%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
1,598
shares
|
$186,790
0.09% of portfolio
|
Q3 2024
Reduced 14.45%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
1,595
shares
|
$186,439
0.23% of portfolio
|
Q1 2023
Added 0.89%
|
|
|
Kercheville Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,587
shares
|
$185,504
0.08% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
1,586
shares
|
$185,387
0.11% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
1,581
shares
|
$184,803
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,577
shares
|
$184,335
0.04% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
1,575
shares
|
$184,101
0.02% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
1,562
shares
|
$182,582
0.02% of portfolio
|
Q4 2023
Reduced 12.15%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,558
shares
|
$182,114
0.12% of portfolio
|
Q4 2024
Added 44.66%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,550
shares
|
$181,179
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
1,537
shares
|
$179,659
0.12% of portfolio
|
Q1 2024
Reduced 38.2%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,530
shares
|
$178,841
0.02% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,526
shares
|
$178,374
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
1,524
shares
|
$178,140
0.05% of portfolio
|
Q3 2023
Added 26.58%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
1,496
shares
|
$174,867
0.03% of portfolio
|
Q2 2023
Added 17.24%
|
|
|
Members Capital Advisors Inc
|
Jan 27, 2025 Q4 2024 |
1,481
shares
|
$173,114
0.17% of portfolio
|
Q4 2023
Reduced 81.9%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
1,474
shares
|
$172,295
0.03% of portfolio
|
Q4 2024
Reduced 78.89%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,456
shares
|
$170,191
0.05% of portfolio
|
Q4 2024
Added 484.74%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,453
shares
|
$169,841
0.31% of portfolio
|
Q1 2024
Added 179.42%
|