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 |
|---|---|---|---|---|---|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Feb 14, 2025 Q4 2024 |
1,453
shares
|
$169,841
3.49% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,439
shares
|
$168,204
0.08% of portfolio
|
Q2 2022
Added 22.78%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
1,425
shares
|
$166,568
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
1,407
shares
|
$164,464
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Payden & Rygel
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
1,400
shares
|
$163,646
0.02% of portfolio
|
Q2 2024
Reduced 97.85%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
1,400
shares
|
$163,646
0.02% of portfolio
|
Q1 2024
Reduced 97.85%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,392
shares
|
$162,710
0.26% of portfolio
|
Q3 2022
New holding
|
|
|
U S Global Investors Inc
San Antonio, TX |
Feb 05, 2025 Q4 2024 |
1,391
shares
|
$162,593
0.02% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
1,379
shares
|
$161,191
0.05% of portfolio
|
Q4 2024
Reduced 43.97%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
1,378
shares
|
$161,074
0.07% of portfolio
|
Q4 2024
Reduced 15.15%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
1,365
shares
|
$159,554
0.05% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
1,365
shares
|
$159,554
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,358
shares
|
$158,736
0.36% of portfolio
|
Q1 2024
Reduced 47.97%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
1,321
shares
|
$154,411
0.06% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,305
shares
|
$152,541
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
1,300
shares
|
$151,957
0.06% of portfolio
|
Q4 2024
Added 242.11%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
1,294
shares
|
$151,255
0.07% of portfolio
|
Q1 2022
Reduced 5.2%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
1,285
shares
|
$150,203
0.06% of portfolio
|
Q2 2024
Reduced 78.53%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
1,281
shares
|
$149,736
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,279
shares
|
$149,502
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
1,265
shares
|
$147,865
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,263
shares
|
$147,632
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
1,262
shares
|
$147,515
0.05% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
1,260
shares
|
$147,281
0.05% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
1,259
shares
|
$147,164
0.01% of portfolio
|
Q4 2024
Added 38.81%
|