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 |
|---|---|---|---|---|---|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
1,222
shares
|
$142,839
0.07% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
1,216
shares
|
$142,138
0.04% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,211
shares
|
$141,553
0.01% of portfolio
|
Q4 2023
Reduced 0.16%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,206
shares
|
$140,969
0.02% of portfolio
|
Q4 2024
Reduced 17.17%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
1,200
shares
|
$140,268
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
1,189
shares
|
$138,982
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
1,180
shares
|
$137,930
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
1,175
shares
|
$137,345
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
1,167
shares
|
$136,410
0.1% of portfolio
|
Q4 2024
Reduced 97.32%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
1,158
shares
|
$135,358
0.0% of portfolio
|
Q3 2024
Reduced 99.67%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,152
shares
|
$134,657
0.01% of portfolio
|
Q4 2024
Reduced 46.72%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
1,146
shares
|
$133,955
0.02% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,102
shares
|
$128,812
0.07% of portfolio
|
Q4 2024
Reduced 22.34%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
1,090
shares
|
$127,410
0.03% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,074
shares
|
$125,539
0.05% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
1,060
shares
|
$123,903
0.05% of portfolio
|
Q4 2024
Reduced 48.17%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,057
shares
|
$123,552
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
1,051
shares
|
$122,851
0.07% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
1,048
shares
|
$122,500
0.04% of portfolio
|
Q4 2024
Reduced 19.32%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
1,036
shares
|
$121,098
0.04% of portfolio
|
Q4 2024
Reduced 42.6%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
1,033
shares
|
$120,747
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
1,020
shares
|
$119,227
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
1,017
shares
|
$118,877
0.01% of portfolio
|
Q4 2024
Reduced 88.71%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
1,013
shares
|
$118,409
0.1% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
1,007
shares
|
$117,708
0.02% of portfolio
|
Q4 2024
Reduced 2.04%
|