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 |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
1,006
shares
|
$117,591
0.01% of portfolio
|
Q4 2024
Reduced 9.69%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
977
shares
|
$114,201
0.02% of portfolio
|
Q4 2024
Reduced 20.76%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
940
shares
|
$109,876
0.01% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
930
shares
|
$108,707
0.01% of portfolio
|
Q4 2024
Reduced 40.58%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
929
shares
|
$108,590
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
924
shares
|
$108,006
0.05% of portfolio
|
Q4 2024
Reduced 95.67%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
920
shares
|
$107,538
0.03% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
917
shares
|
$107,188
0.03% of portfolio
|
Q3 2023
Reduced 7.56%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
911
shares
|
$106,486
0.07% of portfolio
|
Q3 2023
Reduced 0.11%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
900
shares
|
$105,201
0.09% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
883
shares
|
$103,213
0.03% of portfolio
|
Q4 2024
Reduced 14.93%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
881
shares
|
$102,980
0.12% of portfolio
|
Q2 2022
Reduced 35.74%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
879
shares
|
$102,746
0.07% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
876
shares
|
$102,395
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
868
shares
|
$101,460
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
867
shares
|
$101,343
0.01% of portfolio
|
Q4 2024
Reduced 13.3%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
850
shares
|
$99,356
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
842
shares
|
$98,421
0.06% of portfolio
|
Q1 2024
Added 35.15%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
836
shares
|
$97,720
0.02% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
810
shares
|
$94,680
0.01% of portfolio
|
Q2 2023
Added 24.62%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
810
shares
|
$94,680
0.01% of portfolio
|
Q2 2023
Added 24.62%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
800
shares
|
$93,512
0.11% of portfolio
|
Q1 2023
Reduced 20.0%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
799
shares
|
$93,395
0.02% of portfolio
|
Q4 2024
Reduced 7.74%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
794
shares
|
$92,810
0.0% of portfolio
|
Q4 2024
Reduced 90.81%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
774
shares
|
$90,472
0.05% of portfolio
|
Q4 2023
New holding
|