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 |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
518
shares
|
$60,549
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
513
shares
|
$59,964
0.02% of portfolio
|
Q1 2022
Reduced 29.24%
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
508
shares
|
$59,380
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
507
shares
|
$59,263
0.04% of portfolio
|
Q2 2024
Reduced 84.91%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
503
shares
|
$58,795
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
502
shares
|
$58,678
0.02% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
500
shares
|
$58,445
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
471
shares
|
$55,055
0.03% of portfolio
|
Q4 2024
Added 205.84%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
469
shares
|
$54,821
0.02% of portfolio
|
Q4 2024
Reduced 93.47%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
469
shares
|
$54,821
0.0% of portfolio
|
Q4 2024
Reduced 79.7%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
466
shares
|
$54,470
0.05% of portfolio
|
Q4 2024
Reduced 11.41%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
454
shares
|
$53,068
0.01% of portfolio
|
Q1 2024
Reduced 22.79%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
451
shares
|
$52,717
0.01% of portfolio
|
Q4 2024
Added 1152.78%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
447
shares
|
$52,249
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
445
shares
|
$52,016
0.01% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
441
shares
|
$51,548
0.0% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
439
shares
|
$51,314
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
439
shares
|
$51,314
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
428
shares
|
$50,028
0.02% of portfolio
|
Q1 2024
Added 2.39%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
420
shares
|
$49,093
0.01% of portfolio
|
Q4 2024
Added 180.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
408
shares
|
$47,691
0.02% of portfolio
|
Q4 2024
Added 308.0%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
404
shares
|
$47,223
0.01% of portfolio
|
Q2 2023
Reduced 7.97%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
400
shares
|
$46,756
0.01% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
394
shares
|
$46,054
0.03% of portfolio
|
Q4 2024
Added 16.22%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
391
shares
|
$45,703
0.01% of portfolio
|
Q4 2024
Reduced 69.69%
|