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 2,568 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 $59.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
110
shares
|
$12,826
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
109
shares
|
$12,709
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
108
shares
|
$12,592
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
104
shares
|
$12,126
0.01% of portfolio
|
Q1 2022
Added 4.0%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
103
shares
|
$12,009
0.0% of portfolio
|
Q4 2024
Reduced 38.32%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
100
shares
|
$11,660
0.0% of portfolio
|
Q4 2024
Reduced 52.38%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
100
shares
|
$11,660
0.0% of portfolio
|
Q1 2024
Reduced 98.52%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
100
shares
|
$11,660
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
97
shares
|
$11,310
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
91
shares
|
$10,610
0.0% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
90
shares
|
$10,494
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
90
shares
|
$10,494
0.0% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
89
shares
|
$10,377
0.0% of portfolio
|
Q4 2024
Reduced 19.82%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
87
shares
|
$10,144
0.02% of portfolio
|
Q2 2022
Added 64.15%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
86
shares
|
$10,027
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
86
shares
|
$10,027
0.0% of portfolio
|
Q4 2024
Reduced 58.85%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
86
shares
|
$10,027
0.01% of portfolio
|
Q3 2024
Added 14.67%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
83
shares
|
$9,677
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
83
shares
|
$9,677
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
80
shares
|
$9,328
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
80
shares
|
$9,328
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
79
shares
|
$9,211
0.0% of portfolio
|
Q2 2024
Reduced 11.24%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
79
shares
|
$9,211
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
79
shares
|
$9,211
0.0% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
76
shares
|
$8,861
0.01% of portfolio
|
Q4 2024
Added 40.74%
|