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 2,565 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 $58.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
25
shares
|
$2,875
0.0% of portfolio
|
Q4 2024
Added 19.05%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
24
shares
|
$2,760
0.0% of portfolio
|
Q1 2022
Added 4.35%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
23
shares
|
$2,645
0.0% of portfolio
|
Q2 2024
Reduced 55.77%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
22
shares
|
$2,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
21
shares
|
$2,415
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
21
shares
|
$2,415
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
20
shares
|
$2,300
0.0% of portfolio
|
Q1 2024
Reduced 61.54%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
20
shares
|
$2,300
0.0% of portfolio
|
Q4 2024
Added 81.82%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
20
shares
|
$2,300
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
20
shares
|
$2,300
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
19
shares
|
$2,185
0.0% of portfolio
|
Q2 2022
Added 35.71%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
19
shares
|
$2,185
0.0% of portfolio
|
Q4 2024
Reduced 88.41%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
19
shares
|
$2,185
0.01% of portfolio
|
Q3 2024
Reduced 98.61%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
18
shares
|
$2,070
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
17
shares
|
$1,955
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
16
shares
|
$1,840
0.0% of portfolio
|
Q3 2024
Reduced 93.1%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
16
shares
|
$1,840
0.0% of portfolio
|
Q4 2024
Reduced 86.21%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
15
shares
|
$1,725
0.0% of portfolio
|
Q4 2024
Reduced 88.46%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
15
shares
|
$1,725
0.0% of portfolio
|
Q4 2022
Reduced 25.0%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
14
shares
|
$1,610
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
13
shares
|
$1,495
0.0% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
13
shares
|
$1,495
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
10
shares
|
$1,150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
10
shares
|
$1,150
0.0% of portfolio
|
Q4 2024
Reduced 71.43%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Jan 15, 2025 Q4 2024 |
10
shares
|
$1,150
0.0% of portfolio
|
Q4 2024
Reduced 81.82%
|