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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
10
shares
|
$1,150
0.12% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
8
shares
|
$920
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
8
shares
|
$920
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
7
shares
|
$805
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
6
shares
|
$690
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
5
shares
|
$575
0.0% of portfolio
|
Q4 2024
Reduced 99.88%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
5
shares
|
$575
0.0% of portfolio
|
Q4 2024
Reduced 44.44%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
4
shares
|
$460
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
4
shares
|
$460
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
3
shares
|
$345
0.0% of portfolio
|
Q4 2023
Reduced 88.89%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
3
shares
|
$345
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
2
shares
|
$230
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
2
shares
|
$230
0.0% of portfolio
|
Q2 2024
Reduced 98.8%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
2
shares
|
$230
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|