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 2,583 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 $60.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
128,433
shares
|
$15.3 Million
0.47% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Tamar Securities, LLC
|
Jan 22, 2025 Q4 2024 |
125,972
shares
|
$15 Million
2.2% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
125,260
shares
|
$14.9 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jan 23, 2025 Q4 2024 |
123,700
shares
|
$14.7 Million
0.17% of portfolio
|
Q2 2023
Reduced 16.02%
|
|
|
Wilkins Investment Counsel Inc
|
Feb 11, 2025 Q4 2024 |
123,628
shares
|
$14.7 Million
2.3% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
123,000
shares
|
$14.6 Million
8.43% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
122,221
shares
|
$14.5 Million
0.04% of portfolio
|
Q4 2024
Added 37.87%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
120,818
shares
|
$14.4 Million
0.17% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
120,399
shares
|
$14.3 Million
0.65% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
119,031
shares
|
$14.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Feb 04, 2025 Q4 2024 |
117,820
shares
|
$14 Million
0.3% of portfolio
|
Q4 2024
Added 42.9%
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
116,568
shares
|
$13.9 Million
1.28% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
115,991
shares
|
$13.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
115,942
shares
|
$13.8 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
115,834
shares
|
$13.8 Million
0.51% of portfolio
|
Q4 2024
Reduced 16.93%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
115,746
shares
|
$13.8 Million
0.59% of portfolio
|
Q4 2023
Reduced 0.82%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
115,449
shares
|
$13.7 Million
0.09% of portfolio
|
Q4 2024
Added 16.3%
|
|
|
First Long Island Investors, LLC
|
Feb 13, 2025 Q4 2024 |
114,819
shares
|
$13.6 Million
1.15% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
114,807
shares
|
$13.6 Million
0.41% of portfolio
|
Q4 2024
Added 145.31%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
114,167
shares
|
$13.6 Million
2.55% of portfolio
|
Q1 2024
Added 2.83%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
114,130
shares
|
$13.6 Million
0.08% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
112,812
shares
|
$13.4 Million
0.46% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
111,552
shares
|
$13.3 Million
4.59% of portfolio
|
Q4 2024
New holding
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
109,765
shares
|
$13 Million
2.86% of portfolio
|
Q3 2024
New holding
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
109,300
shares
|
$13 Million
0.2% of portfolio
|
Q1 2024
Reduced 9.52%
|