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 2,432 institutions that hold shares in the stock, with a total of 496 Million shares, which have been reported (via 13F filing form) to have a value of $66.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
3,971
shares
|
$530,565
0.04% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
3,969
shares
|
$530,298
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,951
shares
|
$527,893
0.27% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
3,950
shares
|
$527,759
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
3,948
shares
|
$527,492
0.16% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
3,948
shares
|
$527,492
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
3,927
shares
|
$524,686
0.64% of portfolio
|
Q2 2022
New holding
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
3,910
shares
|
$522,415
0.03% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
3,909
shares
|
$522,281
0.36% of portfolio
|
Q3 2024
Added 3770.3%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
3,904
shares
|
$521,613
0.23% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
3,897
shares
|
$520,678
0.27% of portfolio
|
Q4 2024
Reduced 24.56%
|
|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
3,896
shares
|
$520,544
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
3,872
shares
|
$517,337
0.24% of portfolio
|
Q4 2024
Added 12.39%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
3,865
shares
|
$516,402
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
3,854
shares
|
$514,932
0.24% of portfolio
|
Q3 2024
Added 29.94%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
3,822
shares
|
$510,657
0.04% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
3,813
shares
|
$509,454
0.05% of portfolio
|
Q2 2024
Reduced 5.17%
|
|
|
Guardian Investment Management
|
Jan 16, 2025 Q4 2024 |
3,800
shares
|
$507,718
0.33% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2024 Q3 2024 |
3,796
shares
|
$507,183
0.1% of portfolio
|
Q3 2024
Reduced 88.85%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
3,796
shares
|
$507,183
0.41% of portfolio
|
Q4 2024
Reduced 23.64%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
3,792
shares
|
$506,649
0.02% of portfolio
|
Q4 2024
Added 48.36%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
3,791
shares
|
$506,515
0.26% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,762
shares
|
$502,640
0.06% of portfolio
|
Q4 2023
Reduced 2.31%
|
|
|
Profit Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,756
shares
|
$501,839
0.38% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Oct 28, 2024 Q3 2024 |
3,755
shares
|
$501,705
0.43% of portfolio
|
Q3 2024
Added 0.03%
|