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 2,439 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 $64.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
1,770
shares
|
$229,622
0.02% of portfolio
|
Q4 2024
Added 12.81%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1,767
shares
|
$229,232
0.1% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
1,764
shares
|
$228,843
0.12% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
1,760
shares
|
$228,324
0.12% of portfolio
|
Q2 2023
Reduced 1.18%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
1,753
shares
|
$227,416
0.06% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,746
shares
|
$226,508
0.02% of portfolio
|
Q2 2021
Added 5.22%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
1,742
shares
|
$225,989
0.06% of portfolio
|
Q3 2024
Reduced 11.08%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,739
shares
|
$225,600
0.02% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,736
shares
|
$225,211
0.02% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
1,736
shares
|
$225,211
0.07% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
1,734
shares
|
$224,951
0.11% of portfolio
|
Q4 2023
Reduced 3.29%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
1,731
shares
|
$224,562
0.04% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
1,725
shares
|
$223,784
0.05% of portfolio
|
Q4 2024
Reduced 27.18%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
1,700
shares
|
$220,540
0.02% of portfolio
|
Q4 2024
Added 18.22%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
1,697
shares
|
$220,151
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
1,692
shares
|
$219,503
0.04% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
1,692
shares
|
$219,503
0.08% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
1,687
shares
|
$218,854
0.02% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,685
shares
|
$218,595
0.06% of portfolio
|
Q2 2024
Reduced 8.17%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
1,685
shares
|
$218,595
0.1% of portfolio
|
Q3 2023
Added 1.57%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
1,678
shares
|
$217,686
0.03% of portfolio
|
Q2 2024
Reduced 9.69%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
1,674
shares
|
$217,168
0.07% of portfolio
|
Q3 2024
Added 9.84%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
1,668
shares
|
$216,389
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Oct 31, 2024 Q3 2024 |
1,663
shares
|
$215,740
0.01% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,656
shares
|
$214,832
0.09% of portfolio
|
Q3 2024
Reduced 6.91%
|