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 2,582 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 $61.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essex Investment Management CO LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
404
shares
|
$48,730
0.01% of portfolio
|
Q2 2023
Reduced 7.97%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
400
shares
|
$48,248
0.01% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
394
shares
|
$47,524
0.03% of portfolio
|
Q4 2024
Added 16.22%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
391
shares
|
$47,162
0.01% of portfolio
|
Q4 2024
Reduced 69.69%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
383
shares
|
$46,197
0.01% of portfolio
|
Q4 2024
Reduced 13.54%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
380
shares
|
$45,835
0.01% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
376
shares
|
$45,353
0.0% of portfolio
|
Q3 2023
Reduced 27.97%
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
370
shares
|
$44,629
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
366
shares
|
$44,146
0.03% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
365
shares
|
$44,026
0.03% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
361
shares
|
$43,543
0.01% of portfolio
|
Q4 2024
Reduced 39.23%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
350
shares
|
$42,217
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
348
shares
|
$41,975
0.01% of portfolio
|
Q4 2024
Added 27.94%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
344
shares
|
$41,493
0.01% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
335
shares
|
$40,407
0.03% of portfolio
|
Q1 2024
Added 148.15%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
329
shares
|
$39,683
0.02% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
327
shares
|
$39,442
0.02% of portfolio
|
Q1 2023
Added 9.0%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
324
shares
|
$39,080
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
322
shares
|
$38,839
0.01% of portfolio
|
Q4 2024
Added 98.77%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
321
shares
|
$38,719
0.01% of portfolio
|
Q2 2024
Reduced 65.11%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
320
shares
|
$38,598
0.01% of portfolio
|
Q1 2024
Reduced 7.25%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
318
shares
|
$38,357
0.01% of portfolio
|
Q4 2024
Reduced 43.92%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
315
shares
|
$37,995
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Feb 07, 2025 Q4 2024 |
313
shares
|
$37,754
0.0% of portfolio
|
Q4 2024
Added 36.09%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
312
shares
|
$37,633
0.03% of portfolio
|
Q4 2024
New holding
|