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 2,571 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 $59.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
79
shares
|
$9,190
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
79
shares
|
$9,190
0.0% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
76
shares
|
$8,841
0.01% of portfolio
|
Q4 2024
Added 40.74%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
75
shares
|
$8,724
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
73
shares
|
$8,492
0.0% of portfolio
|
Q3 2022
Added 143.33%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
70
shares
|
$8,143
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
69
shares
|
$8,026
0.0% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
68
shares
|
$7,910
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
67
shares
|
$7,794
0.01% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
66
shares
|
$7,677
0.0% of portfolio
|
Q4 2024
Added 164.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
63
shares
|
$7,328
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
60
shares
|
$6,979
0.0% of portfolio
|
Q4 2024
Added 17.65%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
59
shares
|
$6,863
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
59
shares
|
$6,863
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
56
shares
|
$6,514
0.01% of portfolio
|
Q4 2024
Added 64.71%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
54
shares
|
$6,281
0.0% of portfolio
|
Q4 2024
Reduced 74.77%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
52
shares
|
$6,049
0.0% of portfolio
|
Q4 2024
Added 2500.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
51
shares
|
$5,932
0.0% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
50
shares
|
$5,816
0.0% of portfolio
|
Q3 2023
Reduced 68.35%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
50
shares
|
$5,816
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
50
shares
|
$5,816
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
50
shares
|
$5,816
0.0% of portfolio
|
Q1 2024
Added 11.11%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
50
shares
|
$5,816
0.0% of portfolio
|
Q1 2024
Reduced 65.52%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
50
shares
|
$5,816
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
49
shares
|
$5,700
0.0% of portfolio
|
Q4 2024
Added 6.52%
|