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 |
|---|---|---|---|---|---|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
48
shares
|
$5,583
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
47
shares
|
$5,467
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
45
shares
|
$5,234
0.01% of portfolio
|
Q3 2024
Reduced 36.62%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
42
shares
|
$4,885
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
42
shares
|
$4,885
0.0% of portfolio
|
Q4 2024
Reduced 90.58%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
41
shares
|
$4,769
0.0% of portfolio
|
Q4 2024
Reduced 77.6%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
40
shares
|
$4,653
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
40
shares
|
$4,653
0.0% of portfolio
|
Q4 2021
Reduced 67.74%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 29, 2025 Q4 2024 |
40
shares
|
$4,653
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
38
shares
|
$4,420
0.0% of portfolio
|
Q1 2023
Added 22.58%
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
38
shares
|
$4,420
0.0% of portfolio
|
Q2 2024
Added 2.7%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
38
shares
|
$4,420
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
37
shares
|
$4,304
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
35
shares
|
$4,071
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
34
shares
|
$3,955
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
31
shares
|
$3,606
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
31
shares
|
$3,606
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
31
shares
|
$3,606
0.0% of portfolio
|
Q2 2023
Reduced 94.08%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
30
shares
|
$3,489
0.0% of portfolio
|
Q4 2024
Reduced 34.78%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
29
shares
|
$3,373
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
28
shares
|
$3,257
0.0% of portfolio
|
Q4 2022
Reduced 81.08%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
28
shares
|
$3,257
0.0% of portfolio
|
Q4 2023
Reduced 39.13%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
26
shares
|
$3,024
0.0% of portfolio
|
Q4 2024
Added 52.94%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
26
shares
|
$3,024
0.0% of portfolio
|
Q3 2024
Reduced 89.47%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
25
shares
|
$2,908
0.0% of portfolio
|
Q1 2024
Added 4.17%
|