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 2,583 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 $59.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
150,428
shares
|
$17.6 Million
0.3% of portfolio
|
Q4 2024
Added 77.11%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Feb 10, 2025 Q4 2024 |
149,830
shares
|
$17.5 Million
0.09% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
148,251
shares
|
$17.3 Million
0.06% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Ifm Investors Pty LTD
|
Oct 22, 2024 Q3 2024 |
146,789
shares
|
$17.1 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
146,633
shares
|
$17.1 Million
0.44% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Adapt Investment Managers Sa
Geneva, V8 |
Feb 14, 2025 Q4 2024 |
145,899
shares
|
$17 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
145,816
shares
|
$17 Million
0.25% of portfolio
|
Q1 2024
Reduced 7.62%
|
|
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
Feb 12, 2025 Q4 2024 |
145,000
shares
|
$16.9 Million
2.86% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
144,896
shares
|
$16.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
143,765
shares
|
$16.8 Million
0.1% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
142,387
shares
|
$16.6 Million
1.84% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
142,101
shares
|
$16.6 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
140,673
shares
|
$16.4 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Feb 14, 2025 Q4 2024 |
140,277
shares
|
$16.4 Million
0.11% of portfolio
|
Q4 2024
Added 15.26%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
139,279
shares
|
$16.3 Million
1.4% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
138,795
shares
|
$16.2 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
138,778
shares
|
$16.2 Million
0.33% of portfolio
|
Q2 2024
Added 2.88%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
137,490
shares
|
$16.1 Million
0.06% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
136,501
shares
|
$15.9 Million
1.12% of portfolio
|
Q1 2023
Reduced 2.54%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
134,600
shares
|
$15.7 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
133,174
shares
|
$15.5 Million
0.92% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
131,623
shares
|
$15.4 Million
0.03% of portfolio
|
Q4 2024
Added 27.15%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
131,427
shares
|
$15.3 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
130,482
shares
|
$15.2 Million
0.11% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
129,683
shares
|
$15.1 Million
0.25% of portfolio
|
Q4 2024
Added 71.76%
|