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 $60.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
89,416
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 27.93%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
89,261
shares
|
$10.5 Million
0.16% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
89,050
shares
|
$10.5 Million
0.13% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
88,746
shares
|
$10.5 Million
1.14% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
88,692
shares
|
$10.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 27.72%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
88,599
shares
|
$10.5 Million
0.07% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
87,629
shares
|
$10.3 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
86,781
shares
|
$10.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
86,673
shares
|
$10.2 Million
1.76% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
86,628
shares
|
$10.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.75%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Feb 07, 2025 Q4 2024 |
85,710
shares
|
$10.1 Million
1.35% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
85,250
shares
|
$10.1 Million
0.3% of portfolio
|
Q4 2022
Reduced 2.45%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
85,146
shares
|
$10.1 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
Warszawa, R9 |
Feb 12, 2025 Q4 2024 |
84,574
shares
|
$9.98 Million
8.19% of portfolio
|
Q4 2024
New holding
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
84,233
shares
|
$9.94 Million
1.34% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jan 29, 2025 Q4 2024 |
84,168
shares
|
$9.94 Million
2.16% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
83,874
shares
|
$9.9 Million
1.19% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
83,568
shares
|
$9.87 Million
1.16% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
83,426
shares
|
$9.85 Million
0.68% of portfolio
|
Q4 2024
Reduced 13.03%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
82,637
shares
|
$9.76 Million
0.05% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
82,448
shares
|
$9.73 Million
0.34% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
82,420
shares
|
$9.73 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Fjarde Ap Fonden
|
Feb 04, 2025 Q4 2024 |
82,008
shares
|
$9.68 Million
0.1% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
81,867
shares
|
$9.67 Million
0.04% of portfolio
|
Q4 2024
Added 16.05%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
81,858
shares
|
$9.66 Million
2.92% of portfolio
|
Q4 2022
Reduced 0.01%
|