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 |
|---|---|---|---|---|---|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
81,858
shares
|
$9.56 Million
2.92% of portfolio
|
Q4 2022
Reduced 0.01%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
81,329
shares
|
$9.5 Million
0.85% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
81,274
shares
|
$9.49 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
81,250
shares
|
$9.49 Million
0.05% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Miramar Capital, LLC
|
Feb 07, 2025 Q4 2024 |
81,121
shares
|
$9.47 Million
2.51% of portfolio
|
Q4 2024
Reduced 13.42%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 15, 2025 Q4 2024 |
79,297
shares
|
$9.26 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
78,852
shares
|
$9.21 Million
0.18% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
Feb 14, 2025 Q4 2024 |
78,780
shares
|
$9.2 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
77,557
shares
|
$9.06 Million
0.04% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
77,543
shares
|
$9.05 Million
0.62% of portfolio
|
Q4 2024
Reduced 53.86%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Feb 13, 2025 Q4 2024 |
77,000
shares
|
$8.99 Million
0.08% of portfolio
|
Q3 2024
Added 45.28%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Feb 12, 2025 Q4 2024 |
76,740
shares
|
$8.96 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Feb 14, 2025 Q4 2024 |
76,540
shares
|
$8.94 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
76,524
shares
|
$8.93 Million
1.39% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
76,481
shares
|
$8.93 Million
0.42% of portfolio
|
Q4 2024
Reduced 12.16%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
76,429
shares
|
$8.92 Million
0.6% of portfolio
|
Q4 2024
Added 302.64%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
75,738
shares
|
$8.84 Million
0.12% of portfolio
|
Q4 2024
Reduced 13.47%
|
|
|
Centre Asset Management, LLC
|
Jan 03, 2025 Q4 2024 |
75,571
shares
|
$8.82 Million
2.18% of portfolio
|
Q4 2024
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
75,397
shares
|
$8.8 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Feb 07, 2025 Q4 2024 |
75,370
shares
|
$8.8 Million
0.11% of portfolio
|
Q4 2024
Reduced 50.4%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
75,323
shares
|
$8.79 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
75,250
shares
|
$8.79 Million
0.14% of portfolio
|
Q4 2024
Reduced 38.77%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
75,049
shares
|
$8.76 Million
0.26% of portfolio
|
Q4 2024
Added 15.36%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
75,000
shares
|
$8.76 Million
1.66% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
74,683
shares
|
$8.72 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.3%
|