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 |
|---|---|---|---|---|---|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
74,600
shares
|
$8.71 Million
1.77% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
74,283
shares
|
$8.67 Million
0.09% of portfolio
|
Q4 2024
Added 14.75%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
74,074
shares
|
$8.65 Million
1.91% of portfolio
|
Q4 2024
Added 25.37%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
73,809
shares
|
$8.62 Million
0.64% of portfolio
|
Q4 2024
Added 98.34%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
73,170
shares
|
$8.54 Million
0.29% of portfolio
|
Q4 2024
Added 12.64%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
73,046
shares
|
$8.53 Million
1.28% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
72,981
shares
|
$8.52 Million
0.31% of portfolio
|
Q4 2024
Added 390.66%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
72,538
shares
|
$8.47 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
72,517
shares
|
$8.47 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
72,280
shares
|
$8.44 Million
0.12% of portfolio
|
Q4 2024
Reduced 27.99%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
72,280
shares
|
$8.44 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Candriam S.C.A.
|
Feb 06, 2025 Q4 2024 |
71,341
shares
|
$8.33 Million
0.05% of portfolio
|
Q4 2024
Reduced 48.73%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
70,978
shares
|
$8.29 Million
0.13% of portfolio
|
Q4 2024
Reduced 32.23%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
70,927
shares
|
$8.28 Million
0.11% of portfolio
|
Q4 2024
Added 31.78%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
70,388
shares
|
$8.22 Million
0.08% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
70,119
shares
|
$8.19 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
69,588
shares
|
$8.13 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Mizuho Securities Usa LLC
|
Feb 11, 2025 Q4 2024 |
69,317
shares
|
$8.09 Million
0.17% of portfolio
|
Q4 2024
Added 45.93%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
69,090
shares
|
$8.07 Million
0.61% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
68,310
shares
|
$7.98 Million
0.34% of portfolio
|
Q4 2024
Added 382.79%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
68,171
shares
|
$7.96 Million
0.69% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
68,059
shares
|
$7.95 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
67,806
shares
|
$7.92 Million
0.64% of portfolio
|
Q4 2024
Added 14.74%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
67,386
shares
|
$7.87 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
67,077
shares
|
$7.83 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.02%
|