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 |
|---|---|---|---|---|---|
|
Elo Mutual Pension Insurance CO
|
Feb 12, 2025 Q4 2024 |
66,847
shares
|
$7.81 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
66,629
shares
|
$7.78 Million
0.45% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
66,445
shares
|
$7.76 Million
0.12% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
66,374
shares
|
$7.75 Million
0.05% of portfolio
|
Q3 2022
Reduced 2.64%
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
66,148
shares
|
$7.72 Million
0.03% of portfolio
|
Q4 2024
Added 134.47%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
65,907
shares
|
$7.7 Million
1.03% of portfolio
|
Q4 2024
Added 353.06%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jan 22, 2025 Q4 2024 |
64,950
shares
|
$7.58 Million
0.02% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
64,682
shares
|
$7.55 Million
0.05% of portfolio
|
Q4 2024
Reduced 21.12%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Feb 13, 2025 Q4 2024 |
64,620
shares
|
$7.55 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
64,568
shares
|
$7.54 Million
0.06% of portfolio
|
Q2 2023
Reduced 31.38%
|
|
|
Mairs & Power Inc
St Paul, MN |
Feb 14, 2025 Q4 2024 |
64,529
shares
|
$7.53 Million
0.08% of portfolio
|
Q4 2024
Reduced 20.48%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
64,132
shares
|
$7.49 Million
0.73% of portfolio
|
Q4 2024
Added 40.08%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
64,041
shares
|
$7.48 Million
0.09% of portfolio
|
Q3 2024
Added 69.63%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
63,978
shares
|
$7.47 Million
0.66% of portfolio
|
Q4 2024
Added 101.93%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Feb 11, 2025 Q4 2024 |
63,745
shares
|
$7.44 Million
0.45% of portfolio
|
Q4 2024
Reduced 10.85%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
62,977
shares
|
$7.35 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Oregon Public Employees Retirement Fund
|
Feb 04, 2025 Q4 2024 |
62,664
shares
|
$7.32 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
62,333
shares
|
$7.28 Million
2.06% of portfolio
|
Q1 2024
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
62,117
shares
|
$7.25 Million
0.12% of portfolio
|
Q4 2024
Added 37.31%
|
|
|
Gam Holding Ag
|
Jan 31, 2025 Q4 2024 |
61,574
shares
|
$7.19 Million
0.64% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
61,522
shares
|
$7.18 Million
1.63% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
61,330
shares
|
$7.16 Million
1.26% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
61,055
shares
|
$7.13 Million
0.25% of portfolio
|
Q4 2024
Reduced 47.55%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
60,935
shares
|
$7.11 Million
0.16% of portfolio
|
Q4 2024
Added 16.31%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
60,666
shares
|
$7.08 Million
0.06% of portfolio
|
Q4 2024
Added 6.09%
|