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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
60,133
shares
|
$7.02 Million
0.47% of portfolio
|
Q4 2024
Reduced 25.07%
|
|
|
Sagefield Capital LP
Dallas, TX |
Feb 14, 2025 Q4 2024 |
60,033
shares
|
$7.01 Million
0.92% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Ally Financial Inc.
Detroit, MI |
Feb 13, 2025 Q4 2024 |
60,000
shares
|
$7.01 Million
0.93% of portfolio
|
Q3 2024
Added 13.21%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
59,697
shares
|
$6.97 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
59,268
shares
|
$6.92 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
59,215
shares
|
$6.91 Million
1.42% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
59,110
shares
|
$6.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 36.18%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
59,031
shares
|
$6.89 Million
1.8% of portfolio
|
Q4 2024
Added 87.05%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
58,949
shares
|
$6.88 Million
1.56% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Jan 13, 2025 Q4 2024 |
58,915
shares
|
$6.88 Million
5.44% of portfolio
|
Q4 2024
New holding
|
|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
58,851
shares
|
$6.87 Million
1.41% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
58,828
shares
|
$6.87 Million
0.14% of portfolio
|
Q3 2023
Reduced 0.18%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
58,665
shares
|
$6.85 Million
0.6% of portfolio
|
Q4 2024
Added 13.56%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
58,657
shares
|
$6.85 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
58,540
shares
|
$6.84 Million
0.51% of portfolio
|
Q4 2024
Reduced 13.78%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
58,465
shares
|
$6.83 Million
0.27% of portfolio
|
Q4 2024
Added 636.8%
|
|
|
Lathrop Investment Management Corp
|
Feb 14, 2025 Q4 2024 |
58,436
shares
|
$6.82 Million
1.4% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
58,249
shares
|
$6.8 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
58,003
shares
|
$6.77 Million
0.21% of portfolio
|
Q4 2024
Added 20.94%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
57,723
shares
|
$6.74 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
57,643
shares
|
$6.73 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
57,382
shares
|
$6.7 Million
1.05% of portfolio
|
Q3 2023
Reduced 0.77%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
57,190
shares
|
$6.68 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.23%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
57,166
shares
|
$6.67 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
57,111
shares
|
$6.67 Million
0.62% of portfolio
|
Q4 2024
Added 1.27%
|