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 |
|---|---|---|---|---|---|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
57,111
shares
|
$6.67 Million
0.62% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
56,803
shares
|
$6.63 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Gulf International Bank (Uk) LTD
|
Feb 05, 2025 Q4 2024 |
55,991
shares
|
$6.54 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
55,900
shares
|
$6.53 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
55,893
shares
|
$6.53 Million
1.55% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
55,849
shares
|
$6.52 Million
0.09% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
55,152
shares
|
$6.44 Million
0.04% of portfolio
|
Q4 2024
Added 39.99%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
54,873
shares
|
$6.41 Million
0.83% of portfolio
|
Q4 2024
Added 113.09%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Feb 13, 2025 Q4 2024 |
54,260
shares
|
$6.34 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
53,864
shares
|
$6.29 Million
0.11% of portfolio
|
Q4 2024
Added 23.98%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
53,858
shares
|
$6.29 Million
1.19% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
53,773
shares
|
$6.28 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Grace & White Inc
|
Jan 29, 2025 Q4 2024 |
53,690
shares
|
$6.27 Million
1.59% of portfolio
|
Q1 2022
Reduced 2.36%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
53,482
shares
|
$6.24 Million
0.06% of portfolio
|
Q4 2024
Added 56.13%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
53,093
shares
|
$6.2 Million
0.08% of portfolio
|
Q4 2024
Added 10.16%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
52,252
shares
|
$6.1 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
52,248
shares
|
$6.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 81.7%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
52,140
shares
|
$6.09 Million
0.94% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Mizuho Markets Americas LLC
|
Feb 11, 2025 Q4 2024 |
51,899
shares
|
$6.06 Million
0.09% of portfolio
|
Q4 2024
Added 66.08%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
51,351
shares
|
$6 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Commerzbank Aktiengesellschaft
|
Feb 06, 2025 Q4 2024 |
51,265
shares
|
$5.99 Million
0.15% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
51,021
shares
|
$5.96 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Feb 13, 2025 Q4 2024 |
50,922
shares
|
$5.95 Million
0.07% of portfolio
|
Q4 2024
Added 219.9%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
50,877
shares
|
$5.94 Million
0.88% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
50,875
shares
|
$5.94 Million
0.01% of portfolio
|
Q4 2024
Added 0.58%
|