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 |
|---|---|---|---|---|---|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
50,848
shares
|
$5.94 Million
0.26% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
50,757
shares
|
$5.93 Million
0.06% of portfolio
|
Q4 2024
Added 103.88%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
50,740
shares
|
$5.92 Million
0.07% of portfolio
|
Q4 2024
Added 67.46%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Feb 03, 2025 Q4 2024 |
50,337
shares
|
$5.88 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
50,205
shares
|
$5.86 Million
0.02% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
49,509
shares
|
$5.78 Million
0.32% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
49,412
shares
|
$5.77 Million
0.75% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
49,396
shares
|
$5.77 Million
0.24% of portfolio
|
Q3 2022
Reduced 6.46%
|
|
|
Capital Management Corp
|
Feb 07, 2025 Q4 2024 |
48,934
shares
|
$5.71 Million
1.28% of portfolio
|
Q4 2024
Added 18.22%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
48,922
shares
|
$5.71 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
48,881
shares
|
$5.71 Million
0.42% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
48,712
shares
|
$5.69 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Feb 10, 2025 Q4 2024 |
48,612
shares
|
$5.68 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
48,572
shares
|
$5.67 Million
0.15% of portfolio
|
Q4 2024
Added 160.61%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Feb 11, 2025 Q4 2024 |
48,299
shares
|
$5.64 Million
0.04% of portfolio
|
Q4 2024
Reduced 71.77%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
48,004
shares
|
$5.6 Million
0.16% of portfolio
|
Q4 2024
Reduced 14.02%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
47,897
shares
|
$5.59 Million
0.38% of portfolio
|
Q4 2024
Added 254.32%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
47,798
shares
|
$5.58 Million
0.58% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
47,706
shares
|
$5.57 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Birch Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
47,641
shares
|
$5.56 Million
3.1% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
47,634
shares
|
$5.56 Million
0.14% of portfolio
|
Q4 2024
Reduced 15.9%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
47,559
shares
|
$5.55 Million
1.01% of portfolio
|
Q4 2024
Added 17.97%
|
|
|
Value Partners Investments Inc.
|
Feb 21, 2025 Q4 2024 |
47,378
shares
|
$5.53 Million
3.48% of portfolio
|
Q4 2024
Reduced 91.81%
|
|
|
Keystone Financial Planning, Inc.
|
Jan 13, 2025 Q4 2024 |
47,254
shares
|
$5.52 Million
1.9% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
47,116
shares
|
$5.5 Million
0.04% of portfolio
|
Q4 2024
Added 1242.72%
|