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 2,582 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 $60.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
42,492
shares
|
$5.02 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Addenda Capital Inc.
|
Jan 16, 2025 Q4 2024 |
42,478
shares
|
$5.01 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
42,363
shares
|
$5 Million
0.44% of portfolio
|
Q4 2024
Reduced 21.97%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
42,247
shares
|
$4.99 Million
0.12% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
42,098
shares
|
$4.97 Million
3.2% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
41,996
shares
|
$4.96 Million
0.89% of portfolio
|
Q3 2023
Reduced 0.99%
|
|
|
Neos Investment Management LLC
Westport, CT |
Feb 12, 2025 Q4 2024 |
41,985
shares
|
$4.96 Million
0.12% of portfolio
|
Q4 2024
Added 31.07%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
41,845
shares
|
$4.94 Million
0.6% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
41,799
shares
|
$4.93 Million
0.06% of portfolio
|
Q4 2024
Reduced 30.73%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
41,766
shares
|
$4.93 Million
0.51% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
41,722
shares
|
$4.93 Million
0.05% of portfolio
|
Q4 2024
Reduced 58.52%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
41,581
shares
|
$4.91 Million
1.11% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
41,434
shares
|
$4.89 Million
0.49% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
41,386
shares
|
$4.89 Million
0.05% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
41,103
shares
|
$4.85 Million
0.48% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
41,099
shares
|
$4.85 Million
3.09% of portfolio
|
Q3 2022
Added 0.63%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
41,064
shares
|
$4.85 Million
1.33% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
40,953
shares
|
$4.83 Million
0.93% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
40,876
shares
|
$4.83 Million
0.87% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Adams Asset Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
40,769
shares
|
$4.81 Million
0.8% of portfolio
|
Q4 2024
Added 137.24%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Feb 12, 2025 Q4 2024 |
40,759
shares
|
$4.81 Million
1.26% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
40,300
shares
|
$4.76 Million
1.35% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Skylands Capital, LLC
|
Feb 04, 2025 Q4 2024 |
40,200
shares
|
$4.75 Million
0.77% of portfolio
|
Q4 2024
Added 24.55%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
40,131
shares
|
$4.74 Million
0.68% of portfolio
|
Q4 2022
Added 20.96%
|
|
|
Weiss Asset Management LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
40,000
shares
|
$4.72 Million
0.15% of portfolio
|
Q4 2024
New holding
|