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 |
|---|---|---|---|---|---|
|
Viking Fund Management LLC
|
Jan 17, 2025 Q4 2024 |
40,000
shares
|
$4.67 Million
0.83% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Feb 12, 2025 Q4 2024 |
39,660
shares
|
$4.63 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
39,652
shares
|
$4.63 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
39,506
shares
|
$4.61 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
39,307
shares
|
$4.59 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
39,300
shares
|
$4.59 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
39,264
shares
|
$4.58 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
39,106
shares
|
$4.57 Million
0.05% of portfolio
|
Q4 2024
Added 18.78%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
38,999
shares
|
$4.55 Million
0.18% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
38,878
shares
|
$4.54 Million
1.51% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
38,578
shares
|
$4.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
38,565
shares
|
$4.5 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
38,547
shares
|
$4.5 Million
2.22% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
38,385
shares
|
$4.48 Million
0.43% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
38,302
shares
|
$4.47 Million
0.23% of portfolio
|
Q4 2024
Reduced 10.65%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
38,061
shares
|
$4.44 Million
0.62% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
37,927
shares
|
$4.43 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Feb 06, 2025 Q4 2024 |
37,905
shares
|
$4.43 Million
0.8% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Feb 11, 2025 Q4 2024 |
37,632
shares
|
$4.39 Million
0.01% of portfolio
|
Q4 2024
Added 239.09%
|
|
|
Eliot Finkel Investment Counsel, LLC
|
Feb 05, 2025 Q4 2024 |
37,615
shares
|
$4.39 Million
3.02% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
37,455
shares
|
$4.37 Million
0.14% of portfolio
|
Q4 2024
Added 29.76%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
37,113
shares
|
$4.33 Million
0.3% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
37,083
shares
|
$4.33 Million
0.4% of portfolio
|
Q4 2024
Reduced 20.14%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
36,895
shares
|
$4.31 Million
1.48% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
36,845
shares
|
$4.3 Million
0.7% of portfolio
|
Q4 2024
Added 0.82%
|