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 |
|---|---|---|---|---|---|
|
Norinchukin Bank, The
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
34,181
shares
|
$4.04 Million
0.09% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
34,113
shares
|
$4.03 Million
0.89% of portfolio
|
Q4 2024
Added 42.51%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
34,058
shares
|
$4.02 Million
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
33,983
shares
|
$4.01 Million
0.13% of portfolio
|
Q4 2024
Reduced 45.69%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
33,774
shares
|
$3.99 Million
0.81% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
33,755
shares
|
$3.99 Million
0.04% of portfolio
|
Q4 2024
Added 26.97%
|
|
|
Achmea Investment Management B.V.
|
Feb 10, 2025 Q4 2024 |
33,654
shares
|
$3.97 Million
0.07% of portfolio
|
Q4 2024
Reduced 47.28%
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
33,638
shares
|
$3.97 Million
0.22% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
33,593
shares
|
$3.97 Million
0.85% of portfolio
|
Q2 2022
Reduced 0.39%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
33,554
shares
|
$3.96 Million
0.74% of portfolio
|
Q3 2024
Reduced 19.63%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
33,533
shares
|
$3.96 Million
0.15% of portfolio
|
Q4 2023
Added 20.94%
|
|
|
True Signal LP
New York, NY |
Jan 26, 2023 Q4 2022 |
33,351
shares
|
$3.94 Million
4.37% of portfolio
|
Q4 2022
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
33,233
shares
|
$3.92 Million
0.03% of portfolio
|
Q4 2024
Reduced 24.82%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
33,076
shares
|
$3.9 Million
0.05% of portfolio
|
Q4 2024
Added 26.29%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 27, 2025 Q4 2024 |
33,011
shares
|
$3.9 Million
0.1% of portfolio
|
Q4 2024
Added 11.48%
|
|
|
Advent Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
33,000
shares
|
$3.9 Million
5.75% of portfolio
|
Q4 2024
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
32,914
shares
|
$3.89 Million
0.45% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
32,759
shares
|
$3.87 Million
0.0% of portfolio
|
Q4 2024
Added 24.16%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
32,591
shares
|
$3.85 Million
0.21% of portfolio
|
Q3 2023
Reduced 6.08%
|
|
|
Penn Davis Mcfarland Inc
|
Jan 16, 2025 Q4 2024 |
32,574
shares
|
$3.85 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
32,514
shares
|
$3.84 Million
0.12% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
32,396
shares
|
$3.82 Million
0.17% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
32,100
shares
|
$3.79 Million
0.16% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Feb 13, 2025 Q4 2024 |
31,639
shares
|
$3.74 Million
1.36% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
31,603
shares
|
$3.73 Million
0.39% of portfolio
|
Q4 2024
Reduced 5.89%
|