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 |
|---|---|---|---|---|---|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
31,598
shares
|
$3.73 Million
0.74% of portfolio
|
Q4 2024
Reduced 12.93%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
31,500
shares
|
$3.72 Million
0.31% of portfolio
|
Q4 2024
Added 27.71%
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
31,474
shares
|
$3.72 Million
0.58% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
31,458
shares
|
$3.71 Million
0.09% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Jan 23, 2025 Q4 2024 |
31,427
shares
|
$3.71 Million
0.05% of portfolio
|
Q4 2024
Added 21.71%
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
31,214
shares
|
$3.69 Million
0.12% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
31,076
shares
|
$3.67 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Brooks, Moore & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
31,040
shares
|
$3.66 Million
2.34% of portfolio
|
Q4 2024
Added 19.48%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
31,031
shares
|
$3.66 Million
0.22% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
30,973
shares
|
$3.66 Million
0.57% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
30,598
shares
|
$3.61 Million
1.0% of portfolio
|
Q4 2024
Added 74.64%
|
|
|
Hourglass Capital, LLC
|
Jan 30, 2025 Q4 2024 |
30,565
shares
|
$3.61 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
30,536
shares
|
$3.61 Million
1.76% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
30,392
shares
|
$3.59 Million
1.23% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Omers Administration Corp
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
30,334
shares
|
$3.58 Million
0.03% of portfolio
|
Q4 2024
Added 20.96%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
30,206
shares
|
$3.57 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Winton Group LTD
London, X0 |
Feb 12, 2025 Q4 2024 |
30,171
shares
|
$3.56 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
30,119
shares
|
$3.56 Million
0.85% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
30,037
shares
|
$3.55 Million
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
29,735
shares
|
$3.51 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
29,722
shares
|
$3.51 Million
0.44% of portfolio
|
Q4 2024
Added 1529.5%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
29,440
shares
|
$3.48 Million
0.02% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
29,412
shares
|
$3.47 Million
0.27% of portfolio
|
Q4 2024
Added 69.87%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
29,366
shares
|
$3.47 Million
1.21% of portfolio
|
Q4 2020
Reduced 20.3%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
29,290
shares
|
$3.46 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.76%
|