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 |
|---|---|---|---|---|---|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
27,326
shares
|
$3.23 Million
0.35% of portfolio
|
Q4 2024
Added 26.66%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
27,224
shares
|
$3.21 Million
0.64% of portfolio
|
Q4 2024
Added 196.01%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
27,180
shares
|
$3.21 Million
0.95% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jan 16, 2025 Q4 2024 |
27,167
shares
|
$3.21 Million
1.83% of portfolio
|
Q4 2024
Added 26.5%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
27,116
shares
|
$3.2 Million
0.88% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Investment House LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
26,908
shares
|
$3.18 Million
0.19% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Mcdaniel Terry & CO
|
Feb 03, 2025 Q4 2024 |
26,749
shares
|
$3.16 Million
0.28% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
26,748
shares
|
$3.16 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
26,657
shares
|
$3.15 Million
0.98% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
26,626
shares
|
$3.14 Million
0.15% of portfolio
|
Q4 2024
Added 42.86%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
26,620
shares
|
$3.14 Million
0.04% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
26,612
shares
|
$3.14 Million
2.93% of portfolio
|
Q4 2023
New holding
|
|
|
Opus Investment Management Inc
|
Feb 11, 2025 Q4 2024 |
26,600
shares
|
$3.14 Million
2.48% of portfolio
|
Q4 2022
Reduced 17.9%
|
|
|
Argyle Capital Management Inc.
|
Feb 05, 2025 Q4 2024 |
26,428
shares
|
$3.12 Million
1.33% of portfolio
|
Q4 2024
Added 11.36%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
26,365
shares
|
$3.11 Million
0.07% of portfolio
|
Q4 2024
Added 24.98%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
26,332
shares
|
$3.11 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
26,197
shares
|
$3.09 Million
1.4% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
26,186
shares
|
$3.09 Million
0.35% of portfolio
|
Q3 2024
Added 29.14%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
26,016
shares
|
$3.07 Million
0.7% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
25,939
shares
|
$3.06 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
25,933
shares
|
$3.06 Million
0.13% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
25,890
shares
|
$3.06 Million
0.31% of portfolio
|
Q4 2024
Reduced 29.52%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
25,805
shares
|
$3.05 Million
0.85% of portfolio
|
Q4 2024
Reduced 8.75%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
25,805
shares
|
$3.05 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
25,736
shares
|
$3.04 Million
0.07% of portfolio
|
Q4 2024
Added 97.17%
|